TOMPKINS FINANCIAL CORP
•CIK: 1005817•Filing: Q4 2025
**TOMPKINS FINANCIAL CORP** manages $1.3B across a diversified portfolio of 636 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including IWL at $97.5M and VTHR at $83.9M. Further substantial allocations are noted in TMP ($82.4M), MSFT ($55.6M), and AAPL ($50.4M). This structure suggests a conviction-driven approach targeting established market leaders and high-growth sectors.
Total AUM
$1.3B
QoQ Performance
+7.5%
Positions
509
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IWL
VTHR
TMP
IWL7.6%
VTHR6.5%
TMP6.4%
MSFT4.3%
AAPL3.9%
NVDA3.9%
VEA3.3%
VOO2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.7%
Technology16.7%
Healthcare7.7%
Consumer6.8%
Financial4.0%
ETF3.3%
Energy1.8%
Utilities1.6%
🚪 Exited Positionssold since Q3 2025
+341 more exited positions
Changes from Q3 2025
NEW3 new positions
↑52 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022