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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
WTFC icon
476
Wintrust Financial
WTFC
$10.7B
$252K 0.01%
2,033
-285
-12% -$32.7K
BRO icon
477
Brown & Brown
BRO
$25B
$251K 0.01%
2,265
+31
+1% +$3.48K
KT icon
478
KT
KT
$8.76B
$250K 0.01%
+12,039
New +$229K
SNA icon
479
Snap-on
SNA
$21.4B
$250K 0.01%
803
-149
-16% -$47.4K
RH icon
480
RH
RH
$3.39B
$246K 0.01%
1,301
-1
-0.1% -$186
TER icon
481
Teradyne
TER
$51.7B
$245K 0.01%
2,722
+113
+4% +$9.03K
TWLO icon
482
Twilio
TWLO
$29B
$244K 0.01%
+1,965
New +$209K
TYL icon
483
Tyler Technologies
TYL
$13.8B
$242K 0.01%
408
-56
-12% -$31.7K
SPYM
484
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$241K 0.01%
3,319
-590
-15% -$39.7K
VMC icon
485
Vulcan Materials
VMC
$36.9B
$240K 0.01%
+922
New +$237K
ADSK icon
486
Autodesk
ADSK
$51.9B
$240K 0.01%
+776
New +$220K
ASO icon
487
Academy Sports + Outdoors
ASO
$3.08B
$240K 0.01%
+5,347
New +$222K
MLM icon
488
Martin Marietta Materials
MLM
$34.2B
$236K 0.01%
430
+9
+2% +$4.76K
HTGC icon
489
Hercules Capital
HTGC
$3B
$234K 0.01%
12,817
– –
ING icon
490
ING
ING
$93.1B
$234K 0.01%
+10,694
New +$216K
FNB icon
491
FNB Corp
FNB
$6.75B
$233K 0.01%
16,012
-12,218
-43% -$165K
TTEK icon
492
Tetra Tech
TTEK
$8.89B
$230K 0.01%
+6,408
New +$213K
EXR icon
493
Extra Space Storage
EXR
$32.4B
$229K 0.01%
1,556
-4
-0.3% -$582
SHEL icon
494
Shell
SHEL
$244B
$226K 0.01%
3,214
-776
-19% -$52K
SWKS icon
495
Skyworks Solutions
SWKS
$9.37B
$225K 0.01%
+3,025
New +$202K
AEG icon
496
Aegon
AEG
$13.4B
$221K 0.01%
30,522
-35,372
-54% -$236K
CNQ icon
497
Canadian Natural Resources
CNQ
$96.7B
$220K 0.01%
7,005
-1,734
-20% -$52.5K
EXP icon
498
Eagle Materials
EXP
$6.48B
$219K 0.01%
1,084
+62
+6% +$13.4K
HSY icon
499
Hershey
HSY
$37.3B
$218K 0.01%
1,312
+61
+5% +$10.1K
VHT icon
500
Vanguard Health Care ETF
VHT
$18.5B
$218K 0.01%
876
-16
-2% -$3.95K
18 19
20
21 22

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BCI
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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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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.