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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.3B AUM 746 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 74 Added 140 Reduced 118 Exited
Page 3 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOOG VANGUARD ADMIRAL FDS INC 6,259.0 $2.6M 0.20% -41.0 -0.7% $407.69 -79.6%
42 GLW CORNING INC Technology 18,189.0 $2.5M 0.20% -3K -15.8% $135.97 +44.3%
43 EMR EMERSON ELEC CO Industrials 17,516.0 $2.3M 0.18% -441.0 -2.5% $131.02 +7.6%
44 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,731.0 $2.0M 0.16% -1K -11.4% $203.18 +7.5%
45 NBTB NBT BANCORP INC Financial Services 38,228.0 $1.6M 0.13% -2K -3.9% $42.58 +9.4%
46 SPLV INVESCO EXCH TRADED FD TR II 22,062.0 $1.6M 0.13% -1K -5.8% $73.14 +1.0%
47 PFE PFIZER INC Healthcare 55,828.0 $1.6M 0.12% -2K -2.7% $28.08 -7.9%
48 PAYX PAYCHEX INC Industrials 16,204.0 $1.5M 0.12% -1K -7.1% $92.12 +2.9%
49 EFA ISHARES TR 14,660.0 $1.4M 0.11% -332.0 -2.2% $97.13 +8.2%
50 VB VANGUARD INDEX FDS 4,915.0 $1.3M 0.10% -1K -22.3% $261.92 +11.8%
51 IJS ISHARES TR 10,649.0 $1.3M 0.10% -397.0 -3.6% $118.45 +10.6%
52 GOOG ALPHABET INC Communication Services 4,280.0 $1.2M 0.10% -28.0 -0.7% $286.86 +34.2%
53 ORCL ORACLE CORP Technology 8,263.0 $1.2M 0.10% -2K -23.1% $147.11 +31.2%
54 IVW ISHARES TR 8,990.0 $1.0M 0.08% -1K -12.3% $113.11 +22.3%
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,702.0 $837K 0.07% -40.0 -2.3% $491.53 -8.8%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 4,930.0 $815K 0.07% -5K -49.2% $165.34 +9.8%
57 LOW LOWES COS INC Consumer Cyclical 3,427.0 $810K 0.06% -59.0 -1.7% $236.28 -10.2%
58 ACN ACCENTURE PLC IRELAND Technology 3,933.0 $780K 0.06% -793.0 -16.8% $198.29 -10.7%
59 MO ALTRIA GROUP INC Consumer Defensive 11,408.0 $753K 0.06% -219.0 -1.9% $65.99 +9.7%
60 INTC INTEL CORP Technology 11,740.0 $518K 0.04% -710.0 -5.7% $44.13 +179.9%
Page 3 of 7  ·  140 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 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%