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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.3B AUM 746 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 74 Added 140 Reduced 118 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM SPDR SERIES TRUST 7,060.0 $558K 0.04% NEW $79.06 +15.0%
2 VYMI VANGUARD WHITEHALL FDS 2,953.0 $278K 0.02% NEW $94.24 +6.8%
3 PUTNAM ETF TRUST 28,681.0 $224K 0.02% NEW $7.80
4 VT VANGUARD INTL EQUITY INDEX F 1,219.0 $169K 0.01% NEW $138.32 +13.8%
5 AKRE PROFESIONALLY MANAGED PORTFO 2,687.0 $142K 0.01% NEW $52.85 +2.4%
6 BX BLACKSTONE INC Financial Services 1,206.0 $139K 0.01% NEW $114.99 +2.7%
7 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 14,048.0 $135K 0.01% NEW $9.60 +3.0%
8 BIV VANGUARD BD INDEX FDS 1,426.0 $110K 0.01% NEW $77.18 -0.8%
9 SCHC SCHWAB STRATEGIC TR 2,226.0 $104K 0.01% NEW $46.74 +9.3%
10 NFG NATIONAL FUEL GAS CO Energy 995.0 $93K 0.01% NEW $93.96 -15.0%
11 RF REGIONS FINANCIAL CORP NEW Financial Services 3,250.0 $85K 0.01% NEW $26.12 +8.2%
12 VHT VANGUARD WORLD FD 308.0 $84K 0.01% NEW $272.33 +1.8%
13 AFL AFLAC INC Financial Services 726.0 $80K 0.01% NEW $109.71 +6.5%
14 SLYV SPDR SERIES TRUST 694.0 $66K 0.01% NEW $94.58 +10.6%
15 USRT ISHARES TR 1,065.0 $63K 0.01% NEW $59.19 +11.3%
16 VCSH VANGUARD SCOTTSDALE FDS 764.0 $61K 0.01% NEW $79.27 -0.3%
17 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 729.0 $56K 0.00% NEW $76.16 +11.1%
18 O REALTY INCOME CORP Real Estate 680.0 $42K 0.00% NEW $61.18 +2.1%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 889.0 $34K 0.00% NEW $38.42 +11.9%
20 RACE FERRARI N V Consumer Cyclical 100.0 $34K 0.00% NEW $338.45 -2.5%
Page 1 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Financial Services 22.6%
Healthcare 14.2%
Consumer Defensive 9.6%
Industrials 8.7%
Consumer Cyclical 8.1%
Energy 4.7%
Communication Services 3.6%
Utilities 3.6%
Real Estate 1.3%