Tompkins Financial Top Holdings and 13F Report (2025)

About Tompkins Financial

Tompkins Financial NYSEAMERICAN: TMP has filed 13-F forms with the SEC as an investor. Tompkins Financial is itself a publicly traded company. For more information on Tompkins Financial stock, visit the Tompkins Financial stock profile here.

Investment Activity

Tompkins Financial has $1.08 billion in total holdings as of December 31, 2024.
Tompkins Financial owns shares of 529 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 4.83% of the portfolio was purchased this quarter.
About 2.63% of the portfolio was sold this quarter.
This quarter, Tompkins Financial has purchased 581 new stocks and bought additional shares in 121 stocks.
Tompkins Financial sold shares of 92 stocks and completely divested from 82 stocks this quarter.

Largest Holdings

iShares Russell Top 200 ETF: $144,910,713
Tompkins Financial: $77,378,972
Apple: $51,975,923
Microsoft: $51,028,055
NVIDIA: $34,733,975

Largest New Holdings this Quarter

TE Connectivity PLC: $7,662,334 Holding
SPDR S&P 500 ESG ETF: $403,267 Holding
JPMorgan Equity Premium Income ETF: $350,243 Holding
Global X S&P 500 Catholic Values ETF: $268,696 Holding
JPMorgan Nasdaq Equity Premium Income ETF: $243,054 Holding

Largest Purchases this Quarter

TE Connectivity PLC: 53,594 shares (about $7.66M)
Microsoft: 10,653 shares (about $4.49M)
Amgen: 16,481 shares (about $4.30M)
Vanguard S&P 500 ETF: 6,914 shares (about $3.73M)
McDonald's: 8,280 shares (about $2.40M)

