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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
DUK icon
76
Duke Energy
DUK
$101B
$3.31M 0.12%
26,726
-4,625
-15% -$561K
TRV icon
77
Travelers Companies
TRV
$81.4B
$3.3M 0.12%
11,803
-606
-5% -$162K
TMO icon
78
Thermo Fisher Scientific
TMO
$208B
$3.28M 0.11%
6,764
-89
-1% -$41.4K
HON icon
79
Honeywell
HON
$77.1B
$3.28M 0.11%
16,527
+651
+4% +$136K
AMP icon
80
Ameriprise Financial
AMP
$47.6B
$3.25M 0.11%
6,619
-463
-7% -$237K
TTE icon
81
TotalEnergies
TTE
$189B
$3.18M 0.11%
53,356
+2,153
+4% +$133K
ABT icon
82
Abbott
ABT
$183B
$3.17M 0.11%
23,669
-1,384
-6% -$182K
DRI icon
83
Darden Restaurants
DRI
$23.3B
$3.17M 0.11%
16,635
-2,957
-15% -$608K
ORLY icon
84
O'Reilly Automotive
ORLY
$75.1B
$3.11M 0.11%
28,872
-208
-0.7% -$20.9K
UNP icon
85
Union Pacific
UNP
$179B
$3.07M 0.11%
12,980
-888
-6% -$200K
GE icon
86
GE Aerospace
GE
$372B
$3.03M 0.11%
10,061
-176
-2% -$48.1K
SHW icon
87
Sherwin-Williams
SHW
$80.3B
$3.02M 0.11%
8,718
-348
-4% -$123K
ENB icon
88
Enbridge
ENB
$121B
$3M 0.1%
59,481
-2,870
-5% -$135K
VTEB icon
89
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.99M 0.1%
59,765
+630
+1% +$31K
PFE icon
90
Pfizer
PFE
$141B
$2.97M 0.1%
116,686
+16,926
+17% +$418K
UNH icon
91
UnitedHealth
UNH
$380B
$2.96M 0.1%
8,568
+220
+3% +$66.5K
NGG icon
92
National Grid
NGG
$82.1B
$2.93M 0.1%
40,848
+129
+0.3% +$9.05K
FLEX icon
93
Flex
FLEX
$40.4B
$2.89M 0.1%
49,904
+167
+0.3% +$8.87K
JMST icon
94
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$2.89M 0.1%
56,549
+19,152
+51% +$976K
SMCO icon
95
Hilton Small-MidCap Opportunity ETF
SMCO
$141M
$2.89M 0.1%
107,076
+11,390
+12% +$301K
AXP icon
96
American Express
AXP
$228B
$2.87M 0.1%
8,626
-124
-1% -$39.4K
MCD icon
97
McDonald's
MCD
$192B
$2.83M 0.1%
9,308
-392
-4% -$119K
ITM icon
98
VanEck Intermediate Muni ETF
ITM
$2.15B
$2.81M 0.1%
60,337
+8,667
+17% +$397K
ACN icon
99
Accenture
ACN
$94.5B
$2.8M 0.1%
11,347
-1,164
-9% -$304K
TGT icon
100
Target
TGT
$63.4B
$2.78M 0.1%
31,017
+3,307
+12% +$326K
2 3
4
5 6

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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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.