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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
AZO icon
176
AutoZone
AZO
$50.2B
$1.45M 0.05%
338
-24
-7% -$96.3K
REGN icon
177
Regeneron Pharmaceuticals
REGN
$69.9B
$1.44M 0.05%
2,566
-12
-0.5% -$6.79K
VB icon
178
Vanguard Small-Cap ETF
VB
$79.9B
$1.44M 0.05%
5,665
-2,700
-32% -$670K
VBR icon
179
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.44M 0.05%
6,895
– –
IJK icon
180
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.43M 0.05%
14,863
+89
+0.6% +$8.38K
LECO icon
181
Lincoln Electric
LECO
$14.1B
$1.41M 0.05%
5,970
-287
-5% -$67.2K
ARE icon
182
Alexandria Real Estate Equities
ARE
$8.96B
$1.4M 0.05%
16,795
-64
-0.4% -$5.13K
FDX icon
183
FedEx
FDX
$73.5B
$1.4M 0.05%
5,926
+1,836
+45% +$423K
BNY
184
Bank of New York Mellon
BNY
$107B
$1.39M 0.05%
12,788
– –
JCI icon
185
Johnson Controls International
JCI
$87.5B
$1.39M 0.05%
12,645
+91
+0.7% +$9.72K
ISRG icon
186
Intuitive Surgical
ISRG
$128B
$1.39M 0.05%
3,102
-590
-16% -$283K
TQQQ icon
187
ProShares UltraPro QQQ
TQQQ
$31.4B
$1.35M 0.05%
26,080
-1,120
-4% -$51.1K
TSM icon
188
TSMC
TSM
$2.07T
$1.34M 0.05%
4,807
+54
+1% +$13.2K
J icon
189
Jacobs Solutions
J
$16B
$1.32M 0.05%
8,803
+233
+3% +$33.5K
COR icon
190
Cencora
COR
$60.5B
$1.3M 0.05%
4,151
-3
-0.1% -$883
KDP icon
191
Keurig Dr Pepper
KDP
$41B
$1.27M 0.04%
49,925
-4,880
-9% -$153K
IEMG icon
192
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.25M 0.04%
19,029
-935
-5% -$58.3K
RJF icon
193
Raymond James Financial
RJF
$33.3B
$1.23M 0.04%
7,125
-132
-2% -$21.9K
CRWD icon
194
CrowdStrike
CRWD
$183B
$1.23M 0.04%
10,004
-1,224
-11% -$139K
KGC icon
195
Kinross Gold
KGC
$28.6B
$1.23M 0.04%
49,303
+4,221
+9% +$81.2K
CIEN icon
196
Ciena
CIEN
$53.4B
$1.22M 0.04%
8,355
+229
+3% +$23.3K
AZN icon
197
AstraZeneca
AZN
$263B
$1.21M 0.04%
7,881
-140
-2% -$21.2K
C icon
198
Citigroup
C
$223B
$1.21M 0.04%
11,887
+200
+2% +$19K
WEC icon
199
WEC Energy
WEC
$37.1B
$1.2M 0.04%
10,479
-576
-5% -$62.4K
MDT icon
200
Medtronic
MDT
$108B
$1.2M 0.04%
12,570
+563
+5% +$51.8K
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 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.