Fulton Bank, N.A.

Lancaster, PA

$3.3bn in 694 US stocks at the end of 30 June 2026. The top 10 are 29.0% of the money. It changed about 6.4% of the portfolio this quarter.

Value

$3.3bn

Stocks

694

Top 10 share

29.0%

Turnover

6.4%

What changed this quarter

New

Bought for the first time this quarter.

Capital Group Growth ETFCGGR
0.3% of the fund
Ishares TRDGRO
<0.1% of the fund
Guidestone FDSGEQYX
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
Regions FinancialRF
<0.1% of the fund
J P Morgan Exchange Traded FJTEK
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Devon EnergyDVN
<0.1% of the fund
Vanguard Wndsr AD IIVWNAX
<0.1% of the fund
Cerebras SystemsCBRS
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
DigitalOcean HoldingsDOCN
<0.1% of the fund
InsperityNSP
<0.1% of the fund
WillScot HoldingsWSC
<0.1% of the fund
FlowserveFLS
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
InnioINIO
<0.1% of the fund
JFrogFROG
<0.1% of the fund
Siemens A G - ADRSIEGY
<0.1% of the fund
Nebius GroupNBIS
<0.1% of the fund
OSI SystemsOSIS
<0.1% of the fund
Rockwell AutomationROK
<0.1% of the fund
WelltowerWELL
<0.1% of the fund
OktaOKTA
<0.1% of the fund
MastecMTZ
<0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
2.1% of the fund
+2%
Ishares TRIVV
1.5% of the fund
+7%
Causeway CAP Mgmt TRCIVIX
1.3% of the fund
+2%
Driehaus MUT FDSDNSMX
1.3% of the fund
+4%
AlphabetGOOGL
1.2% of the fund
+4%
Tiaa-Cref FundTILVX
1.1% of the fund
+2%
AlphabetGOOG
0.8% of the fund
+15%
Lazard Global Infra InstGLIFX
0.8% of the fund
+11%
John Hancock FDS IIIJVMIX
0.7% of the fund
+4%
ETF Opportunities TrustVSLU
0.6% of the fund
+26%
Ishares TRIBTH
0.6% of the fund
+33%
Ishares TRSOXX
0.6% of the fund
+2%
Matthews Asia FDSMISMX
0.6% of the fund
+10%
WCM Focused International GrowWCMIX
0.5% of the fund
+20%
Eli LillyLLY
0.5% of the fund
+3%
JPMorgan ChaseJPM
0.5% of the fund
+5%
AbbVieABBV
0.4% of the fund
+8%
VisaV
0.3% of the fund
+4%
J P Morgan Exchange Traded FJIRE
0.3% of the fund
+65%
John Hancock FDS IIIJVLIX
0.3% of the fund
+4%
MerckMRK
0.3% of the fund
+2%
IsharesIEMG
0.3% of the fund
+28%
United RentalsURI
0.3% of the fund
+3%
Lam ResearchLRCX
0.3% of the fund
+14%
Costco WholesaleCOST
0.2% of the fund
+6%

Cut

Sold some of their stake.

Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX
2.6% of the fund
-6%
Vanguard 500 Index AdmiralVFIAX
2.6% of the fund
-5%
Vanguard Index FDSVOO
1.5% of the fund
-13%
MicrosoftMSFT
1.3% of the fund
-3%
Jpmorgan TR IJLGMX
1.2% of the fund
-7%
GQG Partners Emerging MarketsGQGIX
1.2% of the fund
-6%
KLAKLAC
0.6% of the fund
-19%
Micron TechnologyMU
0.5% of the fund
-4%
Jpmorgan TR IIJMGMX
0.4% of the fund
-6%
Applied MaterialsAMAT
0.4% of the fund
-17%
MastercardMA
0.4% of the fund
-3%
Ishares TRIWR
0.3% of the fund
-4%
Johnson & JohnsonJNJ
0.2% of the fund
-5%
ExxonMobil HoldingsXOM
0.2% of the fund
-2%
Victory PortfoliosMISIX
0.2% of the fund
-4%
Vanguard Specialized FundsVDIGX
0.2% of the fund
-20%
FlexFLEX
0.2% of the fund
-3%
Goldman Sachs TRGICIX
0.2% of the fund
-4%
Dell TechnologiesDELL
0.2% of the fund
-15%
ChevronCVX
0.2% of the fund
-10%
NetflixNFLX
0.2% of the fund
-11%
Quanta ServicesPWR
0.2% of the fund
-10%
WalmartWMT
0.2% of the fund
-5%
CumminsCMI
0.2% of the fund
-5%
Vanguard EquityVEIRX
0.2% of the fund
-5%

Sold out

Sold their entire stake.

Edgewood Growth Fund InstEGFIX
-100%
Primoris ServicesPRIM
-100%
Coterra EnergyCTRA
-100%
Vanguard World FDVHT
-100%
ON SemiconductorON
-100%
DigitalBridge GroupDBRG
-100%
GarminGRMN
-100%
Canadian Natural ResourcesCNQ
-100%
BPBP
-100%
ShopifySHOP
-100%
LyondellBasell IndustriesLYB
-100%
Arthur J. GallagherAJG
-100%
United Natural FoodsUNFI
-100%
Agnico Eagle MinesAEM
-100%
GSKGSK
-100%
XylemXYL
-100%
Koninklijke Philips NVPHG
-100%
Fanuc Corporation ADRFANUY
-100%
Nuveen FDSTSOHX
-100%
HubspotHUBS
-100%
Singapore Telecommunic FSGAPY
-100%
Carnival
-100%
Belpointe PrepOZ
-100%
Jardine Matheson Hd-Unsp ADRJMHLY
-100%
Broadridge Financial SolutionsBR
-100%

Holdings

Vanguard Institutional Index IVINIX
Share
7.0%
Value
$228m
Shares
380,463
Held
T Rowe Price Equity Funds INTRLGX
Share
2.8%
Value
$91m
Shares
1,055,227
Held
Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX
Share
2.6%
Value
$84m
Shares
3,575,823
-6%
Vanguard 500 Index AdmiralVFIAX
Share
2.6%
Value
$84m
Shares
120,911
-5%
Jpmorgan TR IJGASX
Share
2.5%
Value
$83m
Shares
1,870,929
Held
World FDS TRAFVZX
Share
2.5%
Value
$82m
Shares
3,109,659
Held
AppleAAPL
Share
2.4%
Value
$78m
Shares
270,032
Held
Smead FDS TRSVFYX
Share
2.3%
Value
$75m
Shares
790,018
Held
Tiaa-Cref FundTILIX
Share
2.3%
Value
$75m
Shares
937,919
Held
NvidiaNVDA
Share
2.1%
Value
$68m
Shares
342,313
+2%
Principal FDSPMAQX
Share
1.7%
Value
$56m
Shares
1,375,395
Held
Ishares TRIVV
Share
1.5%
Value
$48m
Shares
64,523
+7%
Vanguard Index FDSVOO
Share
1.5%
Value
$48m
Shares
69,478
-13%
Vanguard Index FDSVIGAX
Share
1.4%
Value
$46m
Shares
174,126
Held
Dimensional ETF TrustDUHP
Share
1.4%
Value
$46m
Shares
1,100,692
Held
Vanguard Tax-Managed FDSVTMGX
Share
1.4%
Value
$45m
Shares
1,964,778
Held
Vanguard Index FDSVIMAX
Share
1.4%
Value
$44m
Shares
111,118
Held
Causeway CAP Mgmt TRCIVIX
Share
1.3%
Value
$43m
Shares
1,705,725
+2%
MicrosoftMSFT
Share
1.3%
Value
$43m
Shares
114,955
-3%
Driehaus MUT FDSDNSMX
Share
1.3%
Value
$42m
Shares
1,222,479
+4%
Jpmorgan TR IJLGMX
Share
1.2%
Value
$39m
Shares
418,910
-7%
Vanguard Small CAP Index Admiral SharesVSMAX
Share
1.2%
Value
$39m
Shares
268,221
Held
GQG Partners Emerging MarketsGQGIX
Share
1.2%
Value
$39m
Shares
2,094,125
-6%
AlphabetGOOGL
Share
1.2%
Value
$39m
