Bontempo OHLY Capital Management LLC

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Bontempo OHLY Capital Management LLC
CRD #132804
SEC #801-63584
CIK #0001632118
AUM 405.7 M (2026-03-31)
Employees 6 (67% Investors, 0% Brokers)
Phone240-497-1300
Address7501 Wisconsin Ave
Bethesda, MD 20814
Source [IAPD] [EDGAR]
Total AUM ($M)
4503602701809002002201020182027
CIK Period
0001632118
Sector Form 13F Holdings Value ($M)
Verizon Communications Inc 5.9
Target Corp 5.4
Merck & Co Inc 5.4
Fastenal Co 5.4
Hershey Co 5.4
Air Products & Chemicals Inc /DE/ 5.4
Coca Cola Co 5.3
Texas Instruments Inc 4.9
Procter & Gamble Co 4.9
Illinois Tool Works Inc 4.9
General Dynamics Corp 4.8
Lowes Companies Inc 4.4
Tractor Supply Co /DE/ 4.2
General Mills Inc 4.1
Chevron Corp 4.0
Paychex Inc 4.0
Nike Inc 3.9
Automatic Data Processing Inc 3.9
Wellpoint Inc 3.8
Johnson & Johnson 3.6
Broadridge Financial Solutions Inc 3.5
Accenture PLC 3.4
Amgen Inc 3.2
Home Depot Inc 2.8
UnitedHealth Group Inc 2.4
Union First Market Bankshares Corp 1.3
International Business Machines Corp 0.9
Amazon Com Inc 0.4
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 62 20.6
(b) Individuals (high net worth individuals) 91 367.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 9.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 8.9
(n) Other 0 0.0
Total 692 405.7
By Discretionary
Discretionary 692 405.7
Non-Discretionary 0 0.0
Total 692 405.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 405.7
Total 692 405.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001632118]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
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