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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 5 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,379.0 $2.1M 0.15% -352.0 -3.6% $223.95 +25.4%
82 QQQ INVESCO QQQ TR Financial Services 2,806.0 $2.1M 0.14% +98.0 +3.6% $736.40 -3.1%
83 JEPQ J P MORGAN EXCHANGE TRADED F 32,632.0 $2.0M 0.14% +11K +49.7% $61.46 -2.6%
84 WBS WEBSTER FINL CORP Financial Services 25,262.0 $1.9M 0.14% -26K -50.6% $76.42 +1.5%
85 GOOG ALPHABET INC 5,463.0 $1.9M 0.14% +1K +27.6% $353.33
86 KO COCA COLA CO Consumer Defensive 23,640.0 $1.9M 0.13% -743.0 -3.0% $81.27 +12.1%
87 NBTB NBT BANCORP INC Financial Services 37,540.0 $1.9M 0.13% -688.0 -1.8% $49.37 +5.5%
88 DIA STATE STR SPDR DOW JONES IND Financial Services 3,305.0 $1.7M 0.12% $522.39 +1.9%
89 AXP AMERICAN EXPRESS CO Financial Services 4,969.0 $1.7M 0.12% $338.25 -0.7%
90 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,239.0 $1.6M 0.11% $703.34 -0.5%
91 EFA ISHARES TR 14,660.0 $1.5M 0.11% $103.88 +4.2%
92 GE GE AEROSPACE Industrials 3,983.0 $1.5M 0.10% $373.73 -6.8%
93 SPLV INVESCO EXCH TRADED FD TR II 18,573.0 $1.4M 0.10% -3K -15.8% $74.90 +0.5%
94 DE DEERE & CO Industrials 2,136.0 $1.4M 0.10% +15.0 +0.7% $634.33 +2.1%
95 PAYX PAYCHEX INC Industrials 13,740.0 $1.4M 0.10% -2K -15.2% $98.33 +26.6%
96 IJS ISHARES TR 9,845.0 $1.3M 0.09% -804.0 -7.5% $136.68 +1.3%
97 PFE PFIZER INC Healthcare 55,818.0 $1.3M 0.09% $24.08 +16.6%
98 IJR ISHARES TR 9,028.0 $1.3M 0.09% +56.0 +0.6% $148.31 -0.7%
99 VB VANGUARD INDEX FDS 4,155.0 $1.3M 0.09% -760.0 -15.5% $303.12 +0.5%
100 IVW ISHARES TR 8,990.0 $1.2M 0.09% $137.53 +0.9%
Page 5 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%