Shares
107,787
+4%
Ishares TRIWF
Share
1.1%
Value
$37m
Shares
301,670
Held
Tiaa-Cref FundTILVX
Share
1.1%
Value
$36m
Shares
1,104,745
+2%
BroadcomAVGO
Share
1.0%
Value
$34m
Shares
89,944
Held
Amazon.comAMZN
Share
1.0%
Value
$33m
Shares
137,842
Held
Undiscovered Managers FDSUBVLX
Share
0.9%
Value
$31m
Shares
352,759
Held
Schwab CAP TRSFLNX
Share
0.9%
Value
$30m
Shares
807,258
Held
Fulton FinancialFULT
Share
0.9%
Value
$29m
Shares
1,181,373
Held
AlphabetGOOG
Share
0.8%
Value
$27m
Shares
77,200
+15%
Ishares TRIWD
Share
0.8%
Value
$26m
Shares
109,030
Held
Lazard Global Infra InstGLIFX
Share
0.8%
Value
$26m
Shares
1,373,672
+11%
Vanguard Value Index AdmVVIAX
Share
0.8%
Value
$26m
Shares
300,286
Held
Meta PlatformsMETA
Share
0.8%
Value
$25m
Shares
44,868
Held
John Hancock FDS IIIJVMIX
Share
0.7%
Value
$23m
Shares
753,383
+4%
KLAKLAC
Share
0.6%
Value
$21m
Shares
70,077
-19%
ETF Opportunities TrustVSLU
Share
0.6%
Value
$21m
Shares
448,714
+26%
Ishares TRIBTH
Share
0.6%
Value
$19m
Shares
839,816
+33%
Ishares TRSOXX
Share
0.6%
Value
$19m
Shares
28,909
+2%
Matthews Asia FDSMISMX
Share
0.6%
Value
$18m
Shares
567,051
+10%
Micron TechnologyMU
Share
0.5%
Value
$18m
Shares
15,303
-4%
WCM Focused International GrowWCMIX
Share
0.5%
Value
$17m
Shares
602,323
+20%
Eli LillyLLY
Share
0.5%
Value
$17m
Shares
14,349
+3%
JPMorgan ChaseJPM
Share
0.5%
Value
$16m
Shares
50,355
+5%
Jpmorgan TR IIJMGMX
Share
0.4%
Value
$15m
Shares
255,923
-6%
Applied MaterialsAMAT
Share
0.4%
Value
$14m
Shares
19,792
-17%
MastercardMA
Share
0.4%
Value
$14m
Shares
27,404
-3%
Cisco SystemsCSCO
Share
0.4%
Value
$13m
Shares
112,619
Held
AbbVieABBV
Share
0.4%
Value
$13m
Shares
52,406
+8%
TeslaTSLA
Share
0.4%
Value
$13m
Shares
30,346
Held
Vanguard BD Index FDSVMVAX
Share
0.4%
Value
$13m
Shares
123,876
Held
VisaV
Share
0.3%
Value
$11m
Shares
33,279
+4%
J P Morgan Exchange Traded FJIRE
Share
0.3%
Value
$11m
Shares
137,763
+65%
John Hancock FDS IIIJVLIX
Share
0.3%
Value
$11m
Shares
388,022
+4%
Ishares TREFA
Share
0.3%
Value
$11m
Shares
104,671
Held
Ishares TRIEFA
Share
0.3%
Value
$11m
Shares
110,329
Held
AmphenolAPH
Share
0.3%
Value
$11m
Shares
60,118
Held
MerckMRK
Share
0.3%
Value
$10m
Shares
80,029
+2%
Berkshire HathawayBRK-B
Share
0.3%
Value
$10m
Shares
20,119
Held
IsharesIEMG
Share
0.3%
Value
$10m
Shares
