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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 21 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EFG ISHARES TR 178.0 $22K 0.00% $124.42 +1.0%
402 SMH VANECK ETF TRUST 33.0 $22K 0.00% $655.88 -14.6%
403 VMBS VANGUARD SCOTTSDALE FDS 462.0 $22K 0.00% +399.0 +633.3% $46.81 -1.4%
404 DELL DELL TECHNOLOGIES INC Technology 50.0 $22K 0.00% NEW $431.46 +2.4%
405 SCZ ISHARES TR 261.0 $21K 0.00% $82.27 +5.3%
406 ANNALY CAPITAL MANAGEMENT IN 911.0 $20K 0.00% $22.36
407 AGG ISHARES TR 204.0 $20K 0.00% $98.98 -1.6%
408 CR CRANE COMPANY Industrials 90.0 $20K 0.00% $223.07 -6.6%
409 RDVY FIRST TR EXCHANGE TRADED FD 240.0 $19K 0.00% $81.06 +1.1%
410 PAAS PAN AMERN SILVER CORP Basic Materials 432.0 $19K 0.00% $44.79 +18.5%
411 WPC WP CAREY INC Real Estate 270.0 $19K 0.00% -330.0 -55.0% $71.50 -0.4%
412 SNOW SNOWFLAKE INC Technology 75.0 $19K 0.00% $254.51 +30.8%
413 BX BLACKSTONE INC Financial Services 150.0 $18K 0.00% -1K -87.6% $117.67 +21.8%
414 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 18.0 $17K 0.00% NEW $965.00 -11.9%
415 IAU ISHARES GOLD TR Financial Services 230.0 $17K 0.00% NEW $75.51 +14.9%
416 DOV DOVER CORP Industrials 75.0 $17K 0.00% $224.28 -10.0%
417 NJR NEW JERSEY RES CORP Utilities 300.0 $17K 0.00% $56.04 -4.5%
418 TSN TYSON FOODS INC Consumer Defensive 293.0 $17K 0.00% $57.25 +2.1%
419 JCPB J P MORGAN EXCHANGE TRADED F 355.0 $17K 0.00% $46.94 -1.7%
420 LULU LULULEMON ATHLETICA INC Consumer Cyclical 140.0 $16K 0.00% $114.18 +6.0%
Page 21 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%