TOMPKINS FINANCIAL CORP

CIK 0001005817 · Q2 2026

13F Equity AUM

$1.4B

+13.8% QoQ

Positions

548

-546 QoQ

AUM Rank

#2,806

Top 22%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #2,791 · Top 34%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 29.6%Top 10: 44.5%Top 20: 63.6%

TMP7.4%

VTHR6.9%

IWL6.5%

ACWX5.2%

AAPL3.6%

NVDA3.6%

BND3.0%

MSFT3.0%

SPMO2.8%

VOO2.7%

Others (529)55.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 539Median: 0.01%Avg: 0.19%

0–0.5%

493(16.1%)

0.5–1%

22(15.4%)

1–3%

18(35.2%)

3–5%

2(7.2%)

5%+

4(26.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 539vs 20 funds

0%Low

539

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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