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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
MSFT icon
1
Microsoft
MSFT
$2.99T
$57.4M 2.12%
115,480
-1,833
-2% -$796K
AAPL icon
2
Apple
AAPL
$4.8T
$56.5M 2.09%
275,274
-2,996
-1% -$605K
NVDA icon
3
NVIDIA
NVDA
$4.92T
$53.4M 1.97%
337,910
+10,928
+3% +$1.38M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$973B
$36M 1.33%
63,455
+4,471
+8% +$2.35M
IWF icon
5
iShares Russell 1000 Growth ETF
IWF
$123B
$33.2M 1.22%
312,424
-16,772
-5% -$1.6M
META icon
6
Meta Platforms (Facebook)
META
$1.64T
$33M 1.22%
44,746
-1,039
-2% -$642K
AMZN icon
7
Amazon
AMZN
$2.69T
$32.7M 1.21%
149,078
+830
+0.6% +$164K
FULT icon
8
Fulton Financial
FULT
$4.69B
$30.8M 1.14%
1,705,334
-333,969
-16% -$5.7M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$879B
$29.7M 1.1%
47,766
+4,745
+11% +$2.72M
DUHP icon
10
Dimensional US High Profitability ETF
DUHP
$12.2B
$29.5M 1.09%
+829,280
New +$27.7M
AVGO icon
11
Broadcom
AVGO
$1.8T
$25.2M 0.93%
91,365
+2,017
+2% +$438K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.3T
$21.2M 0.78%
120,045
-2,815
-2% -$461K
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$81.5B
$21.1M 0.78%
108,568
+1,131
+1% +$209K
MA icon
14
Mastercard
MA
$484B
$16.5M 0.61%
29,367
-1,111
-4% -$614K
NFLX icon
15
Netflix
NFLX
$285B
$13.7M 0.51%
102,640
+630
+0.6% +$71.2K
JPM icon
16
JPMorgan Chase
JPM
$901B
$13.5M 0.5%
46,427
-2,805
-6% -$716K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.29T
$12.7M 0.47%
71,393
-8,567
-11% -$1.42M
KLAC icon
18
KLA
KLAC
$271B
$11.7M 0.43%
130,120
-8,300
-6% -$624K
V icon
19
Visa
V
$686B
$10.8M 0.4%
30,385
-853
-3% -$297K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.4M 0.38%
21,325
-802
-4% -$407K
LLY icon
21
Eli Lilly
LLY
$1.02T
$10.3M 0.38%
13,183
-814
-6% -$633K
VSLU icon
22
Applied Finance Valuation Large Cap ETF
VSLU
$544M
$10.2M 0.38%
259,324
+21,233
+9% +$764K
ABBV icon
23
AbbVie
ABBV
$448B
$9.55M 0.35%
51,443
-440
-0.8% -$81.8K
HD icon
24
Home Depot
HD
$332B
$9.46M 0.35%
25,802
+12
+0% +$4.34K
ORCL icon
25
Oracle
ORCL
$350B
$9.33M 0.34%
42,663
-2,405
-5% -$388K
1
2 3 4 5

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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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

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.