Fulton Bank, N.A.

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CIK 883782

13F portfolio (2026-Q1)

$2.8B

Positions

656

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

656

Top 5

18.2%

Top 10

29.9%

Effective N

65.3

HHI

0.015

This quarter

30 new · 0 exit →

By sector

Unclassified63.4%

Information Technology11.5%

Financials5.3%

Consumer Discretionary4.8%

Industrials3.6%

Communication Services3.6%

Health Care2.9%

Energy1.6%

Other3.5%

By market cap

Unknown64.7%

Mega (>$200B)19.8%

Large ($10–200B)14.0%

Mid ($2–10B)1.5%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other63.4%

North America35.9%

Europe0.6%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	63.69%	236
Semiconductors & Semiconductor Equipment	4.32%	19
Technology Hardware & Equipment	4.28%	19
Specialty Retail	3.10%	23
Software & IT Services	2.81%	9
Banks	2.62%	28
Software	2.36%	19
Pharmaceuticals & Biotechnology	2.33%	21
Oil, Gas & Consumable Fuels	1.57%	19
Commercial Services & Supplies	1.43%	18
Utilities	1.11%	24
Capital Markets	0.98%	20
Machinery	0.94%	21
Aerospace & Defense	0.80%	13
Construction & Engineering	0.53%	9
Beverages	0.53%	8
Automobiles & Components	0.52%	4
Distributors	0.51%	13
Insurance	0.50%	15
Media & Entertainment	0.38%	3
Chemicals	0.38%	13
Hotels, Restaurants & Leisure	0.37%	6
Equity Real Estate Investment Trusts (REITs)	0.37%	10
Tobacco	0.37%	3
Diversified Telecommunication Services	0.34%	4
Health Care Equipment & Supplies	0.31%	9
Road & Rail	0.28%	8
Metals & Mining	0.28%	9
Electrical Equipment & Components	0.23%	5
Entertainment	0.21%	3
Life Sciences Tools & Services	0.21%	5
Food Products	0.16%	6
Transportation Infrastructure	0.16%	3
Textiles, Apparel & Luxury Goods	0.15%	3
Real Estate Management & Development	0.11%	3
Communications Equipment	0.11%	4
Leisure Products	0.10%	3
Health Care Providers & Services	0.10%	5
Professional Services	0.10%	2
Airlines	0.09%	2
Paper & Forest Products	0.07%	2
Marine	0.07%	2
Food & Staples Retailing	0.07%	2
Construction Materials	0.06%	3

Top holdings

#	Ticker	Name	Sector	Weight
1	VINIX	Vanguard Inst	Unclassified	6.95%
2	GSIMX	GOLDMAN SACHS GQG PARTNERS INTERNATIONAL	Unclassified	3.15%
3	TRLGX	T ROWE PRICE INST LARGE-CAP GR	Unclassified	2.82%
4	VFIAX	VANGUARD 500 INDEX ADMIRAL	Unclassified	2.69%
5	AFVZX	WORLD FDS TR	Unclassified	2.55%
6	SVFYX	SMEAD FDS TR	Unclassified	2.49%
7	JGASX	JPMORGAN GROWTH ADVANTAGE FUND CLASS I	Unclassified	2.49%
8	AAPL	Apple Inc.	Information Technology	2.45%
9	TILIX	TIAA-CREF FUND	Unclassified	2.22%
10	NVDA	NVIDIA CORP	Information Technology	2.06%

421/656 names classified · sector 36.6% of weight · industry 36.3% · mkt cap 35.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, NVDA, IBM, AVGO · other

FinancialsFULT, JPM, V, MA, PNC · other

Consumer DiscretionaryAMZN, MCD, TJX, WMT, TSLA · other

Health CareJNJ, MRK, ABBV, LLY, AZN · other

Communication ServicesMETA, GOOGL, VZ, T, GOOG · other

IndustrialsHON, MMM, URI, BA, ACN · other

Consumer StaplesKO, MO, PM, PEP, KHC · other

EnergyXOM, CVX, COP, BP, SLB · other

UtilitiesDUK, SO, PPL, D, WMB · other

MaterialsPG, NKE, KMB, CF, GLW · other

Real EstateCCI, HST, VTR, COLD, WELL · other

UnclassifiedVINIX, EGFIX, SVAIX, HAINX, VNVYX · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 36.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 34% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (363 classified)Fulton Bank, N.A. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareEnergyUtilitiesConsumer StaplesMaterialsReal Estate

Style box summary for Fulton Bank, N.A.: centroid Large Core. Heaviest cells: Large Growth 15.8%, Large Core 5.5%, Large Value 5.0%.

Classified: 34.5% of book weight (363/656 names) · unclassified 65.5%: VINIX, GSIMX, TRLGX, VFIAX, AFVZX, SVFYX, JGASX, TILIX, PMAQX, VOO +283 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 656 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VINIXVanguard Inst	377,464	$197M	7.0%	ADD 3%
2	GSIMXGOLDMAN SACHS GQG PARTNERS INTERNATIONAL	3,792,204	$89M	3.1%	TRIM −7%
3	TRLGXT ROWE PRICE INST LARGE-CAP GR	1,064,595	$80M	2.8%	ADD 2%
4	VFIAXVANGUARD 500 INDEX ADMIRAL	126,779	$76M	2.7%	TRIM −3%
5	AFVZXWORLD FDS TR	3,144,699	$72M	2.5%	TRIM −2%
6	SVFYXSMEAD FDS TR	797,217	$71M	2.5%	TRIM −2%
7	JGASXJPMORGAN GROWTH ADVANTAGE FUND CLASS I	1,845,193	$71M	2.5%	ADD 4%
8	AAPLAPPLE INC	274,061	$70M	2.5%	HOLD
9	TILIXTIAA-CREF FUND	919,619	$63M	2.2%	ADD 3%
10	NVDANVIDIA CORPORATION	335,359	$58M	2.1%	HOLD
11	PMAQXPRINCIPAL FDS INC	1,392,846	$53M	1.9%	ADD 7%
12	VOOVANGUARD INDEX FDS	79,943	$48M	1.7%	ADD 9%
13	MSFTMICROSOFT CORP	118,042	$44M	1.5%	TRIM −3%
14	VTMGXVanguard Developed Markets Ind	1,973,488	$41M	1.4%	ADD 4%
15	GQGIXGQG PARTNERS EMERGING MARKETS	2,218,877	$40M	1.4%	TRIM −9%
16	DUHPDIMENSIONAL ETF TRUST	1,080,249	$40M	1.4%	ADD 4%
17	VIMAXVANGUARD MID-CAP INDEX FUND ADMIRAL SHARES	111,393	$40M	1.4%	TRIM −2%
18	VIGAXVANGUARD GROWTH INDEX FUND ADMIRAL SHARES	175,899	$40M	1.4%	TRIM −2%
19	IVVISHARES TR	60,252	$39M	1.4%	ADD 2%
20	CIVIXCauseway Cap Mgmt Tr Intl Valu	1,664,799	$37M	1.3%	TRIM −8%
21	JLGMXJPMORGAN TR I	448,676	$35M	1.3%	TRIM −5%
22	VSMAXVANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES	269,019	$34M	1.2%	TRIM −3%
23	IWFISHARES TR	75,016	$32M	1.1%	TRIM −3%
24	DNSMXDRIEHAUS MUT FDS	1,172,000	$32M	1.1%	TRIM −4%
25	TILVXNuveen Large Cap Value Index F	1,081,480	$31M	1.1%	ADD 4%
26	GOOGLALPHABET INC	103,430	$30M	1.0%	HOLD
27	AMZNAMAZON COM INC	139,442	$29M	1.0%	HOLD
28	UBVLXUNDISCOVERED MANAGERS BEHAVIORAL VAL L	349,864	$28M	1.0%	HOLD
29	AVGOBROADCOM INC	88,797	$27M	1.0%	HOLD
30	SFLNXSCHWAB FUNDAMENTAL US LARGE COMPANY IDX	800,364	$26M	0.9%	ADD 24%
31	METAMETA PLATFORMS INC	44,605	$26M	0.9%	ADD 3%
32	FULTFULTON FINL CORP PA	1,179,778	$24M	0.8%	HOLD
33	GLIFXLazard Global Infra Inst	1,237,957	$24M	0.8%	ADD 8%
34	IWDISHARES TR	109,077	$23M	0.8%	ADD 2%
35	VVIAXVANGUARD VALUE INDEX FUND ADMIRAL SHARES	302,650	$23M	0.8%	HOLD
36	JVMIXJOHN HANCOCK FDS III	724,206	$20M	0.7%	ADD 7%
37	GOOGALPHABET INC	67,372	$19M	0.7%	HOLD
38	VSLUETF OPPORTUNITIES TRUST	356,192	$15M	0.5%	ADD 12%
39	IBTHISHARES TR	632,365	$14M	0.5%	ADD 73%
40	JPMJPMORGAN CHASE & CO	48,031	$14M	0.5%	ADD 3%
41	MAMASTERCARD INCORPORATED	28,109	$14M	0.5%	HOLD
42	MISMXMATTHEWS ASIA FDS	517,319	$14M	0.5%	HOLD
43	JMGMXJPMORGAN TR II	272,685	$13M	0.5%	TRIM −9%
