Data as of Q4 2025 (Dec 31, 2025)

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

Other72.0%
Technology13.5%
ETF3.3%
Consumer3.0%
Financial2.9%
Healthcare2.5%
Industrial0.8%
Communication0.6%

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 2023