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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
LLY icon
26
Eli Lilly
LLY
$1.07T
$9.71M 0.34%
12,724
-459
-3% -$342K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$76.4B
$9.63M 0.34%
103,146
-84
-0.1% -$7.64K
APH icon
28
Amphenol
APH
$188B
$8.9M 0.31%
71,936
-10,301
-13% -$1.13M
URI icon
29
United Rentals
URI
$71.1B
$8.32M 0.29%
8,719
-398
-4% -$355K
JNJ icon
30
Johnson & Johnson
JNJ
$635B
$8.19M 0.29%
44,161
+67
+0.2% +$11.5K
IWR icon
31
iShares Russell Mid-Cap ETF
IWR
$56.8B
$8.06M 0.28%
83,488
+972
+1% +$92.1K
CSCO icon
32
Cisco
CSCO
$450B
$7.94M 0.28%
116,000
-14,108
-11% -$962K
SOXX icon
33
iShares Semiconductor ETF
SOXX
$44.2B
$7.63M 0.27%
28,125
+75
+0.3% +$18.7K
COST icon
34
Costco
COST
$415B
$7.17M 0.25%
7,748
-55
-0.7% -$52.7K
XOM icon
35
ExxonMobil
XOM
$651B
$7.17M 0.25%
63,555
-2,293
-3% -$255K
VZ icon
36
Verizon
VZ
$194B
$6.93M 0.24%
157,728
-1,578
-1% -$68.3K
CVX icon
37
Chevron
CVX
$388B
$6.37M 0.22%
41,026
-8,881
-18% -$1.38M
IBM icon
38
IBM
IBM
$202B
$6.32M 0.22%
22,411
-4,810
-18% -$1.26M
BAC icon
39
Bank of America
BAC
$435B
$5.86M 0.2%
113,627
-13,013
-10% -$635K
TJX icon
40
TJX Companies
TJX
$170B
$5.83M 0.2%
40,346
-560
-1% -$74.4K
APP icon
41
Applovin
APP
$132B
$5.78M 0.2%
8,046
-197
-2% -$90.8K
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$186B
$5.42M 0.19%
62,128
+4,340
+8% +$369K
WMT icon
43
Walmart Inc
WMT
$871B
$5.35M 0.19%
51,954
-1,316
-2% -$131K
AMAT icon
44
Applied Materials
AMAT
$426B
$5.33M 0.19%
26,018
-2,285
-8% -$415K
DIS icon
45
Walt Disney
DIS
$165B
$5.23M 0.18%
45,634
-1,001
-2% -$118K
MRK icon
46
Merck
MRK
$324B
$5.21M 0.18%
62,060
-3,324
-5% -$274K
ADBE icon
47
Adobe
ADBE
$89.5B
$5.04M 0.18%
14,299
-54
-0.4% -$19.4K
AMGN icon
48
Amgen
AMGN
$203B
$4.98M 0.17%
17,643
-349
-2% -$101K
PNC icon
49
PNC Financial Services
PNC
$100B
$4.84M 0.17%
24,089
-923
-4% -$183K
KO icon
50
Coca-Cola
KO
$354B
$4.72M 0.17%
71,215
-4,337
-6% -$299K
1
2
3 4 5

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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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.