Bishop & Co Investment Management, LLC

All 13F Filings

Location
Erie, PA
Most recent 13F
Q2 2026
Holdings value ($000)
324,798
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/22/2026 26 324,798 13F-HR Bishop & Co Investment Management, LLC
Q1 2026 4/24/2026 26 291,518 13F-HR Bishop & Co Investment Management, LLC
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 2.625 K 0.8% 0 332 -332
ETFs 322.2 K 99.2% 33.61 K 0 33.61 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
324,798
Holdings
26
QoQ value change ($000)
33,280 (11.4%)
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.