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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
+6.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.71B
AUM Growth
+$231M
Cap. Flow
-$9.19M
Cap. Flow %
-0.34%
Top 10 Hldgs %
30.69%
Holding
696
New
57
Increased
233
Reduced
337
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$27.7M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.35M
4
BTI icon
British American Tobacco
BTI
+$2.07M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$5.7M
2
BMY icon
Bristol-Myers Squibb
BMY
+$2M
3
PM icon
Philip Morris
PM
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ON icon
451
ON Semiconductor
ON
$34.7B
$285K 0.01%
+5,444
New +$237K
NSP icon
452
Insperity
NSP
$1.92B
$285K 0.01%
4,741
-32
-0.7% -$2.24K
LH icon
453
Labcorp
LH
$24.7B
$284K 0.01%
1,081
-194
-15% -$47.2K
XYL icon
454
Xylem
XYL
$28.6B
$282K 0.01%
2,180
+168
+8% +$20.3K
FOUR icon
455
Shift4
FOUR
$3.96B
$281K 0.01%
+2,839
New +$248K
TW icon
456
Tradeweb Markets
TW
$21.7B
$277K 0.01%
1,895
+172
+10% +$24K
HEI.A icon
457
HEICO Corp Class A
HEI.A
$36.3B
$275K 0.01%
1,064
+14
+1% +$3.06K
TSCO icon
458
Tractor Supply
TSCO
$16.7B
$275K 0.01%
5,215
+1,153
+28% +$59K
TPR icon
459
Tapestry
TPR
$29.8B
$270K 0.01%
3,078
-1,007
-25% -$76.3K
WHR icon
460
Whirlpool
WHR
$2.44B
$267K 0.01%
2,633
-894
-25% -$74.4K
DT
461
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$265K 0.01%
7,294
-6
-0.1% -$218
CP icon
462
Canadian Pacific Kansas City
CP
$81.1B
$265K 0.01%
3,341
-96
-3% -$7.38K
EFAV icon
463
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.26B
$263K 0.01%
3,131
-174
-5% -$14.2K
BFAM icon
464
Bright Horizons
BFAM
$4.1B
$262K 0.01%
+2,123
New +$260K
CCL icon
465
Carnival Corporation Ltd
CCL
$37.1B
$262K 0.01%
+9,325
New +$200K
OZ icon
466
Belpointe PREP
OZ
$176M
$262K 0.01%
4,060
– –
UAL icon
467
United Airlines
UAL
$39.1B
$261K 0.01%
3,281
-404
-11% -$29.8K
CVE icon
468
Cenovus Energy
CVE
$52.3B
$261K 0.01%
19,201
+809
+4% +$10.5K
OHI icon
469
Omega Healthcare
OHI
$15.3B
$260K 0.01%
7,087
-1,642
-19% -$61K
TECK icon
470
Teck Resources
TECK
$29.3B
$259K 0.01%
6,419
+208
+3% +$7.51K
ITW icon
471
Illinois Tool Works
ITW
$81.9B
$257K 0.01%
1,039
+162
+18% +$39.1K
HST icon
472
Host Hotels & Resorts
HST
$17.1B
$257K 0.01%
16,723
-3,160
-16% -$46.8K
IWN icon
473
iShares Russell 2000 Value ETF
IWN
$14.4B
$256K 0.01%
1,624
+18
+1% +$2.68K
BN icon
474
Brookfield
BN
$103B
$255K 0.01%
6,183
+390
+7% +$14.5K
MGY icon
475
Magnolia Oil & Gas
MGY
$5.53B
$253K 0.01%
11,252
-65
-0.6% -$1.44K
17 18
19
20 21

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Fulton Bank held 696 positions worth $2.71B, up 9.3% from $2.48B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2025 filing shows 57 new, 233 increased, 337 reduced and 30 closed positions. Its largest new stake was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M. The largest sale was Fulton Financial, an estimated $5.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q2 2025 buy was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M.
  • Fulton Bank added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $2.72M increase.
  • Fulton Bank's biggest Q2 2025 reduction was Fulton Financial, cutting an estimated $5.7M.
  • Fulton Bank fully exited Paychex in Q2 2025, selling an estimated $962K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.71B portfolio in Q2 2025.
  • Fulton Bank opened 57 new positions and closed 30 in Q2 2025.
  • Fulton Bank's portfolio value rose 9.3% quarter-over-quarter to $2.71B.

Based on Fulton Bank's 13F filing for Q2 2025, filed 10 Jul 2025.