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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
O icon
126
Realty Income
O
$61.1B
$2.12M 0.07%
34,846
-954
-3% -$55.6K
NOW icon
127
ServiceNow
NOW
$109B
$2.11M 0.07%
11,460
-300
-3% -$56K
LKQ icon
128
LKQ Corp
LKQ
$6.69B
$2.08M 0.07%
67,968
-5,029
-7% -$165K
SYK icon
129
Stryker
SYK
$129B
$2.07M 0.07%
5,604
-584
-9% -$226K
SO icon
130
Southern Company
SO
$109B
$2.07M 0.07%
21,810
-3,770
-15% -$352K
CIBR icon
131
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$2.06M 0.07%
27,064
-30
-0.1% -$2.22K
WSM icon
132
Williams-Sonoma
WSM
$27.6B
$2.03M 0.07%
10,383
-483
-4% -$92.3K
BX icon
133
Blackstone
BX
$106B
$1.99M 0.07%
11,673
+298
+3% +$51.1K
GSK icon
134
GSK
GSK
$104B
$1.97M 0.07%
45,588
-1,398
-3% -$54.6K
LRCX icon
135
Lam Research
LRCX
$365B
$1.95M 0.07%
14,556
+410
+3% +$43.4K
BSX icon
136
Boston Scientific
BSX
$67.6B
$1.95M 0.07%
19,959
-259
-1% -$26.8K
AEP icon
137
American Electric Power
AEP
$72.7B
$1.93M 0.07%
17,179
-432
-2% -$47.3K
ZTS icon
138
Zoetis
ZTS
$32.2B
$1.93M 0.07%
13,199
-832
-6% -$126K
MPC icon
139
Marathon Petroleum
MPC
$91.2B
$1.93M 0.07%
10,006
+131
+1% +$23K
BURL icon
140
Burlington
BURL
$22.5B
$1.92M 0.07%
7,552
-344
-4% -$93.4K
SKYY icon
141
First Trust Cloud Computing ETF
SKYY
$2.78B
$1.88M 0.07%
13,977
-134
-0.9% -$16.9K
CVS icon
142
CVS Health
CVS
$137B
$1.87M 0.07%
24,836
-10,539
-30% -$722K
TRP icon
143
TC Energy
TRP
$71.2B
$1.86M 0.07%
34,249
-4,679
-12% -$235K
DHR icon
144
Danaher
DHR
$138B
$1.85M 0.06%
9,326
-106
-1% -$21.1K
INCY icon
145
Incyte
INCY
$23.7B
$1.84M 0.06%
21,698
-1,743
-7% -$138K
SNOW icon
146
Snowflake
SNOW
$94.6B
$1.81M 0.06%
8,035
-365
-4% -$78.4K
VYM icon
147
Vanguard High Dividend Yield ETF
VYM
$81.3B
$1.81M 0.06%
12,838
-177
-1% -$24.3K
STZ icon
148
Constellation Brands
STZ
$22.2B
$1.79M 0.06%
13,279
+982
+8% +$156K
PEG icon
149
Public Service Enterprise Group
PEG
$39.5B
$1.78M 0.06%
21,329
-1,700
-7% -$143K
BMO icon
150
Bank of Montreal
BMO
$125B
$1.78M 0.06%
13,660
-289
-2% -$34.2K
4 5
6
7 8

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BCI
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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
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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
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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.