Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORRSTOWN FINANCIAL SERVICES INC (CIK 826154) reported $597.5M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($149.7M, 25.05%), VCRB ($68.4M, 11.45%), JAVA ($60.9M, 10.19%), FENI ($56.4M, 9.44%), AVUV ($36.2M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 Index Fund | $149.7M | 25.05% | 229,141 | Added |
| 2 | VCRB | Vanguard Core Bond | $68.4M | 11.45% | 883,723 | Added |
| 3 | JAVA | JPMorgan Active Value | $60.9M | 10.19% | 848,841 | Added |
| 4 | FENI | Fidelity Enhanced International | $56.4M | 9.44% | 1.5M | Added |
| 5 | AVUV | Avantis U.S. Small Cap Value | $36.2M | 6.06% | 327,517 | Trimmed |
| 6 | JEPI | JPMorgan Equity Premium Income | $24.5M | 4.11% | 432,989 | Added |
| 7 | GSC | Goldman Sachs Small Cap Equity | $24.0M | 4.02% | 439,124 | Trimmed |
| 8 | JGRO | JPMorgan Active Growth | $19.9M | 3.32% | 234,992 | Added |
| 9 | HELO | JPMorgan Hedged Equity Laddered Overlay | $9.4M | 1.58% | 147,270 | Added |
| 10 | BIV | Vanguard Intermediate Term Bond ETF | $6.8M | 1.13% | 87,756 | Added |
| 11 | AAPL | Apple Inc. | $5.7M | 0.95% | 22,394 | Trimmed |
| 12 | GOOGL | Alphabet Inc | $5.5M | 0.91% | 19,006 | Trimmed |
| 13 | IEFA | iShares Core MSCI EAFE ETF | $5.2M | 0.86% | 57,049 | Added |
| 14 | MSFT | Microsoft Corp | $5.1M | 0.86% | 13,898 | Trimmed |
| 15 | NVDA | NVIDIA Corp | $4.8M | 0.81% | 27,770 | Added |
| 16 | IEMG | iShares Core MSCI Emerging Markets ETF | $4.1M | 0.69% | 59,131 | Added |
| 17 | AMZN | Amazon.com Inc | $3.7M | 0.63% | 17,956 | Added |
| 18 | VB | Vanguard Small-Cap Index Fund | $3.7M | 0.62% | 14,217 | Added |
| 19 | OMFL | Invesco Russell 1000 Dynamic Multifactor | $3.7M | 0.62% | 61,483 | Trimmed |
| 20 | GE | GE AEROSPACE | $3.6M | 0.60% | 12,722 | Added |
| 21 | GEV | GE VERNOVA INC | $2.8M | 0.47% | 3,193 | Added |
| 22 | WMT | Walmart Inc | $2.6M | 0.44% | 21,008 | Trimmed |
| 23 | JPM | JPMorgan Chase & Co | $2.5M | 0.42% | 8,595 | Trimmed |
| 24 | IWB | iShares Russell 1000 Index Fund | $2.4M | 0.41% | 6,802 | Trimmed |
| 25 | AVGO | Broadcom Inc | $2.3M | 0.39% | 7,514 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31