FULTON BANK, N.A.

$2.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 883782 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 928
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 30
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 42

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `cusip:922040100` · issuer key `cusip6:922040` SH BEN INT	ADD	−$5.1M	+10,911	$202M	$197M	366,553	377,464
position key `cusip:38147N293` · issuer key `cusip6:38147N` GQG PRTNR INST	TRIM	−$2.3M	−283,626	$91.6M	$89.3M	4,075,830	3,792,204
position key `cusip:45775L408` · issuer key `cusip6:45775L` T ROWE LARG CP I	ADD	−$8.2M	+25,772	$88.3M	$80.1M	1,038,823	1,064,595
position key `cusip:922908710` · issuer key `cusip6:922908` 500INDEX ADMIR	TRIM	−$6.2M	−3,997	$82.6M	$76.4M	130,776	126,779
position key `cusip:98148J188` · issuer key `cusip6:98148J` APPLIED FIN INST	TRIM	−$3.4M	−80,513	$75.7M	$72.3M	3,225,212	3,144,699
position key `cusip:83178C709` · issuer key `cusip6:83178C` VALUE FD Y	TRIM	+$4.0M	−19,040	$66.7M	$70.7M	816,257	797,217
position key `cusip:4812A3718` · issuer key `cusip6:4812A3` GROWTH ADVNTG I	ADD	−$3.7M	+71,861	$74.2M	$70.5M	1,773,332	1,845,193
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$5.5M	−1,949	$75.0M	$69.6M	276,010	274,061
position key `cusip:87244W680` · issuer key `cusip6:87244W` NUVEEN INDEX R6	ADD	−$4.9M	+25,842	$67.9M	$63.0M	893,777	919,619
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$5.2M	−6,164	$63.7M	$58.5M	341,523	335,359
position key `cusip:74256W584` · issuer key `cusip6:74256W` MIDCAP FD R6	ADD	−$2.5M	+95,897	$55.7M	$53.2M	1,296,949	1,392,846
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$1.9M	+6,786	$45.9M	$47.8M	73,157	79,943
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$15.1M	−3,627	$58.8M	$43.7M	121,669	118,042
position key `cusip:921943809` · issuer key `cusip6:921943` DEV MKTS ADMR	ADD	+$2.5M	+81,772	$38.0M	$40.5M	1,891,716	1,973,488
position key `cusip:00771X419` · issuer key `cusip6:00771X` GQG PRTN INSTL	TRIM	−$2.9M	−212,239	$43.3M	$40.4M	2,431,116	2,218,877
position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V` US HIGH PROFITAB	ADD	+$278K	+43,393	$39.4M	$39.7M	1,036,856	1,080,249
position key `cusip:922908645` · issuer key `cusip6:922908` MDCAP INDX ADM	TRIM	−$1.3M	−2,531	$40.9M	$39.6M	113,924	111,393
position key `cusip:922908660` · issuer key `cusip6:922908` GRW INDEX ADML	TRIM	−$5.5M	−3,592	$45.1M	$39.5M	179,491	175,899
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$982K	+1,357	$40.3M	$39.4M	58,895	60,252
position key `cusip:14949P208` · issuer key `cusip6:14949P` INTL VAL INSTL	TRIM	−$5.2M	−147,701	$42.6M	$37.4M	1,812,500	1,664,799
position key `cusip:48121L841` · issuer key `cusip6:48121L` LARGE CAP GWT R6	TRIM	−$5.2M	−21,698	$40.7M	$35.5M	470,374	448,676
position key `cusip:922908686` · issuer key `cusip6:922908` SMCP INDEX ADM	TRIM	−$419K	−7,482	$34.2M	$33.8M	276,501	269,019
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$4.6M	−2,288	$36.6M	$32.0M	77,304	75,016
position key `cusip:262028731` · issuer key `cusip6:262028` SMALL GW INSTL	TRIM	−$1.3M	−43,663	$33.1M	$31.7M	1,215,663	1,172,000
position key `cusip:87244W664` · issuer key `cusip6:87244W` NUVEEN CAP ID R6	ADD	+$1.7M	+36,626	$29.2M	$30.9M	1,044,854	1,081,480
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$3.1M	−1,553	$32.9M	$29.7M	104,983	103,430
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.6M	+2,569	$31.6M	$29.0M	136,873	139,442
position key `cusip:904504842` · issuer key `cusip6:904504` BEHAVIORAL VLU L	TRIM	+$315K	−6,171	$27.9M	$28.2M	356,035	349,864
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$3.4M	−452	$30.9M	$27.5M	89,249	88,797
position key `cusip:808509442` · issuer key `cusip6:808509` FDL USLCOIDX I	ADD	+$5.6M	+154,294	$20.7M	$26.4M	646,070	800,364
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.9M	+1,478	$28.5M	$25.5M	43,127	44,605
position key `pos:10264` · issuer key `iss:787` COM	TRIM	+$776K	−21,500	$23.2M	$24.0M	1,201,278	1,179,778
position key `cusip:52106N459` · issuer key `cusip6:52106N` GBL INFRA INST	ADD	+$3.0M	+89,896	$20.9M	$23.9M	1,148,061	1,237,957
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	ADD	+$898K	+2,542	$22.4M	$23.3M	106,535	109,077
position key `cusip:922908678` · issuer key `cusip6:922908` VALU INDEX ADM	TRIM	+$358K	−3,485	$22.8M	$23.2M	306,135	302,650
position key `cusip:47803W406` · issuer key `cusip6:47803W` DISC VAL MCP I	ADD	+$1.5M	+45,299	$18.6M	$20.1M	678,907	724,206
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$2.0M	−444	$21.3M	$19.3M	67,816	67,372
position key `sid:sec:prov:c2f1fad762496c507e08522dc2fbf29a` · issuer key `cusip6:26923N` APPLIED FINA VAL	ADD	+$817K	+38,169	$14.1M	$14.9M	318,023	356,192
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	ADD	+$6.0M	+267,315	$8.2M	$14.2M	365,050	632,365
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$869K	+1,486	$15.0M	$14.1M	46,545	48,031
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$2.3M	−455	$16.3M	$14.0M	28,564	28,109
position key `cusip:577125867` · issuer key `cusip6:577125` EMRG MKTS INSTIT	TRIM	+$63.7K	−8,578	$13.5M	$13.6M	525,897	517,319
position key `cusip:4812C2288` · issuer key `cusip6:4812C2` MID CAP GWH R6	TRIM	−$2.1M	−25,752	$15.4M	$13.3M	298,437	272,685
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$1.9M	+268	$14.7M	$12.8M	13,647	13,915
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$128K	−1,733	$12.7M	$12.8M	10,412	8,679
