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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
AAPL icon
1
Apple
AAPL
$4.8T
$69.3M 2.42%
272,148
-3,126
-1% -$706K
NVDA icon
2
NVIDIA
NVDA
$4.92T
$62.1M 2.17%
333,053
-4,857
-1% -$847K
MSFT icon
3
Microsoft
MSFT
$2.99T
$60.7M 2.12%
117,213
+1,733
+2% +$884K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$973B
$41.3M 1.44%
67,421
+3,966
+6% +$2.34M
DUHP icon
5
Dimensional US High Profitability ETF
DUHP
$12.2B
$36.5M 1.28%
966,483
+137,203
+17% +$5.03M
IWF icon
6
iShares Russell 1000 Growth ETF
IWF
$123B
$36.1M 1.26%
308,420
-4,004
-1% -$446K
IVV icon
7
iShares Core S&P 500 ETF
IVV
$879B
$36.1M 1.26%
53,910
+6,144
+13% +$3.96M
AMZN icon
8
Amazon
AMZN
$2.69T
$32.6M 1.14%
148,525
-553
-0.4% -$125K
FULT icon
9
Fulton Financial
FULT
$4.69B
$32.3M 1.13%
1,732,904
+27,570
+2% +$522K
META icon
10
Meta Platforms (Facebook)
META
$1.64T
$32M 1.12%
43,615
-1,131
-3% -$842K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.3T
$28.9M 1.01%
118,907
-1,138
-0.9% -$238K
AVGO icon
12
Broadcom
AVGO
$1.8T
$28.3M 0.99%
85,712
-5,653
-6% -$1.73M
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$81.5B
$21.4M 0.75%
105,279
-3,289
-3% -$654K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.29T
$17.6M 0.61%
72,179
+786
+1% +$165K
MA icon
15
Mastercard
MA
$484B
$16.1M 0.56%
28,323
-1,044
-4% -$600K
JPM icon
16
JPMorgan Chase
JPM
$901B
$14.3M 0.5%
45,398
-1,029
-2% -$306K
TSLA icon
17
Tesla
TSLA
$1.39T
$13M 0.45%
29,186
-68
-0.2% -$23.6K
NFLX icon
18
Netflix
NFLX
$281B
$12M 0.42%
99,740
-2,900
-3% -$354K
KLAC icon
19
KLA
KLAC
$271B
$11.7M 0.41%
108,770
-21,350
-16% -$1.99M
VSLU icon
20
Applied Finance Valuation Large Cap ETF
VSLU
$544M
$11.6M 0.41%
272,450
+13,126
+5% +$538K
ABBV icon
21
AbbVie
ABBV
$448B
$11.6M 0.4%
49,978
-1,465
-3% -$298K
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.6M 0.37%
21,060
-265
-1% -$128K
HD icon
23
Home Depot
HD
$332B
$10.5M 0.37%
26,004
+202
+0.8% +$79.4K
ORCL icon
24
Oracle
ORCL
$350B
$10.4M 0.36%
36,957
-5,706
-13% -$1.45M
V icon
25
Visa
V
$686B
$10.4M 0.36%
30,416
+31
+0.1% +$10.7K
1
2 3 4 5

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BCI
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MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AFG
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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 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.