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Asset Manager ← All Institutions

FULTON BANK, N.A.

ONE PENN SQUARE PO BOX 3215, LANCASTER, PA 17602 • 7172912861

Q2 2025 · Filed 2025-07-10
Market Value
$2.2B
+8.9%
Holdings
649
+1
New Purchases
55
Added To
229
Closed
27
Reduced
306
Top 10 Concentration
31.9%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DUHP 1.32% 0.00% +1.32% $29M
GLIFX 0.73% 0.00% +0.73% $16M
NVDA 2.39% 1.73% +0.66% $53M
MSFT 2.58% 2.15% +0.43% $57M
AVGO 1.13% 0.73% +0.40% $25M
TRLGX 4.04% 3.84% +0.20% $90M
META 1.48% 1.29% +0.19% $33M
NFLX 0.62% 0.46% +0.15% $14M
IVV 1.33% 1.18% +0.15% $30M
CIVIX 1.72% 1.58% +0.14% $38M
VOO 1.62% 1.48% +0.14% $36M
VFIAX 3.48% 3.35% +0.13% $78M
VINIX 8.38% 8.26% +0.12% $187M
ORCL 0.42% 0.31% +0.11% $9M
APH 0.36% 0.26% +0.10% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VDIGX 1.03% 2.63% -1.60% $23M
SVFYX 2.85% 3.42% -0.57% $64M
AAPL 2.53% 3.02% -0.49% $56M
FULT 1.38% 1.80% -0.42% $31M
GQGIX 1.90% 2.07% -0.17% $42M
UNH 0.12% 0.26% -0.14% $3M
BMY 0.03% 0.17% -0.13% $681K
VVIAX 0.98% 1.09% -0.11% $22M
BRK-B 0.46% 0.58% -0.11% $10M
VIMAX 1.78% 1.89% -0.11% $40M
LLY 0.46% 0.56% -0.10% $10M
ABBV 0.43% 0.53% -0.10% $10M
CVX 0.32% 0.41% -0.09% $7M
VSMAX 1.43% 1.52% -0.09% $32M
UBVLX 1.37% 1.46% -0.09% $31M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 62.3%
Technology 13.6%
Communication Services 4.4%
Healthcare 4.3%
Industrials 4.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $1.0B 47.0%
Large Cap 455 $957M 42.9%
Mid Cap 87 $176M 7.9%
Small Cap 18 $43M 1.9%
Micro Cap 8 $5M 0.2%

Portfolio Analytics

Avg Market Cap
$146.0B
Median Market Cap
$43.5B
Avg P/E
34.4
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
483
# ETFs / Funds
166

Top Holdings (649 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VINIX 8.38% 370,280 $187M $504.33 $18M -487 -0.1%
2 TRLGX 4.04% 1,018,388 $90M $88.41 $11M -19,944 -1.9%
3 VFIAX 3.48% 135,524 $78M $572.58 $9M +3,051 +2.3%
4 SVFYX 2.85% 846,946 $64M $74.99 -$7M -65,599 -7.2%
5 MSFT 2.58% 115,480 $57M $497.41 $13M -1,833 -1.6%
6 AAPL 2.53% 275,274 $56M $205.17 -$5M -2,996 -1.1%
7 NVDA 2.39% 337,910 $53M $157.99 $18M +10,928 +3.3%
8 VIGAX 2.00% 197,407 $45M $225.70 $5M -11,173 -5.4%
9 GQGIX 1.90% 2,441,992 $42M $17.38 $71K -127,504 -5.0%
10 VIMAX 1.78% 114,244 $40M $346.80 $976K -6,412 -5.3%
11 CIVIX 1.72% 1,701,346 $38M $22.49 $6M +122,579 +7.8%
12 JLGMX 1.68% 419,051 $37M $89.27 $4M -17,439 -4.0%
13 VOO 1.62% 63,455 $36M $568.03 $6M +4,471 +7.6%
14 VTMGX 1.54% 1,874,498 $34M $18.33 $2M -86,965 -4.4%
15 IWF 1.49% 78,106 $33M $424.58 $3M -4,193 -5.1%
16 META 1.48% 44,746 $33M $738.09 $7M -1,039 -2.3%
17 AMZN 1.47% 149,078 $33M $219.39 $5M +830 +0.6%
18 VSMAX 1.43% 280,417 $32M $113.60 $729K -12,565 -4.3%
19 FULT 1.38% 1,705,334 $31M $18.04 -$6M -333,969 -16.4%
20 UBVLX 1.37% 373,469 $31M $81.89 $712K +4,098 +1.1%
21 IVV 1.33% 47,766 $30M $620.90 $5M +4,745 +11.0%
22 DUHP 1.32% 829,280 $29M $35.56 +829,280 NEW
23 AVGO 1.13% 91,365 $25M $275.65 $10M +2,017 +2.3%
24 VDIGX 1.03% 632,291 $23M $36.32 -$31M -891,737 -58.5%
25 VVIAX 0.98% 316,830 $22M $68.95 -$561K -15,716 -4.7%
26 GOOGL 0.95% 120,045 $21M $176.23 $2M -2,815 -2.3%
27 IWD 0.95% 108,568 $21M $194.23 $872K +1,131 +1.1%
28 JVMIX 0.93% 728,144 $21M $28.53 $2M +31,135 +4.5%
29 SFLNX 0.81% 615,823 $18M $29.17 $2M +59,373 +10.7%
30 MA 0.74% 29,367 $17M $561.94 -$203K -1,111 -3.6%
31 JMGMX 0.73% 293,607 $16M $55.48 $2M -13,621 -4.4%
32 GLIFX 0.73% 902,464 $16M $17.96 +902,464 NEW
33 EGFIX 0.69% 324,984 $15M $47.30 $230K -45,771 -12.3%
34 NFLX 0.62% 10,264 $14M $1,339.13 $4M +63 +0.6%
35 JPM 0.60% 46,427 $13M $289.91 $1M -2,805 -5.7%
36 GOOG 0.57% 71,393 $13M $177.39 $172K -8,567 -10.7%
37 KLAC 0.52% 13,012 $12M $895.74 $2M -830 -6.0%
38 VMVAX 0.52% 136,108 $12M $85.20 $432K +1,875 +1.4%
39 V 0.48% 30,385 $11M $355.05 -$159K -853 -2.7%
40 BRK-B 0.46% 21,325 $10M $485.77 -$1M -802 -3.6%
41 LLY 0.46% 13,183 $10M $779.53 -$1M -814 -5.8%
42 VSLU 0.46% 259,324 $10M $39.15 $2M +21,233 +8.9%
43 ABBV 0.43% 51,443 $10M $185.62 -$1M -440 -0.8%
44 HD 0.42% 25,802 $9M $366.64 $8K +12 +0.1%
45 ORCL 0.42% 42,663 $9M $218.63 $3M -2,405 -5.3%
46 TSLA 0.42% 29,254 $9M $317.66 $2M +574 +2.0%
47 EFA 0.41% 103,230 $9M $89.39 $813K +271 +0.3%
48 CSCO 0.40% 130,108 $9M $69.38 $583K -6,720 -4.9%
49 APH 0.36% 82,237 $8M $98.75 $3M +552 +0.7%
50 IBM 0.36% 27,221 $8M $294.78 $825K -1,729 -6.0%
51 COST 0.35% 7,803 $8M $989.94 $338K -7 -0.1%
52 IWR 0.34% 82,516 $8M $91.97 $602K +385 +0.5%
53 VTSAX 0.34% 50,643 $7M $148.01 $694K -212 -0.4%
54 CVX 0.32% 49,907 $7M $143.19 -$1M -511 -1.0%
