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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
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Miscellaneous 63.05%
2 Technology 12.94%
3 Financials 5.07%
4 Industrials 3.81%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.39T
$12.8M 0.39%
30,346
-410
-1% -$163K
V icon
27
Visa
V
$703B
$11.4M 0.35%
33,279
+1,265
+4% +$406K
JIRE icon
28
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$11.4M 0.35%
137,763
+54,270
+65% +$4.35M
EFA icon
29
iShares MSCI EAFE ETF
EFA
$80.2B
$10.9M 0.33%
104,671
+622
+0.6% +$64K
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$197B
$10.7M 0.33%
110,329
+548
+0.5% +$52.6K
APH icon
31
Amphenol
APH
$204B
$10.6M 0.32%
120,236
-126
-0.1% -$9.08K
MRK icon
32
Merck
MRK
$371B
$10.3M 0.31%
80,029
+1,917
+2% +$224K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.08T
$10.1M 0.31%
20,119
+366
+2% +$176K
IEMG icon
34
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$10.1M 0.31%
121,342
+26,324
+28% +$2.1M
URI icon
35
United Rentals
URI
$62.7B
$10M 0.31%
8,824
+217
+3% +$206K
CGGR icon
36
Capital Group Growth ETF
CGGR
$25.4B
$9.83M 0.3%
+208,231
New +$9.41M
HD icon
37
Home Depot
HD
$320B
$8.96M 0.27%
25,408
-396
-2% -$129K
IWR icon
38
iShares Russell Mid-Cap ETF
IWR
$57B
$8.93M 0.27%
80,984
-3,508
-4% -$369K
LRCX icon
39
Lam Research
LRCX
$382B
$8.67M 0.27%
20,019
+2,500
+14% +$759K
JNJ icon
40
Johnson & Johnson
JNJ
$665B
$8.13M 0.25%
32,005
-1,659
-5% -$387K
COST icon
41
Costco
COST
$406B
$7.96M 0.24%
8,505
+453
+6% +$451K
XOM icon
42
ExxonMobil
XOM
$660B
$7.96M 0.24%
58,188
-1,428
-2% -$214K
FLEX icon
43
Flex
FLEX
$40.2B
$7.64M 0.23%
47,124
-1,350
-3% -$164K
DELL icon
44
Dell
DELL
$340B
$7.25M 0.22%
16,810
-3,027
-15% -$875K
SMCO icon
45
Hilton Small-MidCap Opportunity ETF
SMCO
$139M
$7.08M 0.22%
228,516
+80,684
+55% +$2.38M
AVLV icon
46
Avantis US Large Cap Value ETF
AVLV
$21.6B
$6.95M 0.21%
76,248
+70,555
+1,239% +$6.2M
ORCL icon
47
Oracle
ORCL
$456B
$6.9M 0.21%
47,092
+1,209
+3% +$219K
CVX icon
48
Chevron
CVX
$410B
$6.8M 0.21%
41,020
-4,468
-10% -$832K
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$126B
$6.79M 0.21%
88,064
-189
-0.2% -$13.9K
IBM icon
50
IBM
IBM
$222B
$6.74M 0.21%
23,985
-428
-2% -$108K
1
2
3 4 5

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ADEF
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CM
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CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
OCM
Oribel Capital Management New York $3.29B AUM 83.82% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return

Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, down from 63% a quarter earlier, followed by Technology and Financials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.