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CIK: 0000826154
Total reported value
$667.0M
$667.0M
141 檔
38.7%
During the Q2 2025 filing period, Orrstown Financial Services Inc (CIK: 0000826154) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $667.0M across 141 reported positions.
In Q2 2025, Orrstown Financial Services Inc displayed an active expansion posture, initiating 20 new positions and adding to 66 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 | 17.44% | +0.46% | +1.48% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 12.16% | -0.04% | +1.23% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 9.01% | +0.19% | +3.67% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 8.82% | +0.08% | +5.53% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.91% | -0.59% | +3.93% | |
| 6 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 4.90% | -0.70% | +5.45% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.51% | +0.24% | +3.95% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.62% | +0.13% | +2.07% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.49% | +0.05% | +9.00% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | +0.30% | -1.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.14% | +11.77% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.03% | +27.22% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.14% | +2.18% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.88% | +0.20% | +3.51% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.01% | -0.90% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | -0.04% | +0.48% | |
| 17 | GE | General Electric | Stock-Industrials | 0.68% | -0.10% | +6.34% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.01% | +11.00% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.02% | -1.39% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | -0.07% | +17.47% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | -5.07% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | +32.43% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | -4.54% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.01% | — | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.48% | +0.01% | -2.71% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.08% | -1.87% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.05% | +21.35% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.02% | -0.18% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.42% | +0.06% | +76.21% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | — | -7.56% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.01% | +0.32% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | — | +6.83% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.36% | -0.02% | +7.37% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.01% | +5.51% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.03% | +5.68% | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.33% | — | -31.23% | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.33% | -0.08% | +8.17% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.01% | +1.51% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.33% | -0.02% | -1.20% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | -0.02% | +4.84% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.01% | +5.19% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.01% | +9.03% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | — | — | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | -0.19% | +12.37% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | -0.03% | -1.11% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.22% | EXIT | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | — | +7.24% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | -14.41% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.26% | — | +6.64% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.01% | -0.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.3% | +32.43% | Add |
| 2 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +3.67% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | +27.22% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +2.18% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | -1.32% | Trim |
| 6 | JGRO | Jpmorgan Active Growth ETF | +0.2% | +2.07% | Add |
| 7 | CRM | Salesforce Inc | +0.2% | +76.21% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 9 | GEV | GE Vernova Inc | +0.1% | +8.17% | Add |
| 10 | GE | General Electric | +0.1% | +6.34% | Add |
| 11 | TFC | Truist Financial CORP | +0.1% | NEW | New buy |
| 12 | ORCL | Oracle CORP | +0.1% | +9.03% | Add |
| 13 | VCRB | Vanguard Core Bond ETF | +0.1% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.1% | +35.32% | Add |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +80.27% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 17 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | NEW | New buy |
| 18 | NFLX | Netflix Inc | +0.1% | +5.19% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +63.30% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 21 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 22 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 23 | IYG | Ishares U.s. Financial Servi | +0.1% | NEW | New buy |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +17.47% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | +12.37% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +63.75% | Add |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 28 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 29 | IAT | Ishares US Regional Banks Et | +0.1% | NEW | New buy |
| 30 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 31 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 32 | GSC | Goldman Sachs Small Cap Equi | +0.1% | +5.45% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.00% | Add |
| 34 | ETN | Eaton Corporation plc | +0.1% | +7.24% | Add |
| 35 | LRCX | Lam Research CORP | +0.1% | +8.04% | Add |
| 36 | NOW | Servicenow Inc | +0.1% | +14.37% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +55.90% | Add |
| 38 | F | Ford Motor Co | +0.1% | NEW | New buy |
| 39 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 40 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 41 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 42 | META | Meta Platforms Inc-class A | 0% | -1.87% | Trim |
| 43 | UBER | Uber Technologies Inc | 0% | +51.70% | Add |
| 44 | UPS | United Parcel Service-cl B | 0% | NEW | New buy |
| 45 | DE | Deere & Co | 0% | NEW | New buy |
| 46 | HD | Home Depot Inc | 0% | +21.35% | Add |
| 47 | INTU | Intuit Inc | 0% | +15.46% | Add |
| 48 | HELO | Jpmorgan Hedged Equity ETF | 0% | +9.00% | Add |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +23.65% | Add |
| 50 | AXP | American Express Co | 0% | -1.20% | Trim |
According to official SEC Form 13F filings, Orrstown Financial Services Inc reported a total U.S. public equity portfolio value of $667.0M across 141 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OMFL, FENI) accounted for 38.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
GS
市值: $676.6K
Top Position Liquidated / Trimmed
CB
前期市值: $344.0K
During Q2 2025, Orrstown Financial Services Inc's top holdings by market value included IVV (17.4%)、OMFL (12.2%)、FENI (9.0%). The largest single position, IVV, represented 17.4% of total portfolio value.
In Q2 2025, Orrstown Financial Services Inc made 136 total portfolio adjustments, initiating 20 new buys, adding to 66 positions, trimming 42 holdings, and fully liquidating 8 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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