§ 13F · FUND PROFILE
Bishop & Co Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299M (13F)Positions · 27Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$211K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 281K | $55M | 18.9% | −1% |
| 2 | IEFA | ISHARES TR | 489K | $44M | 15.2% | +76% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 519K | $43M | 14.7% | +7% |
| 4 | VUG | VANGUARD INDEX FDS | 88K | $38M | 13.2% | −15% |
| 5 | DYNF | BLACKROCK ETF TRUST | 427K | $25M | 8.5% | +10059% |
| 6 | VOO | VANGUARD INDEX FDS | 24K | $14M | 4.8% | −3% |
| 7 | IWS | ISHARES TR | 93K | $13M | 4.6% | −34% |
| 8 | IWP | ISHARES TR | 102K | $13M | 4.5% | −29% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 236K | $13M | 4.4% | +20% |
| 10 | SCHV | SCHWAB STRATEGIC TR | 279K | $9M | 2.9% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BISHOP SIGNAL
AC read
Bishop & Co Investment Management, LLC is a Other fund managing $299 million in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed