Tompkins Financial Top Holdings and 13F Report (2026)

About Tompkins Financial

Tompkins Financial NYSEAMERICAN: TMP has filed 13-F forms with the SEC as an investor. Tompkins Financial is itself a publicly traded company. Tompkins Financial Corporation, a financial holding company, provides commercial and consumer banking, leasing, trust and investment management, financial planning and wealth management, and insurance services. For more information on Tompkins Financial stock, visit the Tompkins Financial stock profile here.

Investment Activity

Tompkins Financial has $1.26 billion in total holdings as of March 31, 2026.
Tompkins Financial owns shares of 565 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 4.80% of the portfolio was purchased this quarter.
About 5.09% of the portfolio was sold this quarter.
This quarter, Tompkins Financial has purchased 636 new stocks and bought additional shares in 76 stocks.
Tompkins Financial sold shares of 151 stocks and completely divested from 118 stocks this quarter.

Largest Holdings

Tompkins Financial: $88,249,002
Vanguard Russell 3000 ETF: $86,117,982
iShares Russell Top 200 ETF: $80,056,515
iShares MSCI ACWI ex U.S. ETF: $51,277,046
Apple: $46,005,021

Largest New Holdings this Quarter

78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF: $558,164 Holding
921946794 - Vanguard International High Dividend Yield ETF: $278,291 Holding
746729763 - PUTNAM ETF TRUST: $223,712 Holding
922042742 - Vanguard Total World Stock ETF: $168,612 Holding
74316P579 - PROFESIONALLY MANAGED PORTFO: $142,008 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ex U.S. ETF: 285,297 shares (about $19.53M)
Vanguard Total Bond Market ETF: 195,905 shares (about $14.43M)
Vanguard Russell 3000 ETF: 20,200 shares (about $5.81M)
iShares Russell Mid-Cap ETF: 35,530 shares (about $3.45M)
iShares Russell 2000 ETF: 7,003 shares (about $1.74M)

