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CIK: 0001603276
Total reported value
$324.8M
$324.8M
25 檔
51.7%
In Q1 2025, Bishop & Co Investment Management, LLC's U.S. equity holdings reached a combined market value of $324.8M, distributed across 25 disclosed stock positions.
In Q1 2025, Bishop & Co Investment Management, LLC displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 18.55% | +0.01% | +3.24% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 15.39% | +0.91% | +10.58% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 15.18% | -1.15% | +11.81% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.99% | -0.55% | -16.76% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 6.82% | +0.07% | -0.05% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 6.58% | +0.18% | -5.77% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.14% | +9.82% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.62% | -0.03% | -13.85% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.54% | -0.01% | -21.57% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.33% | +0.07% | +10.62% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.75% | +0.02% | -25.10% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.99% | +0.10% | +2172.18% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.72% | +0.01% | -20.40% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.68% | +0.04% | -13.80% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.59% | -0.02% | -10.77% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.45% | — | -1.69% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.18% | -0.07% | -11.48% | |
| 18 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.64% | -0.09% | -24.05% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.32% | -0.01% | +19.95% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.12% | +0.01% | -32.23% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.03% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | — | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.09% | -0.01% | — |
According to official SEC Form 13F filings, Bishop & Co Investment Management, LLC reported a total U.S. public equity portfolio value of $324.8M across 25 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VCIT) accounted for 51.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $47.9M
During Q1 2025, Bishop & Co Investment Management, LLC's top holdings by market value included VTV (18.6%)、VUG (15.4%)、VCIT (15.2%). The largest single position, VTV, represented 18.6% of total portfolio value.
In Q1 2025, Bishop & Co Investment Management, LLC made 25 total portfolio adjustments, initiating 25 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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