BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ROST ROSS STORES INC Consumer Cyclical 785.0 $167K 0.01% $212.85 +12.3%
222 ENB ENBRIDGE INC Energy 3,000.0 $163K 0.01% $54.21 -6.9%
223 GM GENERAL MTRS CO Consumer Cyclical 2,100.0 $162K 0.01% $77.08 +14.1%
224 AMD ADVANCED MICRO DEVICES INC Technology 271.0 $157K 0.01% +36.0 +15.3% $580.91 -18.5%
225 EXC EXELON CORP Utilities 3,348.0 $156K 0.01% $46.62 -6.1%
226 SRE SEMPRA Utilities 1,650.0 $153K 0.01% $92.71 -10.6%
227 SNA SNAP ON INC Industrials 380.0 $153K 0.01% $402.40 -2.2%
228 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,000.0 $153K 0.01% $76.40 +5.1%
229 GPC GENUINE PARTS CO Consumer Cyclical 1,288.0 $152K 0.01% $117.98 +13.5%
230 IWP ISHARES TR 1,027.0 $150K 0.01% $146.41 -1.9%
231 F FORD MTR CO Consumer Cyclical 10,513.0 $146K 0.01% -2K -14.4% $13.90 +3.7%
232 TD TORONTO DOMINION BK ONT Financial Services 1,200.0 $146K 0.01% $121.43 -3.5%
233 MET METLIFE INC Financial Services 1,716.0 $145K 0.01% $84.61 +11.5%
234 AKRE PROFESIONALLY MANAGED PORTFO 2,687.0 $143K 0.01% $53.19 +13.8%
235 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 14,048.0 $143K 0.01% $10.15 -4.5%
236 ICSH ISHARES TR 2,807.0 $142K 0.01% NEW $50.58 -0.1%
237 VUSB VANGUARD BD INDEX FDS 2,852.0 $142K 0.01% NEW $49.78 -0.1%
238 V VISA INC Financial Services 407.0 $140K 0.01% +202.0 +98.5% $343.09 +8.1%
239 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,048.0 $139K 0.01% $132.52 +2.7%
240 SPMD SPDR SERIES TRUST 2,052.0 $139K 0.01% +795.0 +63.2% $67.56 -0.4%
Page 12 of 28  ·  548 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%