Tompkins Financial Top Holdings and 13F Report (2025) About Tompkins FinancialTompkins 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 ActivityTompkins Financial has $1.09 billion in total holdings as of June 30, 2025.Tompkins Financial owns shares of 543 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Tompkins Financial has purchased 565 new stocks and bought additional shares in 64 stocks.Tompkins Financial sold shares of 158 stocks and completely divested from 40 stocks this quarter.Largest Holdings iShares Russell Top 200 ETF $84,798,775Tompkins Financial $71,827,607Vanguard Russell 3000 ETF $60,022,729Microsoft $59,503,666NVIDIA $43,213,425 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $400,383 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $77,715 Holding78433H303 - NEOS S&P 500 High Income ETF $53,440 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $36,222 Holding922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $26,878 Holding Largest Purchases this Quarter Vanguard Russell 3000 ETF 40,532 shares (about $11.06M)Vanguard FTSE Developed Markets ETF 77,482 shares (about $4.42M)Vanguard S&P 500 ETF 5,341 shares (about $3.03M)SPDR S&P 500 ESG ETF 32,236 shares (about $1.89M)Vanguard Total Bond Market ETF 24,504 shares (about $1.80M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 130,198 shares (about $8.07M)iShares Russell Top 200 ETF 22,830 shares (about $3.50M)Vanguard Small-Cap ETF 10,752 shares (about $2.55M)VanEck Morningstar Wide Moat ETF 24,534 shares (about $2.30M)NVIDIA 12,770 shares (about $2.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTompkins Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWLiShares Russell Top 200 ETF$84,798,775$3,495,730 ▼-4.0%553,8067.8%ETFTMPTompkins Financial$71,827,607$927,400 ▼-1.3%1,145,0286.6%FinanceVTHRVanguard Russell 3000 ETF$60,022,729$11,055,103 ▲22.6%220,0655.5%ETFMSFTMicrosoft$59,503,666$846,592 ▼-1.4%119,6275.5%Computer and TechnologyNVDANVIDIA$43,213,425$2,017,532 ▼-4.5%273,5204.0%Computer and TechnologyAAPLApple$40,796,208$1,489,329 ▼-3.5%198,8413.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$31,746,817$4,417,249 ▲16.2%556,8642.9%ETFVOOVanguard S&P 500 ETF$31,013,870$3,033,848 ▲10.8%54,5992.9%ETFWMTWalmart$25,838,268$1,179,422 ▼-4.4%264,2492.4%Retail/WholesaleLLYEli Lilly and Company$24,108,524$1,671,312 ▼-6.5%30,9272.2%MedicalBNDVanguard Total Bond Market ETF$21,313,013$1,804,229 ▲9.2%289,4612.0%ETFJPMJPMorgan Chase & Co.$21,005,719$570,543 ▼-2.6%72,4561.9%FinanceXOMExxon Mobil$17,744,958$972,572 ▼-5.2%164,6101.6%EnergyCSCOCisco Systems$17,336,813$600,692 ▼-3.3%249,8821.6%Computer and TechnologyAMZNAmazon.com$16,626,252$471,908 ▼-2.8%75,7841.5%Retail/WholesaleMCDMcDonald's$15,997,184$297,721 ▼-1.8%54,7531.5%Retail/WholesaleAJGArthur J. Gallagher & Co.$15,590,165$653,685 ▼-4.0%48,7011.4%FinanceEFIVSPDR S&P 500 ESG ETF$15,443,734$1,887,418 ▲13.9%263,7701.4%ETFWMWaste Management$14,792,985$694,698 ▼-4.5%64,6491.4%Business ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,623,964$69,440 ▼-0.5%159,4241.3%ETFABTAbbott Laboratories$13,996,653$268,076 ▼-1.9%102,9091.3%MedicalCOSTCostco Wholesale$13,958,154$857,288 ▼-5.8%14,1001.3%Retail/WholesaleAMGNAmgen$13,697,205$48,583 ▼-0.4%49,0571.3%MedicalGOOGLAlphabet$13,394,890$378,895 ▼-2.8%76,0081.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$13,038,713$8,074,880 ▼-38.2%210,2341.2%ETFMAMastercard$12,349,755$367,509 ▼-2.9%21,9771.1%Business ServicesHDHome Depot$12,263,375$415,036 ▼-3.3%33,4481.1%Retail/WholesaleHONHoneywell International$11,731,796$282,251 ▼-2.3%50,3771.1%Multi-Sector ConglomeratesTJXTJX Companies$11,655,480$431,104 ▼-3.6%94,3841.1%Retail/WholesaleBLACKROCK INC$11,509,224$262,313 ▼-2.2%10,9691.1%COMBRK.BBerkshire Hathaway$10,658,280$269,602 ▼-2.5%21,9411.0%FinancePEGPublic Service Enterprise Group$10,235,194$301,449 ▼-2.9%121,5870.9%UtilitiesSHYiShares 1-3 Year Treasury Bond ETF$9,989,270$784,933 ▲8.5%120,5560.9%ManufacturingDUKDuke Energy$9,887,928$219,362 ▼-2.2%83,7960.9%UtilitiesTE CONNECTIVITY PLC$9,194,370$153,827 ▼-1.6%54,5110.8%ORD SHSPEPPepsiCo$8,819,348$161,089 ▼-1.8%66,7930.8%Consumer StaplesISRGIntuitive Surgical$8,717,383$398,320 ▼-4.4%16,0420.8%MedicalMRKMerck & Co., Inc.