Tompkins Financial Corporation has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was signed by Lisa Donnelly, Trust Operations Manager, on October 2, 2026.
The report lists a portfolio of over 300 individual equity securities. The largest holding disclosed in the filing is Apple Inc., with a total position size of 172,858,732 shares. Other significant positions include Berkshire Hathaway Inc. Class B, with 9,814,595 shares, and Amazon.com Inc. with 16,742,382 shares.
The portfolio also includes substantial stakes in technology and industrial companies. Cisco Systems Inc. is listed with 22,229,577 shares, while Deere & Co. holds 1,434,431 shares. Financial sector exposure is represented by holdings in JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co., with specific share counts detailed in the filing.
Additionally, the report includes positions in consumer staples, healthcare, and energy companies. Notable entries include Coca-Cola Co., Eli Lilly & Co., Chevron Corporation, and Constellation Energy Corp. The filing provides a comprehensive list of all common stock holdings, including the number of shares held, the total value of the position, and the voting rights associated with the shares.
