Tompkins-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "FISI",
  "ITRI",
  "GTX",
  "JAZZ",
  null,
  "NLY",
  "AAL",
  "DNB",
  "HUM",
  "HP",
  null,
  "PCG",
  null,
  "BCE",
  "ARM",
  "SNOW",
  "BEEM",
  "MU",
  null,
  "FNDF",
  "ACN",
  "ARCB",
  "ITT",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  "KTB",
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  "AIG",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "FCPT",
  "BSX",
  null,
  null,
  null,
  "CRS",
  "CCI",
  "COF",
  "CMI",
  "LNN",
  null,
  "DUK",
  null,
  "D",
  "NLOP",
  "M",
  "OCFC",
  "REZI",
  "EHC",
  null,
  "RL",
  "ECG",
  "WTRG",
  "EOG",
  "SIGI",
  null,
  "FFBC",
  "NVCR",
  "FCX",
  "RMR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  null,
  "FNV",
  "BEN",
  null,
  "FE",
  "UNP",
  "FULT",
  "QCOM",
  "ISRG",
  null,
  "EMXC",
  null,
  "HWM",
  "ITW",
  "IDA",
  "GSIE",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "META",
  null,
  null,
  "LPTX",
  "LUNR",
  "IVW",
  "OMI",
  "IJH",
  null,
  "SWK",
  null,
  null,
  null,
  "UVE",
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "ICF",
  "GAM",
  "LIN",
  null,
  "MHN",
  "MPC",
  "NAN",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "ALE",
  "APA",
  "MSFT",
  "MDLZ",
  "DXC",
  "EXC",
  "ETSY",
  "FLS",
  "GE",
  "GPC",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "FMC",
  "OXY",
  null,
  "OMC",
  "ADM",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "OKE",
  "PAYX",
  "VGIT",
  "VHT",
  "DOC",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "MAS",
  "NYT",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  "SCHX",
  null,
  null,
  null,
  "SHW",
  "SLB",
  "SRE",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "AA",
  "MET",
  "ASH",
  "RCL",
  "PCTY",
  "VOE",
  "OGE",
  "NBTB",
  "MRNA",
  "SCHW",
  "MDU",
  "POR",
  "ALC",
  null,
  null,
  "VWO",
  null,
  "NJR",
  null,
  "VCIT",
  "PLOW",
  "VIG",
  null,
  "VVX",
  "TMP",
  "IWO",
  "SKX",
  "SU",
  "IWN",
  null,
  "SNY",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "GRC",
  "CHPT",
  null,
  "ETR",
  "VTR",
  "VYM",
  "DD",
  "K",
  "LITE",
  "MAT",
  "MSM",
  "UGI",
  "ATO",
  "ARE",
  "THC",
  "VNT",
  "AEE",
  "GM",
  "HAL",
  "ALB",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "AVB",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "GSLC",
  "CAH",
  "AEP",
  "ES",
  null,
  "KNF",
  "PEG",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  "IVE",
  "PFG",
  null,
  "DKS",
  "HII",
  "KD",
  "BBCA",
  null,
  null,
  "RGA",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  null,
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WHR",
  "WPM",
  "WTW",
  null,
  null,
  null,
  "KLG",
  null,
  null,
  "WPC",
  "YUM",
  "XYL",
  "ZBRA",
  "ZIMV",
  "SOLV",
  null,
  null,
  "HI",
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "SCHF",
  "SCHA",
  "LW",
  "NSC",
  "KIM",
  "NOK",
  null,
  "JCI",
  "LH",
  "NZF",
  null,
  "SO",
  "SJM",
  "PPL",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "SNAP",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  "IXUS",
  "HBI",
  "IUSV",
  null,
  "GEV",
  "CHWY",
  "ZBH",
  "DGRO",
  "HESM",
  null,
  "PAAS",
  "SPYV",
  "GWW",
  null,
  "PSA",
  "NUE",
  "FDX",
  "KMB",
  "LULU",
  "ASTE",
  "ALV",
  "ADP",
  "AZO",
  "AZTA",
  "BAC",
  "BNS",
  "BMO",
  "BHB",
  "BK",
  "BRK-B",
  "BDX",
  "BKH",
  "BYND",
  "BBY",
  null,
  "BA",
  null,
  "BHF",
  "BMY",
  "BTI",
  "BRKL",
  "BNL",
  "CHRW",
  "BXP",
  "CM",
  "CPB",
  "CTLP",
  "CWST",
  "CARR",
  "CDW",
  "CVE",
  "CC",
  "CHE",
  "CVX",
  "CIEN",
  "CB",
  "CHDN",
  "CMG",
  "CHD",
  "CSCO",
  "C",
  "CLX",
  "CNA",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CSTM",
  "COST",
  "GLW",
  "CTVA",
  "CXT",
  "CBRL",
  "CR",
  "CVS",
  "CSX",
  "DHR",
  "DAN",
  "DELL",
  "DE",
  "DFS",
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 565
Total Value: 915071335
Accession Number: 0001999371-25-003938
Form Type: 13F-HR
CIK: tompkins-financial
Manager Name: Tompkins-Financial

