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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 29 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VFH VANGUARD WORLD FD 1.0 $121.0 NEW $121.00 +5.1%
562 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 120.0 $95.0 $0.79 +55.4%
563 VVX V2X INC Industrials 1.0 $69.0 -18.0 -94.7% $69.00 +9.3%
564 BYND BEYOND MEAT INC Consumer Defensive 85.0 $60.0 $0.71 +7.5%
565 GTX GARRETT MOTION INC Consumer Cyclical 3.0 $55.0 $18.33 +83.7%
Page 29 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%