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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 13 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVS NOVARTIS AG Healthcare 884.0 $139K 0.01% +53.0 +6.4% $156.72 +1.4%
242 MDU MDU RES GROUP INC Industrials 6,457.0 $137K 0.01% $21.21 -5.9%
243 USB US BANCORP Financial Services 2,249.0 $136K 0.01% $60.40 +2.7%
244 PLD PROLOGIS INC. Real Estate 989.0 $134K 0.01% +64.0 +6.9% $135.47 +4.7%
245 EMERA INC 2,500.0 $133K 0.01% $53.02
246 CME CME GROUP INC Financial Services 600.0 $132K 0.01% $220.83 +24.5%
247 VCSH VANGUARD SCOTTSDALE FDS 1,660.0 $131K 0.01% +896.0 +117.3% $79.03 -0.6%
248 ATO ATMOS ENERGY CORP Utilities 750.0 $129K 0.01% $172.27 -3.1%
249 CMCSA COMCAST CORP NEW Communication Services 5,213.0 $128K 0.01% $24.55 +9.4%
250 ISCG ISHARES TR 1,944.0 $127K 0.01% $65.54 -0.7%
251 SPTM SPDR SERIES TRUST 1,398.0 $127K 0.01% -6K -80.2% $90.79 +2.4%
252 EOG EOG RES INC Energy 960.0 $125K 0.01% $129.73 +18.0%
253 AMP AMERIPRISE FINL INC Financial Services 265.0 $122K 0.01% $458.76 +21.1%
254 IWB ISHARES TR 291.0 $119K 0.01% $409.50 +2.5%
255 MU MICRON TECHNOLOGY INC Technology 102.0 $118K 0.01% +44.0 +75.9% $1154.29 -16.2%
256 WFC WELLS FARGO & CO Financial Services 1,420.0 $117K 0.01% -462.0 -24.6% $82.64 +1.5%
257 SWK STANLEY BLACK & DECKER INC Industrials 1,245.0 $117K 0.01% $94.12 +6.3%
258 BNS BANK NOVA SCOTIA B C Financial Services 1,300.0 $113K 0.01% $86.84 +0.8%
259 IVE ISHARES TR 495.0 $112K 0.01% $227.06 +4.5%
260 IWD ISHARES TR 462.0 $112K 0.01% $242.43 +6.1%
Page 13 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%