Tompkins Financial Corp has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 725 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 $71.8M, Vanguard Russell 3000 ETF with a value of $60M, Microsoft Corp with a value of $59.5M, and Nvidia Corp with a value of $43.2M.

Examining the 13F form we can see an increase of $40.7M in the current position value, from $1.02B to 1.07B.

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

Portfolio value $1.07 Billion
ETFs: $341 Million
Technology: $185 Million
Financial Services: $152 Million
Healthcare: $98.9 Million
Consumer Defensive: $71.8 Million
Consumer Cyclical: $60.9 Million
Industrials: $60.5 Million
Utilities: $25.8 Million
Other: $53.5 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 725
  • Current Value $1.07 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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