Institutions / Tompkins Financial Corp

Tompkins Financial Corp

CIK 1005817 · Institution · as of Mar 31, 2026
Portfolio value
$1.26B
Positions
565
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.26B-2.4%
$1.29B$1.27B$1.26BQ4 '25Q1 '26

Positions

565-11.2%
636601565Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 565 →
CompanyClassValueShares% of portfolio
Tompkins Financial Corp$88.25M1,119,3437.0%
Vanguard Scottsdale Fds$86.12M299,4636.9%
iShares Tr$80.06M498,8616.4%
iShares Tr$51.28M748,8984.1%
Apple Inc.$46.01M181,2723.7%
NVIDIA Corp$43.98M252,1623.5%
Vanguard Tax-Managed Fds$43.29M675,5223.4%
Vanguard Bd Index Fds$42.25M573,7043.4%
Microsoft Corp$42.12M113,7833.4%
Vanguard Index Fds$32.11M53,7372.6%
Walmart Inc.$30.05M241,8272.4%
Invesco Exch Traded Fd Tr II$28.28M252,2662.3%
Exxon Mobil Corp$27.18M160,2162.2%
ELI LILLY & Co$25.92M28,1762.1%
Alphabet Inc.$20.27M70,5011.6%
JPMorgan Chase & Co$19.47M66,1881.6%
SPDR Series Trust$19.01M301,3661.5%
Cisco Systems, Inc.$18.26M235,3251.5%
Amgen Inc$17.01M48,3361.4%
Mcdonald'S Corp$16.70M53,7431.3%
Amazon.com Inc$15.27M73,3031.2%
iShares Tr$14.76M151,8061.2%
Waste Management Inc$14.61M63,5871.2%
TJX Cos Inc/The$14.23M89,1251.1%
Select Sector SPDR Tr$14.22M107,0121.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add464288240
Common stock
$19.53M+285K
+61.54%
748,898
4.08% of portfolio
medium
Q1 2026
as of
Add921937835
Common stock
$14.43M+196K
+51.85%
573,704
3.36% of portfolio
medium
Q1 2026
as of
Trim464289446
Common stock
$-11.60M-72K
-12.66%
498,861
6.38% of portfolio
medium
Q1 2026
as of
Trim464287457
Common stock
$-10.97M-133K
-98.27%
2,336
0.02% of portfolio
medium
Q1 2026
as of
Trim808524300
Common stock
$-8.11M-279K
-99.98%
45
<0.01% of portfolio
medium
Q1 2026
as of
Add92206C599
Common stock
$5.81M+20K
+7.23%
299,463
6.86% of portfolio
medium
Q1 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-3.58M-33K
-99.98%
5
<0.01% of portfolio
low
Q1 2026
as of
Add464287499
Common stock
$3.45M+36K
+30.56%
151,806
1.18% of portfolio
low
Q1 2026
as of
TrimAdobe Inc.
Common stock
$-3.24M-13K
-96.19%
528
0.01% of portfolio
low
Q1 2026
as of
TrimWebster Financial Corp
Common stock
$-3.08M-44K
-46.49%
51,119
0.28% of portfolio
low