§ 13F · FUND PROFILE
TOMPKINS FINANCIAL CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 724Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTHR | VANGUARD SCOTTSDALE FDS | 299K | $86M | 6.8% | +7% |
| 2 | IWL | ISHARES TR | 496K | $80M | 6.3% | −13% |
| 3 | TMP | TOMPKINS FINL CORP | 853K | $67M | 5.4% | −1% |
| 4 | ACWX | ISHARES TR | 749K | $51M | 4.1% | +62% |
| 5 | AAPL | APPLE INC | 173K | $44M | 3.5% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 252K | $44M | 3.5% | −6% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 676K | $43M | 3.4% | −1% |
| 8 | BND | VANGUARD BD INDEX FDS | 574K | $42M | 3.4% | +52% |
| 9 | MSFT | MICROSOFT CORP | 93K | $34M | 2.7% | −1% |
| 10 | VOO | VANGUARD INDEX FDS | 54K | $32M | 2.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOMPKINS SIGNAL
AC read
TOMPKINS FINANCIAL CORP is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 724 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed