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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
AEG icon
501
Aegon
AEG
$13.6B
$218K 0.01%
27,314
-3,208
-11% -$24K
CCL icon
502
Carnival Corporation Ltd
CCL
$38.7B
$218K 0.01%
7,545
-1,780
-19% -$53.7K
DT
503
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$217K 0.01%
6,380
-914
-13% -$31.2K
THC icon
504
Tenet Healthcare
THC
$22.6B
$216K 0.01%
+1,064
New +$189K
TYL icon
505
Tyler Technologies
TYL
$13.7B
$215K 0.01%
411
+3
+0.7% +$1.68K
ASML icon
506
ASML
ASML
$608B
$214K 0.01%
+221
New +$174K
TTEK icon
507
Tetra Tech
TTEK
$8.7B
$214K 0.01%
6,408
– –
VOT icon
508
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$213K 0.01%
724
– –
TEAM icon
509
Atlassian
TEAM
$25.4B
$211K 0.01%
1,324
-388
-23% -$70.2K
BDX icon
510
Becton Dickinson
BDX
$45.8B
$210K 0.01%
+1,124
New +$209K
SWKS icon
511
Skyworks Solutions
SWKS
$9.73B
$209K 0.01%
2,717
-308
-10% -$22.9K
EXR icon
512
Extra Space Storage
EXR
$32.2B
$209K 0.01%
1,482
-74
-5% -$10.6K
NSP icon
513
Insperity
NSP
$2.01B
$207K 0.01%
4,207
-534
-11% -$29.2K
HST icon
514
Host Hotels & Resorts
HST
$17.4B
$206K 0.01%
12,095
-4,628
-28% -$76.8K
NTES icon
515
NetEase
NTES
$81.5B
$205K 0.01%
+1,349
New +$186K
GATX icon
516
GATX Corp
GATX
$6.6B
$205K 0.01%
+1,171
New +$189K
TTI icon
517
TETRA Technologies
TTI
$1.07B
$204K 0.01%
+35,496
New +$152K
GWW icon
518
W.W. Grainger
GWW
$66B
$204K 0.01%
214
-69
-24% -$69.3K
TWLO icon
519
Twilio
TWLO
$29.5B
$204K 0.01%
2,035
+70
+4% +$7.88K
VFH icon
520
Vanguard Financials ETF
VFH
$13.6B
$203K 0.01%
+1,544
New +$200K
CEG icon
521
Constellation Energy
CEG
$92.8B
$201K 0.01%
+611
New +$197K
TW icon
522
Tradeweb Markets
TW
$22.2B
$200K 0.01%
1,806
-89
-5% -$11.4K
ERIC icon
523
Ericsson
ERIC
$32.7B
$184K 0.01%
22,273
-2,043
-8% -$16K
NEO icon
524
NeoGenomics
NEO
$1.74B
$84.1K ﹤0.01%
10,895
-29
-0.3% -$203
ANSS
525
DELISTED
Ansys
ANSS
– –
-939
Closed -$330K
18 19 20
21
22

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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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NMERB
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HIMC
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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.