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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
SNA icon
501
Snap-on
SNA
$21.7B
$233K 0.01%
677
+4
+0.6% +$1.37K
TAP icon
502
Molson Coors Class B
TAP
$7.97B
$233K 0.01%
+4,984
New +$230K
STX icon
503
Seagate
STX
$169B
$231K 0.01%
+839
New +$218K
TTD icon
504
Trade Desk
TTD
$8.89B
$229K 0.01%
6,045
-5,039
-45% -$223K
EXPE icon
505
Expedia Group
EXPE
$35.5B
$223K 0.01%
+786
New +$194K
UNFI icon
506
United Natural Foods
UNFI
$3.07B
$221K 0.01%
6,560
-16
-0.2% -$595
GWW icon
507
W.W. Grainger
GWW
$66B
$218K 0.01%
216
+2
+0.9% +$1.94K
CP icon
508
Canadian Pacific Kansas City
CP
$81.4B
$218K 0.01%
2,954
– –
CI icon
509
Cigna
CI
$79.6B
$217K 0.01%
790
-116
-13% -$32.5K
EFV icon
510
iShares MSCI EAFE Value ETF
EFV
$28.4B
$216K 0.01%
+3,023
New +$210K
CEG icon
511
Constellation Energy
CEG
$92.8B
$216K 0.01%
611
– –
INGR icon
512
Ingredion
INGR
$6.48B
$215K 0.01%
1,950
+160
+9% +$18K
VRT icon
513
Vertiv
VRT
$104B
$215K 0.01%
+1,327
New +$230K
TTEK icon
514
Tetra Tech
TTEK
$8.7B
$215K 0.01%
6,408
– –
CHKP icon
515
Check Point Software Technologies
CHKP
$14.1B
$214K 0.01%
1,154
-321
-22% -$62.1K
REXR icon
516
Rexford Industrial Realty
REXR
$8.64B
$213K 0.01%
5,496
-302
-5% -$12.5K
ARGX icon
517
argenx
ARGX
$54.6B
$212K 0.01%
+252
New +$216K
BRO icon
518
Brown & Brown
BRO
$24.6B
$211K 0.01%
2,645
+180
+7% +$15K
VFH icon
519
Vanguard Financials ETF
VFH
$13.6B
$206K 0.01%
1,544
– –
MPB icon
520
Mid Penn Bancorp
MPB
$972M
$205K 0.01%
+6,617
New +$195K
EXR icon
521
Extra Space Storage
EXR
$32.2B
$205K 0.01%
1,575
+93
+6% +$12.7K
GATX icon
522
GATX Corp
GATX
$6.6B
$205K 0.01%
1,208
+37
+3% +$6.1K
AGX icon
523
Argan
AGX
$7.33B
$204K 0.01%
+650
New +$206K
AEM icon
524
Agnico Eagle Mines
AEM
$71.9B
$203K 0.01%
+1,200
New +$202K
VOT icon
525
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$202K 0.01%
724
– –
19 20
21
22 23

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
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 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.