Largest Sales this Quarter

BCE: 95,981 shares (about $2.22M)
iShares Russell Top 200 ETF: 9,496 shares (about $1.37M)
Apple: 4,449 shares (about $1.11M)
NVIDIA: 6,830 shares (about $917.20K)
Tompkins Financial: 11,177 shares (about $758.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWL iShares Russell Top 200 ETF	$144,910,713	$1,374,166 ▼	-0.9%	1,001,387	13.5%	ETF
TMP Tompkins Financial	$77,378,972	$758,136 ▼	-1.0%	1,140,778	7.2%	Finance
AAPL Apple	$51,975,923	$1,114,119 ▼	-2.1%	207,555	4.8%	Computer and Technology
MSFT Microsoft	$51,028,055	$4,490,240 ▲	9.6%	121,063	4.7%	Computer and Technology
NVDA NVIDIA	$34,733,975	$917,201 ▼	-2.6%	258,649	3.2%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$31,716,127	$57,582 ▲	0.2%	342,045	2.9%	ETF
LLY Eli Lilly and Company	$25,684,440	$1,766,336 ▲	7.4%	33,270	2.4%	Medical
WMT Walmart	$25,440,482	$146,367 ▼	-0.6%	281,577	2.4%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$23,293,295	$3,725,332 ▲	19.0%	43,231	2.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$22,008,247	$1,649,694 ▲	8.1%	460,231	2.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$21,152,251	$741,115 ▲	3.6%	339,468	2.0%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$19,381,423	$2,036,786 ▲	11.7%	211,981	1.8%	ETF
JPM JPMorgan Chase & Co.	$18,355,074	$35,477 ▼	-0.2%	76,572	1.7%	Finance
XOM Exxon Mobil	$18,159,967	$1,335,697 ▲	7.9%	168,820	1.7%	Oils/Energy
BND Vanguard Total Bond Market ETF	$16,997,582	$1,488,249 ▲	9.6%	236,373	1.6%	ETF
AMZN Amazon.com	$16,908,168	$112,328 ▲	0.7%	77,069	1.6%	Retail/Wholesale
MCD McDonald's	$16,135,567	$2,400,289 ▲	17.5%	55,661	1.5%	Retail/Wholesale
CSCO Cisco Systems	$15,486,187	$1,025,048 ▲	7.1%	261,591	1.4%	Computer and Technology
GOOGL Alphabet	$14,641,598	$130,617 ▲	0.9%	77,346	1.4%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$14,507,290	$38,320 ▼	-0.3%	51,109	1.3%	Finance
COST Costco Wholesale	$13,612,107	$346,350 ▲	2.6%	14,856	1.3%	Retail/Wholesale
HD Home Depot	$13,445,051	$131,868 ▲	1.0%	34,564	1.3%	Retail/Wholesale
AMGN Amgen	$12,743,211	$4,295,608 ▲	50.9%	48,892	1.2%	Medical
WM Waste Management	$12,413,919	$81,120 ▲	0.7%	61,519	1.2%	Business Services
SUSA iShares MSCI USA ESG Select ETF	$12,058,567	$238,803 ▼	-1.9%	99,174	1.1%	ETF
MA Mastercard	$12,015,275	$105,841 ▲	0.9%	22,818	1.1%	Business Services
ABT Abbott Laboratories	$11,787,758	$272,595 ▲	2.4%	104,215	1.1%	Medical
TJX TJX Companies	$11,731,376	$13,772 ▲	0.1%	97,106	1.1%	Retail/Wholesale
HON Honeywell International	$11,619,556	$137,341 ▲	1.2%	51,439	1.1%	Multi-Sector Conglomerates
PEG Public Service Enterprise Group	$10,621,238	$137,043 ▼	-1.3%	125,710	1.0%	Utilities
BRK.B Berkshire Hathaway	$10,062,816	$193,097 ▲	2.0%	22,200	0.9%	Finance
PEP PepsiCo	$10,055,576	$636,067 ▲	6.8%	66,129	0.9%	Consumer Staples
MRK Merck & Co., Inc.	$9,959,937	$154,492 ▲	1.6%	100,120	0.9%	Medical
DUK Duke Energy	$9,315,740	$154,499 ▲	1.7%	86,465	0.9%	Utilities
ISRG Intuitive Surgical	$8,765,797	$522 ▲	0.0%	16,794	0.8%	Medical
PG Procter & Gamble	$8,536,067	$116,181 ▲	1.4%	50,916	0.8%	Consumer Staples
SHY iShares 1-3 Year Treasury Bond ETF	$8,243,745	$1,507,530 ▲	22.4%	100,558	0.8%	Manufacturing
DHR Danaher	$7,983,749	$134,746 ▲	1.7%	34,780	0.7%	Multi-Sector Conglomerates
TE Connectivity PLC	$7,662,334	$7,662,334 ▲	New Holding	53,594	0.7%	ORD SHS
PSA Public Storage	$7,468,932	$122,770 ▲	1.7%	24,943	0.7%	Finance
KMB Kimberly-Clark	$7,409,264	$221,851 ▲	3.1%	56,542	0.7%	Consumer Staples
GD General Dynamics	$7,102,373	$232,925 ▲	3.4%	26,955	0.7%	Aerospace
ACN Accenture	$6,500,376	$107,296 ▲	1.7%	18,478	0.6%	Computer and Technology
ABBV AbbVie	$6,348,688	$347,581 ▲	5.8%	35,727	0.6%	Medical
SYK Stryker	$6,302,675	$216,750 ▲	3.6%	17,505	0.6%	Medical
ADBE Adobe	$6,137,918	$201,440 ▲	3.4%	13,803	0.6%	Computer and Technology
WBS Webster Financial	$5,796,720	$471,192 ▼	-7.5%	104,975	0.5%	Finance
JNJ Johnson & Johnson	$5,405,028	$748,698 ▲	16.1%	37,374	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$5,200,288	$79,121 ▲	1.5%	8,873	0.5%	Finance
