Bishop & CO Investment Management, LLC Portfolio Holdings by Sector
Bishop & CO Investment Management, LLC
- $298 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTV VUG VCIT IEFA IWP IWS VOO VWO 22 stocks |
$295,630
99.07% of portfolio
|
  6  
|
  15  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$1,097
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$710
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$405
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$346
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$221
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|