44	LLYELI LILLY & CO	13,915	$13M	0.5%	HOLD
45	KLACKLA CORP	8,679	$13M	0.5%	TRIM −17%
46	WCMIXWCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS	501,703	$12M	0.4%	ADD 62%
47	VMVAXVANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES	126,311	$12M	0.4%	TRIM −12%
48	TSLATESLA INC	30,756	$11M	0.4%	HOLD
49	ABBVABBVIE INC	48,582	$11M	0.4%	ADD 3%
50	XOMEXXON MOBIL CORP	59,616	$10M	0.4%	TRIM −7%
51	EFAISHARES TR	104,049	$10M	0.4%	HOLD
52	IEFAISHARES TR	109,781	$10M	0.4%	ADD 19%
53	NFLXNETFLIX INC	102,255	$10M	0.3%	ADD 2%
54	VVISA INC	32,014	$10M	0.3%	ADD 4%
55	BRK.BBERKSHIRE HATHAWAY INC DEL	19,753	$9M	0.3%	HOLD
56	CVXCHEVRON CORP NEW	45,488	$9M	0.3%	ADD 12%
57	MRKMERCK & CO INC	78,112	$9M	0.3%	ADD 20%
58	JVLIXJOHN HANCOCK FDS III	372,107	$9M	0.3%	ADD 4%
59	SOXXISHARES TR	28,252	$9M	0.3%	HOLD
60	CSCOCISCO SYS INC	114,235	$9M	0.3%	TRIM −5%
61	VDIGXVANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES	304,909	$9M	0.3%	TRIM −24%
62	HDHOME DEPOT INC	25,804	$8M	0.3%	HOLD
63	JNJJOHNSON & JOHNSON	33,664	$8M	0.3%	TRIM −24%
64	IWRISHARES TR	84,492	$8M	0.3%	HOLD
65	AMATAPPLIED MATLS INC	23,768	$8M	0.3%	TRIM −6%
66	COSTCOSTCO WHSL CORP NEW	8,052	$8M	0.3%	ADD 2%
67	VTSAXVANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES	50,392	$8M	0.3%	HOLD
68	VZVERIZON COMMUNICATIONS INC	153,239	$8M	0.3%	ADD 13%
69	MISIXVICTORY PORTFOLIOS	374,045	$8M	0.3%	TRIM −19%
70	APHAMPHENOL CORP	60,181	$8M	0.3%	HOLD
71	GICIXGOLDMAN SACHS TR	436,764	$7M	0.3%	TRIM −21%
72	WMTWALMART INC	56,309	$7M	0.2%	HOLD
73	ORCLORACLE CORP	45,883	$7M	0.2%	ADD 3%
74	TJXTJX COS INC NEW	41,641	$7M	0.2%	HOLD
75	IEMGISHARES INC	95,018	$7M	0.2%	ADD 172%
76	JIREJ P MORGAN EXCHANGE TRADED F	83,493	$6M	0.2%	NEW
77	URIUNITED RENTALS INC	8,607	$6M	0.2%	HOLD
78	EGFIXADVISORS INNER CIRCLE FD	218,353	$6M	0.2%	TRIM −18%
79	IJHISHARES TR	88,253	$6M	0.2%	ADD 7%
80	IBMINTERNATIONAL BUSINESS MACHS	24,413	$6M	0.2%	ADD 2%
81	RTXRTX CORPORATION	29,305	$6M	0.2%	ADD 4%
82	PNCPNC FINL SVCS GROUP INC	26,868	$6M	0.2%	ADD 8%
83	MUMICRON TECHNOLOGY INC	15,864	$5M	0.2%	HOLD
84	PMPHILIP MORRIS INTL INC	32,405	$5M	0.2%	ADD 13%
85	BACBANK AMERICA CORP	109,376	$5M	0.2%	HOLD
86	MCKMCKESSON CORP	6,159	$5M	0.2%	HOLD
87	PWRQUANTA SVCS INC	9,558	$5M	0.2%	TRIM −4%
88	AMGNAMGEN INC	14,566	$5M	0.2%	TRIM −16%
89	KOCOCA COLA CO	65,544	$5M	0.2%	TRIM −2%
90	VEIRXVANGUARD EQUITY INCOME FUND ADMIRAL SHARES	52,800	$5M	0.2%	HOLD
91	TTETotalEnergies SE	52,885	$5M	0.2%	HOLD
92	SVAIXFEDERATED HERMES STRATEGIC VALUE DIVIDEND FUND CLASS IS	679,741	$5M	0.2%	TRIM −5%
93	DVYISHARES TR	30,459	$5M	0.2%	HOLD
94	DISDISNEY WALT CO	47,089	$5M	0.2%	HOLD
95	IWMISHARES TR	18,094	$4M	0.2%	HOLD