Data Enrichment

85% identified

480 identified85 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

565 positions • $915.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 29

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CDW Corp

CDW|12514G108

Shares:500

Value:$80.1K

% of Portfolio:0.0% ($80.1K/$915.1M)

46434V613

Shares:1.7K

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$915.1M)

CARMAX INC

KMX|143130102

Shares:1.0K

Value:$77.9K

% of Portfolio:0.0% ($77.9K/$915.1M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:159

Value:$77.0K

% of Portfolio:0.0% ($77.0K/$915.1M)

381430107

GSIE|381430107

Shares:2.2K

Value:$76.9K

% of Portfolio:0.0% ($76.9K/$915.1M)

LINDSAY CORP

LNN|535555106

Shares:600

Value:$75.9K

% of Portfolio:0.0% ($75.9K/$915.1M)

FINANCIAL INSTITUTIONS INC

FISI|317585404

Shares:3.0K

Value:$75.4K

% of Portfolio:0.0% ($75.4K/$915.1M)

Macy's, Inc.

M|55616P104

Shares:6.0K

Value:$75.4K

% of Portfolio:0.0% ($75.4K/$915.1M)

389637109

Shares:1.1K

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$915.1M)

97717W109

Shares:964

Value:$74.2K

% of Portfolio:0.0% ($74.2K/$915.1M)

97717X701

Shares:1.6K

Value:$74.1K

% of Portfolio:0.0% ($74.1K/$915.1M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:630

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$915.1M)

Kontoor Brands, Inc.

KTB|50050N103

Shares:1.1K

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$915.1M)

FORD MOTOR CO

F|345370860

Shares:7.3K

Value:$72.9K

% of Portfolio:0.0% ($72.9K/$915.1M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:1.5K

Value:$72.9K

% of Portfolio:0.0% ($72.9K/$915.1M)

TORONTO DOMINION BANK

TD|891160509

Shares:1.2K

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$915.1M)

VISA INC.

V|92826C839

Shares:203

Value:$71.1K

% of Portfolio:0.0% ($71.1K/$915.1M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:1.3K

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$915.1M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:623

Value:$68.6K

% of Portfolio:0.0% ($68.6K/$915.1M)

Tesla, Inc.

