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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 13 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IUSB ISHARES TR 2,484.0 $116K 0.01% NEW $46.54 -1.1%
242 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,010.0 $116K 0.01% NEW $57.49 +38.4%
243 TD TORONTO DOMINION BK ONT Financial Services 1,200.0 $113K 0.01% NEW $94.20 +19.1%
244 IWB ISHARES TR 291.0 $109K 0.01% NEW $373.44 +9.6%
245 ISCG ISHARES TR 1,944.0 $108K 0.01% NEW $55.46 +12.9%
246 AA ALCOA CORP Basic Materials 2,000.0 $106K 0.01% NEW $53.14 +37.7%
247 SIGI SELECTIVE INS GROUP INC Financial Services 1,256.0 $105K 0.01% NEW $83.67 +6.4%
248 VUG VANGUARD INDEX FDS 215.0 $105K 0.01% NEW $487.86 -81.9%
249 EOG EOG RES INC Energy 960.0 $101K 0.01% NEW $105.01 +27.9%
250 MDT MEDTRONIC PLC Healthcare 1,026.0 $99K 0.01% NEW $96.06 -20.9%
251 AMT AMERICAN TOWER CORP NEW Real Estate 561.0 $98K 0.01% NEW $175.57 +5.4%
252 IWD ISHARES TR 462.0 $97K 0.01% NEW $210.34 +13.1%
253 BNS BANK NOVA SCOTIA HALIFAX Financial Services 1,300.0 $96K 0.01% NEW $73.69 +9.5%
254 CEG CONSTELLATION ENERGY CORP Utilities 267.0 $94K 0.01% NEW $353.27 -18.3%
255 WBD WARNER BROS DISCOVERY INC Communication Services 3,269.0 $94K 0.01% NEW $28.82 -6.3%
256 SWK STANLEY BLACK & DECKER INC Industrials 1,245.0 $92K 0.01% NEW $74.28 +7.0%
257 IAU ISHARES GOLD TR Financial Services 1,095.0 $89K 0.01% NEW $81.17 +3.2%
258 PLTR PALANTIR TECHNOLOGIES INC Technology 500.0 $89K 0.01% NEW $177.75 -25.5%
259 A AGILENT TECHNOLOGIES INC Healthcare 646.0 $88K 0.01% NEW $136.07 -14.9%
260 GSLC GOLDMAN SACHS ETF TR 659.0 $87K 0.01% NEW $132.37 +7.7%
Page 13 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%