13F-HR: Orrstown Financial Services Inc. Discloses Q3 2024 Investment Portfolio

Orrstown Financial Services Inc. reports its holdings for the quarter ended September 30, 2024, with a total portfolio value of $338.5 million.

Summary

• Orrstown Financial Services Inc. filed its Form 13F holdings report for the quarter ended September 30, 2024.
• The total value of their reported holdings is $338,525,628.
• The report includes 161 entries detailing the firm's positions in various stocks and ETFs.
• The filing indicates the number of other included managers is zero, meaning this report covers all of Orrstown Financial Services Inc.'s holdings.

Sentiment

Score: 7

Explanation: The document is a routine portfolio disclosure, indicating stability and transparency. The sentiment is neutral to positive as it provides insight into the firm's investment strategy.

Positives

• The filing provides a detailed overview of Orrstown Financial Services Inc.'s investment strategy and asset allocation.
• The diversity of holdings across various sectors and asset classes could indicate a well-balanced investment approach.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment holdings and strategies. This filing allows investors and the public to understand the positions of major investment firms.

Comparison to Industry Standards

• Comparing Orrstown Financial Services Inc.'s portfolio to similar-sized investment managers would require analyzing their sector allocations, top holdings, and investment performance.
• Benchmarking against industry ETFs like IVV (iShares Core S&P 500 ETF) or VTI (Vanguard Total Stock Market ETF) can provide insights into the portfolio's diversification and risk profile.
• Other comparable companies would be regional banks and wealth managers of similar size.

Stakeholder Impact

• Shareholders can use this information to assess the investment strategy and risk profile of Orrstown Financial Services Inc.

Key Dates