Bontempo Ohly Capital MGMT LLC
Bontempo Ohly Capital Management LLC is an independent investment adviser headquartered in Bethesda, Maryland, United States. The firm focuses on portfolio management for individuals and high net worth clients, as well as pension and profit-sharing plans and select corporations. Founded in 2006, Bontempo Ohly Capital Management currently manages over $368 million in assets with a small team of 5 employees, most of whom are investment professionals. The firm provides tailored investment advice and discretionary portfolio management services.
Investment Strategy
Bontempo Ohly Capital Management LLC specializes in discretionary portfolio management primarily for high net worth individuals and select institutional clients. Their investment strategy concentrates on long-term capital appreciation through diversified portfolios of publicly traded equity and fixed income securities. The firm employs a disciplined, research-driven approach focused on fundamental analysis to identify undervalued securities and to construct portfolios that balance risk and return, tailored to meet the unique objectives and risk tolerances of each client.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | iShares MSCI EAFE ETF | 26.35% | $58.2M | 651,075 | $65.03 | $89.39 | +$5.4M |
I IVV | iShares Core S&P 500 ETF | 24.46% | $54.0M | 87,000 | $451.47 | $620.90 | +$6.3M |
D DG | Dollar Gen Corp New | 2.85% | $6.3M | 54,994 | $87.93 | $114.38 | +$1.3M |
C CSCO | Cisco Sys Inc | 2.40% | $5.3M | 76,241 | $52.46 | $69.38 | +$651.8K |
F FAST | Fastenal Co | 2.31% | $5.1M | 121,636 | $50.26 | $42.00 | +$397.7K |