CIK: 0000883782
Total reported value
$3.3B
Reporting period: 2026-06-30 · Number of holdings: 963
FULTON BANK, N.A. disclosed 963 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.3B and a quarterly turnover rate of 18.4%.
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Fulton Bank, N.a.'s disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 68 equally-sized positions, well below its 963 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.04), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 36% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim GSIMX
-5.7% -$5.1M
Add MU
-3.5% $12.3M
New buy CGGR
Add SOXX
+2.3% $9.2M
Sold out EGFIX
Add KLAC
+707.4% $8.4M
Showing top 200 holdings (of 963 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.98% | +0.03% | +0.79% | |
| 2 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 2.79% | -0.03% | -0.88% | |
| 3 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 2.57% | -0.58% | -5.71% | |
| 4 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.56% | -0.13% | -4.63% | |
| 5 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.52% | +0.03% | +1.39% | |
| 6 | AFVZX | Applied Finance Select-inst | Stock-Other | 2.52% | -0.03% | -1.11% | |
| 7 | AAPL | Apple INC | Stock-Tech | 2.39% | -0.06% | -1.47% | |
| 8 | SVFYX | Smead Value Fund-y | Stock-Other | 2.30% | -0.19% | -0.90% | |
| 9 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.29% | +0.07% | +1.99% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.03% | +2.07% | |
| 11 | PMAQX | Principal Midcap Fund-r6 | Stock-Other | 1.71% | — | -1.25% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.09% | +7.09% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | — | -13.09% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.42% | +0.03% | -1.01% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.40% | — | +1.89% | |
| 16 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.38% | -0.05% | -0.44% | |
| 17 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.36% | -0.04% | -0.25% | |
| 18 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.31% | -0.01% | +2.46% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | — | -2.62% | |
| 20 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 1.27% | +0.15% | +4.31% | |
| 21 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.19% | -0.06% | -6.63% | |
| 22 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.19% | — | -0.30% | |
| 23 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.19% | — | -5.62% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.13% | +4.21% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | +0.01% | +302.14% | |
| 26 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 1.10% | +0.01% | +2.15% | |
| 27 | AVGO | Broadcom INC | Stock-Tech | 1.04% | +0.07% | +1.29% | |
| 28 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.00% | -0.02% | -1.15% | |
| 29 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 0.95% | — | +0.83% | |
| 30 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.91% | -0.02% | +0.86% | |
| 31 | FULT | Fulton Financial CORP | Stock-Financials | 0.87% | +0.02% | +0.14% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.15% | +14.59% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | -0.01% | -0.04% | |
| 34 | GLIFX | Lazard Glbl Lstd Infra-inst | Stock-Other | 0.81% | — | +10.96% | |
| 35 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.78% | — | -0.78% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | — | +0.59% | |
| 37 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.70% | — | +4.03% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.65% | +0.20% | +707.43% | |
| 39 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.63% | +0.11% | +25.98% | |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.57% | +0.07% | +32.81% | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.57% | +0.24% | +2.33% | |
| 42 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.56% | +0.08% | +9.61% | |
| 43 | MU | Micron Technology INC | Stock-Tech | 0.54% | +0.35% | -3.54% | |
