ORRSTOWN FINANCIAL SERVICES INC
BankRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.6%; sector active share 73.0% against the combined 13F book's sector weights.
Over time 20 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
119 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.7% | $347,231,782 |
| Technology | 10.1% | $47,003,431 |
| Financial Services | 3.4% | $15,733,731 |
| Industrials | 2.9% | $13,466,148 |
| Communication Services | 2.4% | $11,327,623 |
| Healthcare | 2.4% | $11,059,980 |
| Consumer Cyclical | 2.1% | $9,559,565 |
| Consumer Defensive | 1.2% | $5,435,608 |
| Energy | 0.9% | $4,275,986 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income ETF | +26,567 | 470,051 | $26,426,267 | |
| FENI | Fidelity Enhanced International ETF | +24,227 | 1,558,869 | $62,214,460 | |
| BIV | Vanguard Bond Index Funds | +22,162 | 113,040 | $8,236,094 | |
| MUB | iShares National Muni Bond ETF | +20,340 | 32,162 | $0 | |
| JGRO | JPMorgan Active Growth ETF | +11,402 | 253,449 | $24,478,104 | |
| APH | Amphenol Corp /De/ | +5,233 | 10,049 | $847,130 | |
| CRWD | CrowdStrike Holdings, Inc. | +3,832 | 5,116 | $1,354,461 | |
| BAC | Bank Of America Corp /De/ | +1,291 | 14,563 | $792,664 | |
| — | +736 | 20,622 | $0 | ||
| ABBV | AbbVie Inc. | +522 | 4,080 | $1,067,287 | |
| IEMG | iShares Trust | +449 | 64,318 | $0 | |
| IJH | iShares Core S&P Mid-Cap ETF | +406 | 31,693 | $0 | |
| WMT | Walmart Inc. | +383 | 20,995 | $2,181,800 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +217 | 10,044 | $775,899 | |
| CVX | Chevron Corp | +195 | 7,073 | $1,444,377 | |
| IEFA | iShares Core MSCI EAFE ETF | +195 | 59,389 | $0 | |
| ANET | Arista Networks, Inc. | +193 | 4,272 | $869,736 | |
| ABT | Abbott Laboratories | +150 | 8,815 | $871,186 | |
| SCHW | Schwab Charles Corp | +137 | 5,012 | $489,872 | |
| NVDA | Nvidia Corp | +132 | 29,863 | $6,820,111 | |
| UBER | Uber Technologies, Inc | +122 | 7,312 | $500,945 | |
| GEV | GE Vernova Inc. | +109 | 3,221 | $3,061,528 | |
| TJX | Tjx Companies Inc /De/ | +107 | 12,940 | $1,712,091 | |
| AVGO | Broadcom Inc. | +83 | 7,482 | $2,627,603 | |
| GE | General Electric Co | +73 | 12,514 | $3,907,997 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GSC | Goldman Sachs Small Cap Equity ETF | −28,837 | 411,128 | $25,447,177 | |
| AVUV | Avantis U.S. Small Cap Value ETF | −17,303 | 308,058 | $36,279,990 | |
| JAVA | JPMorgan Active Value ETF | −5,612 | 859,042 | $68,482,827 | |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | −4,709 | 45,951 | $3,203,244 | |
| IVV | iShares Core S&P 500 ETF | −3,425 | 229,140 | $0 | |
| FLV | American Century Focused Large Cap Value ETF | −1,700 | 5,725 | $471,625 | |
| QCOM | Qualcomm Inc/De | −1,412 | 2,328 | $428,445 | |
| HON | Honeywell International Inc | −719 | 1,140 | $240,471 | |
| VB | Vanguard Index Funds | −669 | 14,616 | $4,158,105 | |
| LRCX | Lam Research Corp | −552 | 8,941 | $2,937,207 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | −537 | 17,367 | $710,483 | |
| PGR | Progressive Corp/Oh/ | −510 | 1,303 | $270,124 | |
| DGRO | iShares Core Dividend Growth ETF | −500 | 3,321 | $0 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −466 | 8,235 | $506,452 | |
| VCRB | VANGUARD CORE BOND ETF | −432 | 894,229 | $65,833,138 | |
| VOO | VANGUARD 500 INDEX FUND | −314 | 3,452 | $2,419,368 | |
| DHI | Horton D R Inc /De/ | −260 | 1,837 | $251,026 | |
| BKNG | Booking Holdings Inc. | −245 | 3,985 | $649,196 | |
| PEP | Pepsico Inc | −236 | 4,938 | $625,743 | |
| MCD | Mcdonalds Corp | −225 | 2,894 | $668,340 | |
| ACN | Accenture plc | −212 | 3,701 | $678,652 | |
| GOOGL | Alphabet Inc. | −170 | 18,463 | $6,352,749 | |
| AAPL | Apple Inc. | −168 | 21,237 | $7,072,345 | |
| HD | Home Depot, Inc. | −154 | 4,069 | $1,157,589 | |
| MS | Morgan Stanley | −138 | 1,296 | $243,751 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JAVA |
JPMorgan Active Value ETF
|
Reduced | 859,042 | $68,482,827 | 14.72% | |
