Long-term investor
Orrstown Financial Services Inc. @orrstownfinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000826154).
Record
- Tracked since 2025-06-30 (434 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +10.7% · 1 year +17.9% · all +17.9%
- Max drawdown -1.6% · Sharpe 1.13 · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 25.9% · long · since 2025-06-30
- VCRB · 10.3% · long · since 2025-06-30
- JAVA · 10.2% · long · since 2025-06-30
- FENI · 9.1% · long · since 2025-06-30
- AVUV · 6.0% · long · since 2025-06-30
- GSC · 4.5% · long · since 2025-06-30
- JEPI · 3.7% · long · since 2025-06-30
- JGRO · 3.5% · long · since 2025-06-30
- HELO · 1.6% · long · since 2025-06-30
- BIV · 1.0% · long · since 2025-06-30
- GOOGL · 1.0% · long · since 2025-06-30
- AAPL · 0.9% · long · since 2025-06-30