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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.4B AUM 720 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 71 Added 122 Reduced 53 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDEQ LAZARD ACTIVE ETF TR 869,425.0 $30.5M 2.13% NEW $35.07 +2.9%
2 USXF ISHARES TR 88,052.0 $6.1M 0.43% NEW $69.45 -1.7%
3 CVIE MORGAN STANLEY ETF TRUST 69,588.0 $5.9M 0.41% NEW $85.01 +0.8%
4 ESML ISHARES TR 54,843.0 $3.1M 0.21% NEW $55.93 -0.2%
5 BIIB BIOGEN INC Healthcare 2,200.0 $475K 0.03% NEW $216.06 +0.3%
6 RH RH Consumer Cyclical 2,000.0 $329K 0.02% NEW $164.73 -7.0%
7 SPYM SPDR SERIES TRUST 3,261.0 $287K 0.02% NEW $87.88 +2.6%
8 AZN ASTRAZENECA PLC Healthcare 1,445.0 $274K 0.02% NEW $189.62 -12.5%
9 SHOP SHOPIFY INC Technology 2,000.0 $228K 0.02% NEW $114.18 +30.7%
10 Z ZILLOW GROUP INC Communication Services 6,000.0 $189K 0.01% NEW $31.52 +13.8%
11 ICSH ISHARES TR 2,807.0 $142K 0.01% NEW $50.58 -0.1%
12 VUSB VANGUARD BD INDEX FDS 2,852.0 $142K 0.01% NEW $49.78 -0.1%
13 YORW YORK WTR CO Utilities 3,600.0 $110K 0.01% NEW $30.65 +11.0%
14 VGIT VANGUARD SCOTTSDALE FDS 1,732.0 $102K 0.01% NEW $58.98 -1.1%
15 IBDR ISHARES TR 4,126.0 $100K 0.01% NEW $24.23 -0.0%
16 CRWD CROWDSTRIKE HLDGS INC Technology 116.0 $89K 0.01% NEW $190.78 +0.6%
17 CWB SPDR SERIES TRUST 658.0 $71K 0.01% NEW $107.82 -3.8%
18 NCIQ HASHDEX NASDAQ CME CRYPTO Financial Services 2,544.0 $37K 0.00% NEW $14.61 +32.2%
19 VST VISTRA CORP Utilities 201.0 $32K 0.00% NEW $158.63 -14.1%
20 ASML ASML HLDG NV Technology 16.0 $32K 0.00% NEW $1989.44 -11.3%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 24.3%
Healthcare 14.4%
Consumer Defensive 8.6%
Consumer Cyclical 7.8%
Industrials 7.4%
Communication Services 3.9%
Utilities 3.4%
Energy 3.3%
Real Estate 1.2%