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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 20 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AGZ ISHARES TR 245.0 $27K 0.00% NEW $109.28 -0.8%
382 SCHH SCHWAB STRATEGIC TR 1,106.0 $26K 0.00% $23.68 +1.5%
383 HPE HEWLETT PACKARD ENTERPRISE C Technology 578.0 $26K 0.00% $45.11 +18.5%
384 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 671.0 $26K 0.00% $38.73 +59.7%
385 EVTR MORGAN STANLEY ETF TRUST 510.0 $26K 0.00% $50.71 -1.2%
386 WAB WABTEC Industrials 95.0 $26K 0.00% $269.60 +10.4%
387 VBK VANGUARD INDEX FDS 70.0 $26K 0.00% $365.70 -1.9%
388 VLUE ISHARES TR 128.0 $26K 0.00% $199.81 +1.4%
389 FIDELITY COVINGTON TRUST 330.0 $25K 0.00% $77.25
390 VIG VANGUARD SPECIALIZED FUNDS 107.0 $25K 0.00% $236.62 +3.1%
391 FLOT ISHARES TR 492.0 $25K 0.00% $51.05 -0.1%
392 C CITIGROUP INC Financial Services 177.0 $25K 0.00% $139.96 -5.9%
393 CARR CARRIER GLOBAL CORPORATION Industrials 332.0 $24K 0.00% -287.0 -46.4% $73.35 -17.7%
394 SPEM SPDR INDEX SHS FDS 469.0 $24K 0.00% $51.78 +1.2%
395 ICF ISHARES TR 359.0 $24K 0.00% $67.63 +1.4%
396 BA BOEING CO Industrials 110.0 $24K 0.00% $216.47 -1.0%
397 ITRI ITRON INC Technology 275.0 $24K 0.00% $86.53 +15.6%
398 OCFC OCEANFIRST FINL CORP Financial Services 1,200.0 $23K 0.00% $19.53 -2.4%
399 KIM KIMCO REALTY CORP Real Estate 900.0 $23K 0.00% $25.35 -5.2%
400 PYPL PAYPAL HLDGS INC Financial Services 526.0 $23K 0.00% $43.18 +42.5%
Page 20 of 28  ·  548 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 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%