§ 13F · FUND PROFILE
ORRSTOWN FINANCIAL SERVICES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $474.7T (13F)Positions · 146Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$842.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 Index Fund | 153K | $105.1T | 17.5% | +1% |
| 2 | VCRB | Vanguard Core Bond | 816K | $63.6T | 10.6% | +1% |
| 3 | JAVA | JPMorgan Active Value | 815K | $58.4T | 9.7% | — |
| 4 | OMFL | Invesco Russell 1000 Dynamic Multifactor | 896K | $54.8T | 9.1% | −3% |
| 5 | FENI | Fidelity Enhanced International | 1.46M | $53.4T | 8.9% | +4% |
| 6 | AVUV | Avantis U.S. Small Cap Value | 341K | $34.7T | 5.8% | +1% |
| 7 | GSC | Goldman Sachs Small Cap Equity ETF | 440K | $23.9T | 4.0% | +1% |
| 8 | JEPI | JPMorgan Equity Premium Income | 412K | $23.6T | 3.9% | +1% |
| 9 | JGRO | JPMorgan Active Growth | 216K | $20.0T | 3.3% | +5% |
| 10 | HELO | JPMorgan Hedged Equity Laddered Overlay | 119K | $7.9T | 1.3% | +3% |
§ 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 $474720.3 trillion in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed