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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 14 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OMC OMNICOM GROUP INC Communication Services 1,527.0 $111K 0.01% $72.83 +20.2%
262 YORW YORK WTR CO Utilities 3,600.0 $110K 0.01% NEW $30.65 +11.0%
263 CIEN CIENA CORP Technology 223.0 $109K 0.01% +14.0 +6.7% $490.56 -19.3%
264 BIV VANGUARD BD INDEX FDS 1,426.0 $109K 0.01% $76.70 -1.7%
265 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 2,000.0 $108K 0.01% $53.95 -21.8%
266 DOC HEALTHPEAK PROPERTIES INC Real Estate 5,000.0 $107K 0.01% $21.40 +0.0%
267 FISI FINANCIAL INSTITUTIONS INC Financial Services 2,739.0 $107K 0.01% $38.97 +5.7%
268 AA ALCOA CORP Basic Materials 2,000.0 $104K 0.01% $52.14 -0.6%
269 VGIT VANGUARD SCOTTSDALE FDS 1,732.0 $102K 0.01% NEW $58.98 -1.1%
270 NUE NUCOR CORP Basic Materials 450.0 $100K 0.01% $222.75 +9.4%
271 IBDR ISHARES TR 4,126.0 $100K 0.01% NEW $24.23 -0.0%
272 RF REGIONS FINANCIAL CORP NEW Financial Services 3,250.0 $98K 0.01% $30.20 +0.7%
273 GSLC GOLDMAN SACHS ETF TR 659.0 $94K 0.01% $141.89 +3.0%
274 VHT VANGUARD WORLD FD 308.0 $92K 0.01% $299.01 +9.6%
275 BP BP PLC Energy 2,456.0 $91K 0.01% $36.95 +21.1%
276 SHY ISHARES TR 1,100.0 $90K 0.01% -1K -52.9% $82.11 -0.1%
277 HEDJ WISDOMTREE TR 1,560.0 $89K 0.01% $57.00 +0.5%
278 CRWD CROWDSTRIKE HLDGS INC Technology 116.0 $89K 0.01% NEW $190.78 +0.6%
279 VMC VULCAN MATLS CO Basic Materials 300.0 $89K 0.01% $295.01 -6.4%
280 GRC GORMAN RUPP CO Industrials 950.0 $87K 0.01% -250.0 -20.8% $91.74 -14.9%
Page 14 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%