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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
ARCC icon
526
Ares Capital
ARCC
$13.7B
– –
-9,331
Closed -$205K
ARW icon
527
Arrow Electronics
ARW
$10.8B
– –
-1,608
Closed -$205K
BFAM icon
528
Bright Horizons
BFAM
$4.24B
– –
-2,123
Closed -$262K
CE icon
529
Celanese
CE
$4.77B
– –
-16,016
Closed -$886K
CF icon
530
CF Industries
CF
$18.9B
– –
-2,221
Closed -$204K
CM icon
531
Canadian Imperial Bank of Commerce
CM
$109B
– –
-12,543
Closed -$888K
CNC icon
532
Centene
CNC
$31.6B
– –
-6,155
Closed -$334K
CTSH icon
533
Cognizant
CTSH
$23.8B
– –
-2,675
Closed -$209K
FMST
534
Foremost Lithium Resource & Technology
FMST
$23.7M
– –
-20,000
Closed -$66.2K
FTV icon
535
Fortive
FTV
$19.5B
– –
-3,891
Closed -$203K
IR icon
536
Ingersoll Rand
IR
$33.9B
– –
-4,733
Closed -$394K
LCID icon
537
Lucid Motors
LCID
$3.08B
– –
-1,634
Closed -$34.5K
MDLZ icon
538
Mondelez International
MDLZ
$80.2B
– –
-5,132
Closed -$346K
MELI icon
539
Mercado Libre
MELI
$94.4B
– –
-78
Closed -$204K
OKE icon
540
Oneok
OKE
$55.9B
– –
-4,735
Closed -$387K
QGEN icon
541
Qiagen
QGEN
$8.72B
– –
-4,190
Closed -$201K
RIG icon
542
Transocean
RIG
$5.52B
– –
-14,093
Closed -$36.5K
SEZL
543
Sezzle
SEZL
$5.28B
– –
-1,200
Closed -$215K
SMG icon
544
ScottsMiracle-Gro
SMG
$4.25B
– –
-3,149
Closed -$208K
TAP icon
545
Molson Coors Class B
TAP
$7.97B
– –
-4,480
Closed -$215K
TECK icon
546
Teck Resources
TECK
$28.8B
– –
-6,419
Closed -$259K
VTIP icon
547
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
-110,693
Closed -$5.56M
18 19 20 21
22

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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 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.