Tompkins Financial Corp Portfolio Stock Holdings

Tompkins Financial Corp disclosed 565 stock positions valued at approximately $1.3 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 March 31, 2026 and was filed on April 9, 2026.

Report Period
March 31, 2026
No. of Stocks
565
Portfolio Value
$1.3B
Holdings by Sector
Tompkins Financial Corp Portfolio Holdings in Q1 2026

553 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TOMPKINS FINL CORPTMPFinancial Services7.03%1,119,343-16,716-1.47%$88,249,002
VANGUARD SCOTTSDALE FDSVTHROther6.86%299,463+20,200+7.23%$86,117,982
ISHARES TRIWLOther6.38%498,861-72,282-12.66%$80,056,515
ISHARES TRACWXOther4.08%748,898+285,297+61.54%$51,277,046
APPLE INCAAPLTechnology3.66%181,272-4,167-2.25%$46,005,021
NVIDIA CORPORATIONNVDATechnology3.50%252,162-15,136-5.66%$43,977,053
VANGUARD TAX-MANAGED FDSVEAOther3.45%675,522-7,057-1.03%$43,287,450
VANGUARD BD INDEX FDSBNDOther3.36%573,704+195,905+51.85%$42,247,563
MICROSOFT CORPMSFTTechnology3.35%113,783-1,260-1.10%$42,119,053
VANGUARD INDEX FDSVOOOther2.56%53,737+1,860+3.59%$32,110,544
WALMART INCWMTConsumer Defensive2.39%241,827-7,295-2.93%$30,054,259
INVESCO EXCH TRADED FD TR IISPMOOther2.25%252,266+3,924+1.58%$28,281,541
EXXON MOBIL CORPXOMEnergy2.16%160,216-3,009-1.84%$27,182,247
ELI LILLY & COLLYHealthcare2.06%28,176-952-3.27%$25,915,439
ALPHABET INCGOOGLCommunication Services1.61%70,501-2,801-3.82%$20,273,268
JPMORGAN CHASE & COJPMFinancial Services1.55%66,188-1,584-2.34%$19,469,862
SPDR SERIES TRUSTEFIVOther1.51%301,366+13,255+4.60%$19,010,288
CISCO SYS INCCSCOTechnology1.45%235,325-8,211-3.37%$18,258,867
AMGEN INCAMGNHealthcare1.35%48,336-478-0.98%$17,007,021
MCDONALDS CORPMCDConsumer Cyclical1.33%53,743-313-0.58%$16,702,787
AMAZON COM INCAMZNConsumer Cyclical1.22%73,303-866-1.17%$15,266,816
ISHARES TRIWROther1.18%151,806+35,530+30.56%$14,760,097
WASTE MGMT INC DELWMIndustrials1.16%63,587-907-1.41%$14,611,657
TJX COS INC NEWTJXConsumer Cyclical1.13%89,125-1,950-2.14%$14,233,263
SELECT SECTOR SPDR TRXLKOther1.13%107,012-5,346-4.76%$14,221,894
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.07%13,492-181-1.32%$13,443,834
MERCK & CO INCMRKHealthcare0.96%100,067-688-0.68%$12,037,059
HONEYWELL INTL INCHONIndustrials0.93%51,683-432-0.83%$11,681,908
MASTERCARD INCORPORATEDMAFinancial Services0.86%21,635-122-0.56%$10,810,144
TE CONNECTIVITY PLCTELOther0.86%51,527-1,233-2.34%$10,770,173
DUKE ENERGY CORP NEWDUKUtilities0.85%81,794-1,440-1.73%$10,710,107
HOME DEPOT INCHDConsumer Cyclical0.85%32,492-439-1.33%$10,686,294
ABBOTT LABORATORIESABTHealthcare0.84%102,729-402-0.39%$10,547,187
PEPSICO INCPEPConsumer Defensive0.83%67,078+1,383+2.11%$10,416,542
ISHARES TRIJHOther0.82%152,543-18,899-11.02%$10,301,229
GALLAGHER ARTHUR J & COAJGFinancial Services0.82%47,414-421-0.88%$10,268,924
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.82%21,418-204-0.94%$10,263,506
BLACKROCK INCBLKOther0.81%10,532-142-1.33%$10,128,730
SPDR SERIES TRUSTBILOther0.78%106,628+1,776+1.69%$9,771,390
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.76%118,282-1,591-1.33%$9,574,928
GENERAL DYNAMICS CORPGDIndustrials0.69%25,073-454-1.78%$8,605,555
JOHNSON & JOHNSONJNJHealthcare0.62%31,874-754-2.31%$7,791,281
PROCTER & GAMBLE COPGConsumer Defensive0.61%53,164+289+0.55%$7,679,008
ABBVIE INCABBVHealthcare0.61%35,148-105-0.30%$7,644,339
ISHARES TRIWMOther0.58%29,450+7,003+31.20%$7,303,600
