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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 15 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WBD WARNER BROS DISCOVERY INC Communication Services 3,269.0 $87K 0.01% $26.66 +7.1%
282 SIGI SELECTIVE INS GROUP INC Financial Services 898.0 $87K 0.01% $97.01 -5.7%
283 VGT VANGUARD WORLD FD 726.0 $87K 0.01% +711.0 +4740.0% $119.52 -0.9%
284 SCHX SCHWAB STRATEGIC TR 2,936.0 $86K 0.01% +3K +1138.8% $29.43 +2.7%
285 AFL AFLAC INC Financial Services 726.0 $85K 0.01% $117.25 -1.0%
286 AVB AVALONBAY CMNTYS INC Real Estate 450.0 $85K 0.01% $188.69 -2.5%
287 IHDG WISDOMTREE TR 1,556.0 $82K 0.01% $52.38 +1.8%
288 VCIT VANGUARD SCOTTSDALE FDS 969.0 $80K 0.01% -604.0 -38.4% $82.65 -1.9%
289 IUSB ISHARES TR 1,735.0 $80K 0.01% $46.15 -1.6%
290 ASTE ASTEC INDS INC Industrials 1,300.0 $80K 0.01% $61.19 -28.8%
291 MDT MEDTRONIC PLC Healthcare 1,013.0 $79K 0.01% $78.23 +19.3%
292 IGSB ISHARES TR 1,473.0 $77K 0.01% $52.41 -0.6%
293 NFG NATIONAL FUEL GAS CO Energy 995.0 $77K 0.01% $77.21 +6.8%
294 DYNF BLACKROCK ETF TRUST 1,105.0 $75K 0.01% $68.01 +1.6%
295 MBB ISHARES TR 795.0 $75K 0.01% $94.52 -1.5%
296 SNDK SANDISK CORP Technology 33.0 $75K 0.01% $2273.73 -29.8%
297 LNN LINDSAY CORP Industrials 600.0 $74K 0.01% $123.80 -6.2%
298 CL COLGATE PALMOLIVE CO Consumer Defensive 800.0 $73K 0.01% $91.68 -0.7%
299 OXY OCCIDENTAL PETE CORP Energy 1,476.0 $72K 0.01% -330.0 -18.3% $48.57 +26.2%
300 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 806.0 $71K 0.01% +77.0 +10.6% $88.60 -36.6%
Page 15 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%