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

CompanyClassValueShares% of portfolio
iShares MSCI EAFE ETFโ€”$61.93M644,95326.7%
iShares Core S&P 500 ETFโ€”$58.86M85,94025.4%
Dollar General Corpโ€”$7.26M54,6473.1%
Johnson & Johnsonโ€”$6.06M29,2662.6%
Cisco Systems, Inc.โ€”$5.84M75,7662.5%
General Dynamics Corpโ€”$5.57M16,5332.4%
Northrop Grumman Corpโ€”$5.29M9,2732.3%
Merck & Co., Inc.โ€”$4.97M47,1892.1%
Fastenal Coโ€”$4.85M120,7992.1%
Hershey Coโ€”$4.78M26,2682.1%
Coca Cola Coโ€”$4.77M68,2012.1%
International Business Machines Corpโ€”$4.58M15,4732.0%
Lowes Companies Incโ€”$4.37M18,1121.9%
Verizon Communications Incโ€”$4.36M106,9641.9%
Illinois Tool Works Incโ€”$4.31M17,5191.9%
Garmin Ltdโ€”$4.25M20,9531.8%
Broadridge Financial Solutions Incโ€”$4.22M18,8951.8%
Automatic Data Processing Incโ€”$4.12M16,0361.8%
Texas Instruments Incโ€”$4.08M23,4951.8%
Air Products & Chemicals, Inc.โ€”$3.78M15,2831.6%
Paychex Incโ€”$3.59M32,0421.5%
General Mills Incโ€”$3.35M72,0711.4%
Amgen Incโ€”$3.31M10,1171.4%
Target Corpโ€”$3.25M33,2151.4%
Chevron Corpโ€”$2.75M18,0491.2%

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.