Fund HoldingsBONTEMPO OHLY CAPITAL MGMT LLC

Total Portfolio Value
$206.34M
Total Bought
$22.93M
Total Sold
$2.70M
Net Transaction
+$20.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Core S&P500 ETF118,355120,439+2,08450,82557,52527.88%+6,700
MSCI EAFE ETF661,966678,053+16,08745,62351,09124.76%+5,469
Intel Corp(INTC)131,296128,548-2,7484,6686,4603.13%+1,792
Garmin Ltd(GRMN)38,60839,262+6544,0625,0472.45%+985
Target Corp(TGT)24,50025,542+1,0422,7093,6381.76%+929
Fastenal Co(FAST)79,46380,759+1,2964,3425,2312.54%+889
General Dynamics Corp(GD)15,70916,135+4263,4714,1902.03%+719
Verizon Communications Inc(VZ)94,84699,013+4,1673,0743,7331.81%+659
Walgreens Boots Alliance Inc101,415111,428+10,0132,2552,9091.41%+654
CVS Health Corp(CVS)41,34843,403+2,0552,8873,4271.66%+540
International Business Machs(IBM)22,36222,474+1123,1373,6761.78%+538
Lockheed Martin Corp(LMT)8,3278,610+2833,4053,9021.89%+497
3M Co(MMM)17,94119,759+1,8181,6802,1601.05%+480
Clorox Co Del(CLX)26,64527,649+1,0043,4923,9421.91%+450
Lowes Cos Inc(LOW)18,23418,844+6103,7904,1942.03%+404
Texas Instrs Inc(TXN)22,31323,184+8713,5483,9521.92%+404
JPMorgan Chase & Co(JPM)15,91315,836-772,3082,6941.31%+386
Dow Inc(DOW)69,95072,583+2,6333,6073,9801.93%+374
Tyson Foods Inc Cl A(TSN)58,93962,070+3,1312,9763,3361.62%+360
Coca Cola Co(KO)04,941+4,94102910.14%+291
Eagle Bancorp Inc MD(EGBN)08,945+8,94502700.13%+270
Sandy Spring Bancorp Inc43,52343,52309331,1860.57%+253
Paychex Inc(PAYX)34,04934,975+9263,9274,1662.02%+239
General Mls Inc(GIS)47,98450,384+2,4003,0703,2821.59%+212
Amgen Inc(AMGN)8,4398,506+672,2682,4501.19%+182
General Electric Co(GE)4,4954,49504975740.28%+77
Amazon Com Inc(AMZN)2,0002,100+1002543190.15%+65
PNC Finl Svcs Group Inc(PNC)1,7581,75802162720.13%+56
Comcast Corp New Cl A(CCZ)100,338102,623+2,2854,4494,5002.18%+51
Boston Scientific Corp(BSX)3,7963,79602002190.11%+19
Air Prods & Chems Inc12,49012,984+4943,5403,5551.72%+15
Merck & Co Inc(MRK)4,1333,808-3254254150.20%-10
Automatic Data Processing In2,8302,83006816590.32%-22
Chevron Corp New(CVX)13,72114,009+2882,3142,0901.01%-224
Exxon Mobil Corp1,9200-1,9202260-226
Cisco Sys Inc(CSCO)80,49079,987-5034,3274,0411.96%-286
Hormel Foods Corp(HRL)86,66492,295+5,6313,2962,9641.44%-332
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