ICE Intercontinental Exchange	$4,975,593	$82,105 ▲	1.7%	33,391	0.5%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$4,805,137	$50,699 ▲	1.1%	54,118	0.4%	ETF
RWL Invesco S&P 500 Revenue ETF	$4,062,505	$90,184 ▼	-2.2%	41,488	0.4%	ETF
VB Vanguard Small-Cap ETF	$4,011,234	$301,551 ▲	8.1%	16,694	0.4%	ETF
SNPS Synopsys	$3,813,474	$118,428 ▲	3.2%	7,857	0.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$3,757,523	$23,252 ▲	0.6%	16,160	0.3%	ETF
ADP Automatic Data Processing	$3,205,394	$40,397 ▼	-1.2%	10,950	0.3%	Business Services
AWK American Water Works	$3,073,783	$78,180 ▼	-2.5%	24,691	0.3%	Utilities
CVX Chevron	$2,963,716	$6,952 ▼	-0.2%	20,462	0.3%	Oils/Energy
IWO iShares Russell 2000 Growth ETF	$2,936,628		0.0%	10,203	0.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,842,897	$593,430 ▲	26.4%	26,952	0.3%	ETF
CWST Casella Waste Systems	$2,822,693		0.0%	26,677	0.3%	Industrial Products
EMR Emerson Electric	$2,687,670	$619,650 ▲	30.0%	21,687	0.2%	Industrial Products
VOOG Vanguard S&P 500 Growth ETF	$2,376,828	$12,812 ▼	-0.5%	6,493	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,357,531	$394,240 ▲	20.1%	22,066	0.2%	Finance
ITW Illinois Tool Works	$2,329,710	$1,825,633 ▲	362.2%	9,188	0.2%	Industrial Products
IVV iShares Core S&P 500 ETF	$2,058,026	$57,691 ▲	2.9%	3,496	0.2%	ETF
NBTB NBT Bancorp	$2,038,301	$4,585 ▼	-0.2%	42,678	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$2,004,326	$15,940 ▼	-0.8%	6,916	0.2%	ETF
IBM International Business Machines	$1,997,375	$39,569 ▲	2.0%	9,086	0.2%	Computer and Technology
BNL Broadstone Net Lease	$1,842,789		0.0%	116,191	0.2%	Finance
KO Coca-Cola	$1,825,090	$28,266 ▲	1.6%	29,314	0.2%	Consumer Staples
PAYX Paychex	$1,745,318	$12,059 ▼	-0.7%	12,447	0.2%	Business Services
SPLV Invesco S&P 500 Low Volatility ETF	$1,693,090	$369,180 ▲	27.9%	24,187	0.2%	ETF
ORCL Oracle	$1,689,063	$1,500 ▼	-0.1%	10,136	0.2%	Computer and Technology
QQQ Invesco QQQ	$1,678,368		0.0%	3,283	0.2%	Finance
PM Philip Morris International	$1,406,651	$590,919 ▲	72.4%	11,688	0.1%	Consumer Staples
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,406,278		0.0%	3,305	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,322,107	$464,410 ▲	54.1%	18,812	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,308,316	$95,577 ▲	7.9%	12,046	0.1%	ETF
DVY iShares Select Dividend ETF	$1,293,207	$140,218 ▼	-9.8%	9,850	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$1,259,378	$298,092 ▲	31.0%	12,404	0.1%	ETF
CRS Carpenter Technology	$1,256,872	$108,954 ▼	-8.0%	7,406	0.1%	Basic Materials
GLW Corning	$1,193,037	$36,353 ▼	-3.0%	25,106	0.1%	Computer and Technology
PFE Pfizer	$1,133,786	$59,772 ▲	5.6%	42,736	0.1%	Medical
EFA iShares MSCI EAFE ETF	$1,133,546	$41,964 ▲	3.8%	14,992	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,084,480		0.0%	1,904	0.1%	ETF
UNH UnitedHealth Group	$1,059,271	$185,651 ▲	21.3%	2,094	0.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$1,041,358	$108,768 ▼	-9.5%	9,038	0.1%	ETF
LOW Lowe's Companies	$1,017,309		0.0%	4,122	0.1%	Retail/Wholesale
ETN Eaton	$1,005,898		0.0%	3,031	0.1%	Industrial Products
VZ Verizon Communications	$993,191	$227,703 ▼	-18.7%	24,836	0.1%	Computer and Technology
SCHB Schwab US Broad Market ETF	$974,375	$679,320 ▲	230.2%	42,924	0.1%	ETF
T AT&T	$890,284	$31,332 ▲	3.6%	39,099	0.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$884,060	$7,513 ▲	0.9%	4,001	0.1%	Finance
AXP American Express	$879,686	$138,304 ▲	18.7%	2,964	0.1%	Finance
VYM Vanguard High Dividend Yield ETF	$829,973		0.0%	6,505	0.1%	ETF
DE Deere & Company	$828,757		0.0%	1,956	0.1%	Industrial Products
STZ Constellation Brands	$821,015	$5,525 ▼	-0.7%	3,715	0.1%	Consumer Staples
GOOG Alphabet	$815,654		0.0%	4,283	0.1%	Computer and Technology
TMO Thermo Fisher Scientific	$812,599	$2,601 ▼	-0.3%	1,562	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Tompkins Financial Top Holdings and 13F Report (2025)

About Tompkins Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Tompkins Financial Top Holdings and 13F Report (2025)

About Tompkins Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTompkins Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools