Portfolio (Quarterly)
Guide ↗
TOMPKINS FINANCIAL CORP
· CIK 0001005817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | KE | KIMBALL ELECTRONICS INC | Industrials | 70 | $2K | — | SOLD |
| 62 | RVTY | REVVITY INC | Healthcare | 20 | $2K | — | SOLD |
| 63 | FCFS | FIRSTCASH HOLDINGS INC | Financial Services | 12 | $2K | — | SOLD |
| 64 | DGII | DIGI INTL INC | Technology | 43 | $2K | — | SOLD |
| 65 | CRUS | CIRRUS LOGIC INC | Technology | 15 | $2K | — | SOLD |
| 66 | HXL | HEXCEL CORP NEW | Industrials | 24 | $2K | — | SOLD |
| 67 | FORM | FORMFACTOR INC | Technology | 31 | $2K | — | SOLD |
| 68 | AROC | ARCHROCK INC | Energy | 64 | $2K | — | SOLD |
| 69 | BAI | BLACKROCK ETF TRUST | — | 50 | $2K | — | SOLD |
| 70 | VIAV | VIAVI SOLUTIONS INC | Technology | 89 | $2K | — | SOLD |
| 71 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 213 | $2K | — | SOLD |
| 72 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 17 | $2K | — | SOLD |
| 73 | IHG | INTERCONTINENTAL HOTELS GROU | Consumer Cyclical | 11 | $2K | — | SOLD |
| 74 | LFUS | LITTELFUSE INC | Technology | 6 | $2K | — | SOLD |
| 75 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 42 | $2K | — | SOLD |
| 76 | CPRT | COPART INC | Industrials | 38 | $1K | — | SOLD |
| 77 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 14 | $1K | — | SOLD |
| 78 | KB | KB FINL GROUP INC | Financial Services | 17 | $1K | — | SOLD |
| 79 | WSBC | WESBANCO INC | Financial Services | 42 | $1K | — | SOLD |
| 80 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 13 | $1K | — | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
22.6%
Healthcare
14.2%
Consumer Defensive
9.6%
Industrials
8.7%
Consumer Cyclical
8.1%
Energy
4.7%
Communication Services
3.6%
Utilities
3.6%
Real Estate
1.3%