121,342
+28%
United RentalsURI
Share
0.3%
Value
$10m
Shares
8,824
+3%
Capital Group Growth ETFCGGR
Share
0.3%
Value
$10m
Shares
208,231
New
Vanguard Total Stock MKT IDX ADMVTSAX
Share
0.3%
Value
$9m
Shares
49,947
Held
Home DepotHD
Share
0.3%
Value
$9m
Shares
25,408
Held
Ishares TRIWR
Share
0.3%
Value
$9m
Shares
80,984
-4%
Lam ResearchLRCX
Share
0.3%
Value
$9m
Shares
20,019
+14%
Johnson & JohnsonJNJ
Share
0.2%
Value
$8m
Shares
32,005
-5%
Costco WholesaleCOST
Share
0.2%
Value
$8m
Shares
8,505
+6%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$8m
Shares
58,188
-2%
Victory PortfoliosMISIX
Share
0.2%
Value
$8m
Shares
358,972
-4%
Vanguard Specialized FundsVDIGX
Share
0.2%
Value
$8m
Shares
244,895
-20%
FlexFLEX
Share
0.2%
Value
$8m
Shares
47,124
-3%
Goldman Sachs TRGICIX
Share
0.2%
Value
$8m
Shares
418,901
-4%
Dell TechnologiesDELL
Share
0.2%
Value
$7m
Shares
16,810
-15%
Tidal Trust IISMCO
Share
0.2%
Value
$7m
Shares
228,516
+55%
American Centy ETF TRAVLV
Share
0.2%
Value
$7m
Shares
76,248
+1239%
OracleORCL
Share
0.2%
Value
$7m
Shares
47,092
+3%
ChevronCVX
Share
0.2%
Value
$7m
Shares
41,020
-10%
Ishares TRIJH
Share
0.2%
Value
$7m
Shares
88,064
Held
International Business MachinesIBM
Share
0.2%
Value
$7m
Shares
23,985
Held
PNC Financial Services GroupPNC
Share
0.2%
Value
$7m
Shares
27,034
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$7m
Shares
156,787
+2%
NetflixNFLX
Share
0.2%
Value
$6m
Shares
90,937
-11%
Invesco QQQ TRQQQ
Share
0.2%
Value
$6m
Shares
8,780
+21%
Vanguard Index FDSVXF
Share
0.2%
Value
$6m
Shares
25,973
+199%
Bank of AmericaBAC
Share
0.2%
Value
$6m
Shares
110,171
Held
Fidelity 500 IndexFXAIX
Share
0.2%
Value
$6m
Shares
23,864
+38%
TJX CompaniesTJX
Share
0.2%
Value
$6m
Shares
40,851
Held
Quanta ServicesPWR
Share
0.2%
Value
$6m
Shares
8,569
-10%
WalmartWMT
Share
0.2%
Value
$6m
Shares
53,551
-5%
Philip Morris InternationalPM
Share
0.2%
Value
$6m
Shares
32,727
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$6m
Shares
9,988
+44%
Morgan StanleyMS
Share
0.2%
Value
$6m
Shares
27,755
+8%
RTXRTX
Share
0.2%
Value
$6m
Shares
30,461
+4%
Ishares TRIWM
Share
0.2%
Value
$5m
Shares
17,956
Held
AmgenAMGN
Share
0.2%
Value
$5m
Shares
14,713
Held
Arista NetworksANET
Share
0.2%
Value
$5m
Shares
30,629
+6%
CumminsCMI
Share
0.2%
Value
$5m
Shares
6,982
-5%

