DOSSIER · 13F-HR · Q1 2026

TOMPKINS FINANCIAL CORP

TOMPKINS FINANCIAL's hedge fund based in Stamford, CT — $1.3B in tracked AUM across 746 positions as of Q1 2026.

TF

TOMPKINS FINANCIAL·Stamford, CT·Hedge Fund

CIK 0001005817 · last filed Mar 31, 2026

Total AUM

$1.3B

▲ 13.5%

vs prior

Holdings

746

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

15% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: Tompkins Financial Corp

1. Portfolio Overview

The filing for Tompkins Financial Corp (CIK: 0001005817) reveals a dramatic expansion in portfolio size during the quarter ending December 31, 2025. The total portfolio value surged by 211.4%, growing from $413.03 million to $1.29 billion. This represents a capital increase of approximately $877 million within a single quarter.

The portfolio maintains a high level of diversification, holding **827 distinct ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

TOMPKINS FINL CORP

$88M1.1M7.0%

02

VANGUARD SCOTTSDALE FDS

$86M299K6.9%

03

ISHARES TR

$80M499K6.4%

04

ISHARES TR

$51M749K4.1%

05

APPLE INC

$46M181K3.7%

06

NVIDIA CORPORATION

$44M252K3.5%

07

VANGUARD TAX-MANAGED FDS

$43M676K3.4%

08

VANGUARD BD INDEX FDS

$42M574K3.4%

09

MICROSOFT CORP

$42M114K3.4%

10

VANGUARD INDEX FDS

$32M54K2.6%

Filing history

Filing history loading…