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Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+4.65%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
-$36M
Cap. Flow %
-1.26%
Top 10 Hldgs %
31.09%
Holding
697
New
31
Increased
195
Reduced
362
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.03M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.96M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.34M
4
STLD icon
Steel Dynamics
STLD
+$1.09M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.56M
2
KLAC icon
KLA
KLAC
+$1.99M
3
AVGO icon
Broadcom
AVGO
+$1.73M
4
ORCL icon
Oracle
ORCL
+$1.45M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

Rank Sector Weight
1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSM icon
426
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$331K 0.01%
7,144
-165
-2% -$7.4K
PCAR icon
427
PACCAR
PCAR
$72.7B
$329K 0.01%
3,351
-104
-3% -$10.3K
BR icon
428
Broadridge
BR
$18.3B
$327K 0.01%
1,374
-1,473
-52% -$367K
LYB icon
429
LyondellBasell Industries
LYB
$18.8B
$324K 0.01%
6,604
-11,062
-63% -$624K
RDDT icon
430
Reddit
RDDT
$34.4B
$324K 0.01%
+1,408
New +$287K
UGI icon
431
UGI
UGI
$7.92B
$318K 0.01%
9,555
-621
-6% -$21.7K
CASY icon
432
Casey's General Stores
CASY
$31.7B
$317K 0.01%
560
-44
-7% -$23K
WWD icon
433
Woodward
WWD
$24.5B
$315K 0.01%
1,247
-157
-11% -$39K
CCEP icon
434
Coca-Cola Europacific Partners
CCEP
$49.3B
$310K 0.01%
3,425
-115
-3% -$10.7K
FLUT icon
435
Flutter Entertainment
FLUT
$18.9B
$309K 0.01%
1,218
-55
-4% -$16.1K
PKBK icon
436
Parke Bancorp
PKBK
$400M
$308K 0.01%
14,272
– –
XYL icon
437
Xylem
XYL
$29.7B
$307K 0.01%
2,082
-98
-4% -$13.6K
CHKP icon
438
Check Point Software Technologies
CHKP
$14.1B
$305K 0.01%
1,475
-18
-1% -$3.63K
ATR icon
439
AptarGroup
ATR
$8.8B
$305K 0.01%
2,280
-17
-0.7% -$2.46K
CL icon
440
Colgate-Palmolive
CL
$74.2B
$298K 0.01%
3,733
+344
+10% +$29.3K
TSCO icon
441
Tractor Supply
TSCO
$16.5B
$297K 0.01%
5,217
+2
+0% +$118
VMC icon
442
Vulcan Materials
VMC
$37.4B
$295K 0.01%
960
+38
+4% +$10.8K
IRT icon
443
Independence Realty Trust
IRT
$3.93B
$292K 0.01%
17,831
+227
+1% +$3.93K
LULU icon
444
lululemon athletica
LULU
$13.7B
$292K 0.01%
1,640
-503
-23% -$101K
AL
445
DELISTED
Air Lease Corp
AL
$291K 0.01%
4,578
-3,815
-45% -$228K
IWN icon
446
iShares Russell 2000 Value ETF
IWN
$14.5B
$287K 0.01%
1,624
– –
ECL icon
447
Ecolab
ECL
$79.6B
$287K 0.01%
1,048
-101
-9% -$27.4K
MLM icon
448
Martin Marietta Materials
MLM
$35B
$279K 0.01%
443
+13
+3% +$7.75K
MAS icon
449
Masco
MAS
$16.5B
$278K 0.01%
3,949
-569
-13% -$40K
BP icon
450
BP
BP
$107B
$278K 0.01%
8,065
-2,379
-23% -$79.7K
16 17
18
19 20

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Fulton Bank held 697 positions worth $2.86B, up 5.7% from $2.71B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q3 2025 filing shows 31 new, 195 increased, 362 reduced and 30 closed positions. Its largest new stake was Steel Dynamics: 8,334 shares worth $1.16M. The largest sale was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $5.56M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q3 2025 buy was Steel Dynamics: 8,334 shares worth $1.16M.
  • Fulton Bank added most to Dimensional US High Profitability ETF in Q3 2025, an estimated $5.03M increase.
  • Fulton Bank's biggest Q3 2025 reduction was KLA, cutting an estimated $1.99M.
  • Fulton Bank fully exited Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025, selling an estimated $5.56M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.86B portfolio in Q3 2025.
  • Fulton Bank opened 31 new positions and closed 30 in Q3 2025.
  • Fulton Bank's portfolio value rose 5.7% quarter-over-quarter to $2.86B.

Based on Fulton Bank's 13F filing for Q3 2025, filed 21 Oct 2025.