Bishop & CO Investment Management, LLC Portfolio Holdings by Sector
Bishop & CO Investment Management, LLC
- $165 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT IEFA IWP IWS VBR VWO VBK VOO 18 stocks |
$161,662
98.1% of portfolio
|
  8  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$1,715
1.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$703
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$458
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$252
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|