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Latest ORRSTOWN FINANCIAL SERVICES INC Stock Portfolio

ORRSTOWN FINANCIAL SERVICES INC Performance:
2025 Q3: 3.17%YTD: 4.84%2024: 9.46%
Performance for 2025 Q3 is 3.17%, and YTD is 4.84%, and 2024 is 9.46%.

About ORRSTOWN FINANCIAL SERVICES INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, ORRSTOWN FINANCIAL SERVICES INC reported an equity portfolio of $584.4 Millions as of 30 Sep, 2025.

The top stock holdings of ORRSTOWN FINANCIAL SERVICES INC are IJR, VTIP, BSAE. The fund has invested 17.3% of it's portfolio in ISHARES CORE S&P 500 INDEX FUND and 10.8% of portfolio in VANGUARD CORE BOND.

The fund managers got completely rid off TRUIST FINANCIAL CORP (TFC), VERTEX PHARMACEUTICALS INC (VRTX) and INVESCO QQQ TRUST SERIES 1 (QQQ) stocks. They significantly reduced their stock positions in MORGAN STANLEY (MS), ISHARES CORE S&P SMALL-CAP ETF (IJR) and SPDR S&P 500 (SPY). ORRSTOWN FINANCIAL SERVICES INC opened new stock positions in AMPHENOL CORP (APH), VALERO ENERGY CORP (VLO) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CORE BOND (VTIP), ISHARES NATIONAL MUNI BOND (AAXJ) and BOSTON SCIENTIFIC CORP (BSX).

ORRSTOWN FINANCIAL SERVICES INC Annual Return Estimates Vs S&P 500

Our best estimate is that ORRSTOWN FINANCIAL SERVICES INC made a return of 3.17% in the last quarter. In trailing 12 months, it's portfolio return was 5.48%.

New Buys

Ticker$ Bought
amphenol corp288,461
valero energy corp238,194
dimensional etf trust203,958
New stocks bought by ORRSTOWN FINANCIAL SERVICES INC

Additions

Ticker% Inc.
vanguard core bond12,662
ishares national muni bond179
boston scientific corp138
accenture plc52.01
stryker corporation38.35
energy select sector spdr fund31.69
intuit29.74
thermo fisher scientific inc27.86
Additions to existing portfolio by ORRSTOWN FINANCIAL SERVICES INC

Reductions

Ticker% Reduced
morgan stanley-42.25
ishares core s&p small-cap etf-42.04
spdr s&p 500-38.76
invesco russell 2000 dynamic multifactor-34.35
spdr dow jones industrial average etf trust-27.57
abbvie inc-24.4
broadcom inc-20.62
pnc financial services group inc-20.34
ORRSTOWN FINANCIAL SERVICES INC reduced stake in above stock

Sold off

Ticker$ Sold
ford motor co-244,874
fulton finl corp pa-382,971
at&t inc-389,475
truist financial corp-523,876
kinder morgan inc del-326,928
york wtr co-204,199
ishares tr-277,232
financial select sector spdr fund-214,822
ORRSTOWN FINANCIAL SERVICES INC got rid off the above stocks

Sector Distribution

ORRSTOWN FINANCIAL SERVICES INC has about 81.4% of it's holdings in Others sector.

Sector%
Others81.4
Technology6.4
Financial Services2.7
Industrials2
Consumer Cyclical2
Communication Services2
Healthcare1.7
Consumer Defensive1.4

Market Cap. Distribution

ORRSTOWN FINANCIAL SERVICES INC has about 18.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED81.4
MEGA-CAP12
LARGE-CAP6.6

Stocks belong to which Index?

About 18.3% of the stocks held by ORRSTOWN FINANCIAL SERVICES INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others81.7
S&P 50018.3
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc.
37.3 %
GOOG
alphabet inc
36.8 %
LRCX
lam research corp
35.4 %
MU
micron technology inc
34.1 %
Top 5 Winners ($)$
IJR
ishares core s&p 500 index fund
6.5 M
AAPL
apple inc.
1.4 M
GOOG
alphabet inc
1.4 M
NVDA
nvidia corp
0.8 M
GE
ge aerospace
0.5 M
Top 5 Losers (%)%
ISRG
intuitive surgical inc
-15.3 %
CRM
salesforce, inc.
-13.1 %
ACN
accenture plc
-12.2 %
CDW
cdw corp
-10.8 %
INTU
intuit
-10.6 %
Top 5 Losers ($)$
CRM
salesforce, inc.
-0.3 M
ISRG
intuitive surgical inc
-0.2 M
NFLX
netflix inc
-0.2 M
COST
costco wholesale corporation
-0.1 M
ACN
accenture plc
-0.1 M

ORRSTOWN FINANCIAL SERVICES INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ORRSTOWN FINANCIAL SERVICES INC

ORRSTOWN FINANCIAL SERVICES INC has 127 stocks in it's portfolio. About 73.7% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for ORRSTOWN FINANCIAL SERVICES INC last quarter.

Last Reported on: 10 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions