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| Happy Holidays!! thanks for using AUM13F!! |
| Bontempo OHLY Capital Management LLC
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| CRD # | 132804 |
| SEC # | 801-63584 |
| CIK # | 0001632118 |
| AUM | $368.2 M (2025-05-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 240-497-1300 |
| Address | 7501 Wisconsin Ave Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632118 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dollar General Corp | 6.3 | ||
| Cisco Systems Inc | 5.3 | ||
| Fastenal Co | 5.1 | ||
| Automatic Data Processing Inc | 4.9 | ||
| Texas Instruments Inc | 4.8 | ||
| General Dynamics Corp | 4.8 | ||
| Coca Cola Co | 4.8 | ||
| International Business Machines Corp | 4.8 | ||
| Northrop Grumman Corp /DE/ | 4.6 | ||
| Paychex Inc | 4.6 | ||
| Verizon Communications Inc | 4.6 | ||
| Broadridge Financial Solutions Inc | 4.6 | ||
| Johnson & Johnson | 4.5 | ||
| Garmin Ltd | 4.4 | ||
| Hershey Co | 4.3 | ||
| Illinois Tool Works Inc | 4.3 | ||
| Air Products & Chemicals Inc /DE/ | 4.3 | ||
| Lowes Companies Inc | 4.0 | ||
| General Mills Inc | 3.7 | ||
| Merck & Co Inc | 3.7 | ||
| Target Corp | 3.2 | ||
| Amgen Inc | 2.8 | ||
| McDonalds Corp | 2.6 | ||
| Procter & Gamble Co | 2.6 | ||
| Chevron Corp | 2.6 | ||
| Union First Market Bankshares Corp | 1.2 | ||
| Amazon Com Inc | 0.5 | ||
| Boston Scientific Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 23.7 |
| (b) Individuals (high net worth individuals) | 85 | 328.2 |
| (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 | 4 | 8.0 |
| (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 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 652 | 368.2 |
| By Discretionary | ||
| Discretionary | 652 | 368.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 652 | 368.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.2 | |
| Total | 652 | 368.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632118] |
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|---|---|---|
|
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|
NM | 0.4 |
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Hardin Capital Partners LLC
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SC | 0.4 |
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Antman Lester Murray
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H I A - Helvetia Investment Advisors Sa
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CA | 0.4 |
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Hall Capital Management Company Inc
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VA | 0.4 |
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Wittenberg Investment Management Inc
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0.4 | |
|
Roger Wittlin Investment Advisory LLC
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|
0.4 | |
|
Brandon Financial Planning Inc
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|
TN | 0.4 |