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Portfolio (Quarterly) Guide ↗

ORRSTOWN FINANCIAL SERVICES INC

· CIK 0000826154
13F Portfolio $674M AUM 124 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 34 Added 66 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 335.0 $762K 0.11% NEW $2273.73 -29.8%
2 ANET ARISTA NETWORKS INC Technology 4,079.0 $693K 0.10% NEW $169.88 +11.0%
3 HONEYWELL INTL INC 1,859.0 $416K 0.06% NEW $223.90
4 ADI Analog Devices Inc Technology 818.0 $325K 0.05% NEW $397.17 -6.1%
5 DE Deere & Co Industrials 425.0 $270K 0.04% NEW $634.33 +2.1%
6 CMI Cummins Inc Industrials 374.0 $267K 0.04% NEW $713.21 -17.6%
7 OUTLOOK THERAPEUTICS INC 15,000.0 $24K 0.00% NEW $1.59

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 13.9%
Industrials 9.9%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 8.9%
Consumer Defensive 4.9%
Utilities 3.1%
Energy 2.8%