FB
Fulton Bank, N.a.'s 13F Portfolio ($3.3B, Q2 2026)
Fulton Bank, N.a.CIK: 0000883782
Diversified strategyMomentum followerLong-term holder
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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Personality snowflake
- Concentration
- 5.9
- Portfolio Stability
- 18.39
- Momentum
- 100
- Sector conviction
- 55.75
- Diversification
- 100
- Sizing Uniformity
- 69.58
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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim GSIMX
-5.7% -$5.1M
Add MU
-3.5% $12.3M
New buy CGGR
Add SOXX
+2.3% $9.2M
Trim GQGIX
-5.6% -$1.6M
Trim MSFT
-2.6% -$815.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
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% | -0.16% | -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% | -0.22% | -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% | -0.23% | -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% | -0.23% | -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% | -0.04% | +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% | -0.03% | +10.96% | |
| 35 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.78% | -0.04% | -0.78% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.13% | +0.59% | |
| 37 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.70% | -0.01% | +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% | -0.02% | -6.15% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.15% | -16.73% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.07% | -2.51% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.09% | -1.41% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+18.5%
- Stdev
- +12.3%
- Beta
- +0.93
- Alpha
- -1%
- Max Drawdown
- -7.9%
- Annualized Perf
- +18.2%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.84
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1.15
- Calmar
- +2.31
- Information Ratio
- -0.95
- Tracking Error
- +2.5%
- Stdev Down
- +6.2%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +33%
- Worst 12 Months
- +4%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.43
- Stdev Sectors
- +9.3%
- Skewness
- -0.04
- Kurtosis
- -0.24
- Upside Potential
- +4.4
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 963 | $3.3B | 18 | ||
| 2026 Q1 | 928 | $2.8B | 12 | ||
| 2025 Q4 | 1024 | $2.9B | 10 | ||
| 2025 Q3 | 1034 | $2.9B | 23 | ||
| 2025 Q2 | 1094 | $2.7B | 0 | ||
| 2025 Q1 | 1065 | $2.5B | 100 | ||
| 2024 Q4 | 1111 | $2.6B | 0 | ||
| 2024 Q3 | 1104 | $2.6B | 0 | ||
| 2024 Q2 | 1066 | $2.5B | 0 | ||
| 2024 Q1 | 1032 | $2.4B | 0 | ||
| 2023 Q4 | 1025 | $2.2B | 0 | ||
| 2023 Q3 | 976 | $2.0B | 0 | ||
| 2023 Q2 | 984 | $2.0B | 0 | ||
| 2023 Q1 | 978 | $1.9B | 0 | ||
| 2022 Q4 | 924 | $1.8B | 0 | ||
| 2022 Q3 | 855 | $1.7B | 0 | ||
| 2022 Q2 | 860 | $1.8B | 0 | ||
| 2022 Q1 | 905 | $2.1B | 0 | ||
| 2021 Q4 | 955 | $2.3B | 0 | ||
| 2021 Q3 | 930 | $2.1B | 0 | ||
| 2021 Q2 | 914 | $2.1B | 96 | ||
| 2021 Q1 | 857 | $2.0B | 11 | ||
| 2020 Q4 | 836 | $1.9B | 19 | ||
| 2020 Q3 | 778 | $1.6B | 18 | ||
| 2020 Q2 | 747 | $1.5B | 27 | ||
| 2020 Q1 | 670 | $1.3B | 31 | ||
| 2019 Q4 | 768 | $1.6B | 12 | ||
| 2019 Q3 | 771 | $1.5B | 10 | ||
| 2019 Q2 | 770 | $1.5B | 9 | ||
| 2019 Q1 | 767 | $1.4B | 17 | ||
| 2018 Q4 | 753 | $1.3B | 28 | ||
| 2018 Q3 | 823 | $1.5B | 15 | ||
| 2018 Q2 | 788 | $1.4B | 15 | ||
| 2018 Q1 | 781 | $1.4B | 16 | ||
| 2017 Q4 | 783 | $1.4B | 11 | ||
| 2017 Q3 | 781 | $1.3B | 10 | ||
| 2017 Q2 | 785 | $1.3B | 16 | ||
| 2017 Q1 | 767 | $1.2B | 26 | ||
| 2016 Q4 | 736 | $1.1B | 17 | ||
| 2016 Q3 | 663 | $1.1B | 18 | ||
| 2016 Q2 | 685 | $1.0B | 20 | ||
| 2016 Q1 | 684 | $983.7M | 19 | ||
| 2015 Q4 | 671 | $963.0M | 22 | ||
| 2015 Q3 | 674 | $886.1M | 24 | ||
| 2015 Q2 | 703 | $963.5M | 11 | ||
| 2015 Q1 | 699 | $947.4M | 19 | ||
| 2014 Q4 | 678 | $902.6M | 20 | ||
| 2014 Q3 | 667 | $878.8M | 22 | ||
| 2014 Q2 | 686 | $898.6M | 17 | ||
| 2014 Q1 | 629 | $870.0M | 10 | ||
| 2013 Q4 | 608 | $853.2M | 20 | ||
| 2013 Q3 | 575 | $851.5M | 10 | ||
| 2013 Q2 | 570 | $801.6M | 0 |
Holding changes this quarter
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); New buy: Ishares Core Dividend Growth (DGRO); New buy: ; New buy: Invesco Nasdaq 100 ETF (QQQM).
