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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
APTV icon
76
Aptiv
APTV
$12B
$3.14M 0.12%
45,964
+1,102
+2% +$68.2K
SHW icon
77
Sherwin-Williams
SHW
$78.3B
$3.11M 0.12%
9,066
-194
-2% -$67.2K
COP icon
78
ConocoPhillips
COP
$147B
$3.07M 0.11%
34,239
-1,263
-4% -$114K
CBRE icon
79
CBRE Group
CBRE
$40.8B
$3.04M 0.11%
21,664
-1,392
-6% -$176K
QQQ icon
80
Invesco QQQ Trust
QQQ
$455B
$3.01M 0.11%
5,452
+557
+11% +$277K
WAB icon
81
Wabtec
WAB
$51.1B
$3M 0.11%
14,340
-355
-2% -$68.3K
NGG icon
82
National Grid
NGG
$82.7B
$2.99M 0.11%
40,719
-2,953
-7% -$203K
CRM icon
83
Salesforce
CRM
$134B
$2.98M 0.11%
10,926
+370
+4% +$98.9K
DKS icon
84
Dick's Sporting Goods
DKS
$18.4B
$2.96M 0.11%
14,955
-127
-0.8% -$23.5K
BLK icon
85
Blackrock
BLK
$164B
$2.95M 0.11%
2,808
+111
+4% +$105K
VTEB icon
86
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$2.9M 0.11%
59,135
+4,305
+8% +$210K
APP icon
87
Applovin
APP
$132B
$2.89M 0.11%
8,243
+232
+3% +$75.2K
MCD icon
88
McDonald's
MCD
$188B
$2.83M 0.1%
9,700
+53
+0.5% +$16.3K
FISV
89
Fiserv Inc
FISV
$27.2B
$2.83M 0.1%
16,410
-585
-3% -$106K
ENB icon
90
Enbridge
ENB
$124B
$2.83M 0.1%
62,351
-2,362
-4% -$107K
AXP icon
91
American Express
AXP
$223B
$2.79M 0.1%
8,750
+682
+8% +$192K
TMO icon
92
Thermo Fisher Scientific
TMO
$211B
$2.78M 0.1%
6,853
-411
-6% -$172K
DHI icon
93
D.R. Horton
DHI
$41B
$2.76M 0.1%
21,406
-2,364
-10% -$291K
TGT icon
94
Target
TGT
$62.1B
$2.73M 0.1%
27,710
-2,082
-7% -$200K
LKQ icon
95
LKQ Corp
LKQ
$6.58B
$2.7M 0.1%
72,997
-6,536
-8% -$261K
HBAN icon
96
Huntington Bancshares
HBAN
$35.1B
$2.68M 0.1%
159,631
-9,089
-5% -$137K
PLD icon
97
Prologis
PLD
$138B
$2.67M 0.1%
25,425
-236
-0.9% -$24.8K
GE icon
98
GE Aerospace
GE
$367B
$2.63M 0.1%
10,237
+1,607
+19% +$353K
ORLY icon
99
O'Reilly Automotive
ORLY
$72.4B
$2.62M 0.1%
29,080
-185
-0.6% -$16.9K
MET icon
100
MetLife
MET
$61B
$2.61M 0.1%
32,429
-1,993
-6% -$154K
2 3
4
5 6

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.