13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000883782
Total reported value
$3.3B
$3.3B
667 檔
16.6%
The Q3 2025 SEC filing reveals that Fulton Bank, N.a. held a total portfolio value of $3.3B, covering 667 public equity positions.
In Q3 2025, Fulton Bank, N.a. adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, TRLGX, GSIMX) accounted for 16.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 667 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.89% | +0.03% | -2.05% | |
| 2 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.36% | -0.03% | -0.74% | |
| 3 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.15% | -0.58% | -0.73% | |
| 4 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.83% | -0.13% | -3.14% | |
| 5 | AFVZX | Applied Finance Select-inst | Stock-Other | 2.78% | -0.03% | -0.87% | |
| 6 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.72% | +0.03% | +1.34% | |
| 7 | SVFYX | Smead Value Fund-y | Stock-Other | 2.46% | -0.19% | +0.18% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.06% | -1.14% | |
| 9 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.30% | +0.07% | -0.58% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.03% | -1.44% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.23% | +1.50% | |
| 12 | PMAQX | Principal Midcap Fund-r6 | Stock-Other | 2.09% | -0.16% | +1.73% | |
| 13 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.55% | +0.03% | -8.90% | |
| 14 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.49% | -0.23% | -0.48% | |
| 15 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.46% | -0.01% | +3.11% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.22% | +6.25% | |
| 17 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.43% | -0.04% | -1.57% | |
| 18 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.41% | -0.06% | -1.17% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.28% | — | +16.54% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | +0.01% | -1.28% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.09% | +12.86% | |
| 22 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.23% | -0.05% | -3.00% | |
| 23 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.15% | -0.04% | +1.98% | |
| 24 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.14% | — | -4.19% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.02% | -0.37% | |
| 26 | FULT | Fulton Financial CORP | Stock-Financials | 1.13% | +0.02% | +1.62% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.13% | -2.53% | |
| 28 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 1.06% | +0.15% | +4.23% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.13% | -0.95% | |
| 30 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 1.01% | +0.01% | +3.06% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.07% | -6.19% | |
| 32 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.80% | -0.04% | -0.82% | |
| 33 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.77% | -0.01% | +0.72% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | -0.01% | -3.03% | |
| 35 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.69% | -0.02% | +1.52% | |
| 36 | GLIFX | Lazard Glbl Lstd Infra-inst | Stock-Other | 0.65% | -0.03% | +18.49% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.15% | +1.10% | |
| 38 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 0.60% | -0.07% | -26.46% | |
| 39 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.58% | -0.02% | -1.80% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.07% | -3.56% | |
| 41 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.53% | +0.08% | -0.16% | |
| 42 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 0.50% | -0.21% | EXIT | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | -2.22% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.01% | -0.23% | |
| 45 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.43% | -0.04% | +0.12% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.15% | -2.83% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.41% | +0.20% | -16.41% | |
| 48 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.41% | +0.11% | +5.06% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.03% | -2.85% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.02% | -1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -1.44% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | -6.19% | Trim |
| 3 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | +0.4% | +3.06% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +1.50% | Trim |
| 5 | JGASX | Jpmorgan Growth Advantag-i | +0.3% | +1.34% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +12.86% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.95% | Trim |
| 8 | DNSMX | Driehaus Small Cap Grow-inst | +0.2% | +4.23% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.25% | Add |
| 10 | TRLGX | T Rowe Pr Lrg Cap Grw-i | +0.2% | -0.74% | Trim |
| 11 | CIVIX | Causeway Intl Val-inst | +0.2% | +3.11% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | -0.23% | Add |
| 13 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | -0.58% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +1.10% | Trim |
| 15 | ORCL | Oracle CORP | +0.1% | -13.37% | Trim |
| 16 | JVLIX | Jh Iii-disciplined Val-i | +0.1% | +13.99% | Add |
| 17 | APP | Applovin Corp-class A | +0.1% | -2.39% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | -12.53% | Trim |
| 19 | VSLU | Applied Finance Valuat ETF | +0.1% | +5.06% | Add |
| 20 | VINIX | Vanguard Inst Index-inst | +0.1% | -2.05% | Trim |
| 21 | VFIAX | Vanguard 500 Index-adm | +0.1% | -3.14% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.28% | Trim |
| 23 | SFLNX | Schwab Fndmntl US Lrg Comp | +0.1% | +1.52% | Add |
| 24 | URI | United Rentals Inc | +0.1% | -4.37% | Trim |
| 25 | JLGMX | Jpmorgan Large Cap Grow-r6 | +0.1% | -1.17% | Trim |
| 26 | META | Meta Platforms Inc-class A | +0.1% | -2.53% | Trim |
| 27 | SOXX | Ishares Semiconductor ETF | +0.1% | +0.27% | Trim |
| 28 | NFLX | Netflix Inc | 0% | -2.83% | Trim |
| 29 | KLAC | Kla CORP | 0% | -16.41% | Trim |
| 30 | JVMIX | Jh Iii Disc Mid Cap Val-i | 0% | +0.72% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -2.22% | Trim |
| 32 | AMZN | Amazon.com Inc | — | -0.37% | Add |
| 33 | JMGMX | Jpmorgan Mid Cap Growth-r6 | — | -1.80% | Trim |
| 34 | VIGAX | Vanguard Growth Index-adm | -0.1% | -8.90% | Trim |
| 35 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.1% | -3.00% | Trim |
| 36 | UBVLX | Undisc Mgrs Behav Val-l | -0.1% | +1.98% | Add |
| 37 | AAPL | Apple Inc | -0.1% | -1.14% | Trim |
| 38 | BMY | Bristol-myers Squibb Co | -0.1% | -15.54% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | +2.64% | Trim |
| 40 | VIMAX | Vanguard Mid Cap Index-adm | -0.1% | -1.57% | Trim |
| 41 | AFVZX | Applied Finance Select-inst | -0.1% | -0.87% | Trim |
| 42 | PMAQX | Principal Midcap Fund-r6 | -0.1% | +1.73% | Add |
| 43 | JOHIX | Johcm International Sel-inst | -0.1% | -19.46% | Trim |
| 44 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.3% | -0.73% | Trim |
| 45 | FULT | Fulton Financial CORP | -0.4% | +1.62% | Trim |
| 46 | VDIGX | Vanguard Dividend Growth-inv | -1.6% | -26.46% | Trim |
| 47 | DUHP | Dimensional US High Profi Et | — | NEW | New buy |
| 48 | GLIFX | Lazard Glbl Lstd Infra-inst | — | NEW | New buy |
| 49 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 50 | BTI | British American Tob-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 667 disclosed positions in Q3 2025.
During Q3 2025, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.9%)、TRLGX (3.4%)、GSIMX (3.1%). 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: $36.5M
Top Position Liquidated / Trimmed
VTIP
前期市值: $4.6M
In Q3 2025, Fulton Bank, N.a. made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 30 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.