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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
TXN icon
201
Texas Instruments
TXN
$255B
$1.18M 0.04%
6,442
-275
-4% -$53.8K
HUBB icon
202
Hubbell
HUBB
$26.3B
$1.18M 0.04%
2,735
+51
+2% +$22K
STLD icon
203
Steel Dynamics
STLD
$36.1B
$1.16M 0.04%
+8,334
New +$1.09M
DY icon
204
Dycom Industries
DY
$12.7B
$1.16M 0.04%
3,978
-50
-1% -$13.1K
ODFL icon
205
Old Dominion Freight Line
ODFL
$47.2B
$1.16M 0.04%
8,213
-673
-8% -$103K
ULTA icon
206
Ulta Beauty
ULTA
$20.7B
$1.15M 0.04%
2,100
-55
-3% -$28.2K
NSC icon
207
Norfolk Southern
NSC
$77.1B
$1.15M 0.04%
3,822
-1,951
-34% -$542K
VO icon
208
Vanguard Mid-Cap ETF
VO
$107B
$1.14M 0.04%
15,592
– –
EME icon
209
Emcor
EME
$33B
$1.14M 0.04%
1,757
-362
-17% -$220K
XLB icon
210
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$1.13M 0.04%
25,320
+32
+0.1% +$1.45K
IJJ icon
211
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$1.13M 0.04%
8,726
+1,726
+25% +$221K
MNST icon
212
Monster Beverage
MNST
$93.2B
$1.13M 0.04%
16,749
-739
-4% -$46.1K
CRH icon
213
CRH
CRH
$68.7B
$1.12M 0.04%
9,372
+390
+4% +$41.2K
LAD icon
214
Lithia Motors
LAD
$7.88B
$1.12M 0.04%
3,551
-177
-5% -$57.1K
DGRW icon
215
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$1.12M 0.04%
12,540
-540
-4% -$46.8K
GD icon
216
General Dynamics
GD
$105B
$1.09M 0.04%
3,201
-25
-0.8% -$7.88K
WM icon
217
Waste Management
WM
$95.5B
$1.09M 0.04%
4,924
+20
+0.4% +$4.5K
HLI icon
218
Houlihan Lokey
HLI
$9.75B
$1.08M 0.04%
5,254
-926
-15% -$182K
STRL icon
219
Sterling Infrastructure
STRL
$19.5B
$1.08M 0.04%
+3,169
New +$900K
ICE icon
220
Intercontinental Exchange
ICE
$84.1B
$1.07M 0.04%
6,370
-82
-1% -$14.7K
QCOM icon
221
Qualcomm
QCOM
$179B
$1.07M 0.04%
6,412
-34
-0.5% -$5.39K
IWP icon
222
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$1.06M 0.04%
7,471
– –
EMR icon
223
Emerson Electric
EMR
$83.6B
$1.06M 0.04%
8,071
+811
+11% +$111K
TMUS icon
224
T-Mobile US
TMUS
$190B
$1.05M 0.04%
4,406
+544
+14% +$132K
DEO icon
225
Diageo
DEO
$47.3B
$1.05M 0.04%
11,033
-76
-0.7% -$7.98K
7 8
9
10 11

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BCI
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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

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.