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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 25 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KD KYNDRYL HLDGS INC Technology 599.0 $7K $11.31 +11.0%
482 SLYV SPDR SERIES TRUST 61.0 $7K -633.0 -91.2% $109.11 +1.2%
483 CSTM CONSTELLIUM SE Basic Materials 200.0 $6K $31.87 -15.2%
484 INTU INTUIT Technology 24.0 $6K -11.0 -31.4% $261.00 +40.6%
485 OCCIDENTAL PETE CORP 234.0 $6K $26.66
486 BTI BRITISH AMERN TOB PLC Consumer Defensive 100.0 $6K -208.0 -67.5% $61.76 -9.0%
487 MDYV SPDR SERIES TRUST 65.0 $6K -681.0 -91.3% $94.85 +0.9%
488 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 25.0 $6K $240.96 +5.5%
489 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 228.0 $6K $25.95 +31.3%
490 HP HELMERICH & PAYNE INC Energy 179.0 $6K $32.74 +33.0%
491 CCI CROWN CASTLE INC Real Estate 76.0 $6K $75.72 -0.3%
492 GSK GSK PLC Healthcare 100.0 $5K $52.42 -0.0%
493 SCHC SCHWAB STRATEGIC TR 108.0 $5K -2K -95.2% $48.12 +6.5%
494 PCG PG&E CORP Utilities 300.0 $5K $16.82 +4.6%
495 FULT FULTON FINL CORP PA Financial Services 208.0 $5K $24.19 -2.3%
496 SONY SONY GROUP CORP Technology 250.0 $5K $20.06 +19.2%
497 CC CHEMOURS CO Basic Materials 244.0 $5K $20.52 -22.2%
498 IFRA ISHARES TR 74.0 $5K $63.04 -5.3%
499 NDAQ NASDAQ INC Financial Services 59.0 $5K NEW $78.81 +24.6%
500 CXT CRANE NXT CO Industrials 90.0 $5K $51.16 -1.9%
Page 25 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%