Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: TOMPKINS FINANCIAL CORP
  City: ITHACA
  State: NY
  Zip: 14851
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $884,263,000
  Total Value Change : $58,673,000
  Securities Held Change : -20
   
All Securities Held : 630
  New Positions : 57
  Closed Positions : 87
  Increased Positions : 143
  Unchanged Positions : 310
  Decreased Positions : 120

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 57     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SNPS)1 Year Chart         SNPS Synopsys Inc 53 New $566.73 $4,016,000 7,027 0.45% 4,016,000 7,027 0.005    Technical & System So...
   (ADSK)1 Year Chart         ADSK Autodesk Inc 63 New $221.21 $2,469,000 9,481 0.28% 2,469,000 9,481 0.004    Technical & System So...
   (IRM)1 Year Chart         IRM Iron Mountain Inc 87 New $81.79 $963,000 12,000 0.11% 963,000 12,000 0.004    Business Services
   (HTRB)1 Year Chart         HTRB Hartford Total Return Bond Etf 278 New $0.00 $97,000 2,861 0.01% 97,000 2,861 0.001    N/A
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 281 New $151.89 $96,000 650 0.01% 96,000 650 0    REIT - Industrial
   (MS)1 Year Chart         MS Morgan Stanley 285 New $100.22 $94,000 1,000 0.01% 94,000 1,000 0    Investment Brokerage ...
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 284 New $35.78 $94,000 5,020 0.01% 94,000 5,020 0.001    REIT - Healthcare Fac...
   (ATO)1 Year Chart         ATO Atmos Energy Corp 295 New $118.64 $89,000 750 0.01% 89,000 750 0    Gas Utilities
   (NTRS)1 Year Chart         NTRS Northern Trust Corp 294 New $85.51 $89,000 1,000 0.01% 89,000 1,000 0    Domestic Regional Banks
   (VTR)1 Year Chart         VTR Ventas Inc 297 New $48.91 $87,000 2,000 0.01% 87,000 2,000 0.003    REIT - Healthcare Fac...
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 340 New $0.00 $55,000 1,859 0.01% 55,000 1,859 0.004    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 355 New $164.47 $47,000 260 0.01% 47,000 260 0.005    Semiconductor- Broad...
   (DHS)1 Year Chart         DHS WisdomTree Trust High-Yield... 392 New $82.50 $34,000 395 0% 34,000 395 0    Closed - End Fund - E...
   (EXP)1 Year Chart         EXP Eagle Materials Inc 410 New $256.30 $27,000 100 0% 27,000 100 0    General Building Mate...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 422 New $20.02 $22,000 1,106 0% 22,000 1,106 0    N/A
   (OCFC)1 Year Chart         OCFC Oceanfirst Financial Corp 432 New $16.08 $20,000 1,200 0% 20,000 1,200 0    Savings & Loans
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 437 New $93.11 $19,000 200 0% 19,000 200 0    Closed - End Fund - E...
   (PZT)1 Year Chart         PZT Invesco New York Amtfree Mu... 457 New $22.98 $16,000 693 0% 16,000 693 0    N/A
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 463 New $580.75 $15,000 25 0% 15,000 25 0    General Building Mate...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 471 New $259.10 $14,000 50 0% 14,000 50 0    General Building Mate...
   (XRAY)1 Year Chart         XRAY DENTSPLY International 480 New $28.28 $13,000 400 0% 13,000 400 0    Medical Instruments &...
   (NJR)1 Year Chart         NJR New Jersey Resources Corp 484 New $44.11 $13,000 300 0% 13,000 300 0    Gas Utilities
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 485 New $21.76 $12,000 500 0% 12,000 500 0.001    N/A
   (NYT)1 Year Chart         NYT New York Times Co 506 New $48.81 $10,000 225 0% 10,000 225 0    Publishing
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 500 New $223.66 $10,000 50 0% 10,000 50 0.005    Closed - End Fund - E...
