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| Happy Holidays!! thanks for using AUM13F!! |
| Bishop & Company Investment Management LLC
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| CRD # | 146448 |
| SEC # | 801-68856 |
| CIK # | 0001603276 |
| AUM | $387.0 M (2025-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 814-314-0344 |
| Address | 1250 Tower Lane Erie, PA 16505 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ERIE Indemnity Co | 1.4 | ||
| Procter & Gamble Co | 0.4 | ||
| Exxon Mobil Corp | 0.4 | ||
| Rockwell Automation Inc | 0.3 | ||
| Chevron Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 31.8 |
| (b) Individuals (high net worth individuals) | 101 | 325.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.2 |
| (h) Charitable organizations | 6 | 18.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 387.0 |
| By Discretionary | ||
| Discretionary | 208 | 387.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 208 | 387.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.0 | |
| Total | 208 | 387.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001603276] |
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|---|---|---|
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