Tompkins Financial Corp has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 791 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 $142M, Tompkins Financial Corp with a value of $66.8M, Apple Inc. with a value of $49.4M, Microsoft Corp with a value of $47.5M, and Nvidia Corp with a value of $32.2M.

Examining the 13F form we can see an increase of $84.4M in the current position value, from $953M to 1.04B.

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

Portfolio value $1.04 Billion
ETFs: $350 Million
Technology: $168 Million
Financial Services: $151 Million
Healthcare: $102 Million
Consumer Defensive: $71.5 Million
Consumer Cyclical: $58.8 Million
Industrials: $50.8 Million
Utilities: $27.4 Million
Other: $59 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 791
  • Current Value $1.04 Billion
  • Prior Value $953 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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