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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 9 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KHC KRAFT HEINZ CO Consumer Defensive 12,795.0 $302K 0.02% +12K +1447.2% $23.62 +8.3%
162 IJK ISHARES TR 2,501.0 $294K 0.02% $117.50 -1.7%
163 UNP UNION PAC CORP Industrials 1,075.0 $292K 0.02% -14.0 -1.3% $272.00 +13.3%
164 VGK VANGUARD INTL EQUITY INDEX F 3,278.0 $290K 0.02% $88.54 +4.7%
165 VYMI VANGUARD WHITEHALL FDS 2,953.0 $290K 0.02% $98.20 +7.2%
166 FDX FEDEX CORP Industrials 919.0 $288K 0.02% $313.13 +3.8%
167 SPYM SPDR SERIES TRUST 3,261.0 $287K 0.02% NEW $87.88 +2.6%
168 GILD GILEAD SCIENCES INC Healthcare 2,254.0 $285K 0.02% +350.0 +18.4% $126.34 +15.7%
169 ES EVERSOURCE ENERGY Utilities 3,875.0 $280K 0.02% $72.27 -2.9%
170 LH LABCORP HOLDINGS INC Healthcare 1,000.0 $280K 0.02% $280.00 +20.1%
171 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,044.0 $278K 0.02% -214.0 -6.6% $91.20 -16.6%
172 ENTERGY CORP NEW 2,400.0 $276K 0.02% $114.86
173 AZN ASTRAZENECA PLC Healthcare 1,445.0 $274K 0.02% NEW $189.62 -12.5%
174 D DOMINION ENERGY INC Utilities 3,970.0 $271K 0.02% $68.29 -2.5%
175 TGT TARGET CORP Consumer Defensive 2,035.0 $266K 0.02% $130.61 +26.7%
176 ECL ECOLAB INC Basic Materials 947.0 $264K 0.02% $278.61 +1.1%
177 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,558.0 $263K 0.02% -200.0 -4.2% $57.62 +16.3%
178 VGSH VANGUARD SCOTTSDALE FDS 4,467.0 $260K 0.02% $58.20 -0.1%
179 NSC NORFOLK SOUTHN CORP Industrials 825.0 $260K 0.02% $314.59 +11.5%
180 PGX INVESCO EXCH TRADED FD TR II 23,706.0 $257K 0.02% $10.84 -2.2%
Page 9 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%