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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.4B AUM 720 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 71 Added 122 Reduced 53 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GLDM WORLD GOLD TR Financial Services 20 $2K SOLD
42 IDEV ISHARES TR 21 $2K SOLD
43 BROOKFIELD ASSET MANAGMT LTD 23 $1K SOLD
44 RIG TRANSOCEAN LTD Energy 136 $902.0 SOLD
45 CHDN CHURCHILL DOWNS INC Consumer Cyclical 10 $898.0 SOLD
46 LQD ISHARES TR 5 $545.0 SOLD
47 MRNA MODERNA INC Healthcare 10 $508.0 SOLD
48 DFIS DIMENSIONAL ETF TRUST 11 $370.0 SOLD
49 ACH ACCENDRA HEALTH INC Healthcare 150 $342.0 SOLD
50 ALV AUTOLIV INC Consumer Cyclical 3 $315.0 SOLD
51 CPB THE CAMPBELLS COMPANY Consumer Defensive 10 $223.0 SOLD
52 DFEV DIMENSIONAL ETF TRUST 6 $215.0 SOLD
53 NTSK NETSKOPE INC Technology 20 $170.0 SOLD
Page 3 of 3  ·  53 positions
Sector Allocation
Technology 25.4%
Financial Services 24.3%
Healthcare 14.4%
Consumer Defensive 8.6%
Consumer Cyclical 7.8%
Industrials 7.4%
Communication Services 3.9%
Utilities 3.4%
Energy 3.3%
Real Estate 1.2%