position key `cusip:461418444` · issuer key `cusip6:461418` WCM FCS GW INSTL	ADD	+$4.6M	+192,755	$7.7M	$12.3M	308,948	501,703
position key `cusip:921937694` · issuer key `cusip6:921937` MC VAL IDX ADM S	TRIM	−$1.1M	−16,435	$13.1M	$12.1M	142,746	126,311
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$2.2M	+512	$13.6M	$11.4M	30,244	30,756
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$193K	+1,496	$10.8M	$10.6M	47,086	48,582
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$2.4M	−4,636	$7.7M	$10.1M	64,252	59,616
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$142K	+282	$10.0M	$10.1M	103,767	104,049
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$1.7M	+17,225	$8.3M	$9.9M	92,556	109,781
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$445K	+2,139	$9.4M	$9.8M	100,116	102,255
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$1.1M	+1,371	$10.7M	$9.7M	30,643	32,014
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$666K	−403	$10.1M	$9.5M	20,156	19,753
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$3.2M	+4,865	$6.2M	$9.4M	40,623	45,488
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$2.5M	+12,897	$6.9M	$9.4M	65,215	78,112
position key `cusip:47803U640` · issuer key `cusip6:47803U` DSPLN VAL FD I	ADD	+$504K	+13,775	$8.9M	$9.4M	358,332	372,107
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	ADD	+$828K	+168	$8.5M	$9.3M	28,084	28,252
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$443K	−6,585	$9.3M	$8.9M	120,820	114,235
position key `cusip:921908604` · issuer key `cusip6:921908` DIV GRW FD	TRIM	−$4.3M	−95,008	$13.1M	$8.8M	399,917	304,909
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$232K	+466	$8.7M	$8.5M	25,338	25,804
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	−$907K	−10,481	$9.1M	$8.2M	44,145	33,664
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	TRIM	+$45.5K	−370	$8.2M	$8.2M	84,862	84,492
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.6M	−1,640	$6.5M	$8.1M	25,408	23,768
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.2M	+190	$6.8M	$8.0M	7,862	8,052
position key `cusip:922908728` · issuer key `cusip6:922908` TOT STKIDX ADM	ADD	−$337K	+88	$8.2M	$7.9M	50,304	50,392
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$2.2M	+18,057	$5.5M	$7.7M	135,182	153,239
position key `cusip:92647K309` · issuer key `cusip6:92647K` TRIVALENT SMCP I	TRIM	−$1.5M	−86,760	$9.2M	$7.6M	460,805	374,045
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$573K	−324	$8.2M	$7.6M	60,505	60,181
position key `cusip:38144N593` · issuer key `cusip6:38144N` INTL SCINS INSTL	TRIM	−$1.7M	−115,234	$8.9M	$7.3M	551,998	436,764
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$688K	−326	$6.3M	$7.0M	56,635	56,309
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$1.9M	+1,511	$8.6M	$6.7M	44,372	45,883
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$276K	+147	$6.4M	$6.7M	41,494	41,641
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$4.3M	+60,035	$2.4M	$6.6M	34,983	95,018
position key `sid:sec:prov:98416cf980d0faa055e1c11418857ca2` · issuer key `cusip6:46641Q` INTRNL RES EQT	NEW	+$6.3M	+83,493	$0	$6.3M	—	83,493
position key `pos:16286` · issuer key `iss:1862` COM	ADD	−$628K	+83	$6.9M	$6.3M	8,524	8,607
position key `cusip:0075W0759` · issuer key `cusip6:0075W0` EDGWD GRW INST	TRIM	−$2.5M	−49,158	$8.4M	$6.0M	267,511	218,353
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$493K	+5,431	$5.5M	$6.0M	82,822	88,253
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$1.1M	+576	$7.1M	$5.9M	23,837	24,413
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$475K	+1,072	$5.2M	$5.7M	28,233	29,305
position key `pos:13363` · issuer key `iss:1393` COM	ADD	+$379K	+1,897	$5.2M	$5.6M	24,971	26,868
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$741K	−319	$4.6M	$5.4M	16,183	15,864
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$756K	+3,714	$4.6M	$5.4M	28,691	32,405
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$728K	−816	$6.1M	$5.3M	110,192	109,376
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$364K	+105	$5.0M	$5.3M	6,054	6,159
position key `pos:13325` · issuer key `iss:1511` COM	TRIM	+$1.1M	−353	$4.2M	$5.2M	9,911	9,558
position key `pos:11671` · issuer key `iss:122` COM	TRIM	−$576K	−2,853	$5.7M	$5.1M	17,419	14,566
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$304K	−1,408	$4.7M	$5.0M	66,952	65,544
position key `cusip:921921300` · issuer key `cusip6:921921` EQTY INCM ADML	TRIM	−$27.1K	−741	$5.0M	$4.9M	53,541	52,800
position key `pos:11479` · issuer key `iss:2017` ACT	TRIM	+$1.3M	−166	$3.5M	$4.8M	53,051	52,885
position key `cusip:314172560` · issuer key `cusip6:314172` FH STRA DVD IS	TRIM	+$158K	−32,651	$4.6M	$4.7M	712,392	679,741
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	TRIM	+$311K	−12	$4.3M	$4.6M	30,471	30,459
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$909K	−789	$5.4M	$4.5M	47,878	47,089
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$106K	+294	$4.4M	$4.5M	17,800	18,094
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$199K	+1	$4.6M	$4.4M	13,770	13,771
position key `cusip:63868B658` · issuer key `cusip6:63868B` GNSCG INST SVC	TRIM	−$627K	−5,458	$5.0M	$4.3M	64,388	58,930
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$366K	+268	$4.0M	$4.3M	27,555	27,823
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$72.8K	+1,467	$4.3M	$4.2M	24,242	25,709
position key `sid:sec:prov:6853ffc9b87b8b7c3b517553fc23dadd` · issuer key `cusip6:61774R` EATON VANCE INCO	TRIM	−$239K	−3,469	$4.5M	$4.2M	88,440	84,971