TSLA|88160R101

Shares:261

Value:$67.6K

% of Portfolio:0.0% ($67.6K/$915.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CDW Corp(CDWcusip12514G108)	500	QoQ 0.00% (-0) YoY NEW(+500)	All Managers (Combined)	$80.1K	0.0% ($80.1K/$915.1M)	QoQ -7.91% (-$6.9K) YoY NEW(+$80.1K)
(cusip46434V613)✕	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$915.1M)	QoQ +1.94% (+$1.5K) YoY NEW(+$79.9K)
CARMAX INC(KMXcusip143130102)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$77.9K	0.0% ($77.9K/$915.1M)	QoQ -4.69% (-$3.8K) YoY NEW(+$77.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	159	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$77.0K	0.0% ($77.0K/$915.1M)	QoQ -9.07% (-$7.7K) YoY +10.41% (+$7.3K)
(GSIEcusip381430107)	2.2K	QoQ -6.46% (-149) YoY -6.46% (-149)	All Managers (Combined)	$76.9K	0.0% ($76.9K/$915.1M)	QoQ +0.01% (-$15) YoY -2.75% (-$2.2K)
LINDSAY CORP(LNNcusip535555106)	600	QoQ 0.00% (+0) YoY +20.00% (+100)	All Managers (Combined)	$75.9K	0.0% ($75.9K/$915.1M)	QoQ +6.93% (+$4.9K) YoY +29.03% (+$17.1K)
FINANCIAL INSTITUTIONS INC(FISIcusip317585404)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$75.4K	0.0% ($75.4K/$915.1M)	QoQ -8.53% (-$7.0K) YoY NEW(+$75.4K)
Macy's, Inc.(Mcusip55616P104)	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$75.4K	0.0% ($75.4K/$915.1M)	QoQ -25.81% (-$26.2K) YoY NEW(+$75.4K)
(cusip389637109)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$915.1M)	QoQ -11.95% (-$10.1K) YoY NEW(+$74.4K)
(cusip97717W109)✕	964	QoQ -4.55% (-46) YoY -20.06% (-242)	All Managers (Combined)	$74.2K	0.0% ($74.2K/$915.1M)	QoQ -3.18% (-$2.4K) YoY -13.02% (-$11.1K)
(cusip97717X701)✕	1.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$74.1K	0.0% ($74.1K/$915.1M)	QoQ +8.60% (+$5.9K) YoY -1.69% (-$1.3K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	630	QoQ 0.00% (-0) YoY -50.00% (-630)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$915.1M)	QoQ -12.92% (-$10.9K) YoY -59.80% (-$109.6K)
Kontoor Brands, Inc.(KTBcusip50050N103)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$915.1M)	QoQ -24.91% (-$24.3K) YoY NEW(+$73.2K)
FORD MOTOR CO(Fcusip345370860)	7.3K	QoQ 0.00% (+0) YoY -13.20% (-1.1K)	All Managers (Combined)	$72.9K	0.0% ($72.9K/$915.1M)	QoQ +1.31% (+$945) YoY -34.44% (-$38.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	1.5K	QoQ 0.00% (-0) YoY -21.32% (-400)	All Managers (Combined)	$72.9K	0.0% ($72.9K/$915.1M)	QoQ -0.10% (-$74) YoY -40.24% (-$49.1K)
TORONTO DOMINION BANK(TDcusip891160509)	1.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$915.1M)	QoQ +12.58% (+$8.0K) YoY -0.72% (-$528)
VISA INC.(Vcusip92826C839)	203	QoQ +23.78% (+39) YoY -77.39% (-695)	All Managers (Combined)	$71.1K	0.0% ($71.1K/$915.1M)	QoQ +37.25% (+$19.3K) YoY -71.61% (-$179.5K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$915.1M)	QoQ -0.87% (-$611) YoY +36.72% (+$18.6K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	623	QoQ -49.10% (-601) YoY -67.65% (-1.3K)	All Managers (Combined)	$68.6K	0.0% ($68.6K/$915.1M)	QoQ -46.48% (-$59.6K) YoY -65.86% (-$132.3K)
Tesla, Inc.(TSLAcusip88160R101)	261	QoQ 0.00% (-0) YoY +45.00% (+81)	All Managers (Combined)	$67.6K	0.0% ($67.6K/$915.1M)	QoQ -35.82% (-$37.8K) YoY +113.76% (+$36.0K)