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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
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$654B
$4.51M 0.16%
13,752
+144
+1% +$45.5K
PM icon
52
Philip Morris
PM
$301B
$4.4M 0.15%
27,117
-783
-3% -$132K
DVY icon
53
iShares Select Dividend ETF
DVY
$24B
$4.33M 0.15%
30,471
+762
+3% +$106K
HPQ icon
54
HP
HPQ
$23.5B
$4.32M 0.15%
158,519
+19,705
+14% +$525K
PWR icon
55
Quanta Services
PWR
$93.9B
$4.17M 0.15%
10,062
-1,190
-11% -$463K
MCK icon
56
McKesson
MCK
$98.5B
$4.15M 0.15%
5,375
-954
-15% -$672K
CTAS icon
57
Cintas
CTAS
$82.4B
$4.13M 0.14%
20,110
-181
-0.9% -$38.7K
LOW icon
58
Lowe's Companies
LOW
$116B
$3.98M 0.14%
15,821
-1,114
-7% -$274K
RTX icon
59
RTX Corp
RTX
$287B
$3.97M 0.14%
23,707
-178
-0.7% -$27.6K
IWM icon
60
iShares Russell 2000 ETF
IWM
$79.8B
$3.92M 0.14%
16,207
-45
-0.3% -$10.3K
PG icon
61
Procter & Gamble
PG
$343B
$3.81M 0.13%
24,809
-1,760
-7% -$275K
PEP icon
62
PepsiCo
PEP
$186B
$3.81M 0.13%
27,125
+1,816
+7% +$259K
ROP icon
63
Roper Technologies
ROP
$36.3B
$3.76M 0.13%
7,546
-964
-11% -$514K
COP icon
64
ConocoPhillips
COP
$147B
$3.75M 0.13%
39,651
+5,412
+16% +$512K
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$123B
$3.64M 0.13%
55,754
-1,327
-2% -$85.3K
MS icon
66
Morgan Stanley
MS
$337B
$3.58M 0.12%
22,490
-6,124
-21% -$904K
CBRE icon
67
CBRE Group
CBRE
$40.8B
$3.52M 0.12%
22,361
+697
+3% +$108K
CMI icon
68
Cummins
CMI
$91.7B
$3.52M 0.12%
8,333
+613
+8% +$235K
DHI icon
69
D.R. Horton
DHI
$41B
$3.49M 0.12%
20,573
-833
-4% -$131K
PLD icon
70
Prologis
PLD
$138B
$3.48M 0.12%
30,409
+4,984
+20% +$548K
APTV icon
71
Aptiv
APTV
$12B
$3.44M 0.12%
39,885
-6,079
-13% -$459K
BKNG icon
72
Booking.com
BKNG
$138B
$3.4M 0.12%
15,750
-200
-1% -$44.6K
QQQ icon
73
Invesco QQQ Trust
QQQ
$450B
$3.34M 0.12%
5,564
+112
+2% +$64.1K
BLK icon
74
Blackrock
BLK
$164B
$3.33M 0.12%
2,854
+46
+2% +$51.4K
DKS icon
75
Dick's Sporting Goods
DKS
$18.4B
$3.31M 0.12%
14,910
-45
-0.3% -$9.79K
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 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.