Bishop & CO Investment Management, LLC Portfolio Holdings by Sector
Bishop & CO Investment Management, LLC
- $258 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV VUG VCIT IEFA IWS IWP VOO VWO 20 stocks |
$255,387
98.8% of portfolio
|
  7  
|
  12  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$1,642
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$736
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$474
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$237
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|