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Tompkins Financial Corp

Portfolio Manager
Tompkins Financial Corp
Performance
-2.92% (2026 Q1)
AUM (13F)
$1.26B
# of Holdings
565
Performance Rank
Allocation (Top 20)
61.89%

Tompkins Financial Corp Holdings Map

Top 50 Tompkins Financial Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TMP
TOMPKINS FINL CORP
7.03%1.12M$88.2M
-1.47%(-16.72K)
2025-Q1: 1.16M shares2025-Q2: 1.15M shares2025-Q3: 1.15M shares2025-Q4: 1.14M shares2026-Q1: 1.12M shares
$72.45(+17.30%)
2026-03-31
VTHR
VANGUARD SCOTTSDALE FDS
6.86%299.5K$86.1M
+7.23%(+20.20K)
2025-Q1: 179.5K shares2025-Q2: 220.1K shares2025-Q3: 276.7K shares2025-Q4: 279.3K shares2026-Q1: 299.5K shares
$263.40(+21.25%)
2026-03-31
IWL
ISHARES TR
6.38%498.9K$80.1M
-12.66%(-72.28K)
2025-Q1: 576.6K shares2025-Q2: 553.8K shares2025-Q3: 552.9K shares2025-Q4: 571.1K shares2026-Q1: 498.9K shares
$117.37(+52.83%)
2026-03-31
ACWX
ISHARES TR
4.08%748.9K$51.3M
+61.54%(+285.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 463.6K shares2026-Q1: 748.9K shares
$65.58(+12.78%)
2026-03-31
AAPL
APPLE INC
3.66%181.3K$46.0M
-2.25%(-4.17K)
2025-Q1: 206.1K shares2025-Q2: 198.8K shares2025-Q3: 192.1K shares2025-Q4: 185.4K shares2026-Q1: 181.3K shares
$40.90(+594.82%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.5%252.2K$44.0M
-5.66%(-15.14K)
2025-Q1: 286.3K shares2025-Q2: 273.5K shares2025-Q3: 271.7K shares2025-Q4: 267.3K shares2026-Q1: 252.2K shares
$28.23(+596.18%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.45%675.5K$43.3M
-1.03%(-7.06K)
2025-Q1: 479.4K shares2025-Q2: 556.9K shares2025-Q3: 633.6K shares2025-Q4: 682.6K shares2026-Q1: 675.5K shares
$48.71(+41.63%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.36%573.7K$42.2M
+51.85%(+195.91K)
2025-Q1: 265.0K shares2025-Q2: 289.5K shares2025-Q3: 308.3K shares2025-Q4: 377.8K shares2026-Q1: 573.7K shares
$74.62(-1.85%)
2026-03-31
MSFT
MICROSOFT CORP
3.35%113.8K$42.1M
-1.10%(-1.26K)
2025-Q1: 121.3K shares2025-Q2: 119.6K shares2025-Q3: 117.4K shares2025-Q4: 115.0K shares2026-Q1: 113.8K shares
$136.92(+200.46%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.56%53.7K$32.1M
+3.59%(+1.86K)
2025-Q1: 49.3K shares2025-Q2: 54.6K shares2025-Q3: 44.7K shares2025-Q4: 51.9K shares2026-Q1: 53.7K shares
$449.98(+47.85%)
2026-03-31

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