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CIK: 0000883782
Total reported value
$3.3B
$3.3B
614 檔
14.1%
At the close of Q1 2024, Fulton Bank, N.a. disclosed equity holdings valued at approximately $3.3B, spread across 614 reported holdings.
During Q1 2024, Fulton Bank, N.a.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, GSIMX, SVFYX) accounted for 14.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 614 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 5.95% | -0.44% | +7.34% | |
| 2 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.46% | -0.41% | +0.68% | |
| 3 | SVFYX | Smead Value Fund-y | Stock-Other | 3.29% | -0.03% | -3.82% | |
| 4 | AFVZX | Applied Finance Select-inst | Stock-Other | 3.19% | -0.34% | -0.46% | |
| 5 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.13% | — | -3.51% | |
| 6 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.73% | -0.09% | -0.09% | |
| 7 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.65% | +0.06% | -0.96% | |
| 8 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.31% | -0.11% | +1.81% | |
| 9 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.21% | -0.18% | -3.94% | |
| 10 | PCBIX | Principal Midcap Fund-inst | Stock-Other | 2.17% | — | +8.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | +0.40% | +1.34% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.16% | +1.10% | |
| 13 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.77% | -0.35% | +0.90% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.73% | +0.03% | -1.10% | |
| 15 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.58% | -0.03% | -1.59% | |
| 16 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.43% | -0.12% | -19.19% | |
| 17 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.36% | -0.10% | -0.30% | |
| 18 | FULT | Fulton Financial CORP | Stock-Financials | 1.33% | -0.05% | -0.73% | |
| 19 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.27% | -0.04% | +6.17% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.52% | -3.55% | |
| 21 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.25% | -0.01% | -27.43% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | -0.02% | -0.95% | |
| 23 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.19% | -0.08% | +4.86% | |
| 24 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 1.11% | — | -13.55% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.03% | +1.37% | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 1.00% | -0.04% | -2.05% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.93% | +0.01% | -0.40% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | +0.21% | +0.67% | |
| 29 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.85% | +0.04% | -4.06% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.05% | +0.63% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.19% | +7.56% | |
| 32 | JOHIX | Johcm International Sel-inst | Stock-Other | 0.77% | — | -1.55% | |
| 33 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.68% | -0.20% | — | |
| 34 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.65% | -0.05% | -0.12% | |
| 35 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.64% | -0.18% | -24.71% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | +64.36% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | +0.03% | +1.52% | |
| 38 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.53% | +0.04% | +2.51% | |
| 39 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.51% | — | +78.30% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.46% | -0.29% | -0.10% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.08% | -0.17% | |
| 42 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.44% | -0.04% | -0.78% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | -1.52% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +1.10% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | -0.47% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.01% | -0.29% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | -0.01% | +2.85% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | -0.06% | +199.70% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.10% | -1.08% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.01% | -3.09% |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 614 disclosed positions in Q1 2024.
During Q1 2024, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.0%)、GSIMX (3.5%)、SVFYX (3.3%). The largest single position, VINIX, represented 6.0% of total portfolio value.
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In Q1 2024, Fulton Bank, N.a. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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