Fund HoldingsBONTEMPO OHLY CAPITAL MGMT LLC

Total Portfolio Value
$205.01M
Total Bought
$13.60M
Total Sold
$18.14M
Net Transaction
-$4.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Coca Cola Co(KO)4,94166,948+62,0072914,0962.00%+3,805
Johnson & Johnson(JNJ)014,535+14,53502,2991.12%+2,299
Target Corp(TGT)25,54228,558+3,0163,6385,0612.47%+1,423
Hormel Foods Corp(HRL)92,295125,273+32,9782,9644,3712.13%+1,407
General Mls Inc(GIS)50,38462,472+12,0883,2824,3712.13%+1,089
Tyson Foods Inc Cl A(TSN)62,07073,544+11,4743,3364,3192.11%+983
Walgreens Boots Alliance Inc111,428163,976+52,5482,9093,5571.73%+647
Lowes Cos Inc(LOW)18,84418,695-1494,1944,7622.32%+568
CVS Health Corp(CVS)43,40349,510+6,1073,4273,9491.93%+522
Verizon Communications Inc(VZ)99,01398,464-5493,7334,1322.02%+399
Clorox Co Del(CLX)27,64928,219+5703,9424,3212.11%+378
Chevron Corp New(CVX)14,00915,426+1,4172,0902,4331.19%+344
International Business Machs(IBM)22,47420,763-1,7113,6763,9651.93%+289
Texas Instrs Inc(TXN)23,18424,314+1,1303,9524,2362.07%+284
3M Co(MMM)19,75922,872+3,1132,1602,4261.18%+266
General Dynamics Corp(GD)16,13515,702-4334,1904,4362.16%+246
Dow Inc(DOW)72,58371,590-9933,9804,1472.02%+167
Air Prods & Chems Inc12,98414,994+2,0103,5553,6331.77%+78
Lockheed Martin Corp(LMT)8,6108,734+1243,9023,9731.94%+70
Amazon Com Inc(AMZN)2,1002,10003193790.18%+60
Boston Scientific Corp(BSX)3,7963,79602192600.13%+41
PNC Finl Svcs Group Inc(PNC)1,7581,75802722840.14%+12
Paychex Inc(PAYX)34,97533,501-1,4744,1664,1142.01%-52
Eagle Bancorp Inc MD(EGBN)8,9458,94502702100.10%-59
Garmin Ltd(GRMN)39,26233,409-5,8535,0474,9742.43%-73
Fastenal Co(FAST)80,75966,435-14,3245,2315,1252.50%-106
Automatic Data Processing In2,8302,102-7286595250.26%-134
Sandy Spring Bancorp Inc43,52343,52301,1861,0090.49%-177
Merck & Co Inc(MRK)3,8081,800-2,0084152380.12%-178
Amgen Inc(AMGN)8,5067,986-5202,4502,2711.11%-179
Cisco Sys Inc(CSCO)79,98776,787-3,2004,0413,8321.87%-209
Comcast Corp New Cl A(CCZ)102,62395,636-6,9874,5004,1462.02%-354
General Electric Co(GE)4,4950-4,4955740-574
iShares MSCI EAFE ETF678,053626,856-51,19751,09150,06124.42%-1,031
JPMorgan Chase & Co(JPM)15,8360-15,8362,6940-2,694
iShares Core S&P 500 ETF120,439100,993-19,44657,52553,09525.90%-4,430
Intel Corp(INTC)128,5480-128,5486,4600-6,460
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