$124 Million is the total value of BONTEMPO OHLY CAPITAL MGMT LLC's 30 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VZ | Buy | Verizon Communications Com | $2,846,000 | -8.3% | 63,717 | +0.1% | 2.30% | -7.6% |
OMC | Buy | Omnicom Group Inc | $1,881,000 | -3.1% | 22,684 | +0.7% | 1.52% | -2.4% |
CVS | Buy | CVS Health Corp | $1,756,000 | +3.0% | 21,830 | +0.5% | 1.42% | +3.8% |
SJM | Buy | J.M. Smuckers Co. | $1,718,000 | -9.1% | 14,519 | +0.8% | 1.39% | -8.3% |
FAST | Buy | Fastenal Co | $1,649,000 | -14.6% | 37,884 | +1.1% | 1.33% | -13.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares Tr S&P 500 Index | 36 | Q3 2023 | 28.1% |
MSCI EAFE ETF | 36 | Q3 2023 | 25.9% |
Verizon Communications Inc | 36 | Q3 2023 | 3.2% |
Lockheed Martin Corp | 36 | Q3 2023 | 2.9% |
Paychex Inc Com | 36 | Q3 2023 | 2.6% |
General Mls Inc | 36 | Q3 2023 | 2.9% |
Chevron Inc | 36 | Q3 2023 | 2.3% |
Clorox Co Del Com | 32 | Q3 2023 | 2.9% |
Int'l Business Machines Com | 31 | Q3 2023 | 3.0% |
Coca Cola Co Com | 30 | Q2 2023 | 2.8% |
View BONTEMPO OHLY CAPITAL MGMT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View BONTEMPO OHLY CAPITAL MGMT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.