Company	Share of fund	Value	Shares	Change
Vanguard Institutional Index IVINIX	7.0%	$228m	380,463	Held
T Rowe Price Equity Funds INTRLGX	2.8%	$91m	1,055,227	Held
Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX	2.6%	$84m	3,575,823	-6%
Vanguard 500 Index AdmiralVFIAX	2.6%	$84m	120,911	-5%
Jpmorgan TR IJGASX	2.5%	$83m	1,870,929	Held
World FDS TRAFVZX	2.5%	$82m	3,109,659	Held
AppleAAPL	2.4%	$78m	270,032	Held
Smead FDS TRSVFYX	2.3%	$75m	790,018	Held
Tiaa-Cref FundTILIX	2.3%	$75m	937,919	Held
NvidiaNVDA	2.1%	$68m	342,313	+2%
Principal FDSPMAQX	1.7%	$56m	1,375,395	Held
Ishares TRIVV	1.5%	$48m	64,523	+7%
Vanguard Index FDSVOO	1.5%	$48m	69,478	-13%
Vanguard Index FDSVIGAX	1.4%	$46m	174,126	Held
Dimensional ETF TrustDUHP	1.4%	$46m	1,100,692	Held
Vanguard Tax-Managed FDSVTMGX	1.4%	$45m	1,964,778	Held
Vanguard Index FDSVIMAX	1.4%	$44m	111,118	Held
Causeway CAP Mgmt TRCIVIX	1.3%	$43m	1,705,725	+2%
MicrosoftMSFT	1.3%	$43m	114,955	-3%
Driehaus MUT FDSDNSMX	1.3%	$42m	1,222,479	+4%
Jpmorgan TR IJLGMX	1.2%	$39m	418,910	-7%
Vanguard Small CAP Index Admiral SharesVSMAX	1.2%	$39m	268,221	Held
GQG Partners Emerging MarketsGQGIX	1.2%	$39m	2,094,125	-6%
AlphabetGOOGL	1.2%	$39m	107,787	+4%
Ishares TRIWF	1.1%	$37m	301,670	Held
Tiaa-Cref FundTILVX	1.1%	$36m	1,104,745	+2%
BroadcomAVGO	1.0%	$34m	89,944	Held
Amazon.comAMZN	1.0%	$33m	137,842	Held
Undiscovered Managers FDSUBVLX	0.9%	$31m	352,759	Held
Schwab CAP TRSFLNX	0.9%	$30m	807,258	Held
Fulton FinancialFULT	0.9%	$29m	1,181,373	Held
AlphabetGOOG	0.8%	$27m	77,200	+15%
Ishares TRIWD	0.8%	$26m	109,030	Held
Lazard Global Infra InstGLIFX	0.8%	$26m	1,373,672	+11%
Vanguard Value Index AdmVVIAX	0.8%	$26m	300,286	Held
Meta PlatformsMETA	0.8%	$25m	44,868	Held
John Hancock FDS IIIJVMIX	0.7%	$23m	753,383	+4%
KLAKLAC	0.6%	$21m	70,077	-19%
ETF Opportunities TrustVSLU	0.6%	$21m	448,714	+26%
Ishares TRIBTH	0.6%	$19m	839,816	+33%
Ishares TRSOXX	0.6%	$19m	28,909	+2%
Matthews Asia FDSMISMX	0.6%	$18m	567,051	+10%
Micron TechnologyMU	0.5%	$18m	15,303	-4%
WCM Focused International GrowWCMIX	0.5%	$17m	602,323	+20%
Eli LillyLLY	0.5%	$17m	14,349	+3%
JPMorgan ChaseJPM	0.5%	$16m	50,355	+5%
Jpmorgan TR IIJMGMX	0.4%	$15m	255,923	-6%
Applied MaterialsAMAT	0.4%	$14m	19,792	-17%
MastercardMA	0.4%	$14m	27,404	-3%
Cisco SystemsCSCO	0.4%	$13m	112,619	Held
AbbVieABBV	0.4%	$13m	52,406	+8%
TeslaTSLA	0.4%	$13m	30,346	Held