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 88

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `cusip:315911750` · issuer key `cusip6:315911` 500 INDEX FUND	NO CHANGE	−$179K	$4.1M	$3.9M	17,321	17,321
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	NO CHANGE	−$289K	$2.8M	$2.5M	5,666	5,666
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$58.2K	$1.8M	$1.9M	12,714	12,714
position key `cusip:413838574` · issuer key `cusip6:413838` OAKMARK INTL R6	NO CHANGE	−$121K	$1.9M	$1.8M	58,580	58,580
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	NO CHANGE	+$23.5K	$1.5M	$1.5M	5,912	5,912
position key `pos:18104` · issuer key `iss:233` COM	NO CHANGE	+$32.5K	$1.5M	$1.5M	12,788	12,788
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$37.6K	$1.5M	$1.5M	6,895	6,895
position key `cusip:921936209` · issuer key `cusip6:921936` ADMIRAL SHARES	NO CHANGE	−$36.9K	$1.3M	$1.3M	7,249	7,249
position key `sid:sec:prov:1aed9ca78d3df286f4f6c0e3c6564c86` · issuer key `cusip6:74347X` ULTRAPRO QQQ	NO CHANGE	−$288K	$1.4M	$1.1M	26,080	26,080
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	NO CHANGE	−$23.2K	$1.1M	$1.1M	4,913	4,913
position key `cusip:32008F507` · issuer key `cusip6:32008F` GLOBAL FD CL A	NO CHANGE	+$17.3K	$999K	$1.0M	12,417	12,417
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$79.0K	$1.1M	$984K	1,410	1,410
position key `sid:sec:prov:ce2cc81e1acee5600d9def01bcd1b646` · issuer key `cusip6:25459Y` NASDAQ 100 EQ WT	NO CHANGE	−$36.4K	$985K	$949K	9,627	9,627
position key `cusip:316071109` · issuer key `cusip6:316071` COM	NO CHANGE	−$52.2K	$946K	$894K	38,925	38,925
position key `cusip:885215194` · issuer key `cusip6:885215` STRAT INC FD I	NO CHANGE	−$10.3K	$856K	$846K	73,782	73,782
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$85.8K	$724K	$810K	26,394	26,394
position key `pos:12940` · issuer key `iss:1567` COM	NO CHANGE	−$59.9K	$755K	$695K	10,820	10,820
position key `cusip:921943866` · issuer key `cusip6:921943` CAP APPREC ADM	NO CHANGE	−$30.9K	$718K	$687K	2,041	2,041
position key `cusip:77954Q403` · issuer key `cusip6:77954Q` BLUE CHIP GW I	NO CHANGE	−$84.3K	$753K	$668K	3,551	3,551
position key `cusip:921913208` · issuer key `cusip6:921913` GR&INCOME ADML	NO CHANGE	−$34.2K	$684K	$649K	6,234	6,234
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$58.1K	$705K	$647K	6,607	6,607
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$56.2K	$682K	$626K	5,534	5,534
position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$11.4K	$611K	$622K	17,000	17,000
position key `pos:16439` · issuer key `iss:520` COM	NO CHANGE	+$218K	$394K	$611K	4,495	4,495
position key `cusip:01877F534` · issuer key `cusip6:01877F` ABTXMG WLT ADV	NO CHANGE	−$10.1K	$602K	$592K	23,413	23,413
position key `pos:17863` · issuer key `iss:1147` COM	NO CHANGE	+$15.0K	$575K	$590K	2,856	2,856
position key `cusip:316389303` · issuer key `cusip6:316389` BLUE CHIP GWTH	NO CHANGE	−$44.9K	$632K	$587K	2,365	2,365
position key `cusip:87244W508` · issuer key `cusip6:87244W` NUVEEN EQ IDX R6	NO CHANGE	−$24.1K	$610K	$586K	13,013	13,013
position key `sid:sec:prov:dcb129863f57585cb4f5cddb7aa4e9a7` · issuer key `cusip6:00162Q` INTL SEC DV DOG	NO CHANGE	+$42.8K	$533K	$576K	13,833	13,833
position key `pos:17806` · issuer key `iss:1012` S&P SML 600 GWT	NO CHANGE	+$14.0K	$558K	$572K	3,952	3,952
position key `cusip:92204A793` · issuer key `cusip6:92204A` INFOTEC IND AD	NO CHANGE	−$45.0K	$609K	$564K	1,578	1,578
position key `cusip:552983694` · issuer key `cusip6:552983` VALUE FD CL I	NO CHANGE	+$2.5K	$540K	$543K	10,724	10,724
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	NO CHANGE	+$19.5K	$501K	$520K	2,824	2,824
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	NO CHANGE	+$13.7K	$503K	$517K	2,636	2,636
position key `pos:13088` · issuer key `iss:1633` US LCAP VA ETF	NO CHANGE	+$14.9K	$497K	$512K	16,779	16,779
position key `sid:sec:prov:1f766917c49f48b25a895b68b313209c` · issuer key `cusip6:02072L` STRIVE 500 ETF	NO CHANGE	−$25.4K	$529K	$504K	12,000	12,000
position key `sid:sec:prov:792b1f7a824d0fb1533023f99def09d0` · issuer key `cusip6:987184` COM	NO CHANGE	−$22.4K	$512K	$490K	16,092	16,092
position key `pos:12545` · issuer key `iss:715` COM	NO CHANGE	−$11.1K	$499K	$488K	29,183	29,183
position key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `cusip6:92206C` VNG RUS1000IDX	NO CHANGE	−$22.9K	$509K	$486K	1,646	1,646
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	NO CHANGE	−$27.5K	$510K	$482K	1,771	1,771
position key `cusip:399874825` · issuer key `cusip6:399874` CL F2 SHS	NO CHANGE	−$40.7K	$507K	$466K	6,329	6,329
position key `cusip:779552306` · issuer key `cusip6:779552` EQ MK INDEX FD	NO CHANGE	−$18.9K	$481K	$462K	6,759	6,759
position key `cusip:922038500` · issuer key `cusip6:922038` CAPTL OPP ADM	NO CHANGE	−$14.4K	$460K	$446K	2,121	2,121
position key `pos:16990` · issuer key `iss:1012` SP SMCP600VL ETF	NO CHANGE	+$16.6K	$400K	$417K	3,518	3,518
