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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
BCS icon
476
Barclays
BCS
$92.7B
$248K 0.01%
12,012
-4,751
-28% -$94.1K
UNFI icon
477
United Natural Foods
UNFI
$3.08B
$247K 0.01%
+6,576
New +$180K
HSY icon
478
Hershey
HSY
$35.5B
$244K 0.01%
1,307
-5
-0.4% -$909
ITW icon
479
Illinois Tool Works
ITW
$82.6B
$244K 0.01%
935
-104
-10% -$27.1K
LSTR icon
480
Landstar System
LSTR
$5.93B
$243K 0.01%
1,981
-87
-4% -$11.5K
HTGC icon
481
Hercules Capital
HTGC
$3.07B
$242K 0.01%
12,817
– –
FOUR icon
482
Shift4
FOUR
$4.2B
$241K 0.01%
3,118
+279
+10% +$25.9K
REXR icon
483
Rexford Industrial Realty
REXR
$8.42B
$238K 0.01%
+5,798
New +$227K
OWL icon
484
Blue Owl Capital
OWL
$6.96B
$234K 0.01%
+13,831
New +$263K
XLY icon
485
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$234K 0.01%
1,952
– –
SNA icon
486
Snap-on
SNA
$21.2B
$233K 0.01%
673
-130
-16% -$42.6K
VGT icon
487
Vanguard Information Technology ETF
VGT
$139B
$231K 0.01%
2,480
– –
BRO icon
488
Brown & Brown
BRO
$23.6B
$231K 0.01%
2,465
+200
+9% +$19.5K
EWBC icon
489
East-West Bancorp
EWBC
$17.9B
$230K 0.01%
+2,163
New +$228K
RH icon
490
RH
RH
$3.13B
$230K 0.01%
1,131
-170
-13% -$36.9K
VHT icon
491
Vanguard Health Care ETF
VHT
$18.1B
$227K 0.01%
876
– –
CNQ icon
492
Canadian Natural Resources
CNQ
$99.4B
$227K 0.01%
7,107
+102
+1% +$3.19K
ROST icon
493
Ross Stores
ROST
$80.5B
$227K 0.01%
1,490
-154
-9% -$22K
NWG icon
494
NatWest
NWG
$75.3B
$226K 0.01%
15,984
+1,456
+10% +$20.5K
SHEL icon
495
Shell
SHEL
$254B
$224K 0.01%
3,138
-76
-2% -$5.47K
SAP icon
496
SAP
SAP
$212B
$223K 0.01%
835
-569
-41% -$160K
CCJ icon
497
Cameco
CCJ
$37.6B
$221K 0.01%
2,640
-1,606
-38% -$125K
WHR icon
498
Whirlpool
WHR
$2.43B
$220K 0.01%
2,800
+167
+6% +$15.3K
CP icon
499
Canadian Pacific Kansas City
CP
$78.1B
$220K 0.01%
2,954
-387
-12% -$29.6K
INGR icon
500
Ingredion
INGR
$6.27B
$219K 0.01%
1,790
-345
-16% -$44.5K
18 19
20
21 22

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BCI
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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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HIMC
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SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

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.