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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
ASH icon
526
Ashland
ASH
$3.04B
– –
-3,438
Closed -$204K
AVY icon
527
Avery Dennison
AVY
$12.3B
– –
-1,127
Closed -$201K
BDX icon
528
Becton Dickinson
BDX
$43.1B
– –
-1,738
Closed -$398K
BLDR icon
529
Builders FirstSource
BLDR
$7.84B
– –
-1,716
Closed -$214K
BXP icon
530
Boston Properties
BXP
$11B
– –
-3,246
Closed -$218K
CCK icon
531
Crown Holdings
CCK
$12.8B
– –
-2,440
Closed -$218K
COO icon
532
Cooper Companies
COO
$13.7B
– –
-3,791
Closed -$320K
CRL icon
533
Charles River Laboratories
CRL
$10.9B
– –
-2,228
Closed -$335K
DDOG icon
534
Datadog
DDOG
$87.9B
– –
-8,363
Closed -$830K
DFS
535
DELISTED
Discover Financial Services
DFS
– –
-4,891
Closed -$835K
ELF icon
536
e.l.f. Beauty
ELF
$4.56B
– –
-5,153
Closed -$324K
EMN icon
537
Eastman Chemical
EMN
$7.8B
– –
-2,546
Closed -$224K
GATX icon
538
GATX Corp
GATX
$6.55B
– –
-1,613
Closed -$250K
GPN icon
539
Global Payments
GPN
$22.1B
– –
-2,066
Closed -$202K
GRAB icon
540
Grab
GRAB
$13.5B
– –
-18,586
Closed -$84.2K
HP icon
541
Helmerich & Payne
HP
$3.53B
– –
-11,277
Closed -$295K
JBHT icon
542
JB Hunt Transport Services
JBHT
$27.1B
– –
-2,093
Closed -$310K
JEF icon
543
Jefferies Financial Group
JEF
$12.9B
– –
-15,414
Closed -$826K
LEN icon
544
Lennar Class A
LEN
$20.4B
– –
-1,959
Closed -$225K
MDB icon
545
MongoDB
MDB
$24B
– –
-1,356
Closed -$238K
NRG icon
546
NRG Energy
NRG
$29.8B
– –
-2,623
Closed -$250K
OWL icon
547
Blue Owl Capital
OWL
$6.39B
– –
-14,762
Closed -$296K
PAYX icon
548
Paychex
PAYX
$40.4B
– –
-6,234
Closed -$962K
REXR icon
549
Rexford Industrial Realty
REXR
$8.7B
– –
-5,866
Closed -$230K
USMV icon
550
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
– –
-3,609
Closed -$338K
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 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.