Bontempo Ohly Capital Mgmt LLC holds a focused book of 33 stocks worth $221.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Tractor Supply Co and trimmed ISHARES MSCI EAFE ETF. Their largest long position is ISHARES MSCI EAFE ETF at 49% of the equity book.
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Use Arkolith to show BONTEMPO OHLY CAPITAL MGMT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares MSCI EAFE ETF ETF | $55.4M | 570.7K | 25.0% | ▼−12% Reduced · −74K sh | |
| 2 | iShares Core S&P 500 ETF ETF | $53.6M | 82.0K | 24.2% | ▼−4.6% Reduced · −4K sh | |
| 3 | Verizon Communications Inc COM | $5.9M | 117.2K | 2.7% | ▲+9.6% Added · +10K sh | |
| 4 | Target Corp COM | $5.4M | 44.9K | 2.5% | ▲+35% Added · +12K sh | |
| 5 | Merck & Co Inc COM | $5.4M | 45.1K | 2.4% | ▼−4.5% Reduced · −2K sh | |
| 6 | Fastenal Co COM | $5.4M | 116.7K | 2.4% | ▼−3.4% Reduced · −4K sh | |
| 7 | Hershey Co COM | $5.4M | 25.8K | 2.4% | ▼−1.6% Reduced · −427 sh | |
| 8 | Air Products and Chemicals I COM | $5.4M | 18.5K | 2.4% | ▲+21% Added · +3K sh | |
| 9 | Coca Cola Co COM | $5.3M | 69.2K | 2.4% | ▲+1.4% Added · +967 sh | |
| 10 | Texas Instrs Inc COM | $4.9M | 25.5K | 2.2% | ▲+8.4% Added · +2K sh | |
| 11 | Procter & Gamble Co COM | $4.9M | 33.9K | 2.2% | ▲+102% Added · +17K sh | |
| 12 | Illinois Tool Wks Inc COM | $4.9M | 18.7K | 2.2% | ▲+6.8% Added · +1K sh | |
| 13 | General Dynamics Corp COM | $4.8M | 13.9K | 2.2% | ▼−16% Reduced · −3K sh | |
| 14 | Lowes Cos Inc COM | $4.4M | 18.6K | 2.0% | ▲+3.0% Added · +538 sh | |
| 15 | Tractor Supply Co COM | $4.2M | 93.6K | 1.9% | ▲New New position | |
| 16 | General Mills Inc COM | $4.1M | 109.9K | 1.8% | ▲+52% Added · +38K sh | |
| 17 | Chevron Corporation COM | $4.0M | 19.3K | 1.8% | ▲+6.9% Added · +1K sh | |
| 18 | Paychex Inc COM | $4.0M | 42.9K | 1.8% | ▲+34% Added · +11K sh | |
| 19 | Nike Inc Cl B COM | $3.9M | 74.1K | 1.8% | ▲New New position | |
| 20 | Automatic Data Processing In COM | $3.9M | 19.3K | 1.8% | ▲+20% Added · +3K sh | |
| 21 | Elevance Health Inc Formerly COM | $3.8M | 12.9K | 1.7% | ▲New New position | |
| 22 | Johnson & Johnson COM | $3.6M | 14.7K | 1.6% | ▼−50% Reduced · −15K sh | |
| 23 | Broadridge Finl Solutions In COM | $3.5M | 21.7K | 1.6% | ▲+15% Added · +3K sh | |
| 24 | Accenture PLC Ireland COM | $3.4M | 17.3K | 1.5% | ▲New New position | |
| 25 | Amgen Inc COM | $3.2M | 9.2K | 1.5% | ▼−8.7% Reduced · −885 sh | |
| 26 | Home Depot Inc COM | $2.8M | 8.5K | 1.3% | ▲New New position | |
| 27 | UnitedHealth Group Inc COM | $2.4M | 8.9K | 1.1% | ▲New New position | |
| 28 | Atlantic Un Bankshares Corp COM | $1.3M | 37.5K | 0.6% | —Held | |
| 29 | International Business Machs COM | $906K | 3.7K | 0.4% | ▼−76% Reduced · −12K sh | |
| 30 | Amazon Com Inc COM | $437K | 2.1K | 0.2% | —Held | |
| 31 | PNC Finl Svcs Group Inc COM | $348K | 1.7K | 0.2% | —Held | |
| 32 | Boston Scientific Corp COM | $238K | 3.8K | 0.1% | —Held | |
| 33 | Eagle Bancorporation Inc COM | $222K | 8.9K | 0.1% | ▲New New position | |
| 34 | Apple Inc COM | $219K | 861 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 34 | $221.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 31 | $232.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 31 | $230.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 31 | $220.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 6, 2025 | 31 | $207.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 34 | $205.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 35 | $219.2M | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 34 | $200.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 34 | $205.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 36 | $206.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 35 | $182.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 37 | $205.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 37 | $201.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 30 | $168.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 31 | $150.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 30 | $161.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 32 | $181.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 33 | $193.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 32 | $178.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 32 | $184.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 32 | $178.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 34 | $166.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 33 | $146.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.