Vanguard BD Index FDSVMVAX	0.4%	$13m	123,876	Held
VisaV	0.3%	$11m	33,279	+4%
J P Morgan Exchange Traded FJIRE	0.3%	$11m	137,763	+65%
John Hancock FDS IIIJVLIX	0.3%	$11m	388,022	+4%
Ishares TREFA	0.3%	$11m	104,671	Held
Ishares TRIEFA	0.3%	$11m	110,329	Held
AmphenolAPH	0.3%	$11m	60,118	Held
MerckMRK	0.3%	$10m	80,029	+2%
Berkshire HathawayBRK-B	0.3%	$10m	20,119	Held
IsharesIEMG	0.3%	$10m	121,342	+28%
United RentalsURI	0.3%	$10m	8,824	+3%
Capital Group Growth ETFCGGR	0.3%	$10m	208,231	New
Vanguard Total Stock MKT IDX ADMVTSAX	0.3%	$9m	49,947	Held
Home DepotHD	0.3%	$9m	25,408	Held
Ishares TRIWR	0.3%	$9m	80,984	-4%
Lam ResearchLRCX	0.3%	$9m	20,019	+14%
Johnson & JohnsonJNJ	0.2%	$8m	32,005	-5%
Costco WholesaleCOST	0.2%	$8m	8,505	+6%
ExxonMobil HoldingsXOM	0.2%	$8m	58,188	-2%
Victory PortfoliosMISIX	0.2%	$8m	358,972	-4%
Vanguard Specialized FundsVDIGX	0.2%	$8m	244,895	-20%
FlexFLEX	0.2%	$8m	47,124	-3%
Goldman Sachs TRGICIX	0.2%	$8m	418,901	-4%
Dell TechnologiesDELL	0.2%	$7m	16,810	-15%
Tidal Trust IISMCO	0.2%	$7m	228,516	+55%
American Centy ETF TRAVLV	0.2%	$7m	76,248	+1239%
OracleORCL	0.2%	$7m	47,092	+3%
ChevronCVX	0.2%	$7m	41,020	-10%
Ishares TRIJH	0.2%	$7m	88,064	Held
International Business MachinesIBM	0.2%	$7m	23,985	Held
PNC Financial Services GroupPNC	0.2%	$7m	27,034	Held
Verizon CommunicationsVZ	0.2%	$7m	156,787	+2%
NetflixNFLX	0.2%	$6m	90,937	-11%
Invesco QQQ TRQQQ	0.2%	$6m	8,780	+21%
Vanguard Index FDSVXF	0.2%	$6m	25,973	+199%
Bank of AmericaBAC	0.2%	$6m	110,171	Held
Fidelity 500 IndexFXAIX	0.2%	$6m	23,864	+38%
TJX CompaniesTJX	0.2%	$6m	40,851	Held
Quanta ServicesPWR	0.2%	$6m	8,569	-10%
WalmartWMT	0.2%	$6m	53,551	-5%
Philip Morris InternationalPM	0.2%	$6m	32,727	Held
Advanced Micro DevicesAMD	0.2%	$6m	9,988	+44%
Morgan StanleyMS	0.2%	$6m	27,755	+8%
RTXRTX	0.2%	$6m	30,461	+4%
Ishares TRIWM	0.2%	$5m	17,956	Held
AmgenAMGN	0.2%	$5m	14,713	Held
Arista NetworksANET	0.2%	$5m	30,629	+6%
CumminsCMI	0.2%	$5m	6,982	-5%

Showing the largest 100 of 694.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.9% since 30 June 2025.

Where the money is

Technology12.8%

Financial services5.1%

Industrials3.9%

Media & telecom3.6%

Retail & consumer3.3%

Health care3.2%

Everyday goods1.8%

Energy1.1%

Utilities0.8%

Materials0.5%

Real estate0.4%

Other63.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.