13F-HR: Orrstown Financial Services Inc. Discloses Q1 2025 Investment Portfolio
Form 13F Holdings Report
Orrstown Financial Services Inc. reports \$420.1 million in managed assets across 138 holdings as of March 31, 2025.
Summary
- Orrstown Financial Services Inc. filed its Form 13F for the quarter ended March 31, 2025.
- The report details the firm's holdings, totaling \$420,126,083 across 138 different positions.
- The largest holdings include iShares Core S&P 500 Index Fund with a value of \$73,801,070 and 131,342 shares, followed by Fidelity Enhanced International Equity ETF valued at \$36,912,995 and 1,240,356 shares.
- Other significant holdings include JPMorgan Active Value Exchange Traded Fund at \$38,480,015 and Invesco Russell 1000 Dynamic Multifactor Exchange Traded Fund at \$52,597,832.
Sentiment
Score: 5
Explanation: The document is a standard 13F filing, which is factual and doesn't inherently convey positive or negative sentiment. The score reflects a neutral assessment.
Industry Context
This 13F filing provides insight into the investment strategies of Orrstown Financial Services, reflecting their asset allocation decisions across various sectors and asset classes. It is typical for financial institutions to disclose their holdings quarterly, offering transparency to investors and the market.
Comparison to Industry Standards
- Comparing Orrstown's portfolio to other financial institutions of similar size would provide a benchmark for asset allocation and investment performance.
- Analyzing the concentration of holdings in ETFs like iShares and Vanguard compared to direct stock investments can reveal their investment style (passive vs. active).
- Comparing the international equity exposure through ETFs like iShares Core MSCI EAFE ETF and Fidelity Enhanced International Equity ETF to industry averages can indicate their global diversification strategy.
Stakeholder Impact
- Shareholders can use this information to understand the investment strategy of Orrstown Financial Services.
- The holdings reflect the company's investment decisions, which ultimately impact the returns generated for its clients.
Key Dates
| Date | Description |
|---|---|
| 03-31-2025 | Report for the Calendar Year or Quarter Ended |
| 04-14-2025 | Date of Signing |
Keywords
Form 13F, Investment Portfolio, Holdings, Financial Services, Orrstown
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.