Fulton Bank, N.a.
Annual return '25
+41.6%
SPY '25
+17.7%
Alpha
+23.8ptsvs SPY
Invested
$2.8B
Holdings
655
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VINIX
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
7.0%
02
$GSIMX
GOLDMAN SACHS TR II
Held since at least Q1 2024
3.1%
03
$TRLGX
T ROWE PRICE EQUITY FUNDS IN
Held since at least Q1 2024
2.8%
04
$VFIAX
VANGUARD INDEX FDS
Held since at least Q1 2024
2.7%
05
$AFVZX
WORLD FDS TR
Held since at least Q1 2024
2.5%
06
$SVFYX
SMEAD FDS TR
Held since at least Q1 2024
2.5%
07
$JGASX
JPMORGAN TR I
Held since at least Q1 2024
2.5%
08
$AAPL
APPLE INC
Held since at least Q1 2024
2.5%
09
$TILIX
TIAA-CREF FUND
Held since at least Q1 2024
2.2%
10
$TMHC
TAYLOR MORRISON HOME CORP
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:30 UTC.