TOMPKINS FINANCIAL CORP

Q3 2025 13F-HR Holdings

Location
Ithaca, NY
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
543
Total value ($000)
$1,195,828
Net value change ($000)
+107,971 (9.9%)
New positions
18
Sold out positions
18
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPMO 30,472 NEW
VTHR 21,412 35.7%
XLK 10,765 263.1%
AAPL 8,111 19.9%
NVDA 7,479 17.3%
SCHG 7,404 NEW
IWL 7,030 8.3%
VEA 6,216 19.6%
GOOGL 4,953 37.0%
TMP 4,003 5.6%
Top Reduces (Value $000, Stocks/ETFs)
BIL -4,820 -33.0%
ACN -3,686 -66.9%
VOO -3,662 -11.8%
SNPS -2,926 -75.1%
KMB -2,738 -38.1%
SUB -1,748 -61.0%
IJH -1,627 -12.5%
ISRG -1,527 -17.5%
HON -1,215 -10.4%
COST -1,031 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type