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CIK: 0001005817
Total reported value
$1.4B
$1.4B
565 檔
20.3%
In Q1 2025, Tompkins Financial CORP's U.S. equity holdings reached a combined market value of $1.4B, distributed across 565 disclosed stock positions.
In Q1 2025, Tompkins Financial CORP displayed an active expansion posture, initiating 47 new positions and adding to 96 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWL, TMP, AAPL) accounted for 20.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWL
市值: $79.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $6.8M
Showing top 200 holdings (of 565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 7.58% | +0.17% | -42.42% | |
| 2 | TMP | Tompkins Financial CORP | Stock-Other | 6.99% | +0.10% | +1.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.47% | -0.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | +1.09% | +0.22% | |
| 5 | VTHR | Vanguard Russell 3000 | ETF-Other | 4.24% | +0.19% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.26% | +10.69% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | -0.12% | -0.60% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.13% | +13.94% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.33% | +0.04% | +4.16% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.32% | -0.15% | -1.87% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.98% | -1.49% | EXIT | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.90% | -0.04% | +0.28% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.86% | -0.20% | +12.09% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | — | -2.81% | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.68% | -0.13% | -0.72% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.67% | -0.15% | +0.20% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | -0.19% | -1.17% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.50% | -0.09% | +10.02% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | +0.19% | +0.69% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.01% | +1.12% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.41% | +0.07% | -24.44% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.05% | +0.74% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.33% | +0.05% | +0.64% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.16% | +0.05% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | +0.03% | -0.82% | |
| 26 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.19% | +0.02% | +3142.77% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.11% | +1.05% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.03% | +1.33% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.14% | -0.12% | +0.79% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.05% | — | +0.29% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 1.02% | +0.06% | — | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.07% | -0.94% | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.99% | -0.12% | -0.43% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.04% | +2.85% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | +0.11% | +2.43% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.88% | — | +10.47% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | — | -1.64% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.79% | -0.01% | -0.11% | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.79% | -0.02% | +2.63% | |
| 40 | TEL | TE Connectivity plc | Stock-Tech | 0.75% | -0.05% | +3.41% | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.72% | -0.06% | +0.65% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.05% | +1.21% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.03% | -1.42% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | +0.06% | +1.80% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.64% | -0.02% | -77.77% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.06% | +0.96% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | +0.02% | -1.39% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.56% | — | +1.99% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.56% | -0.04% | +1.85% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.53% | — | -51.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +10.69% | Add |
| 2 | LLY | Eli Lilly & Co | +1.2% | -0.60% | Trim |
| 3 | TMP | Tompkins Financial CORP | +1.1% | +1.67% | Add |
| 4 | WMT | Walmart Inc | +0.9% | -1.87% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.8% | +12.09% | Add |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.8% | +10.47% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.7% | +2.85% | Add |
| 8 | ABBV | Abbvie Inc | +0.5% | -1.42% | Add |
| 9 | AJG | Arthur J Gallagher & Co | +0.5% | -0.72% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +1.33% | Add |
| 11 | COST | Costco Wholesale CORP | +0.5% | +0.74% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.5% | -1.64% | Add |
| 13 | ISRG | Intuitive Surgical Inc | +0.4% | -0.11% | Add |
| 14 | AMGN | Amgen Inc | +0.4% | +0.69% | Add |
| 15 | WM | Waste Management Inc | +0.4% | +10.02% | Add |
| 16 | MCD | Mcdonald's CORP | +0.3% | +0.20% | Add |
| 17 | CVX | Chevron CORP | +0.2% | -0.37% | Add |
| 18 | JNJ | Johnson & Johnson | +0.2% | -1.39% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.16% | Add |
| 20 | ITW | Illinois Tool Works | +0.2% | — | Add |
| 21 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | — | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.2% | -4.95% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +4.66% | Add |
| 24 | ADP | Automatic Data Processing | +0.1% | +0.47% | Add |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +13.48% | Add |
| 26 | PM | Philip Morris International | +0.1% | — | Add |
| 27 | PAYX | Paychex Inc | +0.1% | -3.54% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -11.33% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.05% | Add |
| 30 | VB | Vanguard Small-cap ETF | +0.1% | +3.88% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | — | Add |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | — | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.03% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | +1.12% | Add |
| 35 | UNH | Unitedhealth Group Inc | +0.1% | -0.05% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -1.17% | Add |
| 37 | MA | Mastercard Inc - A | +0.1% | -0.82% | Add |
| 38 | TJX | Tjx Companies Inc | +0.1% | +0.79% | Add |
| 39 | ICE | Intercontinental Exchange In | +0.1% | +1.85% | Add |
| 40 | ETN | Eaton Corporation plc | +0.1% | — | Add |
| 41 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | Add |
| 42 | EMR | Emerson Electric Co | +0.1% | +0.58% | Add |
| 43 | SYY | Sysco CORP | +0.1% | — | Add |
| 44 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Add |
| 45 | MO | Altria Group Inc | +0.1% | — | Add |
| 46 | CLX | Clorox Company | +0.1% | — | Add |
| 47 | SYK | Stryker CORP | 0% | +0.96% | Add |
| 48 | EFA | Ishares Msci Eafe ETF | 0% | — | Add |
| 49 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Add |
| 50 | GLW | Corning Inc | 0% | -1.38% | Add |
According to official SEC Form 13F filings, Tompkins Financial CORP reported a total U.S. public equity portfolio value of $1.4B across 565 disclosed positions in Q1 2025.
During Q1 2025, Tompkins Financial CORP's top holdings by market value included IWL (7.6%)、TMP (7.0%)、AAPL (4.4%). The largest single position, IWL, represented 7.6% of total portfolio value.
In Q1 2025, Tompkins Financial CORP made 200 total portfolio adjustments, initiating 47 new buys, adding to 96 positions, trimming 49 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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