96	VTIVANGUARD INDEX FDS	13,771	$4M	0.2%	HOLD
97	NWKDXNATIONWIDE MUT FDS NEW	58,930	$4M	0.2%	TRIM −8%
98	PEPPEPSICO INC	27,823	$4M	0.2%	HOLD
99	MSMORGAN STANLEY	25,709	$4M	0.1%	ADD 6%
100	XAGGMORGAN STANLEY ETF TRUST	84,971	$4M	0.1%	TRIM −4%
101	QQQINVESCO QQQ TR	7,239	$4M	0.1%	ADD 14%
102	COPCONOCOPHILLIPS	30,654	$4M	0.1%	HOLD
103	SMCOTIDAL TRUST II	147,832	$4M	0.1%	ADD 11%
104	FXAIXFIDELITY 500 INDEX FUND	17,321	$4M	0.1%	HOLD
105	CMICUMMINS INC	7,315	$4M	0.1%	TRIM −9%
106	FEFIRSTENERGY CORP	75,878	$4M	0.1%	ADD 34%
107	ITMVANECK ETF TRUST	82,161	$4M	0.1%	ADD 12%
108	HONHONEYWELL INTL INC	16,857	$4M	0.1%	HOLD
109	LRCXLAM RESEARCH CORP	17,519	$4M	0.1%	HOLD
110	LOWLOWES COS INC	15,616	$4M	0.1%	HOLD
111	VTEBVANGUARD MUN BD FDS	71,349	$4M	0.1%	ADD 14%
112	ANETARISTA NETWORKS INC	28,937	$4M	0.1%	ADD 37%
113	ENBENBRIDGE INC	63,814	$3M	0.1%	ADD 8%
114	LMTLOCKHEED MARTIN CORP	5,665	$3M	0.1%	HOLD
115	PLDPROLOGIS INC.	25,763	$3M	0.1%	TRIM −10%
116	CTASCINTAS CORP	20,117	$3M	0.1%	HOLD
117	DRIDARDEN RESTAURANTS INC	17,312	$3M	0.1%	TRIM −3%
118	JOHIXJOHCM INTERNATIONAL SELECT FUND INSTITUTIONAL CLASS	122,520	$3M	0.1%	TRIM −5%
119	TGTTARGET CORP	27,748	$3M	0.1%	HOLD
120	ADBEADOBE INC	13,820	$3M	0.1%	HOLD
121	BLKBLACKROCK INC	3,493	$3M	0.1%	ADD 3%
122	SFNNXSCHWAB FUNDAMENTAL INTL EQUITY INDEX FD	224,974	$3M	0.1%	HOLD
123	PFEPFIZER INC	119,021	$3M	0.1%	HOLD
124	APPAPPLOVIN CORP	8,303	$3M	0.1%	TRIM −5%
125	FIBPXFEDERATED MANAGED POOL SER	263,349	$3M	0.1%	ADD 21%
126	PGPROCTER AND GAMBLE CO	22,794	$3M	0.1%	HOLD
127	VLOVALERO ENERGY CORP	13,300	$3M	0.1%	TRIM −3%
128	VONVVANGUARD SCOTTSDALE FDS	34,839	$3M	0.1%	HOLD
129	DELLDELL TECHNOLOGIES INC	19,837	$3M	0.1%	ADD 8%
130	TMOTHERMO FISHER SCIENTIFIC INC	6,602	$3M	0.1%	HOLD
131	WABWABTEC	12,868	$3M	0.1%	TRIM −4%
132	TRVTRAVELERS COMPANIES INC	10,973	$3M	0.1%	TRIM −5%
133	DUKDUKE ENERGY CORP NEW	24,417	$3M	0.1%	TRIM −3%
134	FASTFASTENAL CO	68,549	$3M	0.1%	ADD 38%
135	FLEXFlextronics Internat'l. Ltd.	48,474	$3M	0.1%	HOLD
136	UNPUNION PAC CORP	13,052	$3M	0.1%	TRIM −2%
137	BMOPBNY MELLON ETF TRUST II	126,326	$3M	0.1%	NEW
138	SNYSANOFI SA	64,573	$3M	0.1%	ADD 29%
139	BTIBRITISH AMERN TOB PLC	52,848	$3M	0.1%	ADD 10%
140	TFCTRUIST FINL CORP	65,911	$3M	0.1%	HOLD
141	AXPAMERICAN EXPRESS CO	9,892	$3M	0.1%	ADD 13%
142	GSGOLDMAN SACHS GROUP INC	3,501	$3M	0.1%	HOLD
143	AMPAMERIPRISE FINL INC	6,663	$3M	0.1%	HOLD
144	CATCATERPILLAR INC	4,161	$3M	0.1%	ADD 7%
145	VTIAXVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES	71,123	$3M	0.1%	TRIM −4%
146	HPQHP INC	150,825	$3M	0.1%	ADD 12%
147	GEGE AEROSPACE	10,195	$3M	0.1%	HOLD
148	VEAVANGUARD TAX-MANAGED FDS	44,720	$3M	0.1%	ADD 3%
149	QISCXFEDERATED MDT SER	101,893	$3M	0.1%	HOLD
