StockDriftsStockDriftsTop 50 Orrstown Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 Index Fund | 25.85% | 232.6K | $174.2M | +1.49%(+3.42K) | $571.84(+35.94%) | 2026-06-30 | |
| VCRB | Vanguard Core Bond | 10.26% | 894.7K | $69.1M | +1.24%(+10.94K) | $77.96(-2.53%) | 2026-06-30 | |
| JAVA | JPMorgan Active Value | 10.19% | 864.7K | $68.7M | +1.86%(+15.81K) | $64.91(+29.09%) | 2026-06-30 | |
| FENI | Fidelity Enhanced International | 9.14% | 1.53M | $61.6M | +1.26%(+19.04K) | $30.08(+39.08%) | 2026-06-30 | |
| AVUV | Avantis U.S. Small Cap Value | 6.03% | 325.4K | $40.6M | -0.66%(-2.16K) | $92.15(+38.33%) | 2026-06-30 | |
| GSC | Goldman Sachs Small Cap Equity | 4.52% | 440.0K | $30.5M | +0.19%(+841) | $51.25(+32.89%) | 2026-06-30 | |
| JEPI | JPMorgan Equity Premium Income | 3.72% | 443.5K | $25.0M | +2.42%(+10.49K) | $57.62(+0.31%) | 2026-06-30 | |
| JGRO | JPMorgan Active Growth | 3.54% | 242.0K | $23.9M | +3.00%(+7.05K) | $69.99(+36.66%) | 2026-06-30 | |
| HELO | JPMorgan Hedged Equity Laddered Overlay | 1.57% | 156.2K | $10.6M | +6.10%(+8.98K) | $58.32(+19.73%) | 2026-06-30 | |
| BIV | Vanguard Intermediate Term Bond ETF | 1.03% | 90.9K | $7.0M | +3.56%(+3.12K) | $76.33(-1.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.04% | +33.26% | +14.01% | +92.61% |
| Top 20 Holdings Unweighted | +13.40% | +45.83% | +15.29% | +103.71% |
Orrstown Financial Services INC reports $673.66M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.9%), VCRB (10.3%) and JAVA (10.2%). The top 20 holdings account for 83.73% of reported assets. Its disclosed equity book has returned +33.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orrstown Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 826154). View Orrstown Financial Services INC’s 13F filings on SEC