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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 19 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BA BOEING CO Industrials 110.0 $24K 0.00% NEW $217.12 +0.8%
362 VIG VANGUARD SPECIALIZED FUNDS 107.0 $24K 0.00% NEW $219.78 +6.1%
363 EFG ISHARES TR 206.0 $23K 0.00% NEW $113.92 +7.9%
364 SCHH SCHWAB STRATEGIC TR 1,106.0 $23K 0.00% NEW $20.89 +14.1%
365 XYL XYLEM INC Industrials 167.0 $23K 0.00% NEW $136.18 -19.0%
366 APH AMPHENOL CORP NEW Technology 166.0 $22K 0.00% NEW $135.14 +3.3%
367 PAAS PAN AMERN SILVER CORP Basic Materials 432.0 $22K 0.00% NEW $51.81 +6.8%
368 RWJ INVESCO EXCH TRADED FD TR II 456.0 $22K 0.00% NEW $48.72 +14.8%
369 SNOW SNOWFLAKE INC Technology 100.0 $22K 0.00% NEW $219.36 -19.0%
370 IVOL KRANESHARES TRUST 1,130.0 $22K 0.00% NEW $19.16 -6.7%
371 OCFC OCEANFIRST FINL CORP Financial Services 1,200.0 $22K 0.00% NEW $17.95 +6.0%
372 ICF ISHARES TR 359.0 $21K 0.00% NEW $59.67 +14.9%
373 ZTS ZOETIS INC Healthcare 168.0 $21K 0.00% NEW $125.82 -35.4%
374 SBUX STARBUCKS CORP Consumer Cyclical 251.0 $21K 0.00% NEW $84.21 +20.4%
375 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 75.0 $21K 0.00% NEW $278.92 -4.0%
376 VCIT VANGUARD SCOTTSDALE FDS 249.0 $21K 0.00% NEW $83.75 -1.4%
377 C CITIGROUP INC Financial Services 177.0 $21K 0.00% NEW $116.69 +8.7%
378 VBR VANGUARD INDEX FDS 97.0 $21K 0.00% NEW $211.79 +11.1%
379 AGG ISHARES TR 204.0 $20K 0.00% NEW $99.88 -1.2%
380 ANNALY CAPITAL MANAGEMENT IN 911.0 $20K 0.00% NEW $22.36
Page 19 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%