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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
Page 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUV Avantis U.S. Small Cap Value 325,361.0 $40.6M 6.03% -15K -4.5% $124.76 +1.4%
2 GOOGL Alphabet Inc Communication Services 18,633.0 $6.7M 0.99% -892.0 -4.6% $357.37 -3.5%
3 AAPL Apple Inc. Technology 21,405.0 $6.2M 0.92% -3K -11.9% $289.36 +6.9%
4 MSFT Microsoft Corp Technology 14,216.0 $5.3M 0.79% -134.0 -0.9% $373.02 +29.5%
5 GE GE AEROSPACE Industrials 12,441.0 $4.6M 0.69% -237.0 -1.9% $373.73 -6.8%
6 AMAT Applied Materials Inc Technology 6,193.0 $4.5M 0.67% -1K -17.1% $723.00 -31.9%
7 LRCX LAM RESEARCH CORP Technology 9,493.0 $4.1M 0.61% -2K -19.5% $433.33 -27.5%
8 OMFL Invesco Russell 1000 Dynamic Multifactor 50,660.0 $3.5M 0.52% -845K -94.3% $68.54 +3.1%
9 AMD Advanced Micro Devices Inc Technology 5,657.0 $3.3M 0.49% -940.0 -14.2% $580.91 -18.5%
10 AVGO Broadcom Inc Technology 7,399.0 $2.8M 0.41% -286.0 -3.7% $377.75 -2.5%
11 IWB iShares Russell 1000 Index Fund 6,802.0 $2.8M 0.41% -57.0 -0.8% $409.50 +2.5%
12 JPM JPMorgan Chase & Co Financial Services 8,327.0 $2.7M 0.41% -1K -13.7% $327.33 +7.4%
13 V Visa Inc Financial Services 7,487.0 $2.6M 0.38% -448.0 -5.7% $343.09 +8.1%
14 MU MICRON TECHNOLOGY INC Technology 2,165.0 $2.5M 0.37% -563.0 -20.6% $1154.29 -16.2%
15 WMT Walmart Inc Consumer Defensive 20,612.0 $2.3M 0.35% -1K -4.9% $113.26 -8.4%
16 TJX TJX Companies Inc Consumer Cyclical 12,833.0 $1.9M 0.29% -134.0 -1.0% $151.50 -7.3%
17 META Meta Platforms Inc Communication Services 3,249.0 $1.8M 0.27% -108.0 -3.2% $563.29 -2.4%
18 RTX RTX Corporation Industrials 9,414.0 $1.8M 0.27% -545.0 -5.5% $189.73 +10.6%
19 JNJ Johnson & Johnson Healthcare 7,006.0 $1.8M 0.26% -647.0 -8.4% $253.97 +6.4%
20 VTHR Vanguard Russell 3000 ETF 5,159.0 $1.7M 0.25% -2K -32.5% $331.43 +2.3%
Page 1 of 4  ·  66 positions

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%