Tompkins Financial Corp has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $883 Million distributed in 840 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 ETF with a value of $84.8M, Tompkins Financial Corp with a value of $59.3M, Microsoft Corp with a value of $46.5M, Apple Inc. with a value of $36.5M, and Vaneck Morningstar Wide Moat E with a value of $30.1M.

Examining the 13F form we can see an increase of $58.4M in the current position value, from $824M to 883M.

Below you can find more details about Tompkins Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $883 Million
ETFs: $245 Million
Technology: $147 Million
Financial Services: $133 Million
Healthcare: $101 Million
Consumer Defensive: $62.2 Million
Consumer Cyclical: $57.7 Million
Industrials: $57.4 Million
Energy: $23.3 Million
Other: $55.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 840
  • Current Value $883 Million
  • Prior Value $824 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 67 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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