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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
VEU icon
451
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$297K 0.01%
+4,035
New +$293K
CVE icon
452
Cenovus Energy
CVE
$54.2B
$296K 0.01%
17,486
-2,266
-11% -$39.4K
SAIA icon
453
Saia
SAIA
$10.5B
$295K 0.01%
904
-238
-21% -$71.9K
HSY icon
454
Hershey
HSY
$37.3B
$295K 0.01%
1,620
+313
+24% +$57.2K
IRT icon
455
Independence Realty Trust
IRT
$3.98B
$294K 0.01%
16,811
-1,020
-6% -$16.9K
MLM icon
456
Martin Marietta Materials
MLM
$34.2B
$291K 0.01%
468
+25
+6% +$15.5K
BA icon
457
Boeing
BA
$169B
$291K 0.01%
1,341
-273
-17% -$56.1K
ATR icon
458
AptarGroup
ATR
$8.69B
$290K 0.01%
2,374
+94
+4% +$11.6K
TMHC
459
DELISTED
Taylor Morrison
TMHC
$288K 0.01%
4,888
+682
+16% +$41.7K
VMC icon
460
Vulcan Materials
VMC
$36.8B
$287K 0.01%
1,006
+46
+5% +$13.5K
PAYC icon
461
Paycom
PAYC
$7.88B
$287K 0.01%
1,799
-1,178
-40% -$209K
OHI icon
462
Omega Healthcare
OHI
$15.3B
$283K 0.01%
6,393
+185
+3% +$7.97K
BR icon
463
Broadridge
BR
$18.4B
$280K 0.01%
1,254
-120
-9% -$27.4K
RGA icon
464
Reinsurance Group of America
RGA
$15.5B
$279K 0.01%
1,369
+29
+2% +$5.61K
EXAS
465
DELISTED
Exact Sciences
EXAS
$278K 0.01%
+2,738
New +$220K
BG icon
466
Bunge Global
BG
$20.9B
$275K 0.01%
+3,082
New +$284K
ROST icon
467
Ross Stores
ROST
$80.8B
$273K 0.01%
1,513
+23
+2% +$3.84K
WTFC icon
468
Wintrust Financial
WTFC
$10.7B
$272K 0.01%
1,944
+9
+0.5% +$1.2K
XLY icon
469
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$271K 0.01%
2,270
+318
+16% +$37.7K
EFAV icon
470
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$270K 0.01%
3,131
– –
ITW icon
471
Illinois Tool Works
ITW
$84.1B
$267K 0.01%
1,086
+151
+16% +$37.6K
SPYM
472
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$266K 0.01%
3,319
– –
ECL icon
473
Ecolab
ECL
$79.8B
$266K 0.01%
1,014
-34
-3% -$9.05K
OZ icon
474
Belpointe PREP
OZ
$177M
$264K 0.01%
4,060
– –
HEI.A icon
475
HEICO Corp Class A
HEI.A
$36B
$263K 0.01%
1,042
+59
+6% +$14.6K
17 18
19
20 21

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.