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Lisa Donnelly

Tompkins Financial Corp

Assets Managed
$1.256B
Holdings
565
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-2.35%(2Q avg: 2.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tompkins Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 565 positions.

Assets under management

The assets under management (AUM) of Tompkins Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.256B in assets, with a quarterly growth rate of -2.35% and a 2-quarter average growth rate of 2.6%. The portfolio is managed by Lisa Donnelly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TMP
Tompkins Financial Corp
Recent Activity
Decreased -1.47%
7.03%
$88.249M
1.119M shares@ $78.84 avg price
VTHR
Vanguard Russell 3000
Recent Activity
Increased 7.24%
6.86%
$86.118M
299,463 shares@ $287.58 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Decreased -12.65%
6.38%
$80.057M
498,861 shares@ $160.48 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 61.54%
4.09%
$51.277M
748,898 shares@ $68.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.24%
3.67%
$46.005M
181,272 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.66%
3.51%
$43.977M
252,162 shares@ $174.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.03%
3.45%
$43.287M
675,522 shares@ $64.09 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 51.86%
3.37%
$42.248M
573,704 shares@ $73.65 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.09%
3.36%
$42.119M
113,783 shares@ $370.17 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.59%
2.56%
$32.111M
53,737 shares@ $597.55 avg price

1-10 of 565