| VCRB |
VANGUARD CORE BOND ETF
|
Reduced | 894,229 | $65,833,138 | 14.15% | |
| FENI |
Fidelity Enhanced International ETF
|
Added | 1,558,869 | $62,214,460 | 13.38% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 308,058 | $36,279,990 | 7.80% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 470,051 | $26,426,267 | 5.68% | |
| GSC |
Goldman Sachs Small Cap Equity ETF
|
Reduced | 411,128 | $25,447,177 | 5.47% | |
| JGRO |
JPMorgan Active Growth ETF
|
Added | 253,449 | $24,478,104 | 5.26% | |
| HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
|
Added | 156,277 | $10,809,680 | 2.32% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 113,040 | $8,236,094 | 1.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,149 | $7,257,022 | 1.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,237 | $7,072,345 | 1.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,863 | $6,820,111 | 1.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 18,463 | $6,352,749 | 1.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 17,351 | $4,323,001 | 0.93% | |
| VB |
Vanguard Index Funds
|
Reduced | 14,616 | $4,158,105 | 0.89% | |
| GE |
General Electric Co
Industrials
|
Added | 12,514 | $3,907,997 | 0.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,553 | $3,397,103 | 0.73% | |
| OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
|
Reduced | 45,951 | $3,203,244 | 0.69% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,194 | $3,167,487 | 0.68% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 3,221 | $3,061,528 | 0.66% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 8,941 | $2,937,207 | 0.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 8,225 | $2,721,076 | 0.59% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 7,445 | $2,675,211 | 0.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,482 | $2,627,603 | 0.56% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 3,452 | $2,419,368 | 0.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,190 | $2,313,324 | 0.50% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,100 | $2,236,731 | 0.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,995 | $2,181,800 | 0.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,034 | $1,862,181 | 0.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,592 | $1,842,071 | 0.40% | |
| RTX |
RTX Corp
Industrials
|
Added | 9,461 | $1,756,434 | 0.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 10,701 | $1,741,587 | 0.37% | |
| VTHR |
VANGUARD RUSSELL 3000 INDEX FUND
|
Held | 5,159 | $1,730,844 | 0.37% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 12,940 | $1,712,091 | 0.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,795 | $1,634,060 | 0.35% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,964 | $1,455,105 | 0.31% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,073 | $1,444,377 | 0.31% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 6,105 | $1,356,897 | 0.29% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 5,116 | $1,354,461 | 0.29% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,143 | $1,324,805 | 0.28% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,395 | $1,320,770 | 0.28% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 4,790 | $1,303,502 | 0.28% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,994 | $1,286,551 | 0.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,554 | $1,271,764 | 0.27% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 5,533 | $1,270,210 | 0.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,164 | $1,257,088 | 0.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,069 | $1,157,589 | 0.25% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,736 | $1,136,117 | 0.24% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,619 | $1,092,905 | 0.23% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 10,054 | $1,082,112 | 0.23% |
Showing the top 50 of 119 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.