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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
+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
CCL icon
476
Carnival Corporation Ltd
CCL
$38.1B
$262K 0.01%
8,581
+1,036
+14% +$28.9K
ALLE icon
477
Allegion
ALLE
$13.3B
$262K 0.01%
1,644
+115
+8% +$19.2K
AN icon
478
AutoNation
AN
$6.83B
$258K 0.01%
1,248
-336
-21% -$69.9K
BITB icon
479
Bitwise Bitcoin ETF
BITB
$2.41B
$257K 0.01%
+5,411
New +$294K
TENB icon
480
Tenable Holdings
TENB
$3.66B
$256K 0.01%
10,887
-3,836
-26% -$105K
FOUR icon
481
Shift4
FOUR
$4.13B
$255K 0.01%
4,045
+927
+30% +$65.5K
FLUT icon
482
Flutter Entertainment
FLUT
$18B
$254K 0.01%
1,183
-35
-3% -$7.87K
MKC.V icon
483
McCormick & Company Voting
MKC.V
$14B
$254K 0.01%
+3,735
New +$247K
MAS icon
484
Masco
MAS
$14.2B
$252K 0.01%
3,973
+24
+0.6% +$1.56K
BCS icon
485
Barclays
BCS
$92.7B
$251K 0.01%
9,877
-2,135
-18% -$47.3K
MGY icon
486
Magnolia Oil & Gas
MGY
$6B
$251K 0.01%
11,483
+321
+3% +$7.3K
CNQ icon
487
Canadian Natural Resources
CNQ
$99.4B
$251K 0.01%
7,406
+299
+4% +$9.7K
EWBC icon
488
East-West Bancorp
EWBC
$18B
$247K 0.01%
2,199
+36
+2% +$3.82K
ALB icon
489
Albemarle
ALB
$13.9B
$246K 0.01%
+1,742
New +$198K
OWL icon
490
Blue Owl Capital
OWL
$6.97B
$244K 0.01%
16,312
+2,481
+18% +$38.8K
CCJ icon
491
Cameco
CCJ
$38B
$242K 0.01%
2,640
– –
HTGC icon
492
Hercules Capital
HTGC
$3.05B
$241K 0.01%
12,817
– –
BAH icon
493
Booz Allen Hamilton
BAH
$8.29B
$239K 0.01%
2,839
-741
-21% -$66.3K
SHEL icon
494
Shell
SHEL
$253B
$239K 0.01%
3,256
+118
+4% +$8.69K
ERIC icon
495
Ericsson
ERIC
$32.2B
$239K 0.01%
24,786
+2,513
+11% +$23.8K
HXL icon
496
Hexcel
HXL
$7.78B
$239K 0.01%
+3,233
New +$229K
FMDE icon
497
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.71B
$236K 0.01%
+6,500
New +$234K
BN icon
498
Brookfield
BN
$105B
$236K 0.01%
5,141
-705
-12% -$32.1K
LNG icon
499
Cheniere Energy
LNG
$54.7B
$236K 0.01%
1,212
-1,317
-52% -$277K
LYB icon
500
LyondellBasell Industries
LYB
$19.9B
$234K 0.01%
5,410
-1,194
-18% -$54.1K
18 19
20
21 22

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
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 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.