INTUITIVE SURGICAL INCISRGHealthcare0.57%15,507-141-0.90%$7,148,572
DANAHER CORP DELDHRHealthcare0.54%36,008+39+0.11%$6,827,117
PUBLIC STORAGE OPER COPSAReal Estate0.53%24,358+721+3.05%$6,598,095
STRYKER CORPORATIONSYKHealthcare0.45%17,084-40-0.23%$5,613,632
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.40%32,099-130-0.40%$5,048,531
FIDELITY COVINGTON TRUSTFDVVOther0.39%89,332+8,934+11.11%$4,934,700
STATE STR SPDR S&P 500 ETF TSPYOther0.39%7,563-1,460-16.18%$4,918,521
ISHARES TRUSMVOther0.39%52,492+74+0.14%$4,868,108
INVESCO EXCH TRADED FD TR IIRWLOther0.36%39,242-880-2.19%$4,509,298
ISHARES TRSUSAOther0.33%31,618-1,336-4.05%$4,176,738
VANECK ETF TRUSTMOATOther0.30%39,116-6,112-13.51%$3,782,517
CHEVRON CORPORATIONCVXEnergy0.28%17,170-168-0.97%$3,552,473
WEBSTER FINL CORPWBSFinancial Services0.28%51,119-44,420-46.49%$3,548,681
ISHARES TRIEFAOther0.27%37,729+2,668+7.61%$3,415,607
QUANTA SVCS INCPWRIndustrials0.26%5,868-65-1.10%$3,221,649
KIMBERLY-CLARK CORPKMBConsumer Defensive0.24%30,974+2,947+10.51%$2,988,062
CARPENTER TECHNOLOGY CORPCRSIndustrials0.24%7,521--$2,964,402
AMERICAN WTR WKS CO INC NEWAWKUtilities0.23%21,358-97-0.45%$2,906,611
ISHARES TRIWOOther0.23%9,238--$2,898,977
PARKER-HANNIFIN CORPPHIndustrials0.21%2,974--$2,662,444
VANGUARD ADMIRAL FDS INCVOOGOther0.20%6,259-41-0.65%$2,551,732
VANGUARD INDEX FDSVTIOther0.20%7,843+684+9.55%$2,516,113
ISHARES TRIVVOther0.20%3,816-16-0.42%$2,492,650
CORNING INCGLWTechnology0.20%18,189-3,400-15.75%$2,473,158
ILLINOIS TOOL WKS INCITWIndustrials0.19%9,254--$2,408,723
EMERSON ELEC COEMRIndustrials0.18%17,516-441-2.46%$2,294,946
BROADSTONE NET LEASE INCBNLReal Estate0.17%116,191--$2,122,810
INTERNATIONAL BUSINESS MACHSIBMTechnology0.17%8,739+165+1.92%$2,118,247
CASELLA WASTE SYS INCCWSTIndustrials0.17%26,677--$2,116,553
AUTOMATIC DATA PROCESSING INADPTechnology0.16%9,731-1,251-11.39%$1,977,144
J P MORGAN EXCHANGE TRADED FJEPIOther0.15%33,661+25,353+305.16%$1,907,905
COCA COLA COKOConsumer Defensive0.15%24,383+743+3.14%$1,854,327
NBT BANCORP INCNBTBFinancial Services0.13%38,228-1,560-3.92%$1,627,749
INVESCO EXCH TRADED FD TR IISPLVOther0.13%22,062-1,356-5.79%$1,613,615
BROADCOM INCAVGOTechnology0.13%5,149+4,073+378.53%$1,593,667
PFIZER INCPFEHealthcare0.12%55,828-1,531-2.67%$1,567,650
INVESCO QQQ TRQQQOther0.12%2,708--$1,563,004
META PLATFORMS INCMETACommunication Services0.12%2,725+2,130+357.98%$1,559,054
STATE STR SPDR DOW JONES INDDIAOther0.12%3,305--$1,530,843
AMERICAN EXPRESS COAXPFinancial Services0.12%4,969+527+11.86%$1,503,023
PAYCHEX INCPAYXTechnology0.12%16,204-1,242-7.12%$1,492,712
ISHARES TREFAOther0.11%14,660-332-2.21%$1,423,926
VERIZON COMMUNICATIONS INCVZCommunication Services0.11%27,776+1,611+6.16%$1,394,355
STATE STR SPDR S&P MIDCAP 40MDYOther0.11%2,241--$1,382,159
CATERPILLAR INCCATIndustrials0.11%1,893+165+9.55%$1,341,114
VANGUARD INDEX FDSVBOther0.10%4,915-1,411-22.30%$1,287,337
ISHARES TRIJSOther0.10%10,649-397-3.59%$1,261,374
ALPHABET INCGOOGCommunication Services0.10%4,280-28-0.65%$1,227,761
ORACLE CORPORCLTechnology0.10%8,263-2,475-23.05%$1,215,570
J P MORGAN EXCHANGE TRADED FJEPQOther0.10%21,799+17,455+401.82%$1,210,280
DEERE & CODEIndustrials0.10%2,121--$1,194,760
SCHWAB STRATEGIC TRSCHBOther0.09%45,532-190-0.42%$1,142,853
GE AEROSPACEGEIndustrials0.09%3,983+62+1.58%$1,130,256
ISHARES TRIJROther0.09%8,972-25-0.28%$1,115,310
ISHARES TRSUBOther0.09%10,467--$1,114,736