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	NO CHANGE	+$13.3K	$400K	$414K	2,839	2,839
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	NO CHANGE	−$1.8K	$410K	$408K	1,931	1,931
position key `pos:17416` · issuer key `iss:1000` S&P500 EQL TEC	NO CHANGE	−$2.3K	$410K	$407K	9,000	9,000
position key `cusip:704329739` · issuer key `cusip6:704329` GROWTH & INCM	NO CHANGE	+$1.2K	$403K	$404K	23,748	23,748
position key `cusip:939330825` · issuer key `cusip6:939330` CL F-2 SHS	NO CHANGE	−$14.4K	$414K	$399K	6,357	6,357
position key `pos:14516` · issuer key `iss:1643` COM	NO CHANGE	+$34.1K	$339K	$373K	3,836	3,836
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$8.4K	$380K	$372K	2,686	2,686
position key `pos:15631` · issuer key `iss:1841` COM	NO CHANGE	−$10.1K	$376K	$366K	10,047	10,047
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	NO CHANGE	−$42.7K	$399K	$357K	12,244	12,244
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	NO CHANGE	+$10.2K	$346K	$356K	14,386	14,386
position key `cusip:4812C0530` · issuer key `cusip6:4812C0` LRG CAP GROWTH I	NO CHANGE	−$31.5K	$368K	$337K	4,500	4,500
position key `cusip:63872T828` · issuer key `cusip6:63872T` VN MID CP Y	NO CHANGE	+$8.4K	$325K	$333K	17,100	17,100
position key `cusip:921909503` · issuer key `cusip6:921909` GROWTH PTFL	NO CHANGE	−$4.3K	$333K	$328K	6,558	6,558
position key `cusip:09661L203` · issuer key `cusip6:09661L` INTL STOCK IDX I	NO CHANGE	+$2.3K	$321K	$324K	13,495	13,495
position key `pos:17814` · issuer key `iss:1981` US MIDCAP FUND	NO CHANGE	+$2.0K	$314K	$316K	4,698	4,698
position key `pos:10955` · issuer key `iss:1000` S&P MDCP MOMNTUM	NO CHANGE	+$14.2K	$299K	$313K	2,161	2,161
position key `cusip:741479406` · issuer key `cusip6:741479` FD CL I	NO CHANGE	−$39.3K	$350K	$311K	3,236	3,236
position key `cusip:885215566` · issuer key `cusip6:885215` GLOBAL VALUE I	NO CHANGE	+$9.0K	$293K	$302K	8,670	8,670
position key `cusip:411512528` · issuer key `cusip6:411512` CP APPRE RTRMT	NO CHANGE	−$36.7K	$336K	$299K	2,867	2,867
position key `pos:14358` · issuer key `iss:1860` COM	NO CHANGE	+$74.7K	$221K	$296K	6,560	6,560
position key `cusip:32008F200` · issuer key `cusip6:32008F` OVERSEAS FD I	NO CHANGE	+$10.6K	$278K	$289K	8,875	8,875
position key `pos:11527` · issuer key `iss:381` COM	NO CHANGE	+$45.2K	$242K	$287K	2,640	2,640
position key `sid:sec:prov:cac795d63677f8d041e9bf0f81990d73` · issuer key `cusip6:46429B` MSCI EAFE MIN VL	NO CHANGE	+$16.0K	$270K	$286K	3,131	3,131
position key `cusip:921910501` · issuer key `cusip6:921910` INTL GR FD ADM	NO CHANGE	−$15.1K	$295K	$280K	2,587	2,587
position key `cusip:471023804` · issuer key `cusip6:471023` ENTRPIRSE FD T	NO CHANGE	−$17.2K	$287K	$270K	2,062	2,062
position key `sid:sec:prov:38120907daab4dc455ed976e2530818e` · issuer key `cusip6:032108` BLOCKCHAIN TECHN	NO CHANGE	−$37.5K	$302K	$264K	5,303	5,303
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$12.2K	$266K	$254K	3,319	3,319
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	NO CHANGE	−$23.7K	$271K	$247K	2,270	2,270
position key `cusip:317609295` · issuer key `cusip6:317609` OS G&INC INSTL	NO CHANGE	+$7.2K	$232K	$239K	15,612	15,612
position key `cusip:256206103` · issuer key `cusip6:256206` INTL STK I	NO CHANGE	+$1.7K	$235K	$236K	14,250	14,250
position key `cusip:023375827` · issuer key `cusip6:023375` SHS CL F-2	NO CHANGE	−$21.9K	$257K	$235K	5,481	5,481
position key `sid:sec:prov:d8e584de0fcc7e9d15920d415f49dc36` · issuer key `cusip6:31609A` ENHANCED MID	NO CHANGE	−$2.7K	$236K	$234K	6,500	6,500
position key `cusip:649280823` · issuer key `cusip6:649280` CL F-2 SHS	NO CHANGE	−$3.5K	$231K	$227K	2,486	2,486
position key `cusip:316200302` · issuer key `cusip6:316200` NEW MILLENIUM	NO CHANGE	−$7.4K	$233K	$225K	3,467	3,467
position key `cusip:315911727` · issuer key `cusip6:315911` INTL IDX FD	NO CHANGE	+$2.1K	$223K	$225K	3,668	3,668
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	NO CHANGE	+$8.9K	$216K	$225K	3,023	3,023
position key `cusip:52469H784` · issuer key `cusip6:52469H` CLRBRG LGCP GW I	NO CHANGE	−$23.2K	$243K	$220K	3,286	3,286
position key `cusip:921938106` · issuer key `cusip6:921938` COM	NO CHANGE	−$1.5K	$220K	$219K	8,647	8,647
position key `cusip:648018109` · issuer key `cusip6:648018` COM	NO CHANGE	−$12.2K	$230K	$218K	3,262	3,262
position key `sid:sec:prov:2e9a344d49994cb73de3cb76a1e17c2f` · issuer key `cusip6:080694` UNIT RP LTD LB A	NO CHANGE	−$48.0K	$264K	$216K	4,060	4,060
position key `cusip:74440B884` · issuer key `cusip6:74440B` PGIM TR BD CL R6	NO CHANGE	−$2.3K	$216K	$214K	17,724	17,724
position key `cusip:19766M840` · issuer key `cusip6:19766M` DIVIDEND INCM I3	NO CHANGE	+$5.7K	$202K	$208K	5,443	5,443
position key `pos:15542` · issuer key `iss:902` COM	NO CHANGE	−$51.9K	$241K	$189K	12,817	12,817
position key `cusip:682736103` · issuer key `cusip6:682736` ADR	NO CHANGE	+$8.7K	$62.9K	$71.6K	13,604	13,604

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 569 issuers · $2.8B disclosed value over 928 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

16 positions · 21 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · 500INDEX ADMIR CUSIP 922908710 src ↗	$76.4M	126,779
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$47.7M	79,846
VANGUARD INDEX FDS · MDCAP INDX ADM CUSIP 922908645 src ↗	$39.0M	109,761
VANGUARD INDEX FDS · GRW INDEX ADML CUSIP 922908660 src ↗	$38.5M	171,422
VANGUARD INDEX FDS · SMCP INDEX ADM CUSIP 922908686 src ↗	$33.1M	264,001
VANGUARD INDEX FDS · VALU INDEX ADM CUSIP 922908678 src ↗	$22.5M	294,205
VANGUARD INDEX FDS · TOT STKIDX ADM CUSIP 922908728 src ↗	$7.9M	50,392
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$4.4M	13,771
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$2.5M	5,666
VANGUARD INDEX FDS · EXTN MKT ADMIR CUSIP 922908694 src ↗	$2.2M	13,933
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$1.8M	8,697
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$1.5M	5,912
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$1.5M	6,895
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.2M	4,133
VANGUARD INDEX FDS · GRW INDEX ADML CUSIP 922908660 src ↗	$1.0M	4,477
VANGUARD INDEX FDS · VALU INDEX ADM CUSIP 922908678 src ↗	$647K	8,445
VANGUARD INDEX FDS · SMCP INDEX ADM CUSIP 922908686 src ↗	$630K	5,018
VANGUARD INDEX FDS · MDCAP INDX ADM CUSIP 922908645 src ↗	$581K	1,632
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$520K	2,824
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$517K	2,636
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$58.0K	97

ticker not yet mapped

$284M

1,180,542

10.0%

—

VANGUARD INSTL INDEX FD

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INSTL INDEX FD, as it reported them
VANGUARD INSTL INDEX FD · SH BEN INT CUSIP 922040100 src ↗	$197M	376,137
VANGUARD INSTL INDEX FD · SH BEN INT CUSIP 922040100 src ↗	$694K	1,327

ticker not yet mapped

$197M

377,464

7.0%

—

ISHARES TR

22 positions · 26 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$39.1M	59,815
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$32.0M	75,016
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$23.0M	107,862
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$10.1M	104,049
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$9.1M	27,699
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$8.2M	84,309
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$6.0M	88,253
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$4.6M	30,459
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.5M	18,094
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.8M	49,076
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$2.7M	7,448
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$2.2M	17,686
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$1.7M	16,804
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$1.3M	9,541
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.1M	8,446
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$750K	2,389
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$626K	5,534
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$572K	3,952
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$448K	2,362
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$417K	3,518
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$414K	2,839
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$408K	1,931
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$285K	437
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$260K	1,215
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$182K	553
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$17.8K	183

ticker not yet mapped

$153M

729,470

5.4%

—

TIAA-CREF FUND

3 positions · 5 reported rows

Rows FULTON BANK, N.A. reported for TIAA-CREF FUND, as it reported them
TIAA-CREF FUND · NUVEEN INDEX R6 CUSIP 87244W680 src ↗	$62.8M	915,433
TIAA-CREF FUND · NUVEEN CAP ID R6 CUSIP 87244W664 src ↗	$30.7M	1,076,475
TIAA-CREF FUND · NUVEEN EQ IDX R6 CUSIP 87244W508 src ↗	$586K	13,013
TIAA-CREF FUND · NUVEEN INDEX R6 CUSIP 87244W680 src ↗	$287K	4,186
TIAA-CREF FUND · NUVEEN CAP ID R6 CUSIP 87244W664 src ↗	$143K	5,005

ticker not yet mapped

$94.5M

2,014,112

3.3%

—

GOLDMAN SACHS TR II

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for GOLDMAN SACHS TR II, as it reported them
GOLDMAN SACHS TR II · GQG PRTNR INST CUSIP 38147N293 src ↗	$88.3M	3,751,832
GOLDMAN SACHS TR II · GQG PRTNR INST CUSIP 38147N293 src ↗	$950K	40,372

ticker not yet mapped

$89.3M

3,792,204

3.1%

—

T ROWE PRICE EQUITY FUNDS IN

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for T ROWE PRICE EQUITY FUNDS IN, as it reported them
T ROWE PRICE EQUITY FUNDS IN · T ROWE LARG CP I CUSIP 45775L408 src ↗	$79.6M	1,058,290
T ROWE PRICE EQUITY FUNDS IN · T ROWE LARG CP I CUSIP 45775L408 src ↗	$474K	6,305

ticker not yet mapped

$80.1M

1,064,595

2.8%

—

WORLD FDS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for WORLD FDS TR, as it reported them
WORLD FDS TR · APPLIED FIN INST CUSIP 98148J188 src ↗	$71.9M	3,129,363
WORLD FDS TR · APPLIED FIN INST CUSIP 98148J188 src ↗	$352K	15,336

ticker not yet mapped

$72.3M

3,144,699

2.5%

—

SMEAD FDS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for SMEAD FDS TR, as it reported them
SMEAD FDS TR · VALUE FD Y CUSIP 83178C709 src ↗	$69.9M	787,842
SMEAD FDS TR · VALUE FD Y CUSIP 83178C709 src ↗	$832K	9,375

ticker not yet mapped

$70.7M

797,217

2.5%

—

JPMORGAN TR I

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JPMORGAN TR I, as it reported them
JPMORGAN TR I · GROWTH ADVNTG I CUSIP 4812A3718 src ↗	$70.1M	1,833,175
JPMORGAN TR I · GROWTH ADVNTG I CUSIP 4812A3718 src ↗	$459K	12,018

ticker not yet mapped

$70.5M

1,845,193

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$68.7M	270,623
APPLE INC · COM CUSIP — src ↗	$873K	3,438

$69.6M

274,061

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$57.2M	328,187
NVIDIA CORPORATION · COM CUSIP — src ↗	$1.3M	7,172

$58.5M

335,359

2.1%

—

PRINCIPAL FDS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PRINCIPAL FDS INC, as it reported them
PRINCIPAL FDS INC · MIDCAP FD R6 CUSIP 74256W584 src ↗	$52.1M	1,365,307
PRINCIPAL FDS INC · MIDCAP FD R6 CUSIP 74256W584 src ↗	$1.1M	27,539

ticker not yet mapped

$53.2M

1,392,846

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$29.4M	102,376
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$19.1M	66,618
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$303K	1,054
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$216K	754

$49.1M

170,802

1.7%

—

VANGUARD TAX-MANAGED FDS

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD TAX-MANAGED FDS, as it reported them
VANGUARD TAX-MANAGED FDS · DEV MKTS ADMR CUSIP 921943809 src ↗	$39.7M	1,933,219
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$2.9M	44,720
VANGUARD TAX-MANAGED FDS · DEV MKTS ADMR CUSIP 921943809 src ↗	$827K	40,269
VANGUARD TAX-MANAGED FDS · CAP APPREC ADM CUSIP 921943866 src ↗	$687K	2,041

ticker not yet mapped

$44.1M

2,020,249

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$43.1M	116,559
MICROSOFT CORP · COM CUSIP — src ↗	$549K	1,483

$43.7M

118,042

1.5%

—

ADVISORS INNER CIRCLE FD III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ADVISORS INNER CIRCLE FD III, as it reported them
ADVISORS INNER CIRCLE FD III · GQG PRTN INSTL CUSIP 00771X419 src ↗	$39.9M	2,195,429
ADVISORS INNER CIRCLE FD III · GQG PRTN INSTL CUSIP 00771X419 src ↗	$427K	23,448

ticker not yet mapped

$40.4M

2,218,877

1.4%

—

DIMENSIONAL ETF TRUST

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$38.9M	1,058,100
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$814K	22,149

ticker not yet mapped

$39.7M

1,080,249

1.4%

—

CAUSEWAY CAP MGMT TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CAUSEWAY CAP MGMT TR, as it reported them
CAUSEWAY CAP MGMT TR · INTL VAL INSTL CUSIP 14949P208 src ↗	$37.2M	1,658,531
CAUSEWAY CAP MGMT TR · INTL VAL INSTL CUSIP 14949P208 src ↗	$141K	6,268

ticker not yet mapped

$37.4M

1,664,799

1.3%

—

JPMORGAN TR I · LARGE CAP GWT R6 CUSIP 48121L841
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$35.5M

448,676

1.3%

—

SCHWAB CAP TR

4 positions · 5 reported rows

Rows FULTON BANK, N.A. reported for SCHWAB CAP TR, as it reported them
SCHWAB CAP TR · FDL USLCOIDX I CUSIP 808509442 src ↗	$26.2M	796,694
SCHWAB CAP TR · FDLINT LCIDX I CUSIP 808509376 src ↗	$3.4M	224,974
SCHWAB CAP TR · INTL INDEX SLC CUSIP 808509830 src ↗	$1.4M	49,867
SCHWAB CAP TR · S&P 500IDX SEL CUSIP 808509855 src ↗	$595K	35,483
SCHWAB CAP TR · FDL USLCOIDX I CUSIP 808509442 src ↗	$121K	3,670

ticker not yet mapped

$31.8M

1,110,688

1.1%

—

DRIEHAUS MUT FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DRIEHAUS MUT FDS, as it reported them
DRIEHAUS MUT FDS · SMALL GW INSTL CUSIP 262028731 src ↗	$31.4M	1,159,364
DRIEHAUS MUT FDS · SMALL GW INSTL CUSIP 262028731 src ↗	$342K	12,636

ticker not yet mapped

$31.7M

1,172,000

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$28.7M	137,587
AMAZON COM INC · COM CUSIP — src ↗	$386K	1,855

$29.0M

139,442

1.0%

—

UNDISCOVERED MANAGERS FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for UNDISCOVERED MANAGERS FDS, as it reported them
UNDISCOVERED MANAGERS FDS · BEHAVIORAL VLU L CUSIP 904504842 src ↗	$27.9M	346,267
UNDISCOVERED MANAGERS FDS · BEHAVIORAL VLU L CUSIP 904504842 src ↗	$290K	3,597

ticker not yet mapped

$28.2M

349,864

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$27.2M	87,788
BROADCOM INC · COM CUSIP — src ↗	$312K	1,009

$27.5M

88,797

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$25.2M	44,056
META PLATFORMS INC · CL A CUSIP — src ↗	$314K	549

$25.5M

44,605

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FULTON FINL CORP PA · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$24.0M

1,179,778

0.8%

—

LAZARD FDS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LAZARD FDS INC, as it reported them
LAZARD FDS INC · GBL INFRA INST CUSIP 52106N459 src ↗	$23.2M	1,201,407
LAZARD FDS INC · GBL INFRA INST CUSIP 52106N459 src ↗	$705K	36,550

ticker not yet mapped

$23.9M

1,237,957

0.8%

—

JOHN HANCOCK FDS III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHN HANCOCK FDS III, as it reported them
JOHN HANCOCK FDS III · DISC VAL MCP I CUSIP 47803W406 src ↗	$19.6M	705,818
JOHN HANCOCK FDS III · DISC VAL MCP I CUSIP 47803W406 src ↗	$511K	18,388

ticker not yet mapped

$20.1M

724,206

0.7%

—

VANGUARD BD INDEX FDS

5 positions · 7 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · MC VAL IDX ADM S CUSIP 921937694 src ↗	$11.7M	122,584
VANGUARD BD INDEX FDS · SMCP VAL IDX ADM CUSIP 921937686 src ↗	$2.7M	28,422
VANGUARD BD INDEX FDS · MDCP GWT IDX ADM CUSIP 921937728 src ↗	$1.1M	9,975
VANGUARD BD INDEX FDS · SC GWTH IDX ADM CUSIP 921937710 src ↗	$1.1M	9,921
VANGUARD BD INDEX FDS · FTSE AL WL ADM S CUSIP 921937736 src ↗	$361K	7,771
VANGUARD BD INDEX FDS · MC VAL IDX ADM S CUSIP 921937694 src ↗	$356K	3,727
VANGUARD BD INDEX FDS · SC GWTH IDX ADM CUSIP 921937710 src ↗	$6.1K	57

ticker not yet mapped

$17.2M

182,457

0.6%

—

ETF OPPORTUNITIES TRUST · APPLIED FINA VAL CUSIP 26923N405
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$14.9M

356,192

0.5%

—

ISHARES TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$14.0M	623,718
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$194K	8,647

ticker not yet mapped

$14.2M

632,365

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$13.9M	47,307
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$213K	724

$14.1M

48,031

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$14.0M	27,964
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$72.5K	145

$14.0M

28,109

0.5%

—

MATTHEWS ASIA FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MATTHEWS ASIA FDS, as it reported them
MATTHEWS ASIA FDS · EMRG MKTS INSTIT CUSIP 577125867 src ↗	$13.6M	516,488
MATTHEWS ASIA FDS · EMRG MKTS INSTIT CUSIP 577125867 src ↗	$21.9K	831

ticker not yet mapped

$13.6M

517,319

0.5%

—

JPMORGAN TR II · MID CAP GWH R6 CUSIP 4812C2288
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$13.3M

