$182 Million is the total value of BONTEMPO OHLY CAPITAL MGMT LLC's 35 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SASR | Sandy Spring Bancorp Inc | $932,698 | -5.5% | 43,523 | 0.0% | 0.51% | +6.2% | |
AMZN | Amazon Com Inc | $254,240 | -2.5% | 2,000 | 0.0% | 0.14% | +9.4% | |
PNC | PNC Finl Svcs Group Inc | $215,830 | -2.5% | 1,758 | 0.0% | 0.12% | +9.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-15 |
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.