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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
TSLA icon
26
Tesla
TSLA
$1.24T
$9.29M 0.34%
29,254
+574
+2% +$173K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$76.4B
$9.23M 0.34%
103,230
+271
+0.3% +$23.1K
CSCO icon
28
Cisco
CSCO
$450B
$9.03M 0.33%
130,108
-6,720
-5% -$413K
APH icon
29
Amphenol
APH
$188B
$8.12M 0.3%
82,237
+552
+0.7% +$45.1K
IBM icon
30
IBM
IBM
$202B
$8.02M 0.3%
27,221
-1,729
-6% -$445K
COST icon
31
Costco
COST
$415B
$7.72M 0.29%
7,803
-7
-0.1% -$6.96K
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$56.8B
$7.59M 0.28%
82,516
+385
+0.5% +$33.3K
CVX icon
33
Chevron
CVX
$388B
$7.15M 0.26%
49,907
-511
-1% -$72K
XOM icon
34
ExxonMobil
XOM
$651B
$7.1M 0.26%
65,848
+8,686
+15% +$929K
VZ icon
35
Verizon
VZ
$194B
$6.89M 0.25%
159,306
-8,100
-5% -$351K
URI icon
36
United Rentals
URI
$71.1B
$6.87M 0.25%
9,117
+67
+0.7% +$44.8K
JNJ icon
37
Johnson & Johnson
JNJ
$635B
$6.74M 0.25%
44,094
-1,172
-3% -$180K
SOXX icon
38
iShares Semiconductor ETF
SOXX
$44.2B
$6.7M 0.25%
28,050
-300
-1% -$60.1K
BAC icon
39
Bank of America
BAC
$435B
$5.99M 0.22%
126,640
-10,504
-8% -$442K
DIS icon
40
Walt Disney
DIS
$165B
$5.78M 0.21%
46,635
-884
-2% -$91.8K
VTIP icon
41
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$5.56M 0.21%
110,693
+18,318
+20% +$915K
ADBE icon
42
Adobe
ADBE
$89.5B
$5.55M 0.21%
14,353
-1,181
-8% -$455K
KO icon
43
Coca-Cola
KO
$354B
$5.35M 0.2%
75,552
-13,337
-15% -$950K
WMT icon
44
Walmart Inc
WMT
$871B
$5.21M 0.19%
53,270
-2,659
-5% -$253K
AMAT icon
45
Applied Materials
AMAT
$426B
$5.18M 0.19%
28,303
-1,110
-4% -$176K
MRK icon
46
Merck
MRK
$324B
$5.18M 0.19%
65,384
-3,618
-5% -$288K
PM icon
47
Philip Morris
PM
$301B
$5.08M 0.19%
27,900
-10,194
-27% -$1.75M
TJX icon
48
TJX Companies
TJX
$170B
$5.05M 0.19%
40,906
-412
-1% -$52.3K
AMGN icon
49
Amgen
AMGN
$203B
$5.02M 0.19%
17,992
+381
+2% +$108K
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.82M 0.18%
57,788
+7,283
+14% +$578K
1
2
3 4 5

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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.