Largest Sales this Quarter

iShares Russell Top 200 ETF: 72,282 shares (about $11.60M)
iShares 1-3 Year Treasury Bond ETF: 132,851 shares (about $10.97M)
Schwab U.S. Large-Cap Growth ETF: 278,503 shares (about $8.11M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 32,862 shares (about $3.58M)
Adobe: 13,327 shares (about $3.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TMP Tompkins Financial	$88,249,002	$1,317,889 ▼	-1.5%	1,119,343	7.0%	Finance
VTHR Vanguard Russell 3000 ETF	$86,117,982	$5,809,009 ▲	7.2%	299,463	6.9%	ETF
IWL iShares Russell Top 200 ETF	$80,056,515	$11,599,714 ▼	-12.7%	498,861	6.4%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$51,277,046	$19,534,286 ▲	61.5%	748,898	4.1%	Manufacturing
AAPL Apple	$46,005,021	$1,057,543 ▼	-2.2%	181,272	3.7%	Computer and Technology
NVDA NVIDIA	$43,977,053	$2,639,718 ▼	-5.7%	252,162	3.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$43,287,450	$452,213 ▼	-1.0%	675,522	3.4%	ETF
BND Vanguard Total Bond Market ETF	$42,247,563	$14,426,444 ▲	51.9%	573,704	3.4%	ETF
MSFT Microsoft	$42,119,053	$466,414 ▼	-1.1%	113,783	3.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$32,110,544	$1,111,443 ▲	3.6%	53,737	2.6%	ETF
WALMART INC	$30,054,259	$906,623 ▼	-2.9%	241,827	2.4%	COM
SPMO Invesco S&P 500 Momentum ETF	$28,281,541	$439,920 ▲	1.6%	252,266	2.3%	ETF
XOM ExxonMobil	$27,182,247	$510,507 ▼	-1.8%	160,216	2.2%	Energy
LLY Eli Lilly and Company	$25,915,439	$875,621 ▼	-3.3%	28,176	2.1%	Medical
GOOGL Alphabet	$20,273,268	$805,456 ▼	-3.8%	70,501	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$19,469,862	$465,949 ▼	-2.3%	66,188	1.6%	Finance
EFIV SPDR S&P 500 ESG ETF	$19,010,288	$836,131 ▲	4.6%	301,366	1.5%	ETF
CSCO Cisco Systems	$18,258,867	$637,091 ▼	-3.4%	235,325	1.5%	Computer and Technology
AMGN Amgen	$17,007,021	$168,184 ▼	-1.0%	48,336	1.4%	Medical
MCD McDonald's	$16,702,787	$97,277 ▼	-0.6%	53,743	1.3%	Retail/Wholesale
AMZN Amazon.com	$15,266,816	$180,362 ▼	-1.2%	73,303	1.2%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$14,760,097	$3,454,582 ▲	30.6%	151,806	1.2%	ETF
WM Waste Management	$14,611,657	$208,420 ▼	-1.4%	63,587	1.2%	Business Services
TJX TJX Companies	$14,233,263	$311,415 ▼	-2.1%	89,125	1.1%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$14,221,894	$710,483 ▼	-4.8%	107,012	1.1%	ETF
COST Costco Wholesale	$13,443,834	$180,354 ▼	-1.3%	13,492	1.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$12,037,059	$82,760 ▼	-0.7%	100,067	1.0%	Medical
HON Honeywell International	$11,681,908	$97,645 ▼	-0.8%	51,683	0.9%	Multi-Sector Conglomerates
MA Mastercard	$10,810,144	$60,959 ▼	-0.6%	21,635	0.9%	Business Services
TE CONNECTIVITY PLC	$10,770,173	$257,722 ▼	-2.3%	51,527	0.9%	ORD SHS
DUK Duke Energy	$10,710,107	$188,554 ▼	-1.7%	81,794	0.9%	Utilities
HD Home Depot	$10,686,294	$144,383 ▼	-1.3%	32,492	0.9%	Retail/Wholesale
ABT Abbott Laboratories	$10,547,187	$41,273 ▼	-0.4%	102,729	0.8%	Medical
PEP PepsiCo	$10,416,542	$214,766 ▲	2.1%	67,078	0.8%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$10,301,229	$1,276,249 ▼	-11.0%	152,543	0.8%	ETF
AJG Arthur J. Gallagher & Co.	$10,268,924	$91,180 ▼	-0.9%	47,414	0.8%	Finance
BRK.B Berkshire Hathaway	$10,263,506	$97,757 ▼	-0.9%	21,418	0.8%	Finance
BLACKROCK INC	$10,128,730	$136,563 ▼	-1.3%	10,532	0.8%	COM
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$9,771,390	$162,753 ▲	1.7%	106,628	0.8%	ETF
PEG Public Service Enterprise Group	$9,574,928	$128,791 ▼	-1.3%	118,282	0.8%	Utilities
GD General Dynamics	$8,605,555	$155,822 ▼	-1.8%	25,073	0.7%	Aerospace
JNJ Johnson & Johnson	$7,791,281	$184,308 ▼	-2.3%	31,874	0.6%	Medical
PG Procter & Gamble	$7,679,008	$41,743 ▲	0.5%	53,164	0.6%	Consumer Staples
ABBV AbbVie	$7,644,339	$22,836 ▼	-0.3%	35,148	0.6%	Medical
IWM iShares Russell 2000 ETF	$7,303,600	$1,736,744 ▲	31.2%	29,450	0.6%	Finance
ISRG Intuitive Surgical	$7,148,572	$65,000 ▼	-0.9%	15,507	0.6%	Medical
DHR Danaher	$6,827,117	$7,394 ▲	0.1%	36,008	0.5%	Medical
PSA Public Storage	$6,598,095	$195,304 ▲	3.1%	24,358	0.5%	Finance
SYK Stryker	$5,613,632	$13,144 ▼	-0.2%	17,084	0.4%	Medical
