Tompkins Financial Corp has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 767 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 $78.8M, Tompkins Financial Corp with a value of $73.3M, Apple Inc. with a value of $45.8M, Microsoft Corp with a value of $45.5M, and Vanguard Russell 3000 ETF with a value of $44.1M.

Examining the 13F form we can see an decrease of $39.4M in the current position value, from $1.06B to 1.02B.

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

Portfolio value $1.02 Billion
ETFs: $310 Million
Technology: $161 Million
Financial Services: $154 Million
Healthcare: $107 Million
Consumer Defensive: $75.5 Million
Consumer Cyclical: $61.7 Million
Industrials: $58.6 Million
Energy: $27.7 Million
Other: $56.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 767
  • Current Value $1.02 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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