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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG Procter & Gamble Co Consumer Defensive 6,976.0 $1.0M 0.15% $146.64 -1.3%
62 XLB State Street Materials Select Sector SPDR ETF 19,886.0 $1.0M 0.15% -3K -14.0% $50.83 +5.3%
63 CRWD Crowdstrike Holdings Inc Technology 1,284.0 $980K 0.14% -74.0 -5.5% $190.79 +0.6%
64 TSLA Tesla Inc Consumer Cyclical 2,286.0 $961K 0.14% -55.0 -2.4% $420.60 -13.7%
65 ABBV Abbvie Inc Healthcare 3,558.0 $895K 0.13% +912.0 +34.5% $251.64 +5.3%
66 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 1,708.0 $892K 0.13% $522.39 +1.9%
67 CRM SALESFORCE, INC. Technology 5,605.0 $878K 0.13% -275.0 -4.7% $156.66 +33.5%
68 NFLX Netflix Inc Communication Services 11,915.0 $851K 0.13% +147.0 +1.2% $71.40 +11.5%
69 APH Amphenol Corp Technology 4,816.0 $849K 0.13% +2K +47.7% $176.32 -11.0%
70 EEM iShares MSCI Emerging Markets ETF 12,400.0 $848K 0.13% +400.0 +3.3% $68.41 -1.9%
71 MCD Mcdonald's Corp Consumer Cyclical 3,119.0 $843K 0.12% $270.31 +0.2%
72 TMO Thermo Fisher Scientific Inc Healthcare 1,651.0 $828K 0.12% -29.0 -1.7% $501.36 +25.5%
73 TRV Travelers Companies Inc Financial Services 2,459.0 $812K 0.12% -152.0 -5.8% $330.12 +10.1%
74 TMUS T-MOBILE US INC Communication Services 4,830.0 $810K 0.12% +65.0 +1.4% $167.73 +9.1%
75 XLRE State Street Real Estate Select Sector SPDR ETF 17,904.0 $788K 0.12% -1K -6.0% $44.03 +2.4%
76 ABT Abbott Laboratories Healthcare 8,665.0 $786K 0.12% +947.0 +12.3% $90.74 +28.5%
77 VCSH Vanguard Short-Term Corporate Bond Idx Fd 9,827.0 $777K 0.12% +1K +13.3% $79.03 -0.6%
78 GS Goldman Sachs Group Inc Financial Services 758.0 $767K 0.11% -165.0 -17.9% $1011.37 +2.8%
79 SNDK SANDISK CORP Technology 335.0 $762K 0.11% NEW $2273.73 -29.8%
80 BAC BANK OF AMERICA CORP Financial Services 13,272.0 $756K 0.11% +3K +29.4% $56.98 +8.3%
Page 4 of 6  ·  118 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%