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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
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Miscellaneous 63.05%
2 Technology 12.94%
3 Financials 5.07%
4 Industrials 3.81%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
501
Illinois Tool Works
ITW
$77.3B
$275K 0.01%
1,016
-23
-2% -$5.97K
EFAV icon
502
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.55B
$275K 0.01%
3,131
– –
HAS icon
503
Hasbro
HAS
$13B
$274K 0.01%
3,320
-313
-9% -$28.2K
LITE icon
504
Lumentum
LITE
$77.8B
$274K 0.01%
+319
New +$285K
SNA icon
505
Snap-on
SNA
$19.8B
$272K 0.01%
675
– –
HEI.A icon
506
HEICO Corp Class A
HEI.A
$33.5B
$270K 0.01%
1,046
-65
-6% -$14.9K
CCJ icon
507
Cameco
CCJ
$43.9B
$269K 0.01%
2,640
– –
XLY icon
508
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$266K 0.01%
2,270
– –
FMDE icon
509
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.22B
$264K 0.01%
6,500
– –
CCL icon
510
Carnival Corporation Ltd
CCL
$32.3B
$264K 0.01%
9,224
+849
+10% +$23.2K
JBL icon
511
Jabil
JBL
$32.4B
$262K 0.01%
+680
New +$235K
PAYC icon
512
Paycom
PAYC
$10.6B
$260K 0.01%
2,070
+149
+8% +$19.4K
XLK icon
513
State Street Technology Select Sector SPDR ETF
XLK
$122B
$252K 0.01%
+1,324
New +$226K
ARES icon
514
Ares Management
ARES
$31.5B
$249K 0.01%
2,239
-60
-3% -$7.2K
NPO icon
515
Enpro
NPO
$6.32B
$249K 0.01%
+660
New +$205K
BCS icon
516
Barclays
BCS
$90.3B
$245K 0.01%
9,123
-3,357
-27% -$81K
ALLE icon
517
Allegion
ALLE
$13.3B
$243K 0.01%
1,729
+32
+2% +$4.35K
VICR icon
518
Vicor
VICR
$8.72B
$242K 0.01%
+637
New +$174K
MNDY icon
519
monday.com
MNDY
$3.84B
$242K 0.01%
3,339
+162
+5% +$11.9K
DOX icon
520
Amdocs
DOX
$6.46B
$236K 0.01%
4,667
+367
+9% +$22.5K
VYMI icon
521
Vanguard International High Dividend Yield ETF
VYMI
$21.8B
$236K 0.01%
+2,400
New +$237K
ECL icon
522
Ecolab
ECL
$78B
$235K 0.01%
843
+13
+2% +$3.42K
TAP icon
523
Molson Coors Class B
TAP
$7.64B
$235K 0.01%
6,027
+1,089
+22% +$45.5K
ALB icon
524
Albemarle
ALB
$15.1B
$235K 0.01%
1,737
– –
EXR icon
525
Extra Space Storage
EXR
$29.9B
$234K 0.01%
+1,612
New +$230K
19 20
21
22 23

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ADEF
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CM
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CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
OCM
Oribel Capital Management New York $3.29B AUM 83.82% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return

Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, down from 63% a quarter earlier, followed by Technology and Financials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.