DOSSIER · 13F-HR · Q1 2026

ORRSTOWN FINANCIAL SERVICES INC

ORRSTOWN FINANCIAL SERVICES's asset manager based in Stamford, CT — $597M in tracked AUM across 123 positions as of Q1 2026.

OF

ORRSTOWN FINANCIAL SERVICES·Stamford, CT·Asset Manager

CIK 0000826154 · last filed Mar 31, 2026

Total AUM

$597M

▼ 7.3%

vs prior

Holdings

123

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

42% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: ORRSTOWN FINANCIAL SERVICES INC

1. Portfolio Overview

The filing for Orrstown Financial Services Inc (CIK: 0000826154) reveals a dramatic transformation in the firm’s investment portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 101.2%, growing from approximately $298.06 million to $599.81 million. This doubling of assets under management suggests a significant capital inflow, possibly stemming f...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

iShares Core S&P 500 Index Fund

$150M229K25.1%

02

Vanguard Core Bond

$68M884K11.4%

03

JPMorgan Active Value

$61M849K10.2%

04

Fidelity Enhanced International

$56M1.5M9.4%

05

Avantis U.S. Small Cap Value

$36M328K6.1%

06

JPMorgan Equity Premium Income

$25M433K4.1%

07

Goldman Sachs Small Cap Equity

$24M439K4.0%

08

JPMorgan Active Growth

$20M235K3.3%

09

JPMorgan Hedged Equity Laddered Overlay

$9M147K1.6%

10

Vanguard Intermediate Term Bond ETF

$7M88K1.1%

Filing history

Filing history loading…