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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 16 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CWB SPDR SERIES TRUST 658.0 $71K 0.01% NEW $107.82 -3.8%
302 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 650.0 $70K 0.01% $107.78 +2.8%
303 VONG VANGUARD SCOTTSDALE FDS 542.0 $69K 0.01% $127.81 -1.4%
304 KMI KINDER MORGAN INC DEL Energy 2,133.0 $68K 0.01% -527.0 -19.8% $31.97 -3.1%
305 AEE AMEREN CORP Utilities 600.0 $68K 0.01% $113.04 -6.1%
306 ECG EVERUS CONSTR GROUP Industrials 400.0 $66K 0.01% $165.95 -24.1%
307 CEG CONSTELLATION ENERGY CORP Utilities 267.0 $66K 0.01% $248.37 +9.9%
308 SCHZ SCHWAB STRATEGIC TR 2,863.0 $66K 0.01% -8K -72.6% $23.13 -1.6%
309 CB CHUBB LIMITED Financial Services 189.0 $64K 0.01% $340.74 +0.1%
310 QUAL ISHARES TR 292.0 $64K 0.00% -495.0 -62.9% $219.43 +1.7%
311 SPSM SPDR SERIES TRUST 1,109.0 $64K 0.00% +843.0 +316.9% $57.67 -0.7%
312 WDC WESTERN DIGITAL CORP Technology 100.0 $64K 0.00% $638.72 -28.1%
313 A AGILENT TECHNOLOGIES INC Healthcare 477.0 $63K 0.00% -136.0 -22.2% $132.83 +19.6%
314 BHB BAR HBR BANKSHARES Financial Services 1,650.0 $62K 0.00% $37.76 +5.0%
315 HDV ISHARES TR 2,250.0 $62K 0.00% +2K +400.0% $27.41 +8.8%
316 DRI DARDEN RESTAURANTS INC Consumer Cyclical 299.0 $62K 0.00% $206.01 +7.6%
317 CHD CHURCH & DWIGHT CO INC Consumer Defensive 623.0 $60K 0.00% $96.88 +2.0%
318 BSV VANGUARD BD INDEX FDS 768.0 $60K 0.00% $77.91 -0.4%
319 SNPS SYNOPSYS INC Technology 133.0 $59K 0.00% -496.0 -78.9% $446.07 -10.8%
320 UPS UNITED PARCEL SVCS INC Industrials 547.0 $59K 0.00% -94.0 -14.7% $107.50 -5.1%
Page 16 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%