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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
WAB icon
101
Wabtec
WAB
$50.8B
$2.85M 0.1%
13,348
+37
+0.3% +$7.6K
ENB icon
102
Enbridge
ENB
$121B
$2.83M 0.1%
59,233
-248
-0.4% -$11.8K
ACN icon
103
Accenture
ACN
$94.3B
$2.8M 0.1%
10,432
-915
-8% -$232K
DKS icon
104
Dick's Sporting Goods
DKS
$18.4B
$2.78M 0.1%
14,028
-882
-6% -$192K
ANET icon
105
Arista Networks
ANET
$215B
$2.77M 0.1%
21,128
+3,645
+21% +$502K
VUG icon
106
Vanguard Growth ETF
VUG
$216B
$2.76M 0.1%
33,996
-180
-0.5% -$14.6K
LMT icon
107
Lockheed Martin
LMT
$134B
$2.74M 0.09%
5,660
+1,325
+31% +$634K
SHW icon
108
Sherwin-Williams
SHW
$80.7B
$2.73M 0.09%
8,433
-285
-3% -$95.3K
BTI icon
109
British American Tobacco
BTI
$131B
$2.73M 0.09%
48,137
-176
-0.4% -$9.6K
VEA icon
110
Vanguard FTSE Developed Markets ETF
VEA
$227B
$2.71M 0.09%
43,403
+4,355
+11% +$267K
MCD icon
111
McDonald's
MCD
$192B
$2.7M 0.09%
8,842
-466
-5% -$143K
ORLY icon
112
O'Reilly Automotive
ORLY
$75.1B
$2.7M 0.09%
29,625
+753
+3% +$73.6K
GILD icon
113
Gilead Sciences
GILD
$162B
$2.69M 0.09%
21,896
+5,968
+37% +$725K
TGT icon
114
Target
TGT
$63.7B
$2.68M 0.09%
27,458
-3,559
-11% -$328K
EEM icon
115
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.68M 0.09%
48,996
+419
+0.9% +$22.8K
APTV icon
116
Aptiv
APTV
$12.2B
$2.67M 0.09%
35,153
-4,732
-12% -$380K
DHI icon
117
D.R. Horton
DHI
$41.3B
$2.65M 0.09%
18,431
-2,142
-10% -$326K
FE icon
118
FirstEnergy
FE
$28.5B
$2.53M 0.09%
56,614
+537
+1% +$24.7K
IWB icon
119
iShares Russell 1000 ETF
IWB
$47.7B
$2.53M 0.09%
6,766
+4,771
+239% +$1.77M
MET icon
120
MetLife
MET
$61.2B
$2.53M 0.09%
31,993
+955
+3% +$75.6K
SNY icon
121
Sanofi
SNY
$105B
$2.42M 0.08%
49,915
-1,333
-3% -$66.1K
HBAN icon
122
Huntington Bancshares
HBAN
$34.7B
$2.38M 0.08%
137,227
-20,784
-13% -$341K
IEMG icon
123
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$2.35M 0.08%
34,983
+15,954
+84% +$1.07M
DELL icon
124
Dell
DELL
$276B
$2.31M 0.08%
18,334
+2,637
+17% +$371K
ETN icon
125
Eaton
ETN
$155B
$2.27M 0.08%
7,121
+777
+12% +$275K
3 4
5
6 7

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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 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.