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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.3B AUM 827 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 636 New
Page 17 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OGE OGE ENERGY CORP Utilities 1,000.0 $43K 0.00% NEW $42.70 +12.6%
322 JCI JOHNSON CTLS INTL PLC Industrials 352.0 $42K 0.00% NEW $119.75 +15.9%
323 GSIE GOLDMAN SACHS ETF TR 978.0 $42K 0.00% NEW $42.94 +7.0%
324 VBK VANGUARD INDEX FDS 139.0 $42K 0.00% NEW $302.11 +16.8%
325 STT STATE STR CORP Financial Services 325.0 $42K 0.00% NEW $129.01 +22.4%
326 VLTO VERALTO CORP Industrials 420.0 $42K 0.00% NEW $99.78 -14.8%
327 SPG SIMON PPTY GROUP INC NEW Real Estate 225.0 $42K 0.00% NEW $185.11 +12.4%
328 SPYG SPDR SERIES TRUST 380.0 $41K 0.00% NEW $106.70 +12.3%
329 DHS WISDOMTREE TR 395.0 $40K 0.00% NEW $101.82 +11.0%
330 DTD WISDOMTREE TR 453.0 $38K 0.00% NEW $84.88 +9.2%
331 KNF KNIFE RIVER CORP Basic Materials 513.0 $36K 0.00% NEW $70.35 +10.6%
332 VOE VANGUARD INDEX FDS 200.0 $35K 0.00% NEW $177.37 +10.1%
333 SJM SMUCKER J M CO Consumer Defensive 335.0 $33K 0.00% NEW $97.81 +5.8%
334 CARR CARRIER GLOBAL CORPORATION Industrials 619.0 $33K 0.00% NEW $52.84 +23.1%
335 IYW ISHARES TR 163.0 $33K 0.00% NEW $199.68 +23.5%
336 RSP INVESCO EXCHANGE TRADED FD T 169.0 $32K 0.00% NEW $191.56 +8.5%
337 PYPL PAYPAL HLDGS INC Financial Services 554.0 $32K 0.00% NEW $58.38 -25.1%
338 IWN ISHARES TR 175.0 $32K 0.00% NEW $181.21 +18.6%
339 WDC WESTERN DIGITAL CORP Technology 184.0 $32K 0.00% NEW $172.27 +211.3%
340 KEY KEYCORP Financial Services 1,508.0 $31K 0.00% NEW $20.64 +4.6%
Page 17 of 32  ·  636 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 26.3%
Financial Services 22.5%
Healthcare 14.8%
Consumer Defensive 8.6%
Industrials 8.1%
Consumer Cyclical 8.1%
Communication Services 3.6%
Utilities 3.3%
Energy 3.3%
Real Estate 1.1%