Arkolith/Funds/Tompkins Financial Corp

Tompkins Financial Corp

CIK 1005817
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Tompkins Financial Corp holds a diversified book of 548 stocks worth $1.4B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Lazard Intl Dynamic Eqy ETF and trimmed Tompkins Financial Corp. Their largest long position is Tompkins Financial Corp at 7% of the equity book.

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Use Arkolith to show TOMPKINS FINANCIAL CORP's latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
73
existing
Trimmed
133
reduced
Sold out
47
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

54% mapped to company sectors

ETF / fund or unclassified
46%
Information Technology
15%
Financials
13%
Health Care
8%
Consumer Discretionary
7%
Utilities
3%
Industrials
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

548 positions
#SecurityValueShares% PortLast moveHistory
1Tompkins Finl Corp
COM
$105.6M1.12M
7.4%
−0.2%
Reduced · −2K sh
2Vanguard Scottsdale FDS
VNG RUS3000IDX
$98.7M297.9K
6.9%
−0.5%
Reduced · −2K sh
3Ishares TR
RUS TOP 200 ETF
$92.7M501.4K
6.5%
+0.5%
Added · +3K sh
4Ishares TR
MSCI ACWI EX US
$74.8M982.9K
5.2%
+31%
Added · +234K sh
5Apple Inc
COM
$51.2M177.0K
3.6%
−2.4%
Reduced · −4K sh
6Nvidia Corporation
COM
$51.1M255.2K
3.6%
+1.2%
Added · +3K sh
7Vanguard BD Index FDS
TOTAL BND MRKT
$42.4M577.5K
3.0%
+0.7%
Added · +4K sh
8Microsoft Corp
COM
$42.2M113.0K
3.0%
−0.7%
Reduced · −773 sh
9Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$39.6M245.3K
2.8%
−2.8%
Reduced · −7K sh
10Vanguard Index FDS
S&P 500 ETF SHS
$38.1M55.5K
2.7%
+3.3%
Added · +2K sh
11Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$36.1M506.5K
2.5%
−25%
Reduced · −169K sh
12Eli Lilly & Co
COM
$33.1M27.6K
2.3%
−2.0%
Reduced · −579 sh
13SPDR Series Trust
STATE STREET SPD
$31.0M425.7K
2.2%
+41%
Added · +124K sh
14Lazard Active ETF TR
INTL DYNAMIC EQT
$30.5M869.4K
2.1%
New
New position
15Cisco Sys Inc
COM
$26.5M225.4K
1.9%
−4.2%
Reduced · −10K sh
16Walmart Inc
COM
$25.5M225.1K
1.8%
−6.9%
Reduced · −17K sh
17Alphabet Inc
CAP STK CL A
$24.3M67.9K
1.7%
−3.7%
Reduced · −3K sh
18Select Sector SPDR TR
STATE STREET TEC
$23.2M121.6K
1.6%
+14%
Added · +15K sh
19Exxon Mobil Corp
COM
$21.3M155.5K
1.5%
−3.0%
Reduced · −5K sh
20JPMorgan Chase & Co
COM
$21.2M64.9K
1.5%
−1.9%
Reduced · −1K sh
21Ishares TR
RUS MID CAP ETF
$19.7M178.6K
1.4%
+18%
Added · +27K sh
22Amazon Com Inc
COM
$17.2M72.4K
1.2%
−1.3%
Reduced · −940 sh
23Amgen Inc
COM
$16.7M46.2K
1.2%
−4.4%
Reduced · −2K sh
24McDonalds Corp
COM
$14.8M54.8K
1.0%
+1.9%
Added · +1K sh
25Waste Mgmt Inc Del
COM
$14.0M63.0K
1.0%
−0.9%
Reduced · −582 sh
26TJX Cos Inc New
COM
$13.2M87.2K
0.9%
−2.2%
Reduced · −2K sh
27Merck & Co Inc
COM
$12.0M93.5K
0.8%
−6.6%
Reduced · −7K sh
28Ishares TR
CORE S&P MCP ETF
$11.6M150.9K
0.8%
−1.1%
Reduced · −2K sh
29Costco Wholesale Corporation
COM
$11.6M12.4K
0.8%
−8.4%
Reduced · −1K sh
30Home Depot Inc
COM
$11.5M32.6K
0.8%
+0.3%
Added · +96 sh
31Mastercard Incorporated
CL A
$11.1M21.6K
0.8%
−0.3%
Reduced · −59 sh
32Gallagher Arthur J & Co
COM
$10.9M47.4K
0.8%
~0%
Reduced · −17 sh
33Ishares TR
RUSSELL 2000 ETF
$10.5M35.0K
0.7%
+19%
Added · +6K sh
34Berkshire Hathaway Inc Del
CL B NEW
$10.3M20.5K
0.7%
−4.3%
Reduced · −925 sh
35Duke Energy Corp New
COM NEW
$10.2M80.9K
0.7%
−1.1%
Reduced · −929 sh
36BlackRock Inc
COM
$10.0M10.4K
0.7%
−1.2%
Reduced · −124 sh
37Abbott Laboratories
COM
$9.5M105.0K
0.7%
+2.2%
Added · +2K sh
38Public SVC Enterprise Group
COM
$9.5M117.1K
0.7%
−1.0%
Reduced · −1K sh
39Abbvie Inc
COM
$8.9M35.4K
0.6%
+0.6%
Added · +220 sh
40Pepsico Inc
COM
$8.7M64.3K
0.6%
−4.1%
Reduced · −3K sh
41General Dynamics Corp
COM
$8.7M24.5K
0.6%
−2.3%
Reduced · −565 sh
42Johnson & Johnson
COM
$7.8M30.8K
0.5%
−3.4%
Reduced · −1K sh
43SPDR Series Trust
STATE STREET SPD
$7.8M84.8K
0.5%
−21%
Reduced · −22K sh
44Procter & Gamble Co
COM
$7.7M52.6K
0.5%
−1.0%
Reduced · −530 sh
45Public Storage
COM
$7.6M24.0K
0.5%
−1.4%
Reduced · −336 sh
46Te Connectivity PLC
ORD SHS
$7.2M35.5K
0.5%
−31%
Reduced · −16K sh
47Danaher Corp Del
COM
$6.5M34.3K
0.5%
−4.6%
Reduced · −2K sh
48Fidelity Covington Trust
HIGH DIVID ETF
$6.3M105.2K
0.4%
+18%
Added · +16K sh
49Ishares TR
ESG MSCI USA ETF
$6.1M88.1K
0.4%
New
New position
50Morgan Stanley ETF Trust
CALVERT INTERNAT
$5.9M69.6K
0.4%
New
New position
Showing 50 of 548 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026720$1.4B13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026746$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 8, 2026827$1.3B13F-HR
Q3 2025Sep 30, 2025Oct 8, 2025724$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.