§ 13F · FUND PROFILE
ORRSTOWN FINANCIAL SERVICES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $584M (13F)Positions · 135Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$652K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 Index Fund | 229K | $150M | 25.0% | +49% |
| 2 | VCRB | Vanguard Core Bond | 883K | $68M | 11.4% | +8% |
| 3 | JAVA | JPMorgan Active Value | 849K | $61M | 10.2% | +4% |
| 4 | FENI | Fidelity Enhanced International | 1.52M | $56M | 9.4% | +4% |
| 5 | AVUV | Avantis U.S. Small Cap Value | 327K | $36M | 6.1% | −4% |
| 6 | JEPI | JPMorgan Equity Premium Income | 433K | $25M | 4.1% | +5% |
| 7 | GSC | Goldman Sachs Small Cap Equity | 439K | $24M | 4.0% | ±0% |
| 8 | JGRO | JPMorgan Active Growth | 235K | $20M | 3.3% | +9% |
| 9 | HELO | JPMorgan Hedged Equity Laddered Overlay | 147K | $9M | 1.6% | +23% |
| 10 | BIV | Vanguard Intermediate Term Bond ETF | 88K | $7M | 1.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORRSTOWN SIGNAL
AC read
ORRSTOWN FINANCIAL SERVICES INC is a Other fund managing $584 million in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed