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 $1.43B across 547 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TMP ($105.6M, 7.39%), VTHR ($98.7M, 6.91%), IWL ($92.7M, 6.49%), ACWX ($74.8M, 5.24%), AAPL ($51.2M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TMP | TOMPKINS FINL CORP | $105.6M | 7.39% | 1.1M | Trimmed |
| 2 | VTHR | VANGUARD SCOTTSDALE FDS | $98.7M | 6.91% | 297,851 | Trimmed |
| 3 | IWL | ISHARES TR | $92.7M | 6.49% | 501,427 | Added |
| 4 | ACWX | ISHARES TR | $74.8M | 5.24% | 982,891 | Added |
| 5 | AAPL | APPLE INC | $51.2M | 3.58% | 176,958 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $51.1M | 3.57% | 255,190 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $42.4M | 2.97% | 577,490 | Added |
| 8 | MSFT | MICROSOFT CORP | $42.2M | 2.95% | 113,010 | Trimmed |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $39.6M | 2.77% | 245,323 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $38.1M | 2.67% | 55,534 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $36.1M | 2.53% | 506,473 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $33.1M | 2.32% | 27,597 | Trimmed |
| 13 | EFIV | SPDR SERIES TRUST | $31.0M | 2.17% | 425,668 | Added |
| 14 | IEQ | LAZARD ACTIVE ETF TR | $30.5M | 2.13% | 869,425 | New |
| 15 | CSCO | CISCO SYS INC | $26.5M | 1.85% | 225,381 | Trimmed |
| 16 | WMT | WALMART INC | $25.5M | 1.78% | 225,125 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $24.3M | 1.70% | 67,872 | Trimmed |
| 18 | XLK | SELECT SECTOR SPDR TR | $23.2M | 1.62% | 121,594 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $21.2M | 1.49% | 64,894 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $21.3M | 1.49% | 155,480 | Trimmed |
| 21 | IWR | ISHARES TR | $19.7M | 1.38% | 178,556 | Added |
| 22 | AMZN | AMAZON COM INC | $17.2M | 1.21% | 72,363 | Trimmed |
| 23 | AMGN | AMGEN INC | $16.7M | 1.17% | 46,212 | Trimmed |
| 24 | MCD | MCDONALDS CORP | $14.8M | 1.04% | 54,789 | Added |
| 25 | WM | WASTE MGMT INC DEL | $14.0M | 0.98% | 63,005 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30