Orrstown Financial Services Inc

Holdings as of Mar 31, 2026 · filed Apr 8, 2026

$597476809
Portfolio value
117
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Ishares Core S&P 500 Index Fund $149677193 25.05% +75654 +49.29%
2 Vanguard Core Bond $68382486 11.45% +67261 +8.24%
3 Jpmorgan Active Value $60904342 10.19% +33957 +4.17%
4 Fidelity Enhanced International $56380432 9.44% +55731 +3.82%
5 Avantis U.S. Small Cap Value $36180803 6.06% -13169 -3.87%
6 Jpmorgan Equity Premium Income $24541817 4.11% +20712 +5.02%
7 Goldman Sachs Small Cap Equity $23991757 4.02% -658 -0.15%
8 Jpmorgan Active Growth $19861524 3.32% +19419 +9.01%
9 Jpmorgan Hedged Equity Laddered Overlay $9412026 1.58% +27916 +23.39%
10 Vanguard Intermediate Term Bond Etf $6773008 1.13% +7964 +9.98%
11 Apple Inc. $5683373 0.95% -1907 -7.85%
12 Alphabet Inc $5465365 0.91% -519 -2.66%
13 Ishares Core Msci Eafe Etf $5164646 0.86% +6387 +12.61%
14 Microsoft Corp $5144623 0.86% -452 -3.15%
15 Nvidia Corp $4843088 0.81% +80 +0.29%
16 Ishares Core Msci Emerging Markets Etf $4124387 0.69% +5102 +9.44%
17 Amazon.Com Inc $3739696 0.63% +616 +3.55%
18 Vanguard Small-Cap Index Fund $3723717 0.62% +658 +4.85%
19 Invesco Russell 1000 Dynamic Multifactor $3696358 0.62% -834629 -93.14%
20 Ge Aerospace $3610122 0.60% +44 +0.35%
21 Ge Vernova Inc $2787170 0.47% +154 +5.07%
22 Walmart Inc $2610874 0.44% -659 -3.04%
23 Jpmorgan Chase & Co $2528305 0.42% -1050 -10.89%
24 Ishares Russell 1000 Index Fund $2425321 0.41% -57 -0.83%
25 Broadcom Inc $2325658 0.39% -171 -2.23%
26 Visa Inc $2293397 0.38% -347 -4.37%
27 Vanguard 500 Index Fund $2247983 0.38% Held
28 Applied Materials Inc $2223002 0.37% -970 -12.98%
29 Tjx Companies Inc $2078975 0.35% +51 +0.39%
30 Lam Research Corp $2027633 0.34% -2304 -19.54%
31 Ishares Core S&P Mid-Cap Index Fund $1998415 0.33% +1276 +4.51%
32 Exxon Mobil Corp $1911729 0.32% -706 -5.90%
33 Costco Wholesale Corporation $1882256 0.32% -133 -6.58%
34 Meta Platforms Inc $1876586 0.31% -77 -2.29%
35 Rtx Corporation $1843931 0.31% -400 -4.02%
36 Johnson & Johnson $1754101 0.29% -477 -6.23%
37 Ishares Msci Acwi Ex Us Etf $1499425 0.25% -15796 -41.90%
38 Eli Lilly And Co $1496466 0.25% +89 +5.79%
39 Vanguard Russell 3000 Etf $1483598 0.25% -2488 -32.54%
40 Pnc Financial Services Group Inc $1482225 0.25% -230 -3.13%
41 Chevron Corp. $1423058 0.24% -967 -12.33%
42 Home Depot $1407320 0.24% -116 -2.64%
43 Ishares Core Us Aggregate Bond $1377371 0.23% -5813 -29.53%
44 Mastercard Inc $1266638 0.21% -125 -4.70%
45 Ishares Msci Eafe Etf $1259485 0.21% -215 -1.63%
46 Advanced Micro Devices Inc $1250688 0.21% -449 -6.81%
47 Berkshire Hathaway Inc Del $1244003 0.21% +34 +1.33%
48 State Street Utilities Select Sector Spdr Etf $1242013 0.21% -2370 -8.05%
49 Union Pacific Corp $1216497 0.20% -225 -4.29%
50 Ishares National Muni Bond $1187606 0.20% +804 +7.74%
51 Oracle Corp $1169819 0.20% +732 +10.14%
52 American Express Company $1167270 0.20% -115 -2.89%
53 Netflix Inc $1133993 0.19% +26 +0.22%
54 Eaton Corp. Plc $1125587 0.19% -378 -10.72%
55 State Street Materials Select Sector Spdr Etf $1105536 0.19% -988 -4.27%
56 Unitedhealth Group Inc $1081278 0.18% -274 -6.42%
