Institutions / Bontempo Ohly Capital Mgmt LLC
Bontempo Ohly Capital Mgmt LLC
CIK 1632118 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$232.13M
Positions
31
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 31 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI EAFE ETF | $61.93M | 26.7% |
| iShares Core S&P 500 ETF | $58.86M | 25.4% |
| Dollar General Corp | $7.26M | 3.1% |
| Johnson & Johnson | $6.06M | 2.6% |
| Cisco Systems, Inc. | $5.84M | 2.5% |
| General Dynamics Corp | $5.57M | 2.4% |
| Northrop Grumman Corp | $5.29M | 2.3% |
| Merck & Co., Inc. | $4.97M | 2.1% |
| Fastenal Co | $4.85M | 2.1% |
| Hershey Co | $4.78M | 2.1% |
| Coca Cola Co | $4.77M | 2.1% |
| International Business Machines Corp | $4.58M | 2.0% |
| Lowes Companies Inc | $4.37M | 1.9% |
| Verizon Communications Inc | $4.36M | 1.9% |
| Illinois Tool Works Inc | $4.31M | 1.9% |
| Garmin Ltd | $4.25M | 1.8% |
| Broadridge Financial Solutions Inc | $4.22M | 1.8% |
| Automatic Data Processing Inc | $4.12M | 1.8% |
| Texas Instruments Inc | $4.08M | 1.8% |
| Air Products & Chemicals, Inc. | $3.78M | 1.6% |
| Paychex Inc | $3.59M | 1.5% |
| General Mills Inc | $3.35M | 1.4% |
| Amgen Inc | $3.31M | 1.4% |
| Target Corp | $3.25M | 1.4% |
| Chevron Corp | $2.75M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.