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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
RTX icon
51
RTX Corp
RTX
$297B
$5.18M 0.18%
28,233
+4,526
+19% +$786K
MCK icon
52
McKesson
MCK
$100B
$4.97M 0.17%
6,054
+679
+13% +$554K
ADBE icon
53
Adobe
ADBE
$95.7B
$4.83M 0.17%
13,813
-486
-3% -$165K
KO icon
54
Coca-Cola
KO
$361B
$4.68M 0.16%
66,952
-4,263
-6% -$297K
MU icon
55
Micron Technology
MU
$999B
$4.62M 0.16%
16,183
+7,147
+79% +$1.64M
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$653B
$4.62M 0.16%
13,770
+18
+0.1% +$5.99K
PM icon
57
Philip Morris
PM
$305B
$4.6M 0.16%
28,691
+1,574
+6% +$244K
XAGG
58
Eaton Vance Income Opportunities ETF
XAGG
$1.3B
$4.46M 0.15%
+88,440
New +$4.46M
IWM icon
59
iShares Russell 2000 ETF
IWM
$80.1B
$4.38M 0.15%
17,800
+1,593
+10% +$392K
MS icon
60
Morgan Stanley
MS
$333B
$4.3M 0.15%
24,242
+1,752
+8% +$292K
DVY icon
61
iShares Select Dividend ETF
DVY
$23.8B
$4.3M 0.15%
30,471
– –
PWR icon
62
Quanta Services
PWR
$92B
$4.18M 0.14%
9,911
-151
-2% -$66.3K
CMI icon
63
Cummins
CMI
$90B
$4.08M 0.14%
7,996
-337
-4% -$158K
PEP icon
64
PepsiCo
PEP
$191B
$3.95M 0.14%
27,555
+430
+2% +$63.2K
QQQ icon
65
Invesco QQQ Trust
QQQ
$447B
$3.9M 0.13%
6,355
+791
+14% +$485K
TMO icon
66
Thermo Fisher Scientific
TMO
$209B
$3.9M 0.13%
6,729
-35
-0.5% -$19.8K
LOW icon
67
Lowe's Companies
LOW
$119B
$3.83M 0.13%
15,900
+79
+0.5% +$19K
CTAS icon
68
Cintas
CTAS
$84.5B
$3.77M 0.13%
20,061
-49
-0.2% -$9.23K
PLD icon
69
Prologis
PLD
$137B
$3.64M 0.13%
28,522
-1,887
-6% -$235K
BLK icon
70
Blackrock
BLK
$164B
$3.64M 0.13%
3,401
+547
+19% +$598K
SMCO icon
71
Hilton Small-MidCap Opportunity ETF
SMCO
$140M
$3.58M 0.12%
133,503
+26,427
+25% +$713K
TTE icon
72
TotalEnergies
TTE
$187B
$3.47M 0.12%
53,051
-305
-0.6% -$19.3K
CBRE icon
73
CBRE Group
CBRE
$41.9B
$3.47M 0.12%
21,562
-799
-4% -$126K
ITM icon
74
VanEck Intermediate Muni ETF
ITM
$2.14B
$3.45M 0.12%
73,079
+12,742
+21% +$599K
BKNG icon
75
Booking.com
BKNG
$145B
$3.37M 0.12%
15,725
-25
-0.2% -$5.14K
1 2
3
4 5

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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 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.