FULTON BANK, N.A.

CIK 0000883782 · Q2 2026

13F Equity AUM

$3.3B

+15.4% QoQ

Positions

694

+38 QoQ

AUM Rank

#1,131

Top 13%

Skill Alpha (FF)

-1.8%/yr

Underperformer

Rank #5,563 · Top 67%

vs S&P -2.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 17.4%Top 10: 29.0%Top 20: 43.1%

VINIX7.0%

TRLGX2.8%

GSIMX2.6%

VFIAX2.6%

JGASX2.5%

AFVZX2.5%

AAPL2.4%

SVFYX2.3%

TILIX2.3%

NVDA2.1%

Others (684)71.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services51.9%

Fund15.9%

Technology12.8%

Industrials3.7%

Communication Services3.5%

Healthcare3.3%

Consumer Cyclical3.3%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 694Median: 0.03%Avg: 0.14%

0–0.5%

648(35.4%)

0.5–1%

18(12.5%)

1–3%

27(45.1%)

3–5%

0(0.0%)

5%+

1(7.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 694vs 20 funds

0%Low

694

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New67Increased293Decreased260Exited29

New Positions

CGGR0.3%

+208K

DGRO0.1%

+34K

GUIDESTONE FDS0.1%

+34K

QQQM0.1%

+8K

RF0.1%

+60K

JTEK0.0%

+12K

WDC0.0%

+2K

CEREBRAS SYSTEMS INC0.0%

+3K

WSC0.0%

+20K

DVN0.0%

+18K

Increased

IWF1.1%

+227K(+302%)

IBTH0.6%

+207K(+33%)

GLIFX0.8%

+136K(+11%)

WCMIX0.5%

+101K(+20%)

VSLU0.6%

+93K(+26%)

SMCO0.2%

+81K(+55%)

AVLV0.2%

+71K(+1239%)

KLAC0.7%

+61K(+707%)

JIRE0.3%

+54K(+65%)

DNSMX1.3%

+50K(+4%)

Decreased

GSIMX2.6%

-216,381(-6%)

GQGIX1.2%

-124,752(-6%)

VDIGX0.2%

-60,014(-20%)

LKQ10.0%

-54,271(-82%)

AFVZX2.5%

-35,040(-1%)

HBAN0.1%

-31,938(-27%)

JLGMX1.2%

-29,766(-7%)

SVAIX0.1%

-26,310(-4%)

TFC0.1%

-25,405(-39%)

GICIX0.2%

-17,863(-4%)

Exited

EGFIX

-218,353

CTRA

-21,939

PRIM

-6,561

-7,178

-1,771

-4,129

-6,560

-915

-14,649

-5,812

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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