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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PWR QUANTA SVCS INC Industrials 595.0 $428K 0.06% -20.0 -3.2% $720.04 -11.2%
102 HONEYWELL INTL INC 1,859.0 $416K 0.06% NEW $223.90
103 IWD iShares Russell 1000 Value ETF 1,705.0 $413K 0.06% -328.0 -16.1% $242.43 +6.1%
104 PGR PROGRESSIVE CORP Financial Services 1,813.0 $396K 0.06% -849.0 -31.9% $218.45 +0.4%
105 VLO Valero Energy Corp Energy 1,399.0 $364K 0.05% $260.44 +34.0%
106 DHI D R HORTON INC Consumer Cyclical 2,097.0 $342K 0.05% -648.0 -23.6% $162.88 -8.9%
107 ADI Analog Devices Inc Technology 818.0 $325K 0.05% NEW $397.17 -6.1%
108 MS MORGAN STANLEY Financial Services 1,434.0 $300K 0.04% -1K -43.5% $209.04 +2.5%
109 VTI Vanguard Idx Fund 800.0 $296K 0.04% $370.04 +2.2%
110 DGRO iShares Core Dividend Growth ETF 3,821.0 $290K 0.04% -1K -26.8% $75.79 +5.0%
111 COP ConocoPhillips Energy 2,785.0 $290K 0.04% +300.0 +12.1% $103.96 +29.7%
112 DE Deere & Co Industrials 425.0 $270K 0.04% NEW $634.33 +2.1%
113 CMI Cummins Inc Industrials 374.0 $267K 0.04% NEW $713.21 -17.6%
114 OMFS Invesco Russell 2000 Dynamic Multifactor 5,000.0 $267K 0.04% -2K -33.3% $53.34 -0.2%
115 BA Boeing Co Industrials 1,219.0 $264K 0.04% $216.43 -1.0%
116 PFE Pfizer Inc Healthcare 9,731.0 $234K 0.04% $24.08 +16.6%
117 ADBE Adobe Inc. Technology 1,117.0 $229K 0.03% -751.0 -40.2% $205.02 +34.3%
118 OUTLOOK THERAPEUTICS INC 15,000.0 $24K 0.00% NEW $1.59
Page 6 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%