Tompkins Financial Corp.
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$1.3B
Holdings
564
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TMP
TOMPKINS FINL CORP
Q4 2025: Exited (was 552.0k shares)
7.0%
02
$VTHR
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 552.2k shares)
6.9%
03
$IWL
ISHARES TR
Q4 2025: Exited (was 1.10M shares)
6.4%
04
$ACWX
ISHARES TR
Held since at least Q1 2024
4.1%
05
$AAPL
APPLE INC
Q1 2026: Sold 2.9% (925.7k → 898.7k shares)
3.7%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 0.8% (315.0k → 312.6k shares)
3.5%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 633.6k shares)
3.4%
08
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 308.3k shares)
3.4%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 1.0% (150.3k → 148.8k shares)
3.4%
10
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 89.1k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.