Bishop & CO Investment Management, LLC Portfolio Holdings by Sector
Bishop & CO Investment Management, LLC
- $262 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV VUG VCIT IEFA IWP IWS VBR VBK 20 stocks |
$258,656
98.66% of portfolio
|
  12  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$2,127
0.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$655
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$466
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$262
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|