13F-HR: Orrstown Financial Discloses Q4 2025 Holdings
Holdings Report
Orrstown Financial Services Inc. filed its Form 13F-HR, revealing $599.8 million in managed assets across 126 positions as of December 31, 2025.
Summary
- Orrstown Financial Services Inc. filed its Form 13F-HR for the calendar quarter ended December 31, 2025.
- The report details 126 distinct equity and exchange-traded fund (ETF) holdings.
- The total fair market value of these holdings was $599,807,779.
- The institutional investment manager, Orrstown Financial Services Inc., reported no other included managers.
- Investment discretion for the vast majority of holdings is 'SOLE'.
Sentiment
Score: 5
Explanation: The filing is a routine regulatory disclosure of investment holdings, providing factual data without explicit positive or negative performance indicators or forward-looking statements.
Future Outlook
N/A
Industry Context
This filing is a routine regulatory disclosure providing transparency into the investment holdings of Orrstown Financial Services Inc., reflecting its portfolio composition at the end of the reporting period. It allows market participants to observe the investment manager's strategy and asset allocation.
Stakeholder Impact
- Shareholders and prospective investors of Orrstown Financial Services Inc. can gain insight into the firm's investment strategy and portfolio composition.
- Investment analysts can use this data to track market trends and the investment preferences of institutional managers.
Key Dates
| Date | Description |
|---|---|
| 12-31-2025 | End of the calendar year or quarter for which the report is filed. |
| 01-15-2026 | Date the report was signed by Monica Balafoutas, SVP Director of Wealth & Trust Investments. |
Keywords
13F-HR, Holdings Report, Investment Management, Equity Holdings, ETF Holdings, Orrstown Financial Services
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.