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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 22 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XYL XYLEM INC Industrials 133.0 $16K 0.00% — — $118.21 -13.2%
422 IDA IDACORP INC Utilities 100.0 $15K 0.00% — — $151.30 -14.2%
423 AIQ GLOBAL X FDS — 229.0 $15K 0.00% — — $65.61 +0.5%
424 IYH ISHARES TR — 220.0 $15K 0.00% — — $67.01 +8.1%
425 CLSK CLEANSPARK INC Technology 1,000.0 $15K 0.00% — — $14.55 -4.1%
426 AIG AMERICAN INTL GROUP INC Financial Services 195.0 $15K 0.00% — — $74.53 -0.5%
427 HAL HALLIBURTON CO Energy 428.0 $15K 0.00% — — $33.95 -3.5%
428 TIP ISHARES TR — 128.0 $14K 0.00% — — $109.43 -4.5%
429 USRT ISHARES TR — 210.0 $14K 0.00% -855.0 -80.3% $66.45 -6.1%
430 MARA MARA HOLDINGS INC Financial Services 1,000.0 $14K 0.00% — — $13.89 -9.6%
431 EMB ISHARES TR — 142.0 $14K 0.00% — — $96.44 -4.4%
432 THC TENET HEALTHCARE CORP Healthcare 73.0 $14K 0.00% — — $187.08 +38.8%
433 ALL ALLSTATE CORP Financial Services 57.0 $14K 0.00% — — $237.93 -4.3%
434 FNV FRANCO NEV CORP Basic Materials 65.0 $14K 0.00% — — $208.45 +23.7%
435 HPQ HP INC Technology 595.0 $13K 0.00% — — $21.94 +42.7%
436 XLY SELECT SECTOR SPDR TR — 111.0 $13K 0.00% — — $117.28 -5.7%
437 SCHM SCHWAB STRATEGIC TR — 353.0 $13K 0.00% NEW — $36.87 -6.3%
438 IJJ ISHARES TR — 88.0 $13K 0.00% — — $147.73 -4.9%
439 HYG ISHARES TR — 153.0 $12K 0.00% — — $79.97 -2.6%
440 VRTX VERTEX PHARMACEUTICALS INC Healthcare 24.0 $12K 0.00% NEW — $496.75 +5.9%
Page 22 of 28  ·  548 positions

① 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%