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Ormand A. Bontempo

Bontempo Ohly Capital Mgmt Llc

Assets Managed
$221.63M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-4.52%(2Q avg: -1.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bontempo Ohly Capital Mgmt Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Bontempo Ohly Capital Mgmt Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.63M in assets, with a quarterly growth rate of -4.52% and a 2-quarter average growth rate of -1.98%. The portfolio is managed by Ormand A. Bontempo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -11.51%
25.01%
$55.428M
570,661 shares@ $97.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.6%
24.17%
$53.552M
81,983 shares@ $653.21 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 9.6%
2.66%
$5.885M
117,232 shares@ $50.2 avg price
TGT
Target Corp
Recent Activity
Increased 35.06%
2.46%
$5.437M
44,857 shares@ $121.2 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -4.49%
2.45%
$5.421M
45,066 shares@ $120.29 avg price
FAST
Fastenal Co
Recent Activity
Decreased -3.42%
2.45%
$5.413M
116,664 shares@ $46.41 avg price
HSY
Hershey Co The
Recent Activity
Decreased -1.62%
2.43%
$5.372M
25,841 shares@ $207.89 avg price
APD
Air Products & Chemicals Inc
Recent Activity
Increased 20.98%
2.43%
$5.371M
18,488 shares@ $290.49 avg price
KO
Coca-cola Co The
Recent Activity
Increased 1.42%
2.38%
$5.26M
69,168 shares@ $76.05 avg price
TXN
Texas Instruments Inc
Recent Activity
Increased 8.45%
2.24%
$4.946M
25,478 shares@ $194.15 avg price

1-10 of 34