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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
HELO icon
201
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
$1.28M 0.04%
19,274
+4,778
+33% +$314K
PAYX icon
202
Paychex
PAYX
$41.1B
$1.26M 0.04%
+11,273
New +$1.32M
MNST icon
203
Monster Beverage
MNST
$93.2B
$1.26M 0.04%
16,481
-268
-2% -$19.2K
TXN icon
204
Texas Instruments
TXN
$255B
$1.25M 0.04%
7,223
+781
+12% +$134K
IJJ icon
205
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$1.25M 0.04%
9,476
+750
+9% +$97.6K
IQV icon
206
IQVIA
IQV
$35.6B
$1.23M 0.04%
5,469
+875
+19% +$190K
MDT icon
207
Medtronic
MDT
$108B
$1.23M 0.04%
12,794
+224
+2% +$21.8K
XLB icon
208
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$1.23M 0.04%
27,073
+1,753
+7% +$77.5K
CRH icon
209
CRH
CRH
$68.7B
$1.22M 0.04%
9,747
+375
+4% +$44.7K
ODFL icon
210
Old Dominion Freight Line
ODFL
$47.2B
$1.21M 0.04%
7,721
-492
-6% -$70.5K
RJF icon
211
Raymond James Financial
RJF
$33.3B
$1.19M 0.04%
7,416
+291
+4% +$47K
STRL icon
212
Sterling Infrastructure
STRL
$19.5B
$1.19M 0.04%
3,883
+714
+23% +$246K
VO icon
213
Vanguard Mid-Cap ETF
VO
$107B
$1.18M 0.04%
16,324
+732
+5% +$53.2K
ULTA icon
214
Ulta Beauty
ULTA
$20.7B
$1.18M 0.04%
1,946
-154
-7% -$84.7K
WEC icon
215
WEC Energy
WEC
$37.1B
$1.17M 0.04%
11,081
+602
+6% +$66.7K
WAT icon
216
Waters Corp
WAT
$36.4B
$1.17M 0.04%
3,074
-1
-0% -$368
LAD icon
217
Lithia Motors
LAD
$7.88B
$1.15M 0.04%
3,467
-84
-2% -$26.7K
CLS icon
218
Celestica
CLS
$36.6B
$1.15M 0.04%
3,878
+104
+3% +$31.3K
GD icon
219
General Dynamics
GD
$105B
$1.14M 0.04%
3,399
+198
+6% +$67.5K
J icon
220
Jacobs Solutions
J
$16B
$1.12M 0.04%
8,481
-322
-4% -$47.2K
DY icon
221
Dycom Industries
DY
$12.7B
$1.12M 0.04%
3,302
-676
-17% -$213K
KGC icon
222
Kinross Gold
KGC
$28.6B
$1.11M 0.04%
39,571
-9,732
-20% -$253K
COIN icon
223
Coinbase
COIN
$44.1B
$1.11M 0.04%
4,889
-65
-1% -$19.4K
CPRT icon
224
Copart
CPRT
$27.6B
$1.1M 0.04%
27,976
-8,128
-23% -$337K
DGRW icon
225
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$1.1M 0.04%
12,245
-295
-2% -$26.3K
7 8
9
10 11

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MWM
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AFG
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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.