Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Orrstown Financial Services Inc, an institutional investment manager based in Harrisburg, PA. The report covers the calendar quarter ended June 30, 2026, and was signed on July 10, 2026, by Monica Balafoutas, SVP Director of Wealth & Trust Investments.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $673,662,166
- Total Number of Holdings: 124 entries
- Other Included Managers: 0
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity as these are not required in a 13F report.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2026) to calculate material changes in holdings or portfolio value. The report is marked as a standard "13F HOLDINGS REPORT" and not an amendment or restatement.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's business operations. It strictly lists securities held at the end of the reporting period.
Investor Verification Checklist
- Verify the total reported value of $673,662,166 against the sum of individual security values in the full schedule (not provided in this summary).
- Confirm the 124 holdings listed represent the complete portfolio for this manager, as no other included managers were reported.
- Check subsequent filings for the quarter ended September 30, 2026, to analyze turnover and strategy shifts.
- Review the full 13F-HR schedule to identify specific sector concentrations and top 10 holdings.