StockDriftsStockDriftsTop 26 Bishop & Co Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 18.9% | 281.6K | $61.4M | +0.37%(+1.03K) | $149.61(+50.93%) | 2026-06-30 | |
| IEFA | ISHARES TR | 14.62% | 491.8K | $47.5M | +0.67%(+3.29K) | $77.53(+30.33%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 14.07% | 530.4K | $45.7M | +0.62%(+3.28K) | $48.74(+82.72%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 13.57% | 533.4K | $44.1M | +2.87%(+14.89K) | $80.34(+1.12%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 9% | 430.0K | $29.2M | +0.77%(+3.27K) | $59.52(+17.64%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.99% | 23.6K | $16.2M | -0.30%(-72) | $439.17(+61.91%) | 2026-06-30 | |
| IWS | ISHARES TR | 4.7% | 92.8K | $15.3M | +0.16%(+150) | $107.77(+59.12%) | 2026-06-30 | |
| IWP | ISHARES TR | 4.65% | 103.1K | $15.1M | +1.45%(+1.48K) | $93.38(+54.71%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.35% | 236.9K | $14.1M | +0.25%(+581) | $43.16(+39.97%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 2.99% | 279.4K | $9.7M | +0.00%(+0) | $24.30(+44.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.35% | +45.65% | +5.54% | +30.97% |
| Top 20 Holdings Unweighted | +13.27% | +45.32% | +5.86% | +32.95% |
Bishop & Co Investment Management, LLC reports $324.80M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VTV (18.9%), IEFA (14.6%) and VUG (14.1%). The top 20 holdings account for 99.37% of reported assets. Its disclosed equity book has returned +45.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bishop & Co Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1603276). View Bishop & Co Investment Management, LLC’s 13F filings on SEC