§ 13F · FUND PROFILE
ORRSTOWN FINANCIAL SERVICES INC.
AUM · $674M (13F)Positions · 124Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 Index Fund | 233K | $174M | 25.8% | +1% |
| 2 | VCRB | Vanguard Core Bond | 894K | $69M | 10.3% | +1% |
| 3 | JAVA | JPMorgan Active Value | 865K | $69M | 10.2% | +2% |
| 4 | FENI | Fidelity Enhanced International | 1.53M | $62M | 9.1% | +1% |
| 5 | AVUV | Avantis U.S. Small Cap Value | 325K | $41M | 6.0% | −1% |
| 6 | GSC | Goldman Sachs Small Cap Equity | 440K | $30M | 4.5% | ±0% |
| 7 | JEPI | JPMorgan Equity Premium Income | 443K | $25M | 3.7% | +2% |
| 8 | JGRO | JPMorgan Active Growth | 242K | $24M | 3.5% | +3% |
| 9 | HELO | JPMorgan Hedged Equity Laddered Overlay | 156K | $11M | 1.6% | +6% |
| 10 | BIV | Vanguard Intermediate Term Bond ETF | 91K | $7M | 1.0% | +4% |
§ 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 $674 million in assets. The fund runs a portfolio of 124 positions.
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