Bishop & CO Investment Management, LLC Portfolio Holdings by Sector
Bishop & CO Investment Management, LLC
- $263 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV VUG VCIT IEFA IWS IWP VBR VWO 20 stocks |
$258,645
98.49% of portfolio
|
  14  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$2,554
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$695
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$481
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$246
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|