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Fulton Bank

Fulton Bank Portfolio holdings

AUM $3.29B Turnover 10.33%
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
+1.33%
1 Year Est. Return
+13.65%
3 Year Est. Return
+48.12%
5 Year Est. Return
+56.81%
10 Year Est. Return
+117.12%
AUM
$3.29B
AUM Growth
+$16.2M
Cap. Flow
+$16.2M
Cap. Flow %
0.49%
Top 10 Hldgs %
28.22%
Holding
726
New
32
Increased
243
Reduced
339
Closed
43
Avg Time Held
5.2 years
Top 10 Avg Time Held
4.9 years
Top 20 Avg Time Held
5.4 years

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.5M
2
NVDA icon
NVIDIA
NVDA
+$7.16M
3
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$7.04M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.66M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.8M
2
TTE icon
TotalEnergies
TTE
+$2.85M
3
MSFT icon
Microsoft
MSFT
+$2.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.45M
5
AMAT icon
Applied Materials
AMAT
+$2.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 63.23%
2 Technology 13.51%
3 Financials 4.89%
4 Communication Services 3.9%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ABBV icon
26
AbbVie
ABBV
$505B
$12.7M 0.39%
48,532
-3,874
-7% -$993K
2013 Q2
53 quarters
V icon
27
Visa
V
$766B
$11.8M 0.36%
32,902
-377
-1% -$138K
2013 Q2
53 quarters
DELL icon
28
Dell
DELL
$290B
$11.7M 0.36%
21,830
+5,020
+30% +$2.36M
2021 Q3
20 quarters
KLAC icon
29
KLA
KLAC
$190B
$11.7M 0.36%
60,238
-9,839
-14% -$1.93M
2019 Q3
28 quarters
TSLA icon
30
Tesla
TSLA
$1.47T
$11.2M 0.34%
31,497
+1,151
+4% +$412K
2020 Q2
25 quarters
EFA icon
31
iShares MSCI EAFE ETF
EFA
$76.2B
$10.9M 0.33%
104,644
-27
-0% -$2.86K
2013 Q2
53 quarters
IEFA icon
32
iShares Core MSCI EAFE ETF
IEFA
$188B
$10.5M 0.32%
108,473
-1,856
-2% -$183K
2020 Q2
25 quarters
CSCO icon
33
Cisco
CSCO
$420B
$10.5M 0.32%
97,170
-15,449
-14% -$1.74M
2013 Q2
53 quarters
APH icon
34
Amphenol
APH
$183B
$10.4M 0.32%
123,818
+3,582
+3% +$289K
2013 Q2
53 quarters
MRK icon
35
Merck
MRK
$358B
$10.2M 0.31%
70,401
-9,628
-12% -$1.33M
2013 Q2
53 quarters
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.16T
$9.8M 0.3%
19,633
-486
-2% -$245K
2013 Q2
53 quarters
XOM icon
37
ExxonMobil
XOM
$753B
$9.41M 0.29%
57,800
-388
-0.7% -$60.7K
2013 Q2
53 quarters
VXF icon
38
Vanguard Extended Market ETF
VXF
$29.9B
$8.8M 0.27%
37,994
+12,021
+46% +$2.89M
2025 Q1
6 quarters
QQQ icon
39
Invesco QQQ Trust
QQQ
$475B
$8.71M 0.26%
11,771
+2,991
+34% +$2.14M
2016 Q4
39 quarters
IWR icon
40
iShares Russell Mid-Cap ETF
IWR
$56.8B
$8.59M 0.26%
80,504
-480
-0.6% -$53.1K
2013 Q2
53 quarters
CVX icon
41
Chevron
CVX
$457B
$8.38M 0.25%
41,045
+25
+0.1% +$4.92K
2013 Q2
53 quarters
IJH icon
42
iShares Core S&P Mid-Cap ETF
IJH
$121B
$8.35M 0.25%
116,057
+27,993
+32% +$2.11M
2022 Q4
15 quarters
JNJ icon
43
Johnson & Johnson
JNJ
$635B
$8.29M 0.25%
31,331
-674
-2% -$178K
2013 Q2
53 quarters
URI icon
44
United Rentals
URI
$68.4B
$8.07M 0.25%
8,063
-761
-9% -$812K
2016 Q4
39 quarters
QQQM icon
45
Invesco NASDAQ 100 ETF
QQQM
$105B
$7.89M 0.24%
25,891
+17,851
+222% +$5.25M
2026 Q2
1 quarter
AMAT icon
46
Applied Materials
AMAT
$299B
$7.82M 0.24%
15,299
-4,493
-23% -$2.28M
2017 Q1
38 quarters
VZ icon
47
Verizon
VZ
$186B
$7.58M 0.23%
165,145
+8,358
+5% +$393K
2013 Q2
53 quarters
SMCO icon
48
Hilton Small-MidCap Opportunity ETF
SMCO
$135M
$7.42M 0.23%
270,460
+41,944
+18% +$1.23M
2024 Q3
8 quarters
LRCX icon
49
Lam Research
LRCX
$288B
$7.41M 0.23%
22,543
+2,524
+13% +$788K
2022 Q4
15 quarters
COST icon
50
Costco
COST
$445B
$7.39M 0.22%
8,117
-388
-5% -$362K
2015 Q1
46 quarters
1
2
3 4 5

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Fulton Bank's Q3 2026 Portfolio in Review

As of Q3 2026, Fulton Bank held 726 positions worth $3.29B, up 0.49% from $3.27B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Fulton Bank's Q3 2026 filing shows 32 new, 243 increased, 339 reduced and 43 closed positions. Its largest new stake was Cheniere Energy: 3,652 shares worth $982K. The largest sale was Apple, an estimated $5.8M.

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

  • Fulton Bank's largest Q3 2026 buy was Cheniere Energy: 3,652 shares worth $982K.
  • Fulton Bank added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $11.5M increase.
  • Fulton Bank's biggest Q3 2026 reduction was Apple, cutting an estimated $5.8M.
  • Fulton Bank fully exited Bio-Techne in Q3 2026, selling an estimated $576K.
  • Fulton Bank's ten largest holdings make up 28% of its $3.29B portfolio in Q3 2026.
  • Fulton Bank opened 32 new positions and closed 43 in Q3 2026.
  • Fulton Bank's portfolio value rose 0.49% quarter-over-quarter to $3.29B.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.