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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 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMorgan Chase & Co Financial Services 9,645.0 $3.1M 0.52% -371.0 -3.7% $322.22 -7.6%
22 V Visa Inc Financial Services 7,935.0 $2.8M 0.46% -144.0 -1.8% $350.71 -7.1%
23 AVGO Broadcom Inc Technology 7,685.0 $2.7M 0.44% -113.0 -1.4% $346.10 +21.6%
24 IWB iShares Russell 1000 Index Fund 6,859.0 $2.6M 0.43% $373.44 +7.7%
25 ACWX iShares MSCI ACWI ex US ETF 37,695.0 $2.5M 0.42% +12K +48.0% $67.13 +10.4%
26 WMT Walmart Inc Consumer Defensive 21,667.0 $2.4M 0.40% $111.41 +18.0%
27 VOO Vanguard 500 Index Fund 3,762.0 $2.4M 0.39% -430.0 -10.3% $627.13 +8.3%
28 VTHR Vanguard Russell 3000 ETF 7,647.0 $2.3M 0.38% -166.0 -2.1% $300.33 +8.0%
29 META Meta Platforms Inc Communication Services 3,357.0 $2.2M 0.37% +495.0 +17.3% $660.09 -6.9%
30 LRCX LAM RESEARCH CORP Technology 11,794.0 $2.0M 0.34% -932.0 -7.3% $171.18 +66.3%
31 TJX TJX Companies Inc Consumer Cyclical 12,967.0 $2.0M 0.33% -786.0 -5.7% $153.61 -4.0%
32 GEV GE VERNOVA INC Utilities 3,039.0 $2.0M 0.33% $653.57 +60.5%
33 AGG iShares Core US Aggregate Bond 19,688.0 $2.0M 0.33% $99.88 -1.9%
34 AMAT Applied Materials Inc Technology 7,474.0 $1.9M 0.32% -689.0 -8.4% $256.99 +60.9%
35 IJH iShares Core S&P Mid-Cap Index Fund 28,317.0 $1.9M 0.31% +2K +9.1% $66.00 +9.3%
36 RTX RTX Corporation Industrials 9,959.0 $1.8M 0.30% -987.0 -9.0% $183.40 -6.7%
37 COST Costco Wholesale Corporation Consumer Defensive 2,022.0 $1.7M 0.29% +130.0 +6.9% $862.34 +21.6%
38 LLY Eli Lilly and Co Healthcare 1,538.0 $1.7M 0.28% +130.0 +9.2% $1074.68 -6.3%
39 JNJ Johnson & Johnson Healthcare 7,653.0 $1.6M 0.26% $206.95 +9.5%
40 CRM SALESFORCE, INC. Technology 5,880.0 $1.6M 0.26% -227.0 -3.7% $264.91 -34.5%
Page 2 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 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%