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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
FDIS icon
501
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.61B
$217K 0.01%
2,310
-1,227
-35% -$108K
TAP icon
502
Molson Coors Class B
TAP
$7.7B
$215K 0.01%
+4,480
New +$247K
SEZL
503
Sezzle
SEZL
$5.17B
$215K 0.01%
+1,200
New +$106K
OMC icon
504
Omnicom Group
OMC
$23.5B
$215K 0.01%
2,986
-1,667
-36% -$123K
NVO
505
Novo Nordisk
NVO
$219B
$215K 0.01%
+3,109
New +$211K
XLY icon
506
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.5B
$212K 0.01%
+1,952
New +$200K
ALLE icon
507
Allegion
ALLE
$13.3B
$211K 0.01%
+1,463
New +$200K
ROST icon
508
Ross Stores
ROST
$77.7B
$210K 0.01%
1,644
-114
-6% -$15.8K
CTSH icon
509
Cognizant
CTSH
$22.5B
$209K 0.01%
+2,675
New +$205K
SMG icon
510
ScottsMiracle-Gro
SMG
$4.02B
$208K 0.01%
+3,149
New +$182K
ERIC icon
511
Ericsson
ERIC
$31.5B
$206K 0.01%
24,316
+9,271
+62% +$76.2K
VOT icon
512
Vanguard Mid-Cap Growth ETF
VOT
$19B
$206K 0.01%
+724
New +$187K
VGT icon
513
Vanguard Information Technology ETF
VGT
$137B
$206K 0.01%
+2,480
New +$180K
NWG icon
514
NatWest
NWG
$71.8B
$206K 0.01%
14,528
-1,459
-9% -$19.3K
ARCC icon
515
Ares Capital
ARCC
$13.6B
$205K 0.01%
9,331
-166
-2% -$3.53K
ARW icon
516
Arrow Electronics
ARW
$10.6B
$205K 0.01%
1,608
-418
-21% -$48K
CF icon
517
CF Industries
CF
$18.7B
$204K 0.01%
+2,221
New +$189K
MELI icon
518
Mercado Libre
MELI
$92.9B
$204K 0.01%
+78
New +$182K
FTV icon
519
Fortive
FTV
$19.1B
$203K 0.01%
3,891
-2,383
-38% -$125K
QGEN icon
520
Qiagen
QGEN
$8.54B
$201K 0.01%
+4,190
New +$182K
NEO icon
521
NeoGenomics
NEO
$1.74B
$79.9K ﹤0.01%
10,924
+23
+0.2% +$186
FMST
522
Foremost Lithium Resource & Technology
FMST
$25.4M
$66.2K ﹤0.01%
+20,000
New +$43.4K
RIG icon
523
Transocean
RIG
$5.81B
$36.5K ﹤0.01%
+14,093
New +$36.3K
LCID icon
524
Lucid Motors
LCID
$2.47B
$34.5K ﹤0.01%
1,634
-101
-6% -$2.42K
AKAM icon
525
Akamai
AKAM
$16.3B
– –
-4,081
Closed -$329K
19 20
21
22 23

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MWM
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AFG
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PCM
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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 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.