Bishop & Co Investment Management, LLC has released its latest 13F-HR filing, revealing its investment holdings as of September 30, 2026. This report is significant as it provides insights into the firm’s investment strategy and portfolio adjustments.

Company Overview

Bishop & Co Investment Management, LLC is a Pennsylvania-based investment management firm. The company primarily engages in managing investment portfolios for clients. The firm is categorized under the SEC's other entity type and has been active in filing various reports, including its recent 13F-HR submissions.

What the Filing Says

The 13F-HR filing, submitted on November 5, 2026, indicates that Bishop & Co holds a total of 26 positions valued at approximately $322.5 million. The filing reflects the firm’s investment discretion over its holdings and includes a variety of securities, showcasing its investment strategy.

Impact

This filing could impact various stakeholders, including clients and competitors. Clients may gain insights into the firm’s investment approach and performance, while competitors may analyze the changes in Bishop & Co's portfolio to gauge market trends and strategies.

What's Next

The filing does not say what happens next.

Investment Holdings Breakdown

The 13F-HR filing details a diverse array of holdings across various sectors. Notably, the largest position is in Berkshire Hathaway Inc Del, with a value of approximately $219,098, representing a significant investment in a well-established conglomerate. Other notable holdings include BlackRock ETF Trust, valued at $29,821,693, and Chevron Corporation, which holds a value of $346,608.

Sector Allocation

Bishop & Co's portfolio reflects a strategic allocation across multiple sectors, including technology, energy, and consumer goods. For instance, the firm has invested in Invesco QQQ Trust, which is heavily weighted in technology stocks, and Procter & Gamble Co, a leading player in consumer goods. This diversification indicates a balanced approach to risk management and growth potential.

Investment Discretion and Voting Authority

According to the filing, Bishop & Co maintains sole investment discretion over all reported holdings, which allows the firm complete control over its investment decisions. Furthermore, the voting authority for these shares is also solely held by the firm, indicating a strong commitment to active management of its portfolio.

Conclusion

While the filing provides a comprehensive overview of Bishop & Co's investment strategy and holdings, it does not disclose specific information regarding the firm’s performance metrics or future outlook for its investments. Additionally, there is no mention of any recent changes in management or strategic direction that could influence its investment approach moving forward.