Showing top 200 changes by size (of 723 total)
| # | 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 | SMCO | Hilton Small-midcap Opp ETF | +0.1% | +54.58% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 26 | ✓ | +0.1% | NEW | New buy | |
| 27 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | +1.99% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +1.29% | Add |
| 29 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +32.81% | Add |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 31 | MAR | Marriott International -cl A | +0.1% | +164.84% | Add |
| 32 | RF | Regions Financial CORP | +0.1% | NEW | New buy |
| 33 | APH | Amphenol Corp-cl A | +0.1% | -0.10% | Trim |
| 34 | FXAIX | Fidelity 500 Index Fund | +0.1% | +37.77% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +21.29% | Add |
| 36 | CAT | Caterpillar Inc | +0.1% | +12.38% | Add |
| 37 | GEV | GE Vernova Inc | +0.1% | +31.84% | Add |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +1.33% | Add |
| 39 | GE | General Electric | 0% | +19.90% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +14.18% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | +15.10% | Add |
| 42 | INTC | Intel CORP | 0% | +6.89% | Add |
| 43 | JTEK | Jpmorgan US Tech Leaders | 0% | NEW | New buy |
| 44 | VINIX | Vanguard Inst Index-inst | 0% | +0.79% | Add |
| 45 | JGASX | Jpmorgan Growth Advantag-i | 0% | +1.39% | Add |
| 46 | NVDA | Nvidia CORP | 0% | +2.07% | Add |
| 47 | VIGAX | Vanguard Growth Index-adm | 0% | -1.01% | Trim |
| 48 | ABBV | Abbvie Inc | 0% | +7.87% | Add |
| 49 | ANET | Arista Networks Inc | 0% | +5.85% | Add |
| 50 | MS | Morgan Stanley | 0% | +7.96% | Add |
1–50 of 200
Filing History
FAQ
What is Fulton Bank, N.a. and what type of investor is it?
Fulton Bank, N.a. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.3B, spread across 963 disclosed positions.
What are Fulton Bank, N.a.'s largest equity positions?
Based on the latest 13F filing, Fulton Bank, N.a.'s top holdings by market value are:
1. Vanguard Inst Index-inst (VINIX) — $228.4M (7.0%)
2. T Rowe Pr Lrg Cap Grw-i (TRLGX) — $91.3M (2.8%)
3. Gldmn Schs Gqg Prt Intl-inst (GSIMX) — $84.1M (2.6%)
4. Vanguard 500 Index-adm (VFIAX) — $83.7M (2.6%)
5. Jpmorgan Growth Advantag-i (JGASX) — $82.6M (2.5%)
What changes did Fulton Bank, N.a. make in its most recent portfolio filing?
In the latest reported quarter, Fulton Bank, N.a. made 199 notable position adjustments: 21 new positions were initiated, 104 existing holdings were added to, 68 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Cap Group Growth Equity (CGGR); Sold out: Edgewood Growth Fund-inst (EGFIX); New buy: Ishares Core Dividend Growth (DGRO); New buy: ; New buy: Invesco Nasdaq 100 ETF (QQQM)
What sectors does Fulton Bank, N.a. focus on?
Fulton Bank, N.a. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.7%
• Financials: 13.0%
• Industrials: 10.2%
• Consumer Discretionary: 9.6%
• Communication Services: 9.6%
• Health Care: 9.3%
Investment Profile
Fulton Bank, N.a. returned an annualized 18.2% over the trailing 36 months — underperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.93 (roughly in line with the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 35.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 18 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$13.0M, now $17.7M), while trimming MSFT over the same stretch (-$16.0M, still holding $42.9M).
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