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Monica Balafoutas

Orrstown Financial Services Inc

Assets Managed
$673.662M
Holdings
118
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.76%(2Q avg: 6.19%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Orrstown Financial Services Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Orrstown Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 673.662M in assets, with a quarterly growth rate of 12.76% and a 2-quarter average growth rate of 6.19%. The portfolio is managed by Monica Balafoutas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.5%
25.86%
$174.166M
232,565 shares@ $748.9 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 1.24%
10.26%
$69.097M
894,661 shares@ $77.24 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 1.87%
10.2%
$68.662M
864,654 shares@ $79.41 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 1.26%
9.15%
$61.585M
1.535M shares@ $40.13 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.65%
6.03%
$40.592M
325,361 shares@ $124.76 avg price
GSC
Small Cap Core Equity Etf
Recent Activity
Increased 0.2%
4.53%
$30.459M
439,965 shares@ $69.24 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 2.43%
3.72%
$25.048M
443,484 shares@ $56.48 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 3.01%
3.55%
$23.863M
242,047 shares@ $98.6 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 6.1%
1.57%
$10.559M
156,248 shares@ $67.59 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 3.56%
1.04%
$6.97M
90,878 shares@ $76.71 avg price

1-10 of 118