We are live on ! Find out more
FB

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
CSCO icon
26
Cisco
CSCO
$450B
$9.31M 0.32%
120,820
+4,820
+4% +$358K
JNJ icon
27
Johnson & Johnson
JNJ
$635B
$9.14M 0.32%
44,145
-16
-0% -$3.16K
HD icon
28
Home Depot
HD
$332B
$8.72M 0.3%
25,338
-666
-3% -$244K
ORCL icon
29
Oracle
ORCL
$331B
$8.65M 0.3%
44,372
+7,415
+20% +$1.77M
SOXX icon
30
iShares Semiconductor ETF
SOXX
$44.2B
$8.46M 0.29%
28,084
-41
-0.1% -$12.1K
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$186B
$8.28M 0.29%
92,556
+30,428
+49% +$2.69M
IBTH icon
32
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$8.2M 0.28%
+365,050
New +$8.21M
APH icon
33
Amphenol
APH
$188B
$8.18M 0.28%
60,505
-11,431
-16% -$1.53M
IWR icon
34
iShares Russell Mid-Cap ETF
IWR
$56.8B
$8.17M 0.28%
84,862
+1,374
+2% +$132K
XOM icon
35
ExxonMobil
XOM
$651B
$7.73M 0.27%
64,252
+697
+1% +$80.8K
IBM icon
36
IBM
IBM
$202B
$7.06M 0.24%
23,837
+1,426
+6% +$427K
URI icon
37
United Rentals
URI
$71.1B
$6.9M 0.24%
8,524
-195
-2% -$169K
MRK icon
38
Merck
MRK
$324B
$6.86M 0.24%
65,215
+3,155
+5% +$296K
COST icon
39
Costco
COST
$415B
$6.78M 0.23%
7,862
+114
+1% +$103K
AMAT icon
40
Applied Materials
AMAT
$426B
$6.53M 0.23%
25,408
-610
-2% -$146K
TJX icon
41
TJX Companies
TJX
$170B
$6.37M 0.22%
41,494
+1,148
+3% +$170K
WMT icon
42
Walmart Inc
WMT
$871B
$6.31M 0.22%
56,635
+4,681
+9% +$503K
CVX icon
43
Chevron
CVX
$388B
$6.19M 0.21%
40,623
-403
-1% -$61.4K
BAC icon
44
Bank of America
BAC
$435B
$6.06M 0.21%
110,192
-3,435
-3% -$182K
APP icon
45
Applovin
APP
$132B
$5.87M 0.2%
8,717
+671
+8% +$423K
AMGN icon
46
Amgen
AMGN
$203B
$5.7M 0.2%
17,419
-224
-1% -$71.1K
VZ icon
47
Verizon
VZ
$194B
$5.51M 0.19%
135,182
-22,546
-14% -$914K
IJH icon
48
iShares Core S&P Mid-Cap ETF
IJH
$123B
$5.47M 0.19%
82,822
+27,068
+49% +$1.77M
DIS icon
49
Walt Disney
DIS
$165B
$5.45M 0.19%
47,878
+2,244
+5% +$247K
PNC icon
50
PNC Financial Services
PNC
$100B
$5.21M 0.18%
24,971
+882
+4% +$170K
1
2
3 4 5

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
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 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.