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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
TMHC
451
DELISTED
Taylor Morrison
TMHC
$278K 0.01%
+4,206
New +$277K
PYPL icon
452
PayPal
PYPL
$50.3B
$277K 0.01%
4,135
-296
-7% -$20.9K
ING icon
453
ING
ING
$92.9B
$273K 0.01%
10,480
-214
-2% -$5.16K
LH icon
454
Labcorp
LH
$25.2B
$273K 0.01%
951
-130
-12% -$34.8K
ALLE icon
455
Allegion
ALLE
$13.5B
$271K 0.01%
1,529
+66
+5% +$10.9K
BN icon
456
Brookfield
BN
$102B
$267K 0.01%
5,846
-337
-5% -$14.9K
MGY icon
457
Magnolia Oil & Gas
MGY
$5.93B
$266K 0.01%
11,162
-90
-0.8% -$2.15K
EFAV icon
458
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$266K 0.01%
3,131
– –
FDIS icon
459
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$264K 0.01%
2,566
+256
+11% +$25.3K
KT icon
460
KT
KT
$8.74B
$263K 0.01%
13,508
+1,469
+12% +$29.9K
OHI icon
461
Omega Healthcare
OHI
$15.3B
$262K 0.01%
6,208
-879
-12% -$35.4K
CI icon
462
Cigna
CI
$78.4B
$261K 0.01%
906
-127
-12% -$37.6K
ELV icon
463
Elevance Health
ELV
$81.5B
$261K 0.01%
807
-909
-53% -$283K
LEN icon
464
Lennar Class A
LEN
$20.4B
$260K 0.01%
+2,064
New +$256K
SPYM
465
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$260K 0.01%
3,319
– –
OZ icon
466
Belpointe PREP
OZ
$175M
$260K 0.01%
4,060
– –
OMC icon
467
Omnicom Group
OMC
$23.5B
$258K 0.01%
3,170
+184
+6% +$13.9K
SMPL icon
468
Simply Good Foods
SMPL
$907M
$258K 0.01%
10,401
-116
-1% -$3.42K
ADSK icon
469
Autodesk
ADSK
$51.8B
$258K 0.01%
812
+36
+5% +$11K
ON icon
470
ON Semiconductor
ON
$30.7B
$258K 0.01%
5,227
-217
-4% -$11.4K
RGA icon
471
Reinsurance Group of America
RGA
$15.5B
$257K 0.01%
1,340
-226
-14% -$43.3K
EXP icon
472
Eagle Materials
EXP
$6.49B
$257K 0.01%
1,102
+18
+2% +$4.08K
WTFC icon
473
Wintrust Financial
WTFC
$10.7B
$256K 0.01%
1,935
-98
-5% -$12.9K
DOV icon
474
Dover
DOV
$26.7B
$254K 0.01%
1,521
-421
-22% -$75.6K
HEI.A icon
475
HEICO Corp Class A
HEI.A
$36B
$250K 0.01%
983
-81
-8% -$20.2K
17 18
19
20 21

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BCI
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MWM
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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
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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.