account_balance

Investment manager · 13F filer · SEC CIK 1005817

Tompkins Financial Corp

Reported value$1.43Bas of Jun 30, 2026
Positions548 36 new, 53 sold out
Top 10 weight44.6%TMP alone is 7%
FiledJul 1515 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TMP Tompkins Finl Corp 7.4% Held
VTHR Vanguard Scottsdale FDS 6.9% Held
IWL iShares Tr 6.5% Held
ACWX iShares Tr 5.2% Added +31%
AAPL Apple Inc 3.6% Trimmed −2%NVDA Nvidia Corporation 3.6% Held
BND Vanguard Bd Index FDS 3.0% Held
MSFT Microsoft Corp 3.0% Held
SPMO Invesco Exch Traded Fd Tr II 2.8% Trimmed −3%
VOO Vanguard Index FDS 2.7% Added +3%
VEA Vanguard Tax-managed FDS 2.5% Trimmed −25%
LLY Eli Lilly & Co 2.3% Trimmed −2%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 15, 2026, compared with the Apr 9, 2026 filing
add_circleNew
  • IDEQ $30.5M
  • USXF $6.12M
  • CVIE $5.92M
  • ESML $3.07M
arrow_upwardAdded
  • VOOG +500%
  • PM +259%
  • AVGO +102%
  • EFIV +41%
arrow_downwardTrimmed
  • TEL −31%
  • VEA −25%
  • BIL −21%
  • COST −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast