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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
NSC icon
176
Norfolk Southern
NSC
$78.8B
$1.48M 0.05%
5,773
-832
-13% -$196K
ODFL icon
177
Old Dominion Freight Line
ODFL
$48.5B
$1.44M 0.05%
8,886
+289
+3% +$46.1K
CRWD icon
178
CrowdStrike
CRWD
$187B
$1.43M 0.05%
11,228
+868
+8% +$94.1K
TXN icon
179
Texas Instruments
TXN
$255B
$1.39M 0.05%
6,717
-545
-8% -$96.8K
LRCX icon
180
Lam Research
LRCX
$382B
$1.38M 0.05%
14,146
-110
-0.8% -$8.72K
WMB icon
181
Williams Companies
WMB
$90.5B
$1.36M 0.05%
21,696
-74
-0.3% -$4.37K
REGN icon
182
Regeneron Pharmaceuticals
REGN
$68.8B
$1.35M 0.05%
2,578
-229
-8% -$128K
VBR icon
183
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.34M 0.05%
6,895
+121
+2% +$22.4K
IJK icon
184
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.34M 0.05%
14,774
-990
-6% -$84.8K
AZO icon
185
AutoZone
AZO
$48.3B
$1.34M 0.05%
362
+19
+6% +$70K
JCI icon
186
Johnson Controls International
JCI
$87.5B
$1.33M 0.05%
12,554
+670
+6% +$61.7K
LECO icon
187
Lincoln Electric
LECO
$13.8B
$1.3M 0.05%
6,257
-57
-0.9% -$10.9K
LAD icon
188
Lithia Motors
LAD
$7.78B
$1.26M 0.05%
3,728
-26
-0.7% -$8.04K
COR icon
189
Cencora
COR
$60.3B
$1.25M 0.05%
4,154
-895
-18% -$258K
EA icon
190
Electronic Arts
EA
$52.4B
$1.24M 0.05%
7,785
-170
-2% -$25.1K
TXRH icon
191
Texas Roadhouse
TXRH
$12.7B
$1.24M 0.05%
6,606
-266
-4% -$47.7K
ARE icon
192
Alexandria Real Estate Equities
ARE
$8.88B
$1.22M 0.05%
16,859
+771
+5% +$57.3K
DE icon
193
Deere & Co
DE
$170B
$1.22M 0.05%
2,394
+696
+41% +$341K
IEMG icon
194
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.2M 0.04%
19,964
-565
-3% -$31.5K
KD icon
195
Kyndryl
KD
$2.66B
$1.19M 0.04%
28,462
-992
-3% -$35.9K
CAT icon
196
Caterpillar
CAT
$409B
$1.19M 0.04%
3,056
-469
-13% -$156K
ICE icon
197
Intercontinental Exchange
ICE
$82.4B
$1.18M 0.04%
6,452
+738
+13% +$127K
BNY
198
Bank of New York Mellon
BNY
$108B
$1.17M 0.04%
12,788
+611
+5% +$51.9K
WEC icon
199
WEC Energy
WEC
$37.7B
$1.15M 0.04%
11,055
-461
-4% -$49.1K
WAT icon
200
Waters Corp
WAT
$36.8B
$1.14M 0.04%
3,262
-22
-0.7% -$7.56K
6 7
8
9 10

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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.