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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
AMD icon
176
Advanced Micro Devices
AMD
$807B
$1.57M 0.05%
7,313
+1,164
+19% +$261K
NEE icon
177
NextEra Energy
NEE
$185B
$1.56M 0.05%
19,485
-2,883
-13% -$239K
UL icon
178
Unilever
UL
$132B
$1.56M 0.05%
23,806
+16,851
+242% +$1.13M
MO icon
179
Altria Group
MO
$122B
$1.55M 0.05%
26,968
+13,384
+99% +$808K
BX icon
180
Blackstone
BX
$106B
$1.55M 0.05%
10,059
-1,614
-14% -$245K
C icon
181
Citigroup
C
$223B
$1.55M 0.05%
13,281
+1,394
+12% +$145K
JCI icon
182
Johnson Controls International
JCI
$87.5B
$1.54M 0.05%
12,860
+215
+2% +$24.7K
VB icon
183
Vanguard Small-Cap ETF
VB
$79.9B
$1.52M 0.05%
5,912
+247
+4% +$63.3K
RCL icon
184
Royal Caribbean
RCL
$81.8B
$1.51M 0.05%
5,405
+115
+2% +$32.5K
BNY
185
Bank of New York Mellon
BNY
$107B
$1.48M 0.05%
12,788
– –
VBR icon
186
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.46M 0.05%
6,895
– –
AMCR icon
187
Amcor
AMCR
$20.9B
$1.46M 0.05%
34,903
-1,078
-3% -$44.5K
IJK icon
188
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.45M 0.05%
15,013
+150
+1% +$14.4K
KDP icon
189
Keurig Dr Pepper
KDP
$41B
$1.45M 0.05%
51,705
+1,780
+4% +$48.9K
SBUX icon
190
Starbucks
SBUX
$118B
$1.44M 0.05%
17,084
-2,957
-15% -$249K
CIEN icon
191
Ciena
CIEN
$53.4B
$1.43M 0.05%
6,095
-2,260
-27% -$438K
AZN icon
192
AstraZeneca
AZN
$263B
$1.42M 0.05%
7,711
-170
-2% -$29.8K
LECO icon
193
Lincoln Electric
LECO
$14.1B
$1.42M 0.05%
5,909
-61
-1% -$14.4K
DTE icon
194
DTE Energy
DTE
$30.6B
$1.41M 0.05%
10,913
-337
-3% -$45.8K
MMM icon
195
3M
MMM
$91.9B
$1.4M 0.05%
8,748
-1,636
-16% -$268K
HUBB icon
196
Hubbell
HUBB
$26.3B
$1.39M 0.05%
3,136
+401
+15% +$176K
PANW icon
197
Palo Alto Networks
PANW
$259B
$1.38M 0.05%
7,518
-44
-0.6% -$8.88K
TQQQ icon
198
ProShares UltraPro QQQ
TQQQ
$31.4B
$1.37M 0.05%
26,080
– –
ZTS icon
199
Zoetis
ZTS
$32.2B
$1.32M 0.05%
10,506
-2,693
-20% -$351K
BMO icon
200
Bank of Montreal
BMO
$125B
$1.31M 0.05%
10,101
-3,559
-26% -$451K
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 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.