ICE Intercontinental Exchange	$5,048,531	$20,446 ▼	-0.4%	32,099	0.4%	Finance
FDVV Fidelity High Dividend ETF	$4,934,700	$493,514 ▲	11.1%	89,332	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$4,918,521	$949,496 ▼	-16.2%	7,563	0.4%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$4,868,108	$6,863 ▲	0.1%	52,492	0.4%	ETF
RWL Invesco S&P 500 Revenue ETF	$4,509,298	$101,121 ▼	-2.2%	39,242	0.4%	ETF
SUSA iShares MSCI USA ESG Select ETF	$4,176,738	$176,486 ▼	-4.1%	31,618	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$3,782,517	$591,030 ▼	-13.5%	39,116	0.3%	ETF
CVX Chevron	$3,552,473	$34,759 ▼	-1.0%	17,170	0.3%	Energy
WBS Webster Financial	$3,548,681	$3,083,636 ▼	-46.5%	51,119	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$3,415,607	$241,534 ▲	7.6%	37,729	0.3%	ETF
PWR Quanta Services	$3,221,649	$35,686 ▼	-1.1%	5,868	0.3%	Construction
KIMBERLY-CLARK CORP	$2,988,062	$284,297 ▲	10.5%	30,974	0.2%	COM
CRS Carpenter Technology	$2,964,402		0.0%	7,521	0.2%	Basic Materials
AWK American Water Works	$2,906,611	$13,201 ▼	-0.5%	21,358	0.2%	Utilities
IWO iShares Russell 2000 Growth ETF	$2,898,977		0.0%	9,238	0.2%	ETF
PH Parker-Hannifin	$2,662,444		0.0%	2,974	0.2%	Industrials
VOOG Vanguard S&P 500 Growth ETF	$2,551,732	$16,715 ▼	-0.7%	6,259	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$2,516,113	$219,434 ▲	9.6%	7,843	0.2%	ETF
IVV iShares Core S&P 500 ETF	$2,492,650	$10,451 ▼	-0.4%	3,816	0.2%	ETF
GLW Corning	$2,473,158	$462,298 ▼	-15.7%	18,189	0.2%	Computer and Technology
ITW Illinois Tool Works	$2,408,723		0.0%	9,254	0.2%	Industrials
EMR Emerson Electric	$2,294,946	$57,780 ▼	-2.5%	17,516	0.2%	Industrials
BNL Broadstone Net Lease	$2,122,810		0.0%	116,191	0.2%	Finance
IBM International Business Machines	$2,118,247	$39,994 ▲	1.9%	8,739	0.2%	Computer and Technology
CWST Casella Waste Systems	$2,116,553		0.0%	26,677	0.2%	Business Services
ADP Automatic Data Processing	$1,977,144	$254,178 ▼	-11.4%	9,731	0.2%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$1,907,905	$1,437,008 ▲	305.2%	33,661	0.2%	ETF
KO CocaCola	$1,854,327	$56,505 ▲	3.1%	24,383	0.1%	Consumer Staples
NBTB NBT Bancorp	$1,627,749	$66,425 ▼	-3.9%	38,228	0.1%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$1,613,615	$99,178 ▼	-5.8%	22,062	0.1%	ETF
AVGO Broadcom	$1,593,667	$1,260,634 ▲	378.5%	5,149	0.1%	Computer and Technology
PFE Pfizer	$1,567,650	$42,990 ▼	-2.7%	55,828	0.1%	Medical
QQQ Invesco QQQ	$1,563,004		0.0%	2,708	0.1%	Finance
META Meta Platforms	$1,559,054	$1,218,637 ▲	358.0%	2,725	0.1%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,530,843		0.0%	3,305	0.1%	Finance
AXP American Express	$1,503,023	$159,407 ▲	11.9%	4,969	0.1%	Finance
PAYX Paychex	$1,492,712	$114,413 ▼	-7.1%	16,204	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,423,926	$32,247 ▼	-2.2%	14,660	0.1%	Finance
VZ Verizon Communications	$1,394,355	$80,872 ▲	6.2%	27,776	0.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$1,382,159		0.0%	2,241	0.1%	ETF
CAT Caterpillar	$1,341,114	$116,896 ▲	9.5%	1,893	0.1%	Industrials
VB Vanguard Small-Cap ETF	$1,287,337	$369,569 ▼	-22.3%	4,915	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,261,374	$47,025 ▼	-3.6%	10,649	0.1%	ETF
GOOG Alphabet	$1,227,761	$8,032 ▼	-0.6%	4,280	0.1%	Computer and Technology
ORCL Oracle	$1,215,570	$364,097 ▼	-23.0%	8,263	0.1%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,210,280	$969,101 ▲	401.8%	21,799	0.1%	ETF
DE Deere & Company	$1,194,760		0.0%	2,121	0.1%	Industrials
SCHB Schwab US Broad Market ETF	$1,142,853	$4,769 ▼	-0.4%	45,532	0.1%	ETF
GE GE Aerospace	$1,130,256	$17,594 ▲	1.6%	3,983	0.1%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$1,115,310	$3,108 ▼	-0.3%	8,972	0.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,114,736		0.0%	10,467	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Tompkins Financial Top Holdings and 13F Report (2026)

About Tompkins Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Tompkins Financial Top Holdings and 13F Report (2026)

About Tompkins Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTompkins Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools