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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
ROP icon
51
Roper Technologies
ROP
$36.3B
$4.82M 0.18%
8,510
-682
-7% -$385K
PNC icon
52
PNC Financial Services
PNC
$100B
$4.66M 0.17%
25,012
+2,754
+12% +$466K
MCK icon
53
McKesson
MCK
$98.5B
$4.64M 0.17%
6,329
-349
-5% -$246K
CTAS icon
54
Cintas
CTAS
$82.4B
$4.52M 0.17%
20,291
+453
+2% +$97.5K
DRI icon
55
Darden Restaurants
DRI
$22.5B
$4.27M 0.16%
19,592
-2,973
-13% -$617K
PWR icon
56
Quanta Services
PWR
$93.9B
$4.25M 0.16%
11,252
-369
-3% -$118K
PG icon
57
Procter & Gamble
PG
$343B
$4.23M 0.16%
26,569
-656
-2% -$107K
VTI icon
58
Vanguard Total Stock Market ETF
VTI
$654B
$4.14M 0.15%
13,608
-2
-0% -$563
MS icon
59
Morgan Stanley
MS
$337B
$4.03M 0.15%
28,614
-1,334
-4% -$164K
DVY icon
60
iShares Select Dividend ETF
DVY
$24B
$3.95M 0.15%
29,709
+2,789
+10% +$361K
AMP icon
61
Ameriprise Financial
AMP
$46.8B
$3.78M 0.14%
7,082
-558
-7% -$276K
LOW icon
62
Lowe's Companies
LOW
$116B
$3.76M 0.14%
16,935
-629
-4% -$140K
ACN icon
63
Accenture
ACN
$89.9B
$3.74M 0.14%
12,511
+122
+1% +$37.2K
DUK icon
64
Duke Energy
DUK
$102B
$3.7M 0.14%
31,351
-795
-2% -$93.8K
BKNG icon
65
Booking.com
BKNG
$138B
$3.69M 0.14%
15,950
+900
+6% +$184K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$123B
$3.54M 0.13%
57,081
+13,304
+30% +$781K
IWM icon
67
iShares Russell 2000 ETF
IWM
$80.9B
$3.51M 0.13%
16,252
-170
-1% -$34.2K
RTX icon
68
RTX Corp
RTX
$287B
$3.49M 0.13%
23,885
-1,355
-5% -$181K
HON icon
69
Honeywell
HON
$77.1B
$3.48M 0.13%
15,876
-38
-0.2% -$7.69K
ABT icon
70
Abbott
ABT
$180B
$3.41M 0.13%
25,053
-5,105
-17% -$673K
HPQ icon
71
HP
HPQ
$23.5B
$3.4M 0.13%
138,814
-12,776
-8% -$326K
PEP icon
72
PepsiCo
PEP
$186B
$3.34M 0.12%
25,309
+620
+3% +$83.5K
TRV icon
73
Travelers Companies
TRV
$80.8B
$3.32M 0.12%
12,409
-1,170
-9% -$308K
UNP icon
74
Union Pacific
UNP
$183B
$3.19M 0.12%
13,868
-878
-6% -$195K
TTE icon
75
TotalEnergies
TTE
$193B
$3.14M 0.12%
51,203
+722
+1% +$42.9K
1 2
3
4 5

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.