Fund HoldingsBONTEMPO OHLY CAPITAL MGMT LLC

Total Portfolio Value
$200.02M
Total Bought
$6.59M
Total Sold
$6.86M
Net Transaction
-$272.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
iShares Core S&P500 ETF100,993100,900-9353,09555,21627.60%+2,120
Texas Instrs Inc(TXN)24,31424,168-1464,2364,7012.35%+466
Garmin Ltd(GRMN)33,40933,014-3954,9745,3792.69%+405
Solventum Corp(SOLV)05,656+5,65602990.15%+299
Air Prods & Chems Inc14,99415,017+233,6333,8751.94%+243
Amgen Inc(AMGN)7,9868,013+272,2712,5041.25%+233
Coca Cola Co(KO)66,94867,878+9304,0964,3202.16%+225
Lockheed Martin Corp(LMT)8,7348,737+33,9734,0812.04%+108
General Dynamics Corp(GD)15,70215,613-894,4364,5302.26%+94
Sandy Spring Bancorp Inc43,52343,52301,0091,0600.53%+51
Boston Scientific Corp(BSX)3,7963,79602602920.15%+32
Amazon Com Inc(AMZN)2,1002,10003794060.20%+27
Verizon Communications Inc(VZ)98,464100,116+1,6524,1324,1292.06%-3
3M Co(MMM)22,87223,680+8082,4262,4201.21%-6
PNC Finl Svcs Group Inc(PNC)1,7581,75802842730.14%-11
Merck & Co Inc(MRK)1,8001,80002382230.11%-15
Chevron Corp New(CVX)15,42615,432+62,4332,4141.21%-19
Cisco Sys Inc(CSCO)76,78778,353+1,5663,8323,7231.86%-110
Tyson Foods Inc Cl A(TSN)73,54473,347-1974,3194,1912.10%-128
Paychex Inc(PAYX)33,50133,565+644,1143,9791.99%-134
Johnson & Johnson(JNJ)14,53514,650+1152,2992,1411.07%-158
Automatic Data Processing In2,1021,402-7005253350.17%-190
Eagle Bancorp Inc MD(EGBN)8,9450-8,9452100-210
Dow Inc(DOW)71,59072,731+1,1414,1473,8581.93%-289
Comcast Corp New Cl A(CCZ)95,63696,370+7344,1463,7741.89%-372
International Business Machs(IBM)20,76320,742-213,9653,5871.79%-378
General Mls Inc(GIS)62,47262,418-544,3713,9491.97%-423
Clorox Co Del(CLX)28,21928,382+1634,3213,8731.94%-447
Hormel Foods Corp(HRL)125,273125,399+1264,3713,8231.91%-547
Lowes Cos Inc(LOW)18,69518,686-94,7624,1202.06%-643
Target Corp(TGT)28,55828,437-1215,0614,2102.10%-851
iShares MSCI EAFE ETF626,856627,840+98450,06149,17924.59%-882
Fastenal Co(FAST)66,43566,349-865,1254,1692.08%-955
CVS Health Corp(CVS)49,51050,384+8743,9492,9761.49%-973
Walgreens Boots Alliance Inc163,976166,556+2,5803,5572,0141.01%-1,542
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