Tompkins Financial Corp Portfolio Stock Holdings

Tompkins Financial Corp disclosed 548 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include TOMPKINS FINL CORP, VANGUARD SCOTTSDALE FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.

Report Period
June 30, 2026
No. of Stocks
548
Portfolio Value
$1.4B
Holdings by Sector
Tompkins Financial Corp Portfolio Holdings in Q2 2026

533 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TOMPKINS FINL CORPTMPFinancial Services7.39%1,117,319-2,024-0.18%$105,608,991
VANGUARD SCOTTSDALE FDSVTHROther6.91%297,851-1,612-0.54%$98,715,566
ISHARES TRIWLOther6.49%501,427+2,566+0.51%$92,738,923
ISHARES TRACWXOther5.24%982,891+233,993+31.24%$74,807,834
APPLE INCAAPLTechnology3.58%176,958-4,314-2.38%$51,204,567
NVIDIA CORPORATIONNVDATechnology3.57%255,190+3,028+1.20%$51,060,967
VANGUARD BD INDEX FDSBNDOther2.97%577,490+3,786+0.66%$42,393,541
MICROSOFT CORPMSFTTechnology2.95%113,010-773-0.68%$42,154,990
INVESCO EXCH TRADED FD TR IISPMOOther2.77%245,323-6,943-2.75%$39,629,477
VANGUARD INDEX FDSVOOOther2.67%55,534+1,797+3.34%$38,141,307
VANGUARD TAX-MANAGED FDSVEAOther2.53%506,473-169,049-25.02%$36,086,201
ELI LILLY & COLLYHealthcare2.32%27,597-579-2.05%$33,100,670
SPDR SERIES TRUSTEFIVOther2.17%425,668+124,302+41.25%$31,043,967
CISCO SYS INCCSCOTechnology1.85%225,381-9,944-4.23%$26,473,252
WALMART INCWMTConsumer Defensive1.78%225,125-16,702-6.91%$25,497,657
ALPHABET INCGOOGLCommunication Services1.70%67,872-2,629-3.73%$24,255,416
SELECT SECTOR SPDR TRXLKOther1.62%121,594+14,582+13.63%$23,166,089
EXXON MOBIL CORPXOMEnergy1.49%155,480-4,736-2.96%$21,257,225
JPMORGAN CHASE & COJPMFinancial Services1.49%64,894-1,294-1.96%$21,241,753
ISHARES TRIWROther1.38%178,556+26,750+17.62%$19,698,298
AMAZON COM INCAMZNConsumer Cyclical1.21%72,363-940-1.28%$17,246,997
AMGEN INCAMGNHealthcare1.17%46,212-2,124-4.39%$16,734,289
MCDONALDS CORPMCDConsumer Cyclical1.04%54,789+1,046+1.95%$14,810,015
WASTE MGMT INC DELWMIndustrials0.98%63,005-582-0.92%$14,042,554
TJX COS INC NEWTJXConsumer Cyclical0.92%87,169-1,956-2.19%$13,206,104
MERCK & CO INCMRKHealthcare0.84%93,472-6,595-6.59%$12,011,152
ISHARES TRIJHOther0.81%150,851-1,692-1.11%$11,632,121
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.81%12,363-1,129-8.37%$11,565,216
HOME DEPOT INCHDConsumer Cyclical0.80%32,588+96+0.30%$11,493,136
MASTERCARD INCORPORATEDMAFinancial Services0.78%21,576-59-0.27%$11,081,433
GALLAGHER ARTHUR J & COAJGFinancial Services0.76%47,397-17-0.04%$10,880,929
ISHARES TRIWMOther0.74%35,005+5,555+18.86%$10,517,252
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.72%20,493-925-4.32%$10,254,492
DUKE ENERGY CORP NEWDUKUtilities0.72%80,865-929-1.14%$10,235,892
BLACKROCK INCBLKOther0.70%10,408-124-1.18%$10,007,916
ABBOTT LABORATORIESABTHealthcare0.67%104,993+2,264+2.20%$9,527,065
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.67%117,098-1,184-1.00%$9,503,674
ABBVIE INCABBVHealthcare0.62%35,368+220+0.63%$8,900,003
PEPSICO INCPEPConsumer Defensive0.61%64,341-2,737-4.08%$8,711,771
GENERAL DYNAMICS CORPGDIndustrials0.61%24,508-565-2.25%$8,681,714
JOHNSON & JOHNSONJNJHealthcare0.55%30,781-1,093-3.43%$7,817,450
SPDR SERIES TRUSTBILOther0.54%84,756-21,872-20.51%$7,767,040
PROCTER & GAMBLE COPGConsumer Defensive0.54%52,634-530-1.00%$7,718,250
PUBLIC STORAGEPSAReal Estate0.54%24,022-336-1.38%$7,646,443
TE CONNECTIVITY PLCTELOther0.50%35,472-16,055-31.16%$7,151,510
