Tompkins Financial Corp Portfolio Holdings
Tompkins Financial Corp
- $1.06 Billion
- Q4 2024
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 Market Cap. of $50 Millions to $300 Millions
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