$8,045,981$72,115 ▼-0.9%101,6420.7%MedicalPGProcter & Gamble$7,767,805$211,099 ▼-2.6%48,7560.7%Consumer StaplesGDGeneral Dynamics$7,617,868$338,617 ▼-4.3%26,1190.7%AerospacePSAPublic Storage$7,273,882$92,134 ▼-1.3%24,7900.7%FinanceKMBKimberly-Clark$7,189,352$291,746 ▼-3.9%55,7660.7%Consumer StaplesDHRDanaher$7,060,278$66,176 ▲0.9%35,7410.6%MedicalSYKStryker$6,811,957$180,012 ▼-2.6%17,2180.6%MedicalABBVAbbVie$6,544,404$6,868 ▲0.1%35,2570.6%MedicalICEIntercontinental Exchange$6,027,173$212,642 ▼-3.4%32,8510.6%FinanceACNAccenture$5,511,831$121,050 ▼-2.1%18,4410.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,408,041$295,332 ▼-5.2%8,7530.5%FinanceADBEAdobe$5,391,560$22,826 ▲0.4%13,9360.5%Computer and TechnologyJNJJohnson & Johnson$5,343,806$285,795 ▼-5.1%34,9840.5%MedicalWBSWebster Financial$5,216,429$515,206 ▼-9.0%95,5390.5%FinanceSUSAiShares MSCI USA ESG Select ETF$5,088,379$1,065,207 ▼-17.3%40,1450.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,982,525$138,740 ▼-2.7%53,0790.5%ETFMOATVanEck Morningstar Wide Moat ETF$4,831,310$2,301,044 ▼-32.3%51,5120.4%ETFRWLInvesco S&P 500 Revenue ETF$4,193,188$36,189 ▼-0.9%40,2070.4%ETFXLKTechnology Select Sector SPDR Fund$4,092,1970.0%16,1600.4%ETFSNPSSynopsys$3,896,368$161,494 ▼-4.0%7,6000.4%Computer and TechnologyADPAutomatic Data Processing$3,393,0160.0%11,0020.3%Computer and TechnologyAWKAmerican Water Works$3,204,677$52,584 ▼-1.6%23,0370.3%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,105,690$360,946 ▲13.2%28,3340.3%FinanceCWSTCasella Waste Systems$3,077,9920.0%26,6770.3%Business ServicesSUBiShares Short-Term National Muni Bond ETF$2,866,0760.0%26,9520.3%ETFIBMInternational Business Machines$2,687,510$13,265 ▲0.5%9,1170.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$2,671,648$202,103 ▼-7.0%9,3460.2%ETFCVXChevron$2,576,418$342,797 ▼-11.7%17,9930.2%EnergyVOOGVanguard S&P 500 Growth ETF$2,542,218$87,239 ▼-3.3%6,4110.2%ETFEMREmerson Electric$2,400,874$507,321 ▼-17.4%18,0070.2%IndustrialsIVViShares Core S&P 500 ETF$2,338,930$275,680 ▲13.4%3,7670.2%ETFITWIllinois Tool Works$2,288,052$16,319 ▲0.7%9,2540.2%IndustrialsVTIVanguard Total Stock Market ETF$2,199,8450.0%7,2380.2%ETFIEFAiShares Core MSCI EAFE ETF$2,137,672$359,214 ▲20.2%25,6070.2%ETFORCLOracle$2,124,865$61,216 ▲3.0%9,7190.2%Computer and TechnologyPHParker-Hannifin$2,085,631$392,540 ▲23.2%2,9860.2%IndustrialsCRSCarpenter Technology$2,078,654$31,784 ▲1.6%7,5210.2%Basic MaterialsBNLBroadstone Net Lease$1,864,8660.0%116,1910.2%FinancePMPhilip Morris International$1,841,699$287,037 ▼-13.5%10,1120.2%Consumer StaplesKOCocaCola$1,810,422$263,544 ▼-12.7%25,5890.2%Consumer StaplesPAYXPaychex$1,762,103$15,564 ▲0.9%12,1140.2%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$1,761,2970.0%24,1870.2%ETFNBTBNBT Bancorp$1,695,282$12,216 ▼-0.7%40,8010.2%FinanceVBVanguard Small-Cap ETF$1,561,461$2,548,009 ▼-62.0%6,5890.1%ETFQQQInvesco QQQ$1,519,216$86,607 ▼-5.4%2,7540.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,456,3480.0%3,3050.1%FinancePFEPfizer$1,438,572$59,340 ▼-4.0%59,3470.1%MedicalAXPAmerican Express$1,416,909$471,452 ▲49.9%4,4420.1%FinanceIVWiShares S&P 500 Growth ETF$1,365,6800.0%12,4040.1%ETFEFAiShares MSCI EAFE ETF$1,340,1340.0%14,9920.1%FinanceDVYiShares Select Dividend ETF$1,324,7800.0%9,9750.1%ETFGLWCorning$1,311,542$9,466 ▲0.7%24,9390.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,269,482$28,324 ▲2.3%2,2410.1%ETFVZVerizon Communications$1,111,174$160,099 ▼-12.6%25,6800.1%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$1,098,967$99,490 ▼-8.3%11,0460.1%ETFSCHBSchwab US Broad Market ETF$1,089,5550.0%45,7220.1%ETFETNEaton$1,082,0370.0%3,0310.1%IndustrialsGEGE Aerospace$1,061,476$165,244 ▼-13.5%4,1240.1%AerospaceDISWalt Disney$1,057,433$10,665 ▼-1.0%8,5270.1%Consumer DiscretionaryTAT&T$1,033,389$172,019 ▼-14.3%35,7080.1%Computer and TechnologyDEDeere & Company$994,6060.0%1,9560.1%IndustrialsIJRiShares Core S&P Small-Cap ETF$983,501$65,574 ▼-6.3%8,9990.1%ETFOKEONEOK$980,0500.0%12,0060.1%EnergyShowing largest 100 holdings. 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