Fund HoldingsBONTEMPO OHLY CAPITAL MGMT LLC

Total Portfolio Value
$207.37M
Total Bought
$48.70M
Total Sold
$45.60M
Net Transaction
+$3.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
iShares MSCI EAFE ETF629,528645,846+16,31847,59952,78525.45%+5,186
Dollar General Corp New(DG)056,386+56,38604,9582.39%+4,958
Northrop Grumman Corp(NOC)09,305+9,30504,7642.30%+4,764
Broadridge Finl Solutions In(BR)018,788+18,78804,5552.20%+4,555
Automatic Data Processing In1,15315,775+14,6223384,8202.32%+4,482
Hershey Co(HSY)025,719+25,71904,3992.12%+4,399
Illinois Tool Wks Inc(ITW)016,986+16,98604,2132.03%+4,213
Merck & Co Inc(MRK)044,586+44,58604,0021.93%+4,002
McDonalds Corp(MCD)08,757+8,75702,7351.32%+2,735
Procter and Gamble Co(PG)015,975+15,97502,7221.31%+2,722
Johnson & Johnson(JNJ)15,43929,088+13,6492,2334,8242.33%+2,591
Amgen Inc(AMGN)8,2759,845+1,5702,1573,0671.48%+910
Verizon Communications Inc(VZ)98,471104,913+6,4423,9384,7592.29%+821
Coca Cola Co(KO)66,48267,132+6504,1394,8082.32%+669
Chevron Corp New(CVX)16,18217,269+1,0872,3442,8891.39%+545
General Dynamics Corp(GD)15,54316,381+8384,0954,4652.15%+370
Paychex Inc(PAYX)33,45031,474-1,9764,6904,8562.34%+165
General Mls Inc(GIS)62,79068,897+6,1074,0044,1191.99%+115
Boston Scientific Corp(BSX)3,7963,79603393830.18%+44
Cisco Sys Inc(CSCO)77,95175,154-2,7974,6154,6382.24%+23
Air Prods & Chems Inc15,01614,827-1894,3554,3732.11%+18
Fastenal Co(FAST)65,84660,748-5,0984,7354,7112.27%-24
PNC Finl Svcs Group Inc(PNC)1,7081,70803293000.14%-29
Amazon Com Inc(AMZN)2,1002,10004614000.19%-61
Eagle Bancorp Inc MD(EGBN)8,9450-8,9452330-233
Sandy Spring Bancorp Inc43,52343,52301,4671,2160.59%-251
Solventum Corp(SOLV)5,5380-5,5383660-366
Texas Instrs Inc(TXN)23,91522,775-1,1404,4844,0931.97%-392
International Business Machs(IBM)20,14816,072-4,0764,4293,9961.93%-433
Lowes Cos Inc(LOW)18,55717,459-1,0984,5804,0721.96%-508
Target Corp(TGT)28,66830,845+2,1773,8753,2191.55%-656
Walgreens Boots Alliance Inc157,5320-157,5321,4700-1,470
Garmin Ltd(GRMN)32,24920,718-11,5316,6524,4982.17%-2,153
CVS Health Corp(CVS)52,5950-52,5952,3610-2,361
Dow Inc(DOW)72,7520-72,7522,9200-2,920
3M Co(MMM)23,7210-23,7213,0620-3,062
Comcast Corp New Cl A(CCZ)97,2420-97,2423,6490-3,649
Hormel Foods Corp(HRL)126,1480-126,1483,9570-3,957
Tyson Foods Inc Cl A(TSN)72,6360-72,6364,1720-4,172
Lockheed Martin Corp(LMT)8,6510-8,6514,2040-4,204
Clorox Co Del(CLX)28,2870-28,2874,5940-4,594
iShares Core S&P 500 ETF99,59084,941-14,64958,62747,72823.02%-10,898
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