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 507 New $104.58 $10,000 91 0% 10,000 91 0    N/A
   (PTF)1 Year Chart         PTF Invesco Dwa Technology Mome... 509 New $59.31 $9,000 150 0% 9,000 150 0    Independent Oil & Gas
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 511 New $92.15 $9,000 100 0% 9,000 100 0    Closed - End Fund - E...
   (J)1 Year Chart         J Jacobs Solutions Inc 522 New $136.44 $8,000 54 0% 8,000 54 0    Heavy Construction
   (THQ)1 Year Chart         THQ Tekla Healthcare Opportunit... 519 New $20.50 $8,000 410 0% 8,000 410 0    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... 517 New $0.00 $8,000 200 0% 8,000 200 0    N/A
   (RNP)1 Year Chart         RNP Cohen & Steers Reit & Prefe... 524 New $20.63 $8,000 400 0% 8,000 400 0    Closed - End Fund - Debt
   (CSX)1 Year Chart         CSX CSX Corp 530 New $33.52 $7,000 186 0% 7,000 186 0    Railroads
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties 542 New $24.89 $6,000 265 0% 6,000 265 0    N/A
   (VIAV)1 Year Chart         VIAV VIAVI Solutions Inc 534 New $7.74 $6,000 700 0% 6,000 700 0    Diversified Electronics
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 544 New $30.14 $5,000 50 0% 5,000 50 0    Medical Appliances & ...
   (XLC)1 Year Chart         XLC Communication Services Sele... 546 New $82.61 $5,000 61 0% 5,000 61 0    N/A
   (ES)1 Year Chart         ES Eversource Energy 561 New $60.96 $4,000 75 0% 4,000 75 0    Electric Utilities
   (ATR)1 Year Chart         ATR AptarGroup Inc 563 New $147.67 $4,000 25 0% 4,000 25 0    Rubber & Plastics
   (BXP)1 Year Chart         BXP Boston Properties Inc 564 New $63.20 $3,000 50 0% 3,000 50 0.003    REIT - Office
   (PLD)1 Year Chart         PLD ProLogis Inc 575 New $111.50 $2,000 12 0% 2,000 12 0    REIT - Industrial
   (USB)1 Year Chart         USB US Bancorp Delaware 579 New $41.43 $2,000 41 0% 2,000 41 0    Domestic Regional Banks
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 583 New $77.28 $2,000 31 0% 2,000 31 0    Closed - End Fund - E...
   (PBW)1 Year Chart         PBW Invesco WilderHill Clean En... 582 New $21.89 $2,000 100 0% 2,000 100 0    Closed - End Fund - Debt
   (XLU)1 Year Chart         XLU SPDR Utilities Select 580 New $72.34 $2,000 35 0% 2,000 35 0    Closed - End Fund - E...
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 600 New $14.21 $1,000 45 0% 1,000 45 0    Domestic Regional Banks
   (LAMR)1 Year Chart         LAMR Lamar Advertising Co 588 New $119.91 $1,000 6 0% 1,000 6 0    Marketing Services
   (POWW)1 Year Chart         POWW AMMO Inc 595 New $2.48 $1,000 500 0% 1,000 500 0    N/A
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 586 New $38.56 $1,000 32 0% 1,000 32 0    Domestic Regional Banks
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 602 New $74.75 $1,000 11 0% 1,000 11 0    Closed - End Fund - E...
   (PH)1 Year Chart         PH Parker Hannifin Corp 594 New $545.11 $1,000 2 0% 1,000 2 0    Industrial Equipment ...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 681 New $52.28 $0 6 0% 0 6 0    Surety & Title Insurance
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 709 New $2.02 $0 125 0% 0 125 0    Biotechnology
   (GTX)1 Year Chart         GTX Garrett Motion Inc. 713 New $9.47 $0 3 0% 0 3 0    N/A
   (REZI)1 Year Chart         REZI Resideo Technologies, Inc. 708 New $0.00 $0 6 0% 0 6 0    N/A
   (CCGI)1 Year Chart         CCGI Car Charging Group Inc 641 New $3.29 $0 150 0% 0 150 0    N/A
   (CFG)1 Year Chart         CFG Citizens Financial Group, Inc. 715 New $37.16 $0 8 0% 0 8 0    N/A

      57 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results