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CIK: 0000883782
Total reported value
$3.3B
$3.3B
666 檔
15.9%
As reported in its official Q2 2025 Form 13F filing, Fulton Bank, N.a.'s tracked investment portfolio stood at $3.3B with 666 total positions.
During Q2 2025, Fulton Bank, N.a. performed routine portfolio adjustments (4 new buys, 20 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, GSIMX, TRLGX) accounted for 15.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 666 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.90% | +0.03% | -0.13% | |
| 2 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.34% | -0.58% | -0.17% | |
| 3 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.33% | -0.03% | -1.92% | |
| 4 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.87% | -0.13% | +2.30% | |
| 5 | AFVZX | Applied Finance Select-inst | Stock-Other | 2.79% | -0.03% | -2.11% | |
| 6 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.62% | +0.03% | +0.70% | |
| 7 | SVFYX | Smead Value Fund-y | Stock-Other | 2.35% | -0.19% | -7.19% | |
| 8 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.22% | +0.07% | -4.68% | |
| 9 | PMAQX | Principal Midcap Fund-r6 | Stock-Other | 2.17% | -0.16% | +0.15% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.23% | -1.56% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.06% | -1.08% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.03% | +3.34% | |
| 13 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.65% | +0.03% | -5.36% | |
| 14 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.57% | -0.23% | -4.96% | |
| 15 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.46% | -0.04% | -5.31% | |
| 16 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.41% | -0.01% | +7.76% | |
| 17 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.38% | -0.06% | -4.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.22% | +7.58% | |
| 19 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.27% | -0.05% | -4.43% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.22% | +0.01% | -5.09% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.13% | -2.27% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.02% | +0.56% | |
| 23 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.18% | — | -4.29% | |
| 24 | FULT | Fulton Financial CORP | Stock-Financials | 1.14% | +0.02% | -16.38% | |
| 25 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.13% | -0.04% | +1.11% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.09% | +11.03% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.09% | — | — | |
| 28 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.98% | +0.01% | +62.16% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.07% | +2.26% | |
| 30 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.92% | +0.15% | +6.42% | |
| 31 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 0.85% | -0.07% | -58.51% | |
| 32 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.81% | -0.04% | -4.73% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.13% | -2.29% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | -0.01% | +1.05% | |
| 35 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.77% | -0.01% | +4.47% | |
| 36 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.66% | -0.02% | +10.67% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.07% | -3.65% | |
| 38 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.60% | -0.02% | -4.43% | |
| 39 | GLIFX | Lazard Glbl Lstd Infra-inst | Stock-Other | 0.60% | -0.03% | — | |
| 40 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 0.57% | -0.21% | EXIT | |
| 41 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.54% | +0.08% | -1.74% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.15% | +0.62% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | -5.70% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.15% | -10.71% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.43% | +0.20% | -6.00% | |
| 46 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.43% | -0.04% | +1.40% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.01% | -2.73% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | -3.62% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.08% | -5.82% | |
| 50 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.38% | +0.11% | +8.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | +1.1% | NEW | New buy |
| 2 | GLIFX | Lazard Glbl Lstd Infra-inst | +0.6% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.34% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | -1.56% | Trim |
| 5 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | +0.3% | +62.16% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +2.26% | Add |
| 7 | JGASX | Jpmorgan Growth Advantag-i | +0.2% | +0.70% | Add |
| 8 | TRLGX | T Rowe Pr Lrg Cap Grw-i | +0.2% | -1.92% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -2.27% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | +0.62% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +11.03% | Add |
| 12 | CIVIX | Causeway Intl Val-inst | +0.1% | +7.76% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.58% | Add |
| 14 | VFIAX | Vanguard 500 Index-adm | +0.1% | +2.30% | Add |
| 15 | DNSMX | Driehaus Small Cap Grow-inst | +0.1% | +6.42% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | -5.34% | Trim |
| 17 | APH | Amphenol Corp-cl A | +0.1% | +0.68% | Add |
| 18 | BTI | British American Tob-sp Adr | +0.1% | NEW | New buy |
| 19 | VINIX | Vanguard Inst Index-inst | +0.1% | -0.13% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | +0.56% | Add |
| 21 | JVLIX | Jh Iii-disciplined Val-i | +0.1% | +36.58% | Add |
| 22 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | New buy |
| 23 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | -4.68% | Trim |
| 24 | SNOW | Snowflake Inc | +0.1% | +327.70% | Add |
| 25 | KLAC | Kla CORP | +0.1% | -6.00% | Trim |
| 26 | VIGAX | Vanguard Growth Index-adm | 0% | -5.36% | Trim |
| 27 | TSLA | Tesla Inc | 0% | +2.00% | Add |
| 28 | VSLU | Applied Finance Valuat ETF | 0% | +8.92% | Add |
| 29 | WCMIX | Wcm Focused Intl Growth-inst | 0% | +9.86% | Add |
| 30 | SFLNX | Schwab Fndmntl US Lrg Comp | 0% | +10.67% | Add |
| 31 | SOXX | Ishares Semiconductor ETF | 0% | -1.06% | Trim |
| 32 | JLGMX | Jpmorgan Large Cap Grow-r6 | 0% | -4.00% | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | -5.09% | Trim |
| 34 | JVMIX | Jh Iii Disc Mid Cap Val-i | 0% | +4.47% | Add |
| 35 | JMGMX | Jpmorgan Mid Cap Growth-r6 | 0% | -4.43% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -2.29% | Trim |
| 37 | MISMX | Matthews Emrg Mrk Sm Co-inst | 0% | -1.74% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -5.70% | Trim |
| 39 | VTMGX | Vanguard Dev Mkt Indx-adm | 0% | -4.43% | Trim |
| 40 | PMAQX | Principal Midcap Fund-r6 | -0.1% | +0.15% | Add |
| 41 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.1% | -0.17% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.62% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | -0.1% | -73.48% | Trim |
| 44 | JOHIX | Johcm International Sel-inst | -0.1% | -42.09% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -18.35% | Trim |
| 46 | AFVZX | Applied Finance Select-inst | -0.1% | -2.11% | Trim |
| 47 | FULT | Fulton Financial CORP | -0.4% | -16.38% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -1.08% | Trim |
| 49 | SVFYX | Smead Value Fund-y | -0.5% | -7.19% | Trim |
| 50 | VDIGX | Vanguard Dividend Growth-inv | -1.3% | -58.51% | Trim |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 666 disclosed positions in Q2 2025.
During Q2 2025, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.9%)、GSIMX (3.3%)、TRLGX (3.3%). The largest single position, VINIX, represented 6.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DUHP
市值: $29.5M
Top Position Liquidated / Trimmed
VINIX
前期市值: $169.1M
In Q2 2025, Fulton Bank, N.a. made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 26 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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