Latest imported 13F data

FULTON BANK, N.A.

โ€ขCIK: 883782โ€ขFiling: Q4 2025

**FULTON BANK, N.A.** manages $2.9B across a diversified portfolio of 668 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including VINIX at $202.4M and AAPL at $75.0M. Notable allocations also include GSIMX ($91.6M), TRLGX ($88.3M), and VFIAX ($82.6M). This structure suggests a mandate focused on capturing upside within large-cap growth and specialized index exposure.

Total AUM
$2.9B
QoQ Performance
+1.1%
Positions
559
Top 10 Concentration
34.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VINIX
VINIX7.0%
GSIMX3.2%
TRLGX3.1%
VFIAX2.9%
AFVZX2.6%
AAPL2.6%
JGASX2.6%
TILIX2.3%

๐Ÿ“ˆ Biggest Buys

NFLX
NETFLIX INC
+903.8%
0.3% of portfolio
IBTH
ISHARES TR
NEW
0.3% of portfolio
JLGMX
JPMORGAN TR I
+13.6%
1.4% of portfolio
XAGG
MORGAN STANLEY ETF TRUST
NEW
0.2% of portfolio
JGASX
JPMORGAN TR I
+6.3%
2.6% of portfolio

๐Ÿ“‰ Biggest Sells

FULT
FULTON FINL CORP PA
-30.7%
0.8% of portfolio
GOOGL
ALPHABET INC
-11.7%
1.1% of portfolio
AMZN
AMAZON COM INC
-7.8%
1.1% of portfolio
SVFYX
SMEAD FDS TR
-3.8%
2.3% of portfolio
VDIGX
VANGUARD SPECIALIZED FUNDS
-14.0%
0.5% of portfolio

Sector Breakdown

Other71.7%
Technology13.5%
ETF3.3%
Consumer3.1%
Financial2.7%
Healthcare2.5%
Industrial0.8%
Energy0.7%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
MORGAN STANLEY GBL FIXD INM
SOLD
$4.5M
TTEN
TOTALENERGIES SE
SOLD
$3.2M
UBER
UBER TECHNOLOGIES INC
SOLD
$2.4M
FISV
FISERV INC
SOLD
$2.2M
NOW
SERVICENOW INC
SOLD
$2.1M
+465 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘108 increased
โ†“86 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022