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CIK: 0000826154
Total reported value
$673.7M
$673.7M
129 檔
34.4%
As reported in its official Q1 2025 Form 13F filing, Orrstown Financial Services Inc's tracked investment portfolio stood at $673.7M with 129 total positions.
In Q1 2025, Orrstown Financial Services Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.57% | +0.80% | +27.67% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 12.52% | -0.10% | +0.27% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 9.16% | — | +600.35% | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 8.79% | -0.30% | +97.48% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.19% | -0.03% | +21.37% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.93% | -0.39% | +90.87% | |
| 7 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 4.85% | +0.50% | +29.47% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.44% | +0.22% | -6.64% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.47% | -0.01% | +18.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.36% | -0.03% | -9.82% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.07% | -11.49% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.96% | -0.10% | -33.71% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.01% | -16.16% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.08% | -3.30% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.01% | -10.32% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | -6.69% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.07% | -18.89% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.02% | -6.83% | |
| 19 | GE | General Electric | Stock-Industrials | 0.56% | +0.09% | +3.72% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.10% | -3.01% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.07% | -6.87% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.07% | -24.09% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +0.36% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.51% | — | +1.21% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | — | — | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.50% | — | -5.42% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.03% | -4.70% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.09% | -5.73% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -5.58% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.07% | -8.03% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.02% | -2.02% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.04% | -7.69% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | -10.86% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.02% | -8.01% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.10% | -3.93% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.36% | -0.03% | -9.17% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.06% | +1.57% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.04% | -5.51% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.04% | -8.34% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.03% | -86.40% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.31% | -0.01% | -4.96% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.07% | -11.61% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.31% | -0.05% | +2.37% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -10.48% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.02% | -13.38% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | -79.64% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | -13.30% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | -0.01% | -1.97% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.05% | -4.70% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.03% | -8.50% |
According to official SEC Form 13F filings, Orrstown Financial Services Inc reported a total U.S. public equity portfolio value of $673.7M across 129 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, OMFL, JAVA) accounted for 34.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $73.8M
During Q1 2025, Orrstown Financial Services Inc's top holdings by market value included IVV (17.6%)、OMFL (12.5%)、JAVA (9.2%). The largest single position, IVV, represented 17.6% of total portfolio value.
In Q1 2025, Orrstown Financial Services Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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