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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
USB icon
126
US Bancorp
USB
$99.6B
$2.16M 0.08%
47,736
-3,227
-6% -$136K
FE icon
127
FirstEnergy
FE
$28.9B
$2.16M 0.08%
53,585
+21,898
+69% +$904K
O icon
128
Realty Income
O
$61.2B
$2.06M 0.08%
35,800
+4,927
+16% +$279K
LMT icon
129
Lockheed Martin
LMT
$134B
$2.06M 0.08%
4,439
-38
-0.8% -$17.8K
CIBR icon
130
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$2.05M 0.08%
27,094
-157
-0.6% -$10.8K
ISRG icon
131
Intuitive Surgical
ISRG
$121B
$2.01M 0.07%
3,692
-110
-3% -$57.5K
PPL
132
PPL Corp
PPL
$27.3B
$2.01M 0.07%
59,184
-1,768
-3% -$61.5K
STZ icon
133
Constellation Brands
STZ
$22.2B
$2M 0.07%
12,297
-492
-4% -$88.2K
INTU icon
134
Intuit
INTU
$81.1B
$1.98M 0.07%
2,517
+71
+3% +$48K
VB icon
135
Vanguard Small-Cap ETF
VB
$79.5B
$1.98M 0.07%
8,365
+176
+2% +$39.3K
SBUX icon
136
Starbucks
SBUX
$118B
$1.96M 0.07%
21,420
-1,591
-7% -$138K
KMB icon
137
Kimberly-Clark
KMB
$36.4B
$1.95M 0.07%
15,127
+7,028
+87% +$953K
PEG icon
138
Public Service Enterprise Group
PEG
$39.8B
$1.94M 0.07%
23,029
-2,011
-8% -$162K
JMST icon
139
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$1.9M 0.07%
37,397
+2,441
+7% +$124K
DELL icon
140
Dell
DELL
$283B
$1.9M 0.07%
15,525
-115
-0.7% -$11.8K
TRP icon
141
TC Energy
TRP
$73.5B
$1.9M 0.07%
38,928
-3,941
-9% -$193K
TSN icon
142
Tyson Foods
TSN
$20.2B
$1.88M 0.07%
33,634
-2,430
-7% -$140K
SNOW icon
143
Snowflake
SNOW
$92.9B
$1.88M 0.07%
8,400
+6,436
+328% +$1.16M
DHR icon
144
Danaher
DHR
$135B
$1.86M 0.07%
9,432
-365
-4% -$70.8K
SPY icon
145
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.84M 0.07%
2,986
+295
+11% +$169K
BURL icon
146
Burlington
BURL
$22B
$1.84M 0.07%
7,896
-36
-0.5% -$8.56K
CPRT icon
147
Copart
CPRT
$25.9B
$1.83M 0.07%
37,246
-1,600
-4% -$89.5K
AEP icon
148
American Electric Power
AEP
$73.7B
$1.83M 0.07%
17,611
-1,052
-6% -$109K
KDP icon
149
Keurig Dr Pepper
KDP
$40.4B
$1.81M 0.07%
54,805
-2,028
-4% -$68.6K
GSK icon
150
GSK
GSK
$103B
$1.8M 0.07%
+46,986
New +$1.8M
4 5
6
7 8

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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 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.