272,685

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$12.7M	13,815
ELI LILLY & CO · COM CUSIP — src ↗	$92.0K	100

$12.8M

13,915

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$12.7M	8,655
KLA CORP · COM NEW CUSIP — src ↗	$35.3K	24

$12.8M

8,679

0.5%

—

INVESTMENT MANAGERS SER TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for INVESTMENT MANAGERS SER TR, as it reported them
INVESTMENT MANAGERS SER TR · WCM FCS GW INSTL CUSIP 461418444 src ↗	$12.3M	499,735
INVESTMENT MANAGERS SER TR · WCM FCS GW INSTL CUSIP 461418444 src ↗	$48.4K	1,968

ticker not yet mapped

$12.3M

501,703

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$11.3M	30,413
TESLA INC · COM CUSIP — src ↗	$128K	343

$11.4M

30,756

0.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$9.9M	109,781
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$916K	4,773

ticker not yet mapped

$10.9M

114,554

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$10.4M	47,918
ABBVIE INC · COM CUSIP — src ↗	$144K	664

$10.6M

48,582

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$10.1M	59,524
EXXON MOBIL CORP · COM CUSIP — src ↗	$15.6K	92

$10.1M

59,616

0.4%

—

VANGUARD SPECIALIZED FUNDS

2 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD SPECIALIZED FUNDS, as it reported them
VANGUARD SPECIALIZED FUNDS · DIV GRW FD CUSIP 921908604 src ↗	$8.8M	303,326
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$1.1M	4,913
VANGUARD SPECIALIZED FUNDS · DIV GRW FD CUSIP 921908604 src ↗	$45.9K	1,583

ticker not yet mapped

$9.9M

309,822

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$9.7M	101,325
NETFLIX INC. · COM CUSIP — src ↗	$89.4K	930

$9.8M

102,255

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$9.5M	31,424
VISA INC · COM CL A CUSIP — src ↗	$178K	590

$9.7M

32,014

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$9.5M

19,753

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$9.4M	45,402
CHEVRON CORPORATION · COM CUSIP — src ↗	$17.8K	86

$9.4M

45,488

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$9.3M	77,688
MERCK & CO INC · COM CUSIP — src ↗	$51.0K	424

$9.4M

78,112

0.3%

—

JOHN HANCOCK FDS III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHN HANCOCK FDS III, as it reported them
JOHN HANCOCK FDS III · DSPLN VAL FD I CUSIP 47803U640 src ↗	$9.3M	371,424
JOHN HANCOCK FDS III · DSPLN VAL FD I CUSIP 47803U640 src ↗	$17.2K	683

ticker not yet mapped

$9.4M

372,107

0.3%

—

J P MORGAN EXCHANGE TRADED F

2 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$6.2M	82,460
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$2.6M	50,490
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$78.2K	1,033

ticker not yet mapped

$8.9M

133,983

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$8.8M	113,677
CISCO SYS INC · COM CUSIP — src ↗	$43.3K	558

$8.9M

114,235

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$8.4M	25,457
HOME DEPOT INC · COM CUSIP — src ↗	$114K	347

$8.5M

25,804

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$8.2M	33,559
JOHNSON & JOHNSON · COM CUSIP — src ↗	$25.7K	105

$8.2M

33,664

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$8.0M	23,323
APPLIED MATLS INC · COM CUSIP — src ↗	$152K	445

$8.1M

23,768

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$7.9M	7,975
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$76.7K	77

$8.0M

8,052

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VERIZON COMMUNICATIONS INC, as it reported them
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$7.7M	152,475
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$38.4K	764

$7.7M

153,239

0.3%

—

VICTORY PORTFOLIOS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VICTORY PORTFOLIOS, as it reported them
VICTORY PORTFOLIOS · TRIVALENT SMCP I CUSIP 92647K309 src ↗	$7.6M	372,163
VICTORY PORTFOLIOS · TRIVALENT SMCP I CUSIP 92647K309 src ↗	$38.4K	1,882

ticker not yet mapped

$7.6M

374,045

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$7.6M

60,181

0.3%

—

GOLDMAN SACHS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for GOLDMAN SACHS TR, as it reported them
GOLDMAN SACHS TR · INTL SCINS INSTL CUSIP 38144N593 src ↗	$7.2M	434,504
GOLDMAN SACHS TR · INTL SCINS INSTL CUSIP 38144N593 src ↗	$37.6K	2,260

ticker not yet mapped

$7.3M

436,764

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$7.0M	56,117
WALMART INC · COM CUSIP — src ↗	$23.9K	192

$7.0M

56,309

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$6.7M	45,308
ORACLE CORP · COM CUSIP — src ↗	$84.6K	575

$6.7M

45,883

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$6.6M	41,178
TJX COS INC NEW · COM CUSIP — src ↗	$73.9K	463

$6.7M

41,641

0.2%

—

ISHARES INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$6.6M	94,236
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$54.5K	782

ticker not yet mapped

$6.6M

95,018

0.2%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$3.3M	34,839
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$1.8M	16,595
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$707K	2,458
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$486K	1,646

ticker not yet mapped

$6.3M

55,538

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for UNITED RENTALS INC, as it reported them
UNITED RENTALS INC · COM CUSIP — src ↗	$6.1M	8,422
UNITED RENTALS INC · COM CUSIP — src ↗	$135K	185

$6.3M

8,607

0.2%

—

ADVISORS INNER CIRCLE FD

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ADVISORS INNER CIRCLE FD, as it reported them
ADVISORS INNER CIRCLE FD · EDGWD GRW INST CUSIP 0075W0759 src ↗	$5.9M	217,427
ADVISORS INNER CIRCLE FD · EDGWD GRW INST CUSIP 0075W0759 src ↗	$25.3K	926

ticker not yet mapped

$6.0M

218,353

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$5.9M	24,275
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$33.4K	138

$5.9M

24,413

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$5.6M	29,070
RTX CORPORATION · COM CUSIP — src ↗	$45.3K	235

$5.7M

29,305

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PNC FINL SVCS GROUP INC, as it reported them
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$5.6M	26,805
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$13.1K	63

$5.6M

26,868

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$5.3M	15,660
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$68.9K	204

$5.4M

15,864

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$5.3M	31,866
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$89.1K	539

$5.4M

32,405

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$5.3M	108,616
BANK AMERICA CORP · COM CUSIP — src ↗	$37.1K	760

$5.3M

109,376

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$5.2M	6,055
MCKESSON CORP · COM CUSIP — src ↗	$90.0K	104

