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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.84B
AUM Growth
-$56.9M
Cap. Flow
+$30.6M
Cap. Flow %
1.08%
Top 10 Hldgs %
29.88%
Holding
696
New
28
Increased
268
Reduced
272
Closed
40

Top Buys

Rank Stock Value
1
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$6.52M
2
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$6.01M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
+$3.14M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$2.54M
2
JNJ icon
Johnson & Johnson
JNJ
+$2.44M
3
GSK icon
GSK
GSK
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AEP icon
American Electric Power
AEP
+$1.37M

Sector Composition

Rank Sector Weight
1 Technology 11.42%
2 Financials 5.21%
3 Communication Services 3.71%
4 Consumer Discretionary 3.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
201
Keurig Dr Pepper
KDP
$41B
$1.36M 0.05%
51,554
-151
-0.3% -$4.23K
MDLZ icon
202
Mondelez International
MDLZ
$77.9B
$1.35M 0.05%
+23,433
New +$1.36M
FISV
203
Fiserv Inc
FISV
$27.9B
$1.35M 0.05%
24,106
+8,876
+58% +$549K
CRWD icon
204
CrowdStrike
CRWD
$183B
$1.33M 0.05%
13,592
-1,048
-7% -$111K
ISRG icon
205
Intuitive Surgical
ISRG
$128B
$1.32M 0.05%
2,865
-250
-8% -$126K
TXN icon
206
Texas Instruments
TXN
$255B
$1.3M 0.05%
6,702
-521
-7% -$105K
TDY icon
207
Teledyne Technologies
TDY
$30.2B
$1.29M 0.05%
2,126
+462
+28% +$288K
EME icon
208
Emcor
EME
$33B
$1.27M 0.04%
1,722
-11
-0.6% -$8.01K
ZTS icon
209
Zoetis
ZTS
$32.2B
$1.27M 0.04%
10,714
+208
+2% +$25.7K
COF icon
210
Capital One
COF
$127B
$1.27M 0.04%
6,939
-94
-1% -$19.7K
IJJ icon
211
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$1.26M 0.04%
9,541
+65
+0.7% +$8.9K
BSX icon
212
Boston Scientific
BSX
$67.6B
$1.25M 0.04%
19,855
+21
+0.1% +$1.68K
BWXT icon
213
BWX Technologies
BWXT
$16.2B
$1.22M 0.04%
5,973
-117
-2% -$23.8K
GD icon
214
General Dynamics
GD
$105B
$1.2M 0.04%
3,507
+108
+3% +$38.3K
MMM icon
215
3M
MMM
$91.9B
$1.2M 0.04%
8,239
-509
-6% -$81.1K
VO icon
216
Vanguard Mid-Cap ETF
VO
$107B
$1.19M 0.04%
16,532
+208
+1% +$15.5K
KGC icon
217
Kinross Gold
KGC
$28.6B
$1.19M 0.04%
38,877
-694
-2% -$22.7K
DE icon
218
Deere & Co
DE
$169B
$1.18M 0.04%
2,102
+182
+9% +$103K
MNST icon
219
Monster Beverage
MNST
$93.2B
$1.18M 0.04%
16,251
-230
-1% -$18.1K
SNOW icon
220
Snowflake
SNOW
$94.6B
$1.18M 0.04%
7,800
-708
-8% -$131K
USFD icon
221
US Foods
USFD
$21.9B
$1.13M 0.04%
12,204
+502
+4% +$44.5K
RJF icon
222
Raymond James Financial
RJF
$33.3B
$1.11M 0.04%
7,677
+261
+4% +$41.4K
CLS icon
223
Celestica
CLS
$36.6B
$1.09M 0.04%
3,879
+1
+0% +$290
TQQQ icon
224
ProShares UltraPro QQQ
TQQQ
$31.4B
$1.09M 0.04%
26,080
– –
FCX icon
225
Freeport-McMoran
FCX
$90.2B
$1.08M 0.04%
18,458
+936
+5% +$56.5K
7 8
9
10 11

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
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 Q1 2026 Portfolio in Review

As of Q1 2026, Fulton Bank held 696 positions worth $2.84B, down 2% from $2.89B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2026 filing shows 28 new, 268 increased, 272 reduced and 40 closed positions. Its largest new stake was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M. The largest sale was KLA, an estimated $2.54M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q1 2026 buy was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M.
  • Fulton Bank added most to iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026, an estimated $6.01M increase.
  • Fulton Bank's biggest Q1 2026 reduction was KLA, cutting an estimated $2.54M.
  • Fulton Bank fully exited Diageo in Q1 2026, selling an estimated $956K.
  • Fulton Bank's ten largest holdings make up 30% of its $2.84B portfolio in Q1 2026.
  • Fulton Bank opened 28 new positions and closed 40 in Q1 2026.
  • Fulton Bank's portfolio value fell 2% quarter-over-quarter to $2.84B.

Based on Fulton Bank's 13F filing for Q1 2026, filed 24 Apr 2026.