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CIK: 0001005817
Total reported value
$1.4B
$1.4B
636 檔
25.9%
As reported in its official Q4 2025 Form 13F filing, Tompkins Financial CORP's tracked investment portfolio stood at $1.4B with 636 total positions.
In Q4 2025, Tompkins Financial CORP adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 636 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 7.58% | +0.11% | +3.31% | |
| 2 | VTHR | Vanguard Russell 3000 | ETF-Other | 6.52% | +0.05% | +0.93% | |
| 3 | TMP | Tompkins Financial CORP | Stock-Other | 6.41% | +0.36% | -0.81% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.40% | -2.01% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.08% | -3.45% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.07% | -1.62% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.32% | -0.92% | +7.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | +0.11% | +16.15% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.43% | +0.26% | -3.83% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.42% | +1.16% | — | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.30% | +0.52% | -1.34% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.18% | -0.39% | +22.55% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.61% | -3.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.09% | -2.88% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.06% | -2.98% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.67% | -0.23% | |
| 17 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.48% | +0.66% | -0.66% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.46% | +0.40% | -1.04% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.01% | -2.00% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.28% | -0.29% | -0.74% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.26% | +0.49% | +113.15% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | -0.18% | -0.22% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.10% | -0.18% | +0.50% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.21% | -2.39% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.17% | +0.52% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.08% | -0.36% | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.96% | -0.06% | -0.36% | |
| 28 | TEL | TE Connectivity plc | Stock-Tech | 0.93% | -0.36% | -2.18% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.26% | -2.10% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.89% | -0.11% | -0.58% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.05% | -0.62% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.01% | -1.96% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.01% | +7.14% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.87% | +0.20% | +465.74% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.10% | -1.28% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.12% | -1.01% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.93% | EXIT | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.13% | +0.49% | |
| 39 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.75% | -0.09% | +0.21% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -0.24% | -1.88% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.22% | -1.64% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.71% | — | +20.06% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.69% | -0.16% | -2.67% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.67% | -0.08% | -0.73% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.64% | -0.08% | -0.25% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.01% | -0.01% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.07% | +10.59% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.07% | -3.79% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +5.61% | |
| 50 | PSA | Public Storage | Stock-Real Estate | 0.48% | +0.01% | -4.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +0.7% | +465.74% | Add |
| 2 | LLY | Eli Lilly & Co | +0.5% | -3.83% | Trim |
| 3 | IWM | Ishares Russell 2000 ETF | +0.3% | +411.32% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.3% | +22.55% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.88% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +16.15% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +7.74% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -1.01% | Trim |
| 9 | AMGN | Amgen Inc | +0.1% | -0.22% | Trim |
| 10 | SCHG | Schwab US Large-cap Growth | +0.1% | +20.06% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | -2.67% | Trim |
| 12 | TMP | Tompkins Financial CORP | +0.1% | -0.81% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.04% | Trim |
| 14 | DHR | Danaher CORP | 0% | -0.25% | Trim |
| 15 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 16 | XLK | Ss Technology Select Sector | 0% | +113.15% | Add |
| 17 | PAYX | Paychex Inc | 0% | +44.02% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | +10.93% | Add |
| 19 | PH | Parker Hannifin CORP | 0% | -0.40% | Trim |
| 20 | JNJ | Johnson & Johnson | — | -3.79% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +5.61% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | -0.23% | Trim |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +7.14% | Add |
| 24 | TJX | Tjx Companies Inc | 0% | -2.39% | Trim |
| 25 | SNPS | Synopsys Inc | -0.1% | -63.94% | Trim |
| 26 | ACN | Accenture plc | -0.1% | -36.16% | Trim |
| 27 | ADP | Automatic Data Processing | -0.1% | -1.01% | Trim |
| 28 | WMT | Walmart Inc | -0.1% | -3.36% | Trim |
| 29 | EFIV | Ss Spdr S&p 500 Esg ETF | -0.1% | -0.66% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | +12.98% | Add |
| 31 | AMZN | Amazon.com Inc | -0.1% | -2.00% | Trim |
| 32 | DVY | Ishares Select Dividend ETF | -0.1% | -50.28% | Trim |
| 33 | PEG | Public Service Enterprise Gp | -0.1% | +0.21% | Add |
| 34 | HON | Honeywell International Inc | -0.1% | +4.31% | Add |
| 35 | IWL | Ishares Russell Top 200 ETF | -0.1% | +3.31% | Add |
| 36 | DUK | Duke Energy CORP | -0.1% | +0.49% | Add |
| 37 | PSA | Public Storage | -0.1% | -4.37% | Trim |
| 38 | KMB | Kimberly-clark CORP | -0.2% | -21.71% | Trim |
| 39 | ABT | Abbott Laboratories | -0.2% | +0.52% | Add |
| 40 | COST | Costco Wholesale CORP | -0.2% | -2.10% | Trim |
| 41 | BLK | Blackrock Inc | -0.2% | -0.58% | Trim |
| 42 | AAPL | Apple Inc | -0.2% | -3.45% | Trim |
| 43 | HD | Home Depot Inc | -0.2% | -0.62% | Trim |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | -0.3% | -1.34% | Trim |
| 45 | AJG | Arthur J Gallagher & Co | -0.3% | -0.36% | Trim |
| 46 | VTHR | Vanguard Russell 3000 | -0.3% | +0.93% | Add |
| 47 | NVDA | Nvidia CORP | -0.4% | -1.62% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | -2.01% | Trim |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 50 | FDVV | Fidelity High Dividend ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Tompkins Financial CORP reported a total U.S. public equity portfolio value of $1.4B across 636 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWL, VTHR, TMP) accounted for 25.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACWX
市值: $31.1M
Top Position Liquidated / Trimmed
TMP
前期市值: $75.8M
During Q4 2025, Tompkins Financial CORP's top holdings by market value included IWL (7.6%)、VTHR (6.5%)、TMP (6.4%). The largest single position, IWL, represented 7.6% of total portfolio value.
In Q4 2025, Tompkins Financial CORP made 49 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 29 holdings, and fully liquidating 0 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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