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Lisa Donnelly

Tompkins Financial Corp

Assets Managed
$1.429B
Holdings
548
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.77%(2Q avg: 5.71%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tompkins Financial Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 548 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.429B in assets, with a quarterly growth rate of 13.77% and a 2-quarter average growth rate of 5.71%. The portfolio is managed by Lisa Donnelly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TMP
Tompkins Financial Corp
Recent Activity
Decreased -0.18%
7.4%
$105.609M
1.117M shares@ $94.52 avg price
VTHR
Vanguard Russell 3000
Recent Activity
Decreased -0.53%
6.92%
$98.716M
297,851 shares@ $331.43 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Increased 0.52%
6.5%
$92.739M
501,427 shares@ $184.95 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 31.25%
5.24%
$74.808M
982,891 shares@ $76.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.37%
3.59%
$51.205M
176,958 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.21%
3.58%
$51.061M
255,190 shares@ $200.09 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.66%
2.97%
$42.394M
577,490 shares@ $73.42 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.67%
2.96%
$42.155M
113,010 shares@ $373.02 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -2.75%
2.78%
$39.629M
245,323 shares@ $161.54 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.35%
2.68%
$38.141M
55,534 shares@ $686.82 avg price

1-10 of 548