57 Salesforce, Inc. $1069059 0.18% -153 -2.60%
58 T-Mobile Us Inc $1036498 0.17% +170 +3.57%
59 Procter & Gamble Co $1026246 0.17% +163 +2.35%
60 Amgen Inc $986587 0.17% -131 -4.46%
61 Mcdonald's Corp $972151 0.16% +2 +0.06%
62 Ishares Russell 1000 Growth Etf $935948 0.16% -24 -1.08%
63 Caterpillar Inc $929500 0.16% -28 -2.09%
64 Intuitive Surgical Inc $867122 0.15% -218 -10.39%
65 Pepsico Inc $848970 0.14% -824 -13.10%
66 Tesla Inc $847218 0.14% -62 -2.65%
67 Honeywell International Inc $833147 0.14% -456 -11.01%
68 Abbott Laboratories $832962 0.14% +395 +5.12%
69 Cisco Systems Inc $793978 0.13% Held
70 Thermo Fisher Scientific Inc $793821 0.13% -65 -3.87%
71 S&P Global Inc $791983 0.13% -132 -6.62%
72 State Street Spdr Dow Jones Industrial Average Etf $791129 0.13% Held
73 Goldman Sachs Group Inc $775773 0.13% -6 -0.65%
74 State Street Real Estate Select Sector Spdr Etf $774831 0.13% -59 -0.31%
75 Vanguard Short-Term Corporate Bond Idx Fd $752986 0.13% +829 +9.56%
76 Micron Technology Inc $739532 0.12% -539 -19.76%
77 Booking Holdings Inc $736806 0.12% +1 +0.57%
78 Accenture Plc $736449 0.12% +277 +8.06%
79 Travelers Companies Inc $732700 0.12% -99 -3.79%
80 Servicenow Inc $687834 0.12% +843 +14.70%
81 Ishares Msci Emerging Markets Etf $681480 0.11% Held
82 Citigroup Inc $593588 0.10% -88 -1.65%
83 Merck & Co Inc $589902 0.10% -287 -5.53%
84 American Century Focused Large Cap Value $569388 0.10% Held
85 Abbvie Inc $562429 0.09% -60 -2.27%
86 Walt Disney Co $562185 0.09% -371 -5.98%
87 State Street Spdr S&P 500 Etf Trust $556041 0.09% -84 -8.95%
88 Uber Technologies Inc $552566 0.09% -19 -0.25%
89 Progressive Corp $534059 0.09% +32 +1.20%
90 State Street Energy Select Sector Spdr Etf $530267 0.09% -296 -3.31%
91 Crowdstrike Holdings Inc $514560 0.09% -40 -2.95%
92 Palo Alto Networks Inc $506451 0.08% +282 +9.80%
93 Qualcomm Inc $478289 0.08% -468 -11.19%
94 Blackrock Inc $477008 0.08% -28 -5.34%
95 Boston Scientific Corp $455628 0.08% +404 +5.89%
96 Bank Of America Corp $453229 0.08% -962 -9.38%
97 Intuit $435839 0.07% -81 -7.44%
98 Alphabet Inc. $434880 0.07% -574 -27.46%
99 Dimensional Etf Trust $417022 0.07% Held
100 Amphenol Corp $416450 0.07% +35 +1.07%
101 The Charles Schwab Corporation $401577 0.07% +385 +9.90%
102 Adobe Inc. $391359 0.07% -258 -13.81%
103 Conocophillips $370260 0.06% +320 +12.88%
104 Ishares Russell 1000 Value Etf $364307 0.06% -328 -16.13%
105 Spdr S&P 600 Small Cap Growth $358943 0.06% +1035 +38.62%
106 Valero Energy Corp $345665 0.06% Held
107 Invesco Russell 2000 Dynamic Multifactor $339487 0.06% Held
108 Quanta Svcs Inc $337647 0.06% Held
109 D R Horton Inc $287750 0.05% -648 -23.61%
110 Pfizer Inc $274426 0.05% Held
111 Ishares Core Dividend Growth Etf $268158 0.04% -1400 -26.81%
112 Vanguard Idx Fund $256648 0.04% Held
113 Boeing Co $242569 0.04% Held
114 Deere & Co $239403 0.04% NEW BUY
115 Morgan Stanley $235993 0.04% -1104 -43.50%
116 Lockheed Martin Corp $210932 0.04% NEW BUY
117 Cummins Inc $201219 0.03% NEW BUY

Closed last quarter

Ishares Core S&P Small-Cap Etf Vanguard Mid-Cap Index Fund Ge Healthcare Technologies Inc Midcap Financial Invstmnt Corp

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.