55 XOM 0.32% 65,848 $7M $107.80 $300K +8,686 +15.2%
56 JVLIX 0.32% 293,655 $7M $23.93 $2M +78,651 +36.6%
57 VZ 0.31% 159,306 $7M $43.27 -$700K -8,100 -4.8%
58 URI 0.31% 9,117 $7M $753.40 $1M +67 +0.7%
59 JNJ 0.30% 44,094 $7M $152.75 -$772K -1,172 -2.6%
60 SOXX 0.30% 28,050 $7M $238.70 $1M -300 -1.1%
61 BAC 0.27% 126,640 $6M $47.32 $270K -10,504 -7.7%
62 WCMIX 0.27% 216,291 $6M $27.34 $1M +19,421 +9.9%
63 DIS 0.26% 46,635 $6M $124.01 $1M -884 -1.9%
64 VTIP 0.25% 110,693 $6M $50.27 $955K +18,318 +19.8%
65 ADBE 0.25% 14,353 $6M $386.88 -$405K -1,181 -7.6%
66 VEIRX 0.24% 58,128 $5M $93.24 -$28K -2,403 -4.0%
67 KO 0.24% 75,552 $5M $70.75 -$1M -13,337 -15.0%
68 WMT 0.23% 53,270 $5M $97.78 $299K -2,659 -4.8%
69 AMAT 0.23% 28,303 $5M $183.07 $913K -1,110 -3.8%
70 MRK 0.23% 65,384 $5M $79.16 -$1M -3,618 -5.2%
71 PM 0.23% 27,900 $5M $182.13 -$965K -10,194 -26.8%
72 TJX 0.23% 40,906 $5M $123.49 $19K -412 -1.0%
73 AMGN 0.23% 17,992 $5M $279.21 -$463K +381 +2.2%
74 IEFA 0.22% 57,788 $5M $83.48 $1M +7,283 +14.4%
75 ROP 0.22% 8,510 $5M $566.84 -$596K -682 -7.4%
76 PNC 0.21% 25,012 $5M $186.42 $750K +2,754 +12.4%
77 MCK 0.21% 6,329 $5M $732.78 $144K -349 -5.2%
78 SVAIX 0.20% 739,323 $5M $6.16 -$523K -66,586 -8.3%
79 CTAS 0.20% 20,291 $5M $222.87 $445K +453 +2.3%
80 DRI 0.19% 19,592 $4M $217.97 -$418K -2,973 -13.2%
81 PWR 0.19% 11,252 $4M $378.08 $1M -369 -3.2%
82 PG 0.19% 26,569 $4M $159.32 -$407K -656 -2.4%
83 VTI 0.19% 13,608 $4M $303.93 $395K -2 -0.0%
84 MS 0.18% 28,614 $4M $140.86 $537K -1,334 -4.5%
85 DVY 0.18% 29,709 $4M $132.81 $331K +2,789 +10.4%
86 HLMVX 0.17% 106,732 $4M $36.53 $592K +7,315 +7.4%
87 AMP 0.17% 7,082 $4M $533.73 $81K -558 -7.3%
88 LOW 0.17% 16,935 $4M $221.87 -$339K -629 -3.6%
89 ACN 0.17% 12,511 $4M $298.89 -$126K +122 +1.0%
90 DUK 0.17% 31,351 $4M $118.00 -$221K -795 -2.5%
91 BKNG 0.17% 638 $4M $5,789.24 $920K +36 +6.0%
92 IJH 0.16% 57,081 $4M $62.02 $986K +13,304 +30.4%
93 IWM 0.16% 16,252 $4M $215.79 $231K -170 -1.0%
94 RTX 0.16% 23,885 $3M $146.02 $144K -1,355 -5.4%
95 HON 0.16% 14,963 $3M $232.88 $309K -36 -0.2%
96 ABT 0.15% 25,053 $3M $136.01 -$593K -5,105 -16.9%
97 HPQ 0.15% 138,814 $3M $24.46 -$802K -12,776 -8.4%
98 PEP 0.15% 25,309 $3M $132.04 -$360K +620 +2.5%
99 TRV 0.15% 12,409 $3M $267.54 -$271K -1,170 -8.6%
100 UNP 0.14% 13,868 $3M $230.08 -$293K -878 -6.0%

New Positions

SymbolValue% Port
DUHP $29M 1.32%
GLIFX $16M 0.73%
BTI $2M 0.10%
GSK $2M 0.08%
VGIAX $675K 0.03%
LHX $558K 0.03%
GFFFX $519K 0.02%
HOOD $517K 0.02%
VONE $462K 0.02%
SAP $427K 0.02%
PLTR $401K 0.02%
VST $391K 0.02%
RDNT $389K 0.02%
RKLB $387K 0.02%
PCBIX $376K 0.02%

Sold Out Positions

SymbolValue% Port
BDX —%
EMN —%
HP —%
REXR —%
ASH —%
AVY —%
BLDR —%
BXP —%
ELF —%
JEF —%
CCK —%
LEN —%
NRG —%
CRL —%
OWL —%
View SEC EDGAR Filings for FULTON BANK, N.A. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms