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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
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
426
Simon Property Group
SPG
$76.4B
$351K 0.01%
1,895
-20
-1% -$3.63K
RSP icon
427
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$351K 0.01%
1,830
-120
-6% -$22.8K
LSTR icon
428
Landstar System
LSTR
$6.03B
$347K 0.01%
2,415
+434
+22% +$57.8K
SCHF icon
429
Schwab International Equity ETF
SCHF
$64.9B
$346K 0.01%
+14,386
New +$342K
RDDT icon
430
Reddit
RDDT
$34.3B
$343K 0.01%
1,493
+85
+6% +$17.9K
DOX icon
431
Amdocs
DOX
$6.03B
$342K 0.01%
4,253
-231
-5% -$18.6K
CASY icon
432
Casey's General Stores
CASY
$32.1B
$342K 0.01%
618
+58
+10% +$31.9K
SRE icon
433
Sempra
SRE
$58B
$339K 0.01%
3,836
-544
-12% -$49.5K
MTCH icon
434
Match Group
MTCH
$9.19B
$337K 0.01%
10,432
+98
+0.9% +$3.22K
AJG icon
435
Arthur J. Gallagher & Co
AJG
$69.1B
$336K 0.01%
1,299
-203
-14% -$53.7K
GRMN
436
Garmin
GRMN
$56.8B
$330K 0.01%
1,625
+129
+9% +$28.1K
EQIX icon
437
Equinix
EQIX
$99.5B
$326K 0.01%
426
-70
-14% -$54.9K
CCEP icon
438
Coca-Cola Europacific Partners
CCEP
$49.2B
$325K 0.01%
3,586
+161
+5% +$14.5K
BP icon
439
BP
BP
$112B
$324K 0.01%
9,315
+1,250
+15% +$43.9K
LUMN icon
440
Lumen
LUMN
$6.43B
$323K 0.01%
+41,592
New +$342K
HAS icon
441
Hasbro
HAS
$13.5B
$319K 0.01%
3,885
-808
-17% -$63.4K
MSI icon
442
Motorola Solutions
MSI
$72.1B
$317K 0.01%
826
-81
-9% -$32.6K
EZM icon
443
WisdomTree US MidCap Fund
EZM
$938M
$314K 0.01%
+4,698
New +$310K
ING icon
444
ING
ING
$92.8B
$313K 0.01%
11,176
+696
+7% +$17.9K
BLOK icon
445
Amplify Blockchain Technology ETF
BLOK
$1.03B
$302K 0.01%
5,303
– –
XYL icon
446
Xylem
XYL
$28.5B
$301K 0.01%
2,208
+126
+6% +$18.1K
VVV icon
447
Valvoline
VVV
$5.06B
$300K 0.01%
10,325
-3,094
-23% -$99.3K
ELV icon
448
Elevance Health
ELV
$81.5B
$300K 0.01%
855
+48
+6% +$16.2K
XMMO icon
449
Invesco S&P MidCap Momentum ETF
XMMO
$6.9B
$299K 0.01%
+2,161
New +$295K
DOV icon
450
Dover
DOV
$26.7B
$299K 0.01%
1,530
+9
+0.6% +$1.64K
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

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 Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.