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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
STZ icon
151
Constellation Brands
STZ
$22.2B
$1.82M 0.06%
13,159
-120
-0.9% -$16.5K
SKYY icon
152
First Trust Cloud Computing ETF
SKYY
$2.78B
$1.8M 0.06%
13,860
-117
-0.8% -$15.6K
REGN icon
153
Regeneron Pharmaceuticals
REGN
$69.9B
$1.78M 0.06%
2,305
-261
-10% -$177K
CVS icon
154
CVS Health
CVS
$137B
$1.77M 0.06%
22,351
-2,485
-10% -$196K
MTD icon
155
Mettler-Toledo International
MTD
$27B
$1.77M 0.06%
1,269
-8
-0.6% -$11.2K
NOW icon
156
ServiceNow
NOW
$109B
$1.77M 0.06%
11,547
+87
+0.8% +$14.9K
ISRG icon
157
Intuitive Surgical
ISRG
$128B
$1.76M 0.06%
3,115
+13
+0.4% +$6.92K
SPY icon
158
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.75M 0.06%
2,562
+46
+2% +$31.1K
CME icon
159
CME Group
CME
$92.3B
$1.74M 0.06%
+6,387
New +$1.74M
TSM icon
160
TSMC
TSM
$2.07T
$1.74M 0.06%
5,726
+919
+19% +$270K
FDX icon
161
FedEx
FDX
$73.5B
$1.73M 0.06%
6,003
+77
+1% +$20.2K
TSN icon
162
Tyson Foods
TSN
$21.4B
$1.72M 0.06%
29,280
-1,454
-5% -$79.9K
CRWD icon
163
CrowdStrike
CRWD
$183B
$1.72M 0.06%
14,640
+4,636
+46% +$590K
SO icon
164
Southern Company
SO
$109B
$1.71M 0.06%
19,596
-2,214
-10% -$202K
EA icon
165
Electronic Arts
EA
$52.4B
$1.71M 0.06%
8,361
+833
+11% +$168K
COF icon
166
Capital One
COF
$127B
$1.7M 0.06%
7,033
-46
-0.6% -$10.2K
AEP icon
167
American Electric Power
AEP
$72.7B
$1.69M 0.06%
14,657
-2,522
-15% -$298K
LPLA icon
168
LPL Financial
LPLA
$26.5B
$1.68M 0.06%
4,709
+77
+2% +$27.2K
KKR icon
169
KKR & Co
KKR
$91.3B
$1.67M 0.06%
13,088
-557
-4% -$69.3K
STLD icon
170
Steel Dynamics
STLD
$36.1B
$1.66M 0.06%
9,791
+1,457
+17% +$231K
INTU icon
171
Intuit
INTU
$83.1B
$1.63M 0.06%
2,467
+41
+2% +$27.1K
UBER icon
172
Uber
UBER
$139B
$1.62M 0.06%
19,808
-5,085
-20% -$458K
NEM icon
173
Newmont
NEM
$98.5B
$1.59M 0.06%
15,950
-2,127
-12% -$192K
MPC icon
174
Marathon Petroleum
MPC
$91.2B
$1.59M 0.05%
9,770
-236
-2% -$44.1K
ICE icon
175
Intercontinental Exchange
ICE
$84.1B
$1.58M 0.05%
9,762
+3,392
+53% +$531K
5 6
7
8 9

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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.