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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
UNH icon
101
UnitedHealth
UNH
$382B
$2.6M 0.1%
8,348
-1,876
-18% -$717K
SNY icon
102
Sanofi
SNY
$104B
$2.57M 0.09%
53,195
-2,343
-4% -$120K
CMI icon
103
Cummins
CMI
$91.7B
$2.53M 0.09%
7,720
-560
-7% -$173K
FLEX icon
104
Flex
FLEX
$43.4B
$2.48M 0.09%
49,737
+3,473
+8% +$135K
SMCO icon
105
Hilton Small-MidCap Opportunity ETF
SMCO
$142M
$2.46M 0.09%
95,686
+28,630
+43% +$685K
SYK icon
106
Stryker
SYK
$127B
$2.45M 0.09%
6,188
-437
-7% -$163K
GS icon
107
Goldman Sachs
GS
$313B
$2.44M 0.09%
3,450
-75
-2% -$43.5K
CVS icon
108
CVS Health
CVS
$137B
$2.44M 0.09%
35,375
-2,428
-6% -$159K
PFE icon
109
Pfizer
PFE
$140B
$2.42M 0.09%
99,760
+19,852
+25% +$463K
NOW icon
110
ServiceNow
NOW
$102B
$2.42M 0.09%
11,760
+2,130
+22% +$402K
TFC icon
111
Truist Financial
TFC
$63.2B
$2.39M 0.09%
55,619
-5,265
-9% -$206K
VEA icon
112
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.38M 0.09%
41,707
-1,920
-4% -$103K
ITM icon
113
VanEck Intermediate Muni ETF
ITM
$2.14B
$2.35M 0.09%
51,670
+6,336
+14% +$286K
SO icon
114
Southern Company
SO
$110B
$2.35M 0.09%
25,580
-4,046
-14% -$363K
VONV icon
115
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$2.34M 0.09%
27,506
+11,478
+72% +$933K
EEM icon
116
iShares MSCI Emerging Markets ETF
EEM
$28B
$2.34M 0.09%
48,577
+2,450
+5% +$110K
UBER icon
117
Uber
UBER
$134B
$2.34M 0.09%
25,071
-50
-0.2% -$4.12K
GILD icon
118
Gilead Sciences
GILD
$161B
$2.33M 0.09%
21,026
-9,389
-31% -$999K
XEL icon
119
Xcel Energy
XEL
$51B
$2.32M 0.09%
34,127
-1,050
-3% -$72.8K
ETN icon
120
Eaton
ETN
$157B
$2.27M 0.08%
6,349
-743
-10% -$229K
VUG icon
121
Vanguard Growth ETF
VUG
$216B
$2.26M 0.08%
30,972
+1,134
+4% +$74.7K
BTI icon
122
British American Tobacco
BTI
$132B
$2.21M 0.08%
+46,723
New +$2.07M
ZTS icon
123
Zoetis
ZTS
$31.6B
$2.19M 0.08%
14,031
-391
-3% -$62K
FAST icon
124
Fastenal
FAST
$54B
$2.18M 0.08%
51,898
-3,938
-7% -$160K
BSX icon
125
Boston Scientific
BSX
$65.8B
$2.17M 0.08%
20,218
+251
+1% +$25.4K
3 4
5
6 7

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BCI
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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.