TOMPKINS FINANCIAL CORP
Top Portfolio Positions
397 positions ·
$750,966,213 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TMP |
Tompkins Financial Corp
Financial Services
|
1,119,343 | $88,249,001 | 11.75% | |
| AAPL |
Apple Inc.
Technology
|
181,272 | $46,005,019 | 6.13% | |
| NVDA |
Nvidia Corp
Technology
|
252,162 | $43,977,052 | 5.86% | |
| MSFT |
Microsoft Corp
Technology
|
113,783 | $42,119,052 | 5.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
241,827 | $30,054,259 | 4.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
160,216 | $27,182,245 | 3.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
28,176 | $25,915,439 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,501 | $20,273,267 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
66,188 | $19,469,862 | 2.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
235,325 | $18,258,866 | 2.43% |
Portfolio Trend
24 quarters · across all stocks
Holdings in UVE
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,241 | 10,897 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $368,318 | 10,897 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $286,591 | 10,897 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $302,173 | 10,897 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $258,258 | 10,897 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $229,490 | 10,897 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $241,477 | 10,897 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $204,427 | 10,897 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $221,427 | 10,897 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $174,134 | 10,897 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $152,775 | 10,897 | Shares | Sole | 2023-11-21 | |
| No 13F history on record for this holder in this stock. | ||||||