| 44 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.53% | +0.10% | +20.06% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +3.12% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +4.84% | |
| 47 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.45% | — | -6.15% | |
| 48 | AMAT | Applied Materials INC | Stock-Tech | 0.44% | +0.15% | -16.73% | |
| 49 | MA | Mastercard INC - A | Stock-Financials | 0.43% | — | -2.51% | |
| 50 | CSCO | Cisco Systems INC | Stock-Tech | 0.40% | +0.09% | -1.41% |
Performance for Q3 2026
+3.6%
Performance Last 4 Quarters
+19.9%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 963 | $3.3B | 18 | |
| 2026-03-31 | 928 | $2.8B | 12 | |
| 2025-12-31 | 1024 | $2.9B | 10 | |
| 2025-09-30 | 1034 | $2.9B | 23 | |
| 2025-06-30 | 1094 | $2.7B | 0 | |
| 2025-03-31 | 1065 | $2.5B | 100 | |
| 2024-12-31 | 1111 | $2.6B | 0 | |
| 2024-09-30 | 1104 | $2.6B | 0 | |
| 2024-06-30 | 1066 | $2.5B | 0 | |
| 2024-03-31 | 1032 | $2.4B | 0 | |
| 2023-12-31 | 1025 | $2.2B | 0 | |
| 2023-09-30 | 976 | $2.0B | 0 | |
| 2023-06-30 | 984 | $2.0B | 0 | |
| 2023-03-31 | 978 | $1.9B | 0 | |
| 2022-12-31 | 924 | $1.8B | 0 | |
| 2022-09-30 | 855 | $1.7B | 0 | |
| 2022-06-30 | 860 | $1.8B | 0 | |
| 2022-03-31 | 905 | $2.1B | 0 | |
| 2021-12-31 | 955 | $2.3B | 0 | |
| 2021-09-30 | 930 | $2.1B | 0 | |
| 2021-06-30 | 914 | $2.1B | 96 | |
| 2021-03-31 | 857 | $2.0B | 11 | |
| 2020-12-31 | 836 | $1.9B | 19 | |
| 2020-09-30 | 778 | $1.6B | 18 | |
| 2020-06-30 | 747 | $1.5B | 27 | |
| 2020-03-31 | 670 | $1.3B | 31 | |
| 2019-12-31 | 768 | $1.6B | 12 | |
| 2019-09-30 | 771 | $1.5B | 10 | |
| 2019-06-30 | 770 | $1.5B | 9 | |
| 2019-03-31 | 767 | $1.4B | 17 | |
| 2018-12-31 | 753 | $1.3B | 28 | |
| 2018-09-30 | 823 | $1.5B | 15 | |
| 2018-06-30 | 788 | $1.4B | 15 | |
| 2018-03-31 | 781 | $1.4B | 16 | |
| 2017-12-31 | 783 | $1.4B | 11 | |
| 2017-09-30 | 781 | $1.3B | 10 | |
| 2017-06-30 | 785 | $1.3B | 16 | |
| 2017-03-31 | 767 | $1.2B | 26 | |
| 2016-12-31 | 736 | $1.1B | 17 | |
| 2016-09-30 | 663 | $1.1B | 18 | |
| 2016-06-30 | 685 | $1.0B | 20 | |
| 2016-03-31 | 684 | $983.7M | 19 | |
| 2015-12-31 | 671 | $963.0M | 22 | |
| 2015-09-30 | 674 | $886.1M | 24 | |
| 2015-06-30 | 703 | $963.5M | 11 | |
| 2015-03-31 | 699 | $947.4M | 19 | |
| 2014-12-31 | 678 | $902.6M | 20 | |
| 2014-09-30 | 667 | $878.8M | 22 | |
| 2014-06-30 | 686 | $898.6M | 17 | |
| 2014-03-31 | 629 | $870.0M | 10 | |
| 2013-12-31 | 608 | $853.2M | 20 | |
| 2013-09-30 | 575 | $851.5M | 10 | |
| 2013-06-30 | 570 | $801.6M | 0 |
Fulton Bank, N.a.'s most significant position changes for 2026-06-30: New buy: Cap Group Growth Equity (CGGR); Sold out: Edgewood Growth Fund-inst (EGFIX); Trim: Gldmn Schs Gqg Prt Intl-inst (GSIMX) — shares -5.71%; Trim: Micron Technology INC (MU) — shares -3.54%; Add: Ishares Semiconductor ETF (SOXX) — shares +2.33%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +0.4% | -3.54% | Trim |
| 2 | CGGR | Cap Group Growth Equity | +0.3% | NEW | New buy |
| 3 | SOXX | Ishares Semiconductor ETF | +0.2% | +2.33% | Add |
| 4 | KLAC | Kla CORP | +0.2% | +707.43% | Add |
| 5 | AVLV | Avantis US Large Cap Value | +0.2% | +1239.33% | Add |
| 6 | DNSMX | Driehaus Small Cap Grow-inst | +0.2% | +4.31% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +14.59% | Add |
| 8 | AMAT | Applied Materials INC | +0.2% | -16.73% | Trim |
| 9 | VXF | Vanguard Extended Market ETF | +0.1% | +198.64% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.21% | Add |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +65.00% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +14.27% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +44.02% | Add |
| 14 | FLEX | Flex Ltd. | +0.1% | -2.79% | Trim |
| 15 | VSLU | Applied Finance Valuat ETF | +0.1% | +25.98% | Add |
| 16 | DELL | Dell Technologies -c | +0.1% | -15.26% | Trim |
| 17 | WCMIX | Wcm Focused Intl Growth-inst | +0.1% | +20.06% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.09% | Add |
| 19 | CSCO | Cisco Systems INC | +0.1% | -1.41% | Trim |
| 20 | URI | United Rentals INC | +0.1% | +2.52% | Add |
