Fulton Bank, N.A.
Long book
$2.84B
Q1 2026
Positions
656
Top-10 weight
30%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsFulton Bank, N.A. is an institutional manager, running a $2.84B US long book across 656 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD INST INDEX-INST, GLDMN SCHS GQG PRT INTL-INST, T ROWE PR LRG CAP GRW-I, VANGUARD 500 INDEX-ADM, APPLIED FINANCE SELECT-INST.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.1%
Q2 2024
+5.8%
Q3 2024
+0.4%
Q4 2024
-3.5%
Q1 2025
+9.9%
Q2 2025
+7.3%
Q3 2025
+3.5%
Q4 2025
-2.8%
Q1 2026
+13.2%
Sector allocation
Technology 37%
Financials 12%
Consumer discretionary 11%
Industrials 10%
Healthcare 8%
Services media 6%
Energy 4%
Other 3%
Long book by quarter
What does Fulton Bank, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 274.1K | $69.6M | 2.5% | -0.7% |
| NVDA NVIDIA CORP | Technology | 335.4K | $58.5M | 2.1% | -1.8% |
| MSFT MICROSOFT CORP | Technology | 118.0K | $43.7M | 1.5% | -3.0% |
| GOOGL ALPHABET INC-CL A | Technology | 103.4K | $29.7M | 1.0% | -1.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 139.4K | $29.0M | 1.0% | +1.9% |
| AVGO BROADCOM INC | Technology | 88.8K | $27.5M | 1.0% | -0.5% |
| META META PLATFORMS INC-CLASS A | Technology | 44.6K | $25.5M | 0.9% | +3.4% |
| FULT FULTON FINANCIAL CORP | Financials | 1.2M | $24.0M | 0.8% | -1.8% |
| GOOG ALPHABET INC-CL C | Technology | 67.4K | $19.3M | 0.7% | -0.7% |
| JPM JPMORGAN CHASE & CO | Financials | 48.0K | $14.1M | 0.5% | +3.2% |
| MA MASTERCARD INC - A | Services media | 28.1K | $14.0M | 0.5% | -1.6% |
| LLY ELI LILLY & CO | Healthcare | 13.9K | $12.8M | 0.5% | +2.0% |
| KLAC KLA CORP | Other | 8.7K | $12.8M | 0.5% | -16.6% |
| TSLA TESLA INC | Industrials | 30.8K | $11.4M | 0.4% | +1.7% |
| ABBV ABBVIE INC | Healthcare | 48.6K | $10.6M | 0.4% | +3.2% |
| XOM EXXON MOBIL CORP | Energy | 59.6K | $10.1M | 0.4% | -7.2% |
| NFLX NETFLIX INC | Services media | 102.3K | $9.8M | 0.3% | +2.1% |
| V VISA INC-CLASS A SHARES | Services media | 32.0K | $9.7M | 0.3% | +4.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 19.8K | $9.5M | 0.3% | -2.0% |
| CVX CHEVRON CORP | Energy | 45.5K | $9.4M | 0.3% | +12.0% |
| MRK MERCK & CO. INC. | Healthcare | 78.1K | $9.4M | 0.3% | +19.8% |
| CSCO CISCO SYSTEMS INC | Technology | 114.2K | $8.9M | 0.3% | -5.5% |
| HD HOME DEPOT INC | Consumer discretionary | 25.8K | $8.5M | 0.3% | +1.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 33.7K | $8.2M | 0.3% | -23.7% |
| AMAT APPLIED MATERIALS INC | Technology | 23.8K | $8.1M | 0.3% | -6.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 8.1K | $8.0M | 0.3% | +2.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 153.2K | $7.7M | 0.3% | +13.4% |
| APH AMPHENOL CORP-CL A | Technology | 60.2K | $7.6M | 0.3% | -0.5% |
| WMT WALMART INC | Consumer discretionary | 56.3K | $7.0M | 0.2% | -0.6% |
| ORCL ORACLE CORP | Technology | 45.9K | $6.7M | 0.2% | +3.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 41.6K | $6.7M | 0.2% | +0.4% |
| URI UNITED RENTALS INC | Services media | 8.6K | $6.3M | 0.2% | +1.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 24.4K | $5.9M | 0.2% | +2.4% |
| RTX RTX CORP | Industrials | 29.3K | $5.7M | 0.2% | +3.8% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 26.9K | $5.6M | 0.2% | +7.6% |
| MU MICRON TECHNOLOGY INC | Technology | 15.9K | $5.4M | 0.2% | -2.0% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 32.4K | $5.4M | 0.2% | +12.9% |
| BAC BANK OF AMERICA CORP | Financials | 109.4K | $5.3M | 0.2% | -0.7% |
| MCK MCKESSON CORP | Consumer discretionary | 6.2K | $5.3M | 0.2% | +1.7% |
| PWR QUANTA SERVICES INC | Industrials | 9.6K | $5.2M | 0.2% | -3.6% |
| AMGN AMGEN INC | Healthcare | 14.6K | $5.1M | 0.2% | -16.4% |
| KO COCA-COLA CO/THE | Consumer staples | 65.5K | $5.0M | 0.2% | -2.1% |
| TTE TOTALENERGIES SE | Energy | 52.9K | $4.8M | 0.2% | -0.3% |
| DIS WALT DISNEY CO/THE | Services media | 47.1K | $4.5M | 0.2% | -1.6% |
| PEP PEPSICO INC | Consumer staples | 27.8K | $4.3M | 0.2% | +1.0% |
| MS MORGAN STANLEY | Financials | 25.7K | $4.2M | 0.1% | +6.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 928 | $2.84B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 8, 2026 | 1024 | $2.89B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 1034 | $2.86B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 1094 | $2.71B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 1065 | $2.48B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 8, 2025 | 1111 | $2.59B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 1104 | $2.62B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 9, 2024 | 1066 | $2.47B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 1032 | $2.44B | canonical | SEC ↗ |
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