DANAHER CORP DELDHRHealthcare0.46%34,339-1,669-4.64%$6,540,893
FIDELITY COVINGTON TRUSTFDVVOther0.44%105,192+15,860+17.75%$6,342,026
ISHARES TRUSXFOther0.43%88,052+88,052+100.00%$6,115,211
MORGAN STANLEY ETF TRUSTCVIEOther0.41%69,588+69,588+100.00%$5,915,864
INTUITIVE SURGICAL INCISRGHealthcare0.41%14,648-859-5.54%$5,825,217
STATE STR SPDR S&P 500 ETF TSPYOther0.39%7,526-37-0.49%$5,620,191
INVESCO EXCH TRADED FD TR IIRWLOther0.35%39,023-219-0.56%$4,985,579
STRYKER CORPORATIONSYKHealthcare0.35%15,785-1,299-7.60%$4,969,750
ISHARES TRUSMVOther0.34%49,843-2,649-5.05%$4,807,855
ISHARES TRSUSAOther0.33%30,516-1,102-3.49%$4,708,619
CORNING INCGLWTechnology0.30%17,014-1,175-6.46%$4,345,886
CARPENTER TECHNOLOGY CORPCRSIndustrials0.30%6,921-600-7.98%$4,269,150
QUANTA SVCS INCPWRIndustrials0.28%5,631-237-4.04%$4,054,545
VANECK ETF TRUSTMOATOther0.28%37,950-1,166-2.98%$3,945,282
BROADCOM INCAVGOTechnology0.28%10,401+5,252+102.00%$3,928,978
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.27%31,737-362-1.13%$3,907,142
ISHARES TRIWOOther0.26%9,438+200+2.16%$3,718,195
ISHARES TRIEFAOther0.24%35,268-2,461-6.52%$3,406,183
KIMBERLY-CLARK CORPKMBConsumer Defensive0.23%30,068-906-2.93%$3,300,565
PHILIP MORRIS INTL INCPMConsumer Defensive0.22%17,723+12,793+259.49%$3,206,268
VANGUARD ADMIRAL FDS INCVOOGOther0.22%37,554+31,295+500.00%$3,102,711
ISHARES TRESMLOther0.21%54,843+54,843+100.00%$3,067,369
PARKER-HANNIFIN CORPPHIndustrials0.20%2,974--$2,908,929
ISHARES TRIVVOther0.20%3,810-6-0.16%$2,853,271
AMERICAN WTR WKS CO INC NEWAWKUtilities0.20%21,332-26-0.12%$2,806,864
EMERSON ELEC COEMRIndustrials0.19%19,301+1,785+10.19%$2,762,939
INTEL CORPINTCTechnology0.19%19,565+7,825+66.65%$2,731,861
VANGUARD INDEX FDSVTIOther0.19%7,267-576-7.34%$2,689,081
CASELLA WASTE SYS INCCWSTIndustrials0.18%26,677--$2,586,869
J P MORGAN EXCHANGE TRADED FJEPIOther0.18%44,958+11,297+33.56%$2,539,228
ILLINOIS TOOL WKS INCITWIndustrials0.17%9,225-29-0.31%$2,495,086
META PLATFORMS INCMETACommunication Services0.17%4,354+1,629+59.78%$2,452,565
INTERNATIONAL BUSINESS MACHSIBMTechnology0.17%8,574-165-1.89%$2,411,094
CATERPILLAR INCCATIndustrials0.15%1,992+99+5.23%$2,121,281
AUTOMATIC DATA PROCESSING INADPTechnology0.15%9,379-352-3.62%$2,100,427
INVESCO QQQ TRQQQOther0.14%2,806+98+3.62%$2,066,338
J P MORGAN EXCHANGE TRADED FJEPQOther0.14%32,632+10,833+49.69%$2,005,563
WEBSTER FINL CORPWBSFinancial Services0.14%25,262-25,857-50.58%$1,930,522
ALPHABET INCGOOGCommunication Services0.14%5,463+1,183+27.64%$1,930,242
COCA COLA COKOConsumer Defensive0.13%23,640-743-3.05%$1,921,223
NBT BANCORP INCNBTBFinancial Services0.13%37,540-688-1.80%$1,853,350
STATE STR SPDR DOW JONES INDDIAOther0.12%3,305--$1,726,499
AMERICAN EXPRESS COAXPFinancial Services0.12%4,969--$1,680,764
STATE STR SPDR S&P MIDCAP 40MDYOther0.11%2,239-2-0.09%$1,574,778
ISHARES TREFAOther0.11%14,660--$1,522,880
GE AEROSPACEGEIndustrials0.10%3,983--$1,488,567
INVESCO EXCH TRADED FD TR IISPLVOther0.10%18,573-3,489-15.81%$1,391,118
DEERE & CODEIndustrials0.09%2,136+15+0.71%$1,354,928
PAYCHEX INCPAYXTechnology0.09%13,740-2,464-15.21%$1,351,054
ISHARES TRIJSOther0.09%9,845-804-7.55%$1,345,615
PFIZER INCPFEHealthcare0.09%55,818-10-0.02%$1,344,097
ISHARES TRIJROther0.09%9,028+56+0.62%$1,338,943
VANGUARD INDEX FDSVBOther0.09%4,155-760-15.46%$1,259,464
ISHARES TRIVWOther0.09%8,990--$1,236,395
BROADSTONE NET LEASE INCBNLReal Estate0.08%58,096-58,095-50.00%$1,200,844