Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TOMPKINS FINANCIAL CORP (CIK 1005817) reported $1.26B across 560 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TMP ($88.2M, 7.03%), VTHR ($86.1M, 6.86%), IWL ($80.1M, 6.38%), ACWX ($51.3M, 4.08%), AAPL ($46.0M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TMP | TOMPKINS FINL CORP | $88.2M | 7.03% | 1.1M | Trimmed |
| 2 | VTHR | VANGUARD SCOTTSDALE FDS | $86.1M | 6.86% | 299,463 | Added |
| 3 | IWL | ISHARES TR | $80.1M | 6.38% | 498,861 | Trimmed |
| 4 | ACWX | ISHARES TR | $51.3M | 4.08% | 748,898 | Added |
| 5 | AAPL | APPLE INC | $46.0M | 3.66% | 181,272 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $44.0M | 3.50% | 252,162 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $43.3M | 3.45% | 675,522 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $42.2M | 3.36% | 573,704 | Added |
| 9 | MSFT | MICROSOFT CORP | $42.1M | 3.35% | 113,783 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $32.1M | 2.56% | 53,737 | Added |
| 11 | WMT | WALMART INC | $30.1M | 2.39% | 241,827 | Trimmed |
| 12 | SPMO | INVESCO EXCH TRADED FD TR II | $28.3M | 2.25% | 252,266 | Added |
| 13 | XOM | EXXON MOBIL CORP | $27.2M | 2.16% | 160,216 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $25.9M | 2.06% | 28,176 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $20.3M | 1.61% | 70,501 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $19.5M | 1.55% | 66,188 | Trimmed |
| 17 | EFIV | SPDR SERIES TRUST | $19.0M | 1.51% | 301,366 | Added |
| 18 | CSCO | CISCO SYS INC | $18.3M | 1.45% | 235,325 | Trimmed |
| 19 | AMGN | AMGEN INC | $17.0M | 1.35% | 48,336 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $16.7M | 1.33% | 53,743 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $15.3M | 1.22% | 73,303 | Trimmed |
| 22 | IWR | ISHARES TR | $14.8M | 1.18% | 151,806 | Added |
| 23 | WM | WASTE MGMT INC DEL | $14.6M | 1.16% | 63,587 | Trimmed |
| 24 | TJX | TJX COS INC NEW | $14.2M | 1.13% | 89,125 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $14.2M | 1.13% | 107,012 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31