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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 24 of 32  ·  636 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VRSK VERISK ANALYTICS INC Industrials 37.0 $8K 0.00% NEW $223.70 -23.4%
462 PRU PRUDENTIAL FINL INC Financial Services 73.0 $8K 0.00% NEW $112.88 -8.7%
463 EMXC ISHARES INC 112.0 $8K 0.00% NEW $72.68 +37.8%
464 BCE BCE INC Communication Services 341.0 $8K 0.00% NEW $23.82 +5.8%
465 CCI CROWN CASTLE INC Real Estate 90.0 $8K 0.00% NEW $88.87 +2.4%
466 EMN EASTMAN CHEM CO Basic Materials 125.0 $8K 0.00% NEW $63.83 +19.9%
467 SCHP SCHWAB STRATEGIC TR 289.0 $8K 0.00% NEW $26.49 +1.0%
468 TLT ISHARES TR 85.0 $7K 0.00% NEW $87.16 -2.0%
469 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 80.0 $7K 0.00% NEW $89.92 -5.4%
470 PPL PPL CORP Utilities 200.0 $7K 0.00% NEW $35.02 +2.9%
471 PANW PALO ALTO NETWORKS INC Technology 38.0 $7K 0.00% NEW $184.21 +35.4%
472 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 109.0 $7K 0.00% NEW $62.46 -2.3%
473 IAGG ISHARES TR 134.0 $7K 0.00% NEW $50.01 +0.4%
474 ARM ARM HOLDINGS PLC Technology 60.0 $7K 0.00% NEW $109.32 +177.2%
475 SCHX SCHWAB STRATEGIC TR 237.0 $6K NEW $26.91 +9.6%
476 SWKS SKYWORKS SOLUTIONS INC Technology 100.0 $6K NEW $63.41 +26.3%
477 BAB INVESCO EXCH TRADED FD TR II 221.0 $6K NEW $27.20 -1.9%
478 BEN FRANKLIN RESOURCES INC Financial Services 250.0 $6K NEW $23.89 +32.9%
479 RDVY FIRST TR EXCHANGE TRADED FD 84.0 $6K NEW $69.46 +9.5%
480 BTI BRITISH AMERN TOB PLC Consumer Defensive 100.0 $6K NEW $56.62 +13.1%
Page 24 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%