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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 5 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 21,589.0 $1.9M 0.15% NEW $87.56 +124.1%
82 SPLV INVESCO EXCH TRADED FD TR II 23,418.0 $1.7M 0.13% NEW $71.42 +3.4%
83 QQQ INVESCO QQQ TR Financial Services 2,708.0 $1.7M 0.13% NEW $614.31 +18.9%
84 KO COCA COLA CO Consumer Defensive 23,640.0 $1.7M 0.13% NEW $69.91 +15.1%
85 NBTB NBT BANCORP INC Financial Services 39,788.0 $1.7M 0.13% NEW $41.52 +12.2%
86 AXP AMERICAN EXPRESS CO Financial Services 4,442.0 $1.6M 0.13% NEW $369.95 -16.0%
87 VB VANGUARD INDEX FDS 6,326.0 $1.6M 0.13% NEW $257.95 +13.5%
88 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,305.0 $1.6M 0.12% NEW $480.57 +5.1%
89 PM PHILIP MORRIS INTL INC Consumer Defensive 9,713.0 $1.6M 0.12% NEW $160.40 +13.2%
90 EFA ISHARES TR 14,992.0 $1.4M 0.11% NEW $96.03 +9.5%
91 PFE PFIZER INC Healthcare 57,359.0 $1.4M 0.11% NEW $24.90 +3.8%
92 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,241.0 $1.4M 0.10% NEW $603.28 +12.9%
93 GOOG ALPHABET INC Communication Services 4,308.0 $1.4M 0.10% NEW $313.80 +22.6%
94 ACN ACCENTURE PLC IRELAND Technology 4,726.0 $1.3M 0.10% NEW $268.30 -34.0%
95 IVW ISHARES TR 10,254.0 $1.3M 0.10% NEW $123.26 +12.2%
96 IJS ISHARES TR 11,046.0 $1.3M 0.10% NEW $113.72 +15.2%
97 GE GE AEROSPACE Industrials 3,921.0 $1.2M 0.09% NEW $308.03 +2.1%
98 SCHB SCHWAB STRATEGIC TR 45,722.0 $1.2M 0.09% NEW $26.23 +10.3%
99 SUB ISHARES TR 10,467.0 $1.1M 0.09% NEW $106.70 -0.3%
100 IJR ISHARES TR 8,997.0 $1.1M 0.08% NEW $120.18 +16.2%
Page 5 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%