Tompkins Financial Corp Portfolio Holdings
Tompkins Financial Corp
- $1.02 Billion
- Q1 2025
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 Market Cap. of $300 Millions to $2 Billions
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