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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
EME icon
201
Emcor
EME
$33.1B
$1.13M 0.04%
2,119
-221
-9% -$97.5K
TQQQ icon
202
ProShares UltraPro QQQ
TQQQ
$31.1B
$1.13M 0.04%
27,200
-1,178
-4% -$37.3K
J icon
203
Jacobs Solutions
J
$15.9B
$1.13M 0.04%
8,570
-11
-0.1% -$1.36K
WM icon
204
Waste Management
WM
$95.9B
$1.12M 0.04%
4,904
-29
-0.6% -$6.73K
AZN icon
205
AstraZeneca
AZN
$263B
$1.12M 0.04%
8,021
+395
+5% +$55.4K
DEO icon
206
Diageo
DEO
$46.2B
$1.12M 0.04%
11,109
-90
-0.8% -$9.76K
SPOT icon
207
Spotify
SPOT
$99.2B
$1.12M 0.04%
1,458
-31
-2% -$19.9K
RJF icon
208
Raymond James Financial
RJF
$32.5B
$1.11M 0.04%
7,257
+4,531
+166% +$649K
HLI icon
209
Houlihan Lokey
HLI
$9.68B
$1.11M 0.04%
6,180
-634
-9% -$107K
XLB icon
210
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$1.11M 0.04%
25,288
+994
+4% +$42.1K
HUBB icon
211
Hubbell
HUBB
$25.7B
$1.1M 0.04%
2,684
+458
+21% +$170K
MNST icon
212
Monster Beverage
MNST
$91.4B
$1.1M 0.04%
17,488
-632
-3% -$38.6K
DGRW icon
213
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$1.1M 0.04%
13,080
-4,853
-27% -$385K
VO icon
214
Vanguard Mid-Cap ETF
VO
$106B
$1.09M 0.04%
15,592
+3,012
+24% +$198K
TSM icon
215
TSMC
TSM
$2.09T
$1.08M 0.04%
4,753
-81
-2% -$15K
MNDY icon
216
monday.com
MNDY
$3.27B
$1.07M 0.04%
3,397
+229
+7% +$63.8K
MO icon
217
Altria Group
MO
$122B
$1.06M 0.04%
18,005
-1,653
-8% -$97.1K
MCHP icon
218
Microchip Technology
MCHP
$42.8B
$1.05M 0.04%
14,962
+4,242
+40% +$233K
MDT icon
219
Medtronic
MDT
$107B
$1.05M 0.04%
12,007
+1,207
+11% +$102K
IWP icon
220
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$1.04M 0.04%
7,471
+1,208
+19% +$153K
AMT icon
221
American Tower
AMT
$77.7B
$1.03M 0.04%
4,660
+527
+13% +$114K
QCOM icon
222
Qualcomm
QCOM
$176B
$1.03M 0.04%
6,446
+162
+3% +$23.9K
LYB icon
223
LyondellBasell Industries
LYB
$19.5B
$1.02M 0.04%
17,666
-9,911
-36% -$578K
ULTA icon
224
Ulta Beauty
ULTA
$20.4B
$1.01M 0.04%
2,155
+702
+48% +$290K
C icon
225
Citigroup
C
$222B
$995K 0.04%
11,687
+189
+2% +$13.7K
7 8
9
10 11

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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.