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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
XEL icon
126
Xcel Energy
XEL
$51.3B
$2.24M 0.08%
30,305
-2,605
-8% -$205K
CAT icon
127
Caterpillar
CAT
$384B
$2.23M 0.08%
3,901
+723
+23% +$402K
VLO icon
128
Valero Energy
VLO
$90.6B
$2.23M 0.08%
13,693
-1,657
-11% -$281K
CIBR icon
129
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.7B
$2.21M 0.08%
30,971
+3,907
+14% +$293K
BURL icon
130
Burlington
BURL
$23.2B
$2.17M 0.08%
7,513
-39
-0.5% -$10.6K
GSK icon
131
GSK
GSK
$111B
$2.1M 0.07%
42,904
-2,684
-6% -$125K
WFC icon
132
Wells Fargo
WFC
$263B
$2.08M 0.07%
22,287
+3,117
+16% +$271K
PPL
133
PPL Corp
PPL
$27.7B
$2.06M 0.07%
58,741
+582
+1% +$21K
DHR icon
134
Danaher
DHR
$146B
$2.01M 0.07%
8,780
-546
-6% -$120K
FAST icon
135
Fastenal
FAST
$56.2B
$1.99M 0.07%
49,614
-325
-0.7% -$13.7K
JMST icon
136
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$1.97M 0.07%
38,739
-17,810
-31% -$907K
VONG icon
137
Vanguard Russell 1000 Growth ETF
VONG
$41.6B
$1.97M 0.07%
16,142
+2,425
+18% +$296K
LKQ icon
138
LKQ Corp
LKQ
$6.93B
$1.96M 0.07%
64,994
-2,974
-4% -$89.7K
SYK icon
139
Stryker
SYK
$134B
$1.93M 0.07%
5,481
-123
-2% -$44.8K
O icon
140
Realty Income
O
$61.8B
$1.92M 0.07%
33,991
-855
-2% -$49.5K
IJR icon
141
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.9M 0.07%
15,784
+2,469
+19% +$295K
BSX icon
142
Boston Scientific
BSX
$69B
$1.89M 0.07%
19,834
-125
-0.6% -$12.3K
KMB icon
143
Kimberly-Clark
KMB
$38.2B
$1.89M 0.07%
18,743
-732
-4% -$80.1K
TRP icon
144
TC Energy
TRP
$71.3B
$1.88M 0.06%
34,093
-156
-0.5% -$8.32K
SNOW icon
145
Snowflake
SNOW
$89.3B
$1.87M 0.06%
8,508
+473
+6% +$115K
INCY icon
146
Incyte
INCY
$24.3B
$1.86M 0.06%
18,877
-2,821
-13% -$273K
WSM icon
147
Williams-Sonoma
WSM
$28.3B
$1.86M 0.06%
10,438
+55
+0.5% +$10.3K
COR icon
148
Cencora
COR
$62B
$1.84M 0.06%
5,441
+1,290
+31% +$440K
PEG icon
149
Public Service Enterprise Group
PEG
$40.1B
$1.84M 0.06%
22,865
+1,536
+7% +$125K
VYM icon
150
Vanguard High Dividend Yield ETF
VYM
$82B
$1.82M 0.06%
12,714
-124
-1% -$17.6K
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
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
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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.