150	ORLYOREILLY AUTOMOTIVE INC	30,896	$3M	0.1%	ADD 4%
151	USBUS BANCORP	54,526	$3M	0.1%	HOLD
152	CBRECBRE GROUP INC	20,795	$3M	0.1%	TRIM −4%
153	ETNEATON CORP PLC	7,851	$3M	0.1%	ADD 10%
154	FTVZXCAPITOL SER TR	85,248	$3M	0.1%	TRIM −7%
155	BKNGBOOKING HOLDINGS INC	663	$3M	0.1%	ADD 5%
156	EEMISHARES TR	49,076	$3M	0.1%	HOLD
157	DKSDICKS SPORTING GOODS INC	13,913	$3M	0.1%	HOLD
158	MCDMCDONALDS CORP	8,710	$3M	0.1%	HOLD
159	CMECME GROUP INC	9,143	$3M	0.1%	ADD 43%
160	DHID R HORTON INC	19,580	$3M	0.1%	ADD 6%
161	SHWSHERWIN WILLIAMS CO	8,364	$3M	0.1%	HOLD
162	IWBISHARES TR	7,448	$3M	0.1%	ADD 10%
163	VSIAXVANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES	28,422	$3M	0.1%	TRIM −3%
164	VEMAXVANGUARD EMERGING MARKETS STOC	59,240	$3M	0.1%	ADD 7%
165	JMSTJ P MORGAN EXCHANGE TRADED F	50,490	$3M	0.1%	ADD 30%
166	PAYXPAYCHEX INC	27,861	$3M	0.1%	ADD 147%
167	ABTABBOTT LABS	24,542	$3M	0.1%	ADD 5%
168	PLTRPALANTIR TECHNOLOGIES INC	17,040	$2M	0.1%	ADD 3%
169	VUGVANGUARD INDEX FDS	5,666	$2M	0.1%	HOLD
170	ROPROPER TECHNOLOGIES INC	6,981	$2M	0.1%	ADD 4%
171	MPCMARATHON PETE CORP	9,974	$2M	0.1%	ADD 2%
172	NGGNATIONAL GRID PLC	28,634	$2M	0.1%	TRIM −29%
173	AMTAMERICAN TOWER CORP	13,988	$2M	0.1%	ADD 510%
174	WECWEC ENERGY GROUP INC	20,727	$2M	0.1%	ADD 87%
175	APTVAPTIV PLC	34,233	$2M	0.1%	TRIM −3%
176	BURLBURLINGTON STORES INC	7,218	$2M	0.1%	TRIM −4%
177	GEVGE VERNOVA INC	2,663	$2M	0.1%	ADD 154%
178	PPLPPL CORP	59,097	$2M	0.1%	HOLD
179	GICUXGOLDMAN SACHS TR	134,131	$2M	0.1%	ADD 40%
180	HLMIXHRDG LVNR INTL EQUITY	78,793	$2M	0.1%	HOLD
181	IJRISHARES TR	17,686	$2M	0.1%	ADD 12%
182	FDXFEDEX CORP	6,114	$2M	0.1%	HOLD
183	VEXAXVANGUARD EXTENDED MARKET INDEX FUND ADMIRAL SHARES	13,933	$2M	0.1%	ADD 13%
184	SPYSTATE STR SPDR S&P 500 ETF T	3,268	$2M	0.1%	ADD 28%
185	METMETLIFE INC	29,793	$2M	0.1%	TRIM −7%
186	UNHUNITEDHEALTH GROUP INC	7,710	$2M	0.1%	TRIM −20%
187	TRPTC ENERGY CORP	33,314	$2M	0.1%	TRIM −2%
188	STZCONSTELLATION BRANDS INC	13,830	$2M	0.1%	ADD 5%
189	AMCRAMCOR PLC ORD	51,845	$2M	0.1%	NEW
190	ACNACCENTURE PLC IRELAND	10,387	$2M	0.1%	HOLD
191	PDGIXT. ROWE PRICE DIVIDEND GROWTH FUND CLASS I	24,776	$2M	0.1%	HOLD
192	NVTNVENT ELECTRIC PLC	16,579	$2M	0.1%	ADD 117%
193	CRMSALESFORCE INC	10,501	$2M	0.1%	TRIM −3%
194	ULUNILEVER PLC	34,241	$2M	0.1%	ADD 44%
195	MOALTRIA GROUP INC	29,539	$2M	0.1%	ADD 10%
196	LKQLKQ CORP	66,360	$2M	0.1%	ADD 2%
197	CORCENCORA INC	6,160	$2M	0.1%	ADD 13%
198	SOSOUTHERN CO	19,964	$2M	0.1%	HOLD
199	TSMTAIWAN SEMICONDUCTOR MFG LTD	5,607	$2M	0.1%	TRIM −2%
200	CIBRFIRST TR EXCHANGE-TRADED FD	30,119	$2M	0.1%	TRIM −3%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VINIXVanguard Inst

360K

371K

370K

363K

367K

377K

$197M

GSIMXGOLDMAN SACHS GQG PARTNERS INTERNATIONAL

4.0M

4.1M

3.8M

$89M

TRLGXT ROWE PRICE INST LARGE-CAP GR

1.0M

1.1M

$80M

VFIAXVANGUARD 500 INDEX ADMIRAL

129K

132K

136K

131K

127K

$76M

AFVZXWORLD FDS TR

3.4M

3.3M

3.2M

3.1M

$72M

SVFYXSMEAD FDS TR

913K

847K

848K

816K

797K

$71M

JGASXJPMORGAN GROWTH ADVANTAGE FUND CLASS I

1.6M

1.7M

1.8M

$71M

AAPLAPPLE INC

285K

278K

275K

272K

276K

274K

$70M

TILIXTIAA-CREF FUND

888K

886K

844K

840K

894K

920K

$63M

NVDANVIDIA CORPORATION

346K

327K

338K

333K

342K

335K

$58M

PMAQXPRINCIPAL FDS INC

1.2M

1.3M

1.4M

$53M

VOOVANGUARD INDEX FDS

54K

59K

63K

67K

73K

80K

$48M

MSFTMICROSOFT CORP

117K

115K

117K

122K

118K

$44M

VTMGXVanguard Developed Markets Ind

1.9M

2.0M

1.9M

1.8M

1.9M

2.0M

$41M

GQGIXGQG PARTNERS EMERGING MARKETS

2.6M

2.4M

2.2M

$40M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Fulton Bank, N.A.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 656 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Fulton Bank, N.A.