TF
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TOMPKINS FINANCIAL CORP13F | |
| TOMPKINS FINANCIAL CORP | |
| Last update 2025-07-10 | 543 Stocks (18 new) |
| Value $1.09 Bil | Turnover 3 % |
TOMPKINS FINANCIAL CORP Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWL | iShares Russell Top 200 ETF | 553,806 | 84,798.8 | -3.96% | 7.800 | -0.30% | 4.920 | +16.84% | +7.46% | 1,740.7 | ||
TMP | Tompkins Financial Corp | 1,145,028 | 71,827.6 | -1.27% | 6.600 | -0.09% | 7.940 | +18.33% | -0.07% | 960.2 | Banks | |
VTHR | Vanguard Russell 3000 Index Fund | 220,065 | 60,022.7 | +22.58% | 5.520 | +1.02% | 1.880 | +16.77% | +6.92% | 3,224.4 | ||
MSFT | Microsoft Corp | 119,627 | 59,503.7 | -1.40% | 5.470 | -0.06% | 0.000 | +29.80% | +19.66% | 3,734,407.3 | Software | |
NVDA | NVIDIA Corp | 273,520 | 43,213.4 | -4.46% | 3.970 | -0.13% | 0.000 | +49.02% | +22.86% | 4,023,093.4 | Semiconductors | |
AAPL | Apple Inc | 198,841 | 40,796.2 | -3.52% | 3.750 | -0.15% | 0.000 | +3.42% | -16.27% | 3,124,201.4 | Hardware | |
VEA | Vanguard FTSE Developed Markets ETF | 556,864 | 31,746.8 | +16.16% | 2.920 | +0.41% | 0.020 | +14.84% | +20.58% | 157,513.9 | ||
VOO | Vanguard S&P 500 ETF | 54,599 | 31,013.9 | +10.84% | 2.850 | +0.28% | 0.000 | +16.29% | +7.31% | 656,003.4 | ||
WMT | Walmart Inc | 264,249 | 25,838.3 | -4.37% | 2.380 | -0.10% | 0.000 | +1.06% | +6.25% | 762,169.8 | Retail - Defensive | |
LLY | Eli Lilly and Co | 30,927 | 24,108.5 | -6.48% | 2.220 | -0.17% | 0.000 | +5.92% | +3.68% | 715,818.5 | Drug Manufacturers |
TOMPKINS FINANCIAL CORP's Historical Top Holdings Breakdowns
TOMPKINS FINANCIAL CORP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTHR | Vanguard Russell 3000 Index Fund | 2025-06-30 | Add Add | +1.02% | 218.71 ($252.24) 272.75 | $276.06 | 9.44% | Add 22.58% | 220,065 | 40,532 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.73% | 51.16 ($58.7) 62.02 | $63.65 | 8.43% | Reduce -38.24% | 210,234 | -130,198 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.41% | 45.65 ($53.52) 57.01 | $56.95 | 6.40% | Add 16.16% | 556,864 | 77,482 | |
IWL | iShares Russell Top 200 ETF | 2025-06-30 | Reduce Reduce | -0.30% | 122.36 ($140.92) 153.12 | $154.73 | 9.80% | Reduce -3.96% | 553,806 | -22,830 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.28% | 456.74 ($525.37) 568.03 | $574.40 | 9.33% | Add 10.84% | 54,599 | 5,341 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Reduce Reduce | -0.23% | 193.73 ($223.07) 237.37 | $243.21 | 9.03% | Reduce -62% | 6,589 | -10,752 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -0.21% | 76.53 ($87.73) 93.79 | $96.24 | 9.70% | Reduce -32.26% | 51,512 | -24,534 | |
LLY | Eli Lilly and Co | 2025-06-30 | Reduce Reduce | -0.17% | 713.71 ($777.85) 898.95 | $796.09 | 2.34% | Reduce -6.48% | 30,927 | -2,144 | |
EFIV | SPDR S&P 500 ESG ETF | 2025-06-30 | Add Add | +0.17% | 47.24 ($54.17) 58.55 | $59.23 | 9.33% | Add 13.92% | 263,770 | 32,236 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.17% | 71.88 ($72.74) 73.82 | $72.80 | 0.08% | Add 9.25% | 289,461 | 24,504 |
TOMPKINS FINANCIAL CORP Total Holding History ($B)
TOMPKINS FINANCIAL CORP's Asset Allocation
TOMPKINS FINANCIAL CORP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TOMPKINS FINANCIAL CORP's Hypothetical Growth since 2025-06-30
TOMPKINS FINANCIAL CORP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TOMPKINS FINANCIAL CORP's Holdings Heat Map
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TOMPKINS FINANCIAL CORP's Holdings Bubble Chart
TOMPKINS FINANCIAL CORP News
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