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CIK: 0000883782
Total reported value
$3.3B
$3.3B
630 檔
14.5%
The Q2 2024 SEC filing reveals that Fulton Bank, N.a. held a total portfolio value of $3.3B, covering 630 public equity positions.
During Q2 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, TRLGX) accounted for 14.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 630 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.06% | +0.03% | -0.71% | |
| 2 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.75% | -0.58% | +6.67% | |
| 3 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.29% | -0.03% | -0.88% | |
| 4 | SVFYX | Smead Value Fund-y | Stock-Other | 3.08% | -0.19% | -0.86% | |
| 5 | AFVZX | Applied Finance Select-inst | Stock-Other | 3.01% | -0.03% | -1.10% | |
| 6 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.64% | -0.13% | -2.86% | |
| 7 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.57% | -0.07% | -2.40% | |
| 8 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.48% | +0.03% | +1.81% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.06% | +0.81% | |
| 10 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.30% | +0.07% | -2.74% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.23% | -1.22% | |
| 12 | PCBIX | Principal Midcap Fund-inst | Stock-Other | 2.02% | — | -2.88% | |
| 13 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.85% | -0.23% | +0.89% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.78% | +0.03% | -3.91% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.03% | +931.59% | |
| 16 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.50% | -0.04% | -0.54% | |
| 17 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.44% | -0.06% | -0.09% | |
| 18 | FULT | Fulton Financial CORP | Stock-Financials | 1.41% | +0.02% | +0.88% | |
| 19 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.30% | — | -3.77% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | +0.01% | -2.21% | |
| 21 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.23% | -0.01% | -2.88% | |
| 22 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.19% | -0.05% | -1.95% | |
| 23 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.14% | -0.04% | +0.96% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.02% | -1.20% | |
| 25 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 1.02% | -0.21% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.13% | +9.34% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.13% | -2.09% | |
| 28 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.90% | -0.04% | -8.11% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.84% | -0.01% | -6.45% | |
| 30 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.80% | -0.01% | -0.80% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.09% | -6.48% | |
| 32 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.74% | +0.15% | +9.89% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.22% | +14.25% | |
| 34 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.59% | +0.01% | -3.30% | |
| 35 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.59% | -0.02% | -3.82% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.07% | +3.55% | |
| 37 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.55% | +0.08% | +9.38% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.15% | +5.04% | |
| 39 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.53% | -0.02% | +0.06% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | +14.95% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.48% | +0.20% | -9.69% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +28.31% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +5.77% | |
| 44 | JOHIX | Johcm International Sel-inst | Stock-Other | 0.44% | -0.02% | -39.62% | |
| 45 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.41% | -0.04% | -0.73% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.07% | +9.57% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.02% | -6.14% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.01% | +8.11% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | -4.77% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.34% | +0.24% | -14.20% |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 630 disclosed positions in Q2 2024.
During Q2 2024, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.1%)、GSIMX (3.8%)、TRLGX (3.3%). The largest single position, VINIX, represented 6.1% of total portfolio value.
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In Q2 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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