Orrstown Financial Services Inc.
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$597.5M
Holdings
117
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
iShares Core S&P 500 Index Fund
Q1 2026: Increased +67.1% (1.65M → 2.76M shares)
25.1%
02
$VCRB
Vanguard Core Bond
Q1 2026: Increased +327.7% (12.8k → 54.9k shares)
11.4%
03
$JAVA
JPMorgan Active Value
Q4 2025: Exited (was 196 shares)
10.2%
04
$FENI
Fidelity Enhanced International
Q4 2025: Exited (was 634 shares)
9.4%
05
$AVUV
Avantis U.S. Small Cap Value
Q4 2025: Exited (was 146 shares)
6.1%
06
$JEPI
JPMorgan Equity Premium Income
Q4 2025: Exited (was 406.3k shares)
4.1%
07
$GSC
Goldman Sachs Small Cap Equity
Q1 2026: Sold 94.2% (1.88M → 109.2k shares)
4.0%
08
$JGRO
JPMorgan Active Growth
Q4 2025: Exited (was 206.0k shares)
3.3%
09
$HELO
JPMorgan Hedged Equity Laddered Overlay
Q4 2025: Exited (was 115.7k shares)
1.6%
10
$BIV
Vanguard Intermediate Term Bond ETF
Q1 2026: Sold 99.6% (10.10M → 42.3k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.