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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 18 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WPC WP CAREY INC Real Estate 600.0 $41K 0.00% +330.0 +122.2% $67.96 +9.5%
342 MRSH MARSH & MCLENNAN COS INC Financial Services 229.0 $40K 0.00% -98.0 -30.0% $173.45 -7.5%
343 DTD WISDOMTREE TR 453.0 $39K 0.00% $86.36 +7.4%
344 SPYG SPDR SERIES TRUST 380.0 $37K 0.00% $97.91 +22.1%
345 VOE VANGUARD INDEX FDS 200.0 $37K 0.00% $184.28 +6.0%
346 VLTO VERALTO CORP Industrials 400.0 $35K 0.00% -20.0 -4.8% $88.42 -3.7%
347 CARR CARRIER GLOBAL CORPORATION Industrials 619.0 $35K 0.00% $56.31 +16.0%
348 IBIT ISHARES BITCOIN TRUST ETF Financial Services 889.0 $34K 0.00% NEW $38.42 +10.1%
349 RACE FERRARI N V Consumer Cyclical 100.0 $34K 0.00% NEW $338.45 -2.3%
350 IWN ISHARES TR 175.0 $33K 0.00% $189.59 +13.2%
351 ESG FLEXSHARES TR 217.0 $33K 0.00% NEW $151.74 +14.7%
352 JCI JOHNSON CONTROLS INTERNATION Industrials 250.0 $33K 0.00% -102.0 -29.0% $130.95 +5.8%
353 WPM WHEATON PRECIOUS METALS CORP Basic Materials 247.0 $32K 0.00% $131.01 -1.9%
354 SJM SMUCKER J M CO Consumer Defensive 335.0 $32K 0.00% $96.44 +7.5%
355 SCHA SCHWAB STRATEGIC TR 1,083.0 $31K 0.00% $29.08 +16.8%
356 FNDF SCHWAB STRATEGIC TR 632.0 $31K 0.00% $48.93 +10.3%
357 SPYD SPDR SERIES TRUST 675.0 $31K 0.00% +475.0 +237.5% $45.52 +5.0%
358 EEM ISHARES TR 539.0 $31K 0.00% $56.79 +20.2%
359 KEY KEYCORP Financial Services 1,508.0 $30K 0.00% $20.05 +7.6%
360 SPYV SPDR SERIES TRUST 526.0 $30K 0.00% $56.58 +8.0%
Page 18 of 29  ·  565 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%