Bishop & Co Investment Management, LLC

All 13F Filings

Location
Erie, PA
Most recent 13F
Q4 2025
Holdings value ($000)
301,905
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/21/2026 28 301,905 13F-HR Bishop & Co Investment Management, LLC
Q3 2025 10/30/2025 27 298,974 13F-HR Bishop & Co Investment Management, LLC
Q2 2025 8/14/2025 27 278,279 13F-HR Bishop & Co Investment Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 70.72 K 23.4% 806 0 806
ETFs 231.2 K 76.6% 2.127 K 0 2.127 K
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Fund Snapshot

Q4 2025
Latest filed
1/21/2026
Total value ($000)
301,905
Holdings
28
QoQ value change ($000)
2,931 (1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.