Institutional Fund
Tompkins Financial Corp
Ithaca, NYCIK 10058175 filings on record
Portfolio Value
$1.26B
Q1 2026
Holdings
565
Reported positions
New Buys
47
Opened this quarter
QoQ Change
-2.4%
from $1.29B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tompkins Finl Corp7.0%
- Vanguard Scottsdale Fds6.9%
- Ishares Tr6.4%
- Ishares Tr4.1%
- Apple Inc3.7%
- Nvidia Corporation3.5%
- Other68.5%
Portfolio Holdings
565 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tompkins Finl Corp | 1.12M | $88.25M | 7.0% | −16.7K | Reduced |
| 2 | Vanguard Scottsdale Fds | 299.5K | $86.12M | 6.9% | +20.2K | Added |
| 3 | Ishares Tr | 498.9K | $80.06M | 6.4% | −72.3K | Reduced |
| 4 | Ishares Tr | 748.9K | $51.28M | 4.1% | +285.3K | Added |
| 5 | Apple Inc | 181.3K | $46.01M | 3.7% | −4.2K | Reduced |
| 6 | Nvidia Corporation | 252.2K | $43.98M | 3.5% | −15.1K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 675.5K | $43.29M | 3.4% | −7.1K | Reduced |
| 8 | Vanguard Bd Index Fds | 573.7K | $42.25M | 3.4% | +195.9K | Added |
| 9 | Microsoft Corp | 113.8K | $42.12M | 3.4% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 53.7K | $32.11M | 2.6% | +1.9K | Added |
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