$5.3M

6,159

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$5.2M	9,525
QUANTA SVCS INC · COM CUSIP — src ↗	$18.1K	33

$5.2M

9,558

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$5.1M	14,445
AMGEN INC · COM CUSIP — src ↗	$42.6K	121

$5.1M

14,566

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$4.9M	64,808
COCA COLA CO · COM CUSIP — src ↗	$56.0K	736

$5.0M

65,544

0.2%

—

VANGUARD FENWAY FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD FENWAY FDS, as it reported them
VANGUARD FENWAY FDS · EQTY INCM ADML CUSIP 921921300 src ↗	$4.7M	50,258
VANGUARD FENWAY FDS · EQTY INCM ADML CUSIP 921921300 src ↗	$238K	2,542

ticker not yet mapped

$4.9M

52,800

0.2%

—

TOTALENERGIES SE

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TOTALENERGIES SE, as it reported them
TOTALENERGIES SE · ACT CUSIP — src ↗	$4.8M	52,662
TOTALENERGIES SE · ACT CUSIP — src ↗	$20.3K	223

ticker not yet mapped

$4.8M

52,885

0.2%

—

FEDERATED HERMES EQUITY FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for FEDERATED HERMES EQUITY FDS, as it reported them
FEDERATED HERMES EQUITY FDS · FH STRA DVD IS CUSIP 314172560 src ↗	$4.7M	672,384
FEDERATED HERMES EQUITY FDS · FH STRA DVD IS CUSIP 314172560 src ↗	$51.0K	7,357

ticker not yet mapped

$4.7M

679,741

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · COM CUSIP — src ↗	$4.5M	46,373
DISNEY WALT CO · COM CUSIP — src ↗	$69.0K	716

$4.5M

47,089

0.2%

—

SELECT SECTOR SPDR TR

5 positions · 8 reported rows

Rows FULTON BANK, N.A. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$1.6M	31,528
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$933K	8,420
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$895K	14,610
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$820K	17,868
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$243K	2,228
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$38.2K	764
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$17.8K	290
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$4.6K	42

ticker not yet mapped

$4.5M

75,750

0.2%

—

NATIONWIDE MUT FDS NEW · GNSCG INST SVC CUSIP 63868B658
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.3M

58,930

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$4.3M	27,628
PEPSICO INC · COM CUSIP — src ↗	$30.3K	195

$4.3M

27,823

0.2%

—

VANGUARD STAR FDS

3 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD STAR FDS, as it reported them
VANGUARD STAR FDS · TL INT STK IDX CUSIP 921909818 src ↗	$2.9M	71,123
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$1.0M	13,408
VANGUARD STAR FDS · GROWTH PTFL CUSIP 921909503 src ↗	$328K	6,558

ticker not yet mapped

$4.3M

91,089

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MORGAN STANLEY, as it reported them
MORGAN STANLEY · COM NEW CUSIP — src ↗	$4.1M	25,044
MORGAN STANLEY · COM NEW CUSIP — src ↗	$109K	665

$4.2M

25,709

0.1%

—

MORGAN STANLEY ETF TRUST · EATON VANCE INCO CUSIP 61774R817
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.2M

84,971

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-24 +24d

src ↗

$4.2M

7,239

0.1%

—

FIDELITY CONCORD STR TR

2 positions · 2 reported rows

Rows FULTON BANK, N.A. reported for FIDELITY CONCORD STR TR, as it reported them
FIDELITY CONCORD STR TR · 500 INDEX FUND CUSIP 315911750 src ↗	$3.9M	17,321
FIDELITY CONCORD STR TR · INTL IDX FD CUSIP 315911727 src ↗	$225K	3,668

ticker not yet mapped

$4.2M

20,989

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CONOCOPHILLIPS, as it reported them
CONOCOPHILLIPS · COM CUSIP — src ↗	$4.0M	30,055
CONOCOPHILLIPS · COM CUSIP — src ↗	$79.1K	599

$4.0M

30,654

0.1%

—

TIDAL TRUST II · HILTON SMALL-MID CUSIP 88636J675
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$4.0M

147,832

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CUMMINS INC, as it reported them
CUMMINS INC · COM CUSIP — src ↗	$3.9M	7,182
CUMMINS INC · COM CUSIP — src ↗	$71.6K	133

$3.9M

7,315

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRSTENERGY CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for FIRSTENERGY CORP, as it reported them
FIRSTENERGY CORP · COM CUSIP — src ↗	$3.8M	74,468
FIRSTENERGY CORP · COM CUSIP — src ↗	$71.4K	1,410

$3.8M

75,878

0.1%

—

VANECK ETF TRUST · INTRMDT MUNI ETF CUSIP 92189H201
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$3.8M

82,161

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · COM CUSIP — src ↗	$3.7M	16,390
HONEYWELL INTL INC · COM CUSIP — src ↗	$106K	467

$3.8M

16,857

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$3.7M	17,352
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$35.7K	167

$3.7M

17,519

0.1%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · EMRGMKT IDX FD CUSIP 922042841 src ↗	$2.6M	58,712
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$803K	14,852
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$303K	4,039
VANGUARD INTL EQUITY INDEX F · EMRGMKT IDX FD CUSIP 922042841 src ↗	$23.5K	528

ticker not yet mapped

$3.7M

78,131

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$3.7M	15,548
LOWES COS INC · COM CUSIP — src ↗	$16.1K	68

$3.7M

15,616

0.1%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-24 +24d

src ↗

ticker not yet mapped

$3.6M

71,349

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ARISTA NETWORKS INC, as it reported them
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$3.5M	28,794
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$17.6K	143

$3.6M

28,937

0.1%

—

HARDING LOEVNER FDS INC

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for HARDING LOEVNER FDS INC, as it reported them
HARDING LOEVNER FDS INC · INTL EQUITY PR CUSIP 412295107 src ↗	$2.1M	75,625
HARDING LOEVNER FDS INC · GLOB EQT PT INST CUSIP 412295602 src ↗	$1.1M	37,826
HARDING LOEVNER FDS INC · INSTINAL EMMRKT CUSIP 412295701 src ↗	$149K	13,647
HARDING LOEVNER FDS INC · INTL EQUITY PR CUSIP 412295107 src ↗	$88.4K	3,168

ticker not yet mapped

$3.5M

130,266

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 50.5%below median 80.0%
Concentration index: 153 bpsbelow median 446 bps
Positions with value: 928 / 928median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 50.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 153 · QoQ moves: 698

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open FULTON BANK, N.A.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).