DOSSIER · 13F-HR · Q2 2026
Bishop & Co Investment Management, LLC
$325M in tracked AUM across 26 positions as of Q2 2026.
B&
CIK 0001603276 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Bishop & Co Investment Management, LLC has reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 354.3%, growing from $66.45M to $301.90M. This dramatic increase suggests either significant capital inflows from clients or a substantial consolidation of assets under the firm’s management.
The portfolio is highly concentrated, consisting of only 28 holdings. Despite th...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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