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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
KKR icon
151
KKR & Co
KKR
$91.3B
$1.77M 0.06%
13,645
+138
+1% +$19.6K
GILD icon
152
Gilead Sciences
GILD
$162B
$1.77M 0.06%
15,928
-5,098
-24% -$579K
RCL icon
153
Royal Caribbean
RCL
$81.8B
$1.71M 0.06%
5,290
+267
+5% +$89.2K
SBUX icon
154
Starbucks
SBUX
$118B
$1.7M 0.06%
20,041
-1,379
-6% -$123K
NEE icon
155
NextEra Energy
NEE
$185B
$1.69M 0.06%
22,368
-1,268
-5% -$92.6K
SPY icon
156
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.68M 0.06%
2,516
-470
-16% -$301K
COIN icon
157
Coinbase
COIN
$44.1B
$1.67M 0.06%
4,954
-150
-3% -$50.9K
TSN icon
158
Tyson Foods
TSN
$21.4B
$1.67M 0.06%
30,734
-2,900
-9% -$160K
INTU icon
159
Intuit
INTU
$83.1B
$1.66M 0.06%
2,426
-91
-4% -$65.6K
VONG icon
160
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$1.65M 0.06%
13,717
+88
+0.6% +$10.1K
CPRT icon
161
Copart
CPRT
$27.6B
$1.62M 0.06%
36,104
-1,142
-3% -$53.8K
MMM icon
162
3M
MMM
$91.9B
$1.61M 0.06%
10,384
-224
-2% -$34.5K
WFC icon
163
Wells Fargo
WFC
$264B
$1.61M 0.06%
19,170
-962
-5% -$78K
DTE icon
164
DTE Energy
DTE
$30.6B
$1.59M 0.06%
11,250
-926
-8% -$127K
IJR icon
165
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.58M 0.06%
13,315
-836
-6% -$96.1K
MTD icon
166
Mettler-Toledo International
MTD
$27B
$1.57M 0.05%
1,277
-55
-4% -$68.9K
LPLA icon
167
LPL Financial
LPLA
$26.5B
$1.54M 0.05%
4,632
+49
+1% +$17.8K
PANW icon
168
Palo Alto Networks
PANW
$259B
$1.54M 0.05%
7,562
-746
-9% -$143K
NEM icon
169
Newmont
NEM
$98.5B
$1.52M 0.05%
18,077
+1,474
+9% +$103K
EA icon
170
Electronic Arts
EA
$52.4B
$1.52M 0.05%
7,528
-257
-3% -$42.5K
CAT icon
171
Caterpillar
CAT
$402B
$1.52M 0.05%
3,178
+122
+4% +$52.1K
MU icon
172
Micron Technology
MU
$1.02T
$1.51M 0.05%
9,036
+1,184
+15% +$151K
COF icon
173
Capital One
COF
$127B
$1.5M 0.05%
7,079
-13
-0.2% -$2.85K
AMCR icon
174
Amcor
AMCR
$20.9B
$1.47M 0.05%
35,981
+19,946
+124% +$894K
WMB icon
175
Williams Companies
WMB
$86.6B
$1.46M 0.05%
23,111
+1,415
+7% +$83K
5 6
7
8 9

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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
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AIP
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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.