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Portfolio (Quarterly) Guide ↗

Bishop & Co Investment Management, LLC

· CIK 0001603276
13F Portfolio $325M AUM 26 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 5 Added 16 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LQD ISHARES TR 22,142 $2.4M 0.81% SOLD
2 SLYG SPDR SERIES TRUST 4,137 $390K 0.13% SOLD
3 MSFT MICROSOFT CORP Technology 436 $211K 0.07% SOLD
Sector Allocation
Financial Services 45.2%
Energy 28.4%
Consumer Defensive 14.5%
Industrials 11.9%