Long-term investor

Bontempo Ohly Capital Mgmt LLC @bontempoohlycapitalmgmtl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632118).

Record

  • Tracked since 2025-06-30 (434 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.0% · 6 months +8.0% · 1 year +12.9% · all +12.9%
  • Max drawdown 0.0% · Sharpe 1.29 · win rate 67% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 26.2% · long · since 2025-06-30
  • 464287465 · 25.3% · long · since 2025-06-30
  • TXN · 3.2% · long · since 2025-06-30
  • MRK · 2.5% · long · since 2025-06-30
  • TGT · 2.4% · long · since 2025-06-30
  • KO · 2.4% · long · since 2025-06-30
  • FAST · 2.4% · long · since 2025-06-30
  • APD · 2.3% · long · since 2025-06-30
  • ITW · 2.1% · long · since 2025-06-30
  • ELV · 2.1% · long · since 2026-03-31
  • PG · 2.1% · long · since 2025-06-30
  • GD · 2.1% · long · since 2025-06-30

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