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Portfolio (Quarterly) Guide ↗

ORRSTOWN FINANCIAL SERVICES INC

· CIK 0000826154
13F Portfolio $600M AUM 126 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 43 Added 54 Reduced 12 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE Adobe Inc. Technology 1,868.0 $654K 0.11% -760.0 -28.9% $349.99 -27.0%
42 SPY SPDR S&P 500 Financial Services 939.0 $640K 0.11% -20.0 -2.1% $681.92 +8.3%
43 PGR PROGRESSIVE CORP Financial Services 2,662.0 $606K 0.10% -194.0 -6.8% $227.72 -12.3%
44 BAC BANK OF AMERICA CORP Financial Services 10,259.0 $564K 0.09% -349.0 -3.3% $55.00 -9.5%
45 FLV American Century Focused Large Cap Value 7,425.0 $563K 0.09% -500.0 -6.3% $75.77 +6.0%
46 MRK Merck & Co Inc Healthcare 5,191.0 $546K 0.09% -2K -23.8% $105.26 +5.8%
47 PANW Palo Alto Networks Inc Technology 2,877.0 $530K 0.09% -161.0 -5.3% $184.20 +31.8%
48 IWD iShares Russell 1000 Value ETF 2,033.0 $428K 0.07% -108.0 -5.0% $210.34 +10.6%
49 DHI D R HORTON INC Consumer Cyclical 2,745.0 $395K 0.07% -833.0 -23.3% $144.03 -6.0%
50 DGRO iShares Core Dividend Growth ETF 5,221.0 $362K 0.06% -797.0 -13.2% $69.42 +6.3%
51 OMFS Invesco Russell 2000 Dynamic Multifactor 7,500.0 $334K 0.06% -600.0 -7.4% $44.47 +11.6%
52 IJR iShares Core S&P Small-Cap ETF 2,475.0 $297K 0.05% -2K -38.3% $120.18 +11.8%
53 BA Boeing Co Industrials 1,219.0 $265K 0.04% -62.0 -4.8% $217.08 +1.6%
54 COP ConocoPhillips Energy 2,485.0 $233K 0.04% -97.0 -3.8% $93.61 +30.8%
Page 3 of 3  ·  54 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 34.0%
Financial Services 16.1%
Communication Services 10.7%
Healthcare 10.0%
Consumer Cyclical 9.9%
Industrials 9.2%
Consumer Defensive 5.5%
Energy 2.8%
Utilities 1.8%