| 21 | MISMX | Matthews Emrg Mrk Sm Co-inst | +0.1% | +9.61% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +3.12% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +27.70% | Add |
| 24 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | +1.99% | Add |
| 25 | AVGO | Broadcom INC | +0.1% | +1.29% | Add |
| 26 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +32.81% | Add |
| 27 | VINIX | Vanguard Inst Index-inst | 0% | +0.79% | Add |
| 28 | JGASX | Jpmorgan Growth Advantag-i | 0% | +1.39% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +2.07% | Add |
| 30 | VIGAX | Vanguard Growth Index-adm | 0% | -1.01% | Trim |
| 31 | FULT | Fulton Financial CORP | 0% | +0.14% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +302.14% | Add |
| 33 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | 0% | +2.15% | Add |
| 34 | DUHP | Dimensional US High Profi Et | — | +1.89% | Add |
| 35 | VSMAX | Vanguard Sml Cap Indx-adm | — | -0.30% | Trim |
| 36 | CIVIX | Causeway Intl Val-inst | 0% | +2.46% | Add |
| 37 | IWD | Ishares Russell 1000 Value E | 0% | -0.04% | Trim |
| 38 | AMZN | Amazon.com INC | 0% | -1.15% | Trim |
| 39 | SFLNX | Schwab Fndmntl US Lrg Comp | 0% | +0.86% | Add |
| 40 | TRLGX | T Rowe Pr Lrg Cap Grw-i | 0% | -0.88% | Trim |
| 41 | AFVZX | Applied Finance Select-inst | 0% | -1.11% | Trim |
| 42 | VIMAX | Vanguard Mid Cap Index-adm | 0% | -0.25% | Trim |
| 43 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.1% | -0.44% | Trim |
| 44 | AAPL | Apple INC | -0.1% | -1.47% | Trim |
| 45 | JLGMX | Jpmorgan Large Cap Grow-r6 | -0.1% | -6.63% | Trim |
| 46 | VFIAX | Vanguard 500 Index-adm | -0.1% | -4.63% | Trim |
| 47 | NFLX | Netflix INC | -0.2% | -11.07% | Trim |
| 48 | SVFYX | Smead Value Fund-y | -0.2% | -0.90% | Trim |
| 49 | EGFIX | Edgewood Growth Fund-inst | -0.2% | EXIT | Sold out |
| 50 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.6% | -5.71% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-09 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-08 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-21 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-08 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-01-04 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-04 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-06 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-06 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-05 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-07 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-05 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-07 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-06 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-03 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-24 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-03 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-03 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-03 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-03 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-04 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-04 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-06 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-05 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-05 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-06 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-07 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-06 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-05 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-06 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-23 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-07 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-27 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-02 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-03 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-08 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-03 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-09-26 | 13F-HR | View on EDGAR |
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