Tompkins Financial Corp has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 723 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 $145M, Tompkins Financial Corp with a value of $77.4M, Apple Inc. with a value of $52M, Microsoft Corp with a value of $51M, and Nvidia Corp with a value of $34.7M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $1.04B to 1.06B.

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

Portfolio value $1.06 Billion
ETFs: $361 Million
Technology: $178 Million
Financial Services: $153 Million
Healthcare: $100 Million
Consumer Defensive: $74.4 Million
Consumer Cyclical: $63.8 Million
Industrials: $53.7 Million
Utilities: $25.3 Million
Other: $54.2 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 723
  • Current Value $1.06 Billion
  • Prior Value $1.04 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
Track This Portfolio

Track Tompkins Financial Corp Portfolio

Follow Tompkins Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tompkins Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Tompkins Financial Corp with notifications on news.