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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES TR 35,268.0 $3.4M 0.24% -2K -6.5% $96.58 +4.4%
42 KMB KIMBERLY-CLARK CORP Consumer Defensive 30,068.0 $3.3M 0.23% -906.0 -2.9% $109.77 -0.4%
43 VTI VANGUARD INDEX FDS 7,267.0 $2.7M 0.19% -576.0 -7.3% $370.04 +2.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 8,574.0 $2.4M 0.17% -165.0 -1.9% $281.21 -16.2%
45 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,379.0 $2.1M 0.15% -352.0 -3.6% $223.95 +25.4%
46 WBS WEBSTER FINL CORP Financial Services 25,262.0 $1.9M 0.14% -26K -50.6% $76.42 +1.5%
47 KO COCA COLA CO Consumer Defensive 23,640.0 $1.9M 0.13% -743.0 -3.0% $81.27 +12.1%
48 NBTB NBT BANCORP INC Financial Services 37,540.0 $1.9M 0.13% -688.0 -1.8% $49.37 +5.5%
49 SPLV INVESCO EXCH TRADED FD TR II 18,573.0 $1.4M 0.10% -3K -15.8% $74.90 +0.5%
50 PAYX PAYCHEX INC Industrials 13,740.0 $1.4M 0.10% -2K -15.2% $98.33 +26.6%
51 IJS ISHARES TR 9,845.0 $1.3M 0.09% -804.0 -7.5% $136.68 +1.3%
52 VB VANGUARD INDEX FDS 4,155.0 $1.3M 0.09% -760.0 -15.5% $303.12 +0.5%
53 BNL BROADSTONE NET LEASE INC Real Estate 58,096.0 $1.2M 0.08% -58K -50.0% $20.67 +2.2%
54 ORCL ORACLE CORP Technology 8,053.0 $1.2M 0.08% -210.0 -2.5% $146.55 -0.1%
55 VZ VERIZON COMMUNICATIONS INC Communication Services 27,609.0 $1.2M 0.08% -167.0 -0.6% $42.34 +16.8%
56 CVX CHEVRON CORPORATION Energy 6,999.0 $1.2M 0.08% -10K -59.2% $165.76 +23.8%
57 SCHB SCHWAB STRATEGIC TR 38,998.0 $1.1M 0.08% -7K -14.3% $28.96 +2.2%
58 GEV GE VERNOVA INC Utilities 914.0 $1.1M 0.07% -84.0 -8.4% $1174.86 -18.6%
59 ETN EATON CORP PLC Industrials 2,253.0 $960K 0.07% -691.0 -23.5% $426.12 -1.6%
60 EFAV ISHARES TR 9,668.0 $848K 0.06% -861.0 -8.2% $87.71 +7.9%
Page 3 of 7  ·  122 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%