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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q2 2026 13F filing

Updated 35 days ago

394 disclosed positions worth $371.2M

Portfolio value
$371.2M
Total holdings
394
New positions
14
Closed positions
10
Increased
42
Decreased
66
Turnover
6.1%
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

SPDR S & P 500 ETF Trust

-2.1%
Value
$26.3M
Shares
35.2K
% Port
7.09%
G

Alphabet Inc-CL A

-0.5%
Value
$19.9M
Shares
55.7K
% Port
5.36%
M

Microsoft Corp

+0.5%
Value
$18.5M
Shares
49.5K
% Port
4.98%
A

Broadcom Inc

-0.6%
Value
$17M
Shares
45.0K
% Port
4.58%
J

J P Morgan Chase

-1.9%
Value
$11.9M
Shares
36.3K
% Port
3.20%
L
6.LLY

Lilly (Eli) & Co

-1.6%
Value
$11.3M
Shares
9.4K
% Port
3.03%
C
7.CAT

Caterpillar Inc

-0.2%
Value
$10.9M
Shares
10.3K
% Port
2.95%
E
8.ETN

Eaton Corp PLC

+1.3%
Value
$10.7M
Shares
25.2K
% Port
2.89%
M
9.MDY

SPDR S & P Midcap 400 ETF

Unchanged
Value
$9.8M
Shares
13.9K
% Port
2.64%
A
10.AXP

American Express Co

-0.2%
Value
$8.9M
Shares
26.2K
% Port
2.39%
A
11.AMZN

Amazon.com Inc

+2.8%
Value
$8.5M
Shares
35.6K
% Port
2.29%
A
12.AAPL

Apple Inc

-0.1%
Value
$7.4M
Shares
25.5K
% Port
1.99%
C
13.CRWD

CrowdStrike Holdings Inc

+0.3%
Value
$6.7M
Shares
8.8K
% Port
1.81%
X
14.XOM

Exxon Mobil Corp

-0.8%
Value
$6.3M
Shares
46.2K
% Port
1.70%
C
15.C-PR

Citigroup Inc

+4.7%
Value
$6.2M
Shares
44.4K
% Port
1.67%
A
16.AMD

Advanced Micro Devices

+0.1%
Value
$6.1M
Shares
10.6K
% Port
1.65%
A
17.ABBV

Abbvie Inc

-0.1%
Value
$5.9M
Shares
23.6K
% Port
1.60%
G

Alphabet Inc-CL C

Unchanged
Value
$5.8M
Shares
16.4K
% Port
1.56%
J
19.JNJ

Johnson & Johnson

+0.8%
Value
$5.5M
Shares
21.6K
% Port
1.48%
V
20.VGES

Vanguard S&P 500 ETF

Unchanged
Value
$5.5M
Shares
7.9K
% Port
1.47%
V
21.V

Visa Inc Cl-A Shares

+0.7%
Value
$5.2M
Shares
15.2K
% Port
1.40%
P
22.PH

Parker Hannifin Corp

Unchanged
Value
$5.1M
Shares
5.2K
% Port
1.37%
E
23.ETHA

iShares MSCI Emrg Mkt Indx

-2.8%
Value
$4.8M
Shares
70.6K
% Port
1.30%
N
24.NVDA

NVIDIA Corp

-0.7%
Value
$4.8M
Shares
24.0K
% Port
1.29%
M
25.MRK

Merck & Company

Unchanged
Value
$4.6M
Shares
35.6K
% Port
1.23%
E
26.ETHA

iShares S&P Global 100 Fd

-8.8%
Value
$4.3M
Shares
31.6K
% Port
1.16%
H
27.HON

Honeywell International Inc

Value
$4.2M
Shares
18.7K
% Port
1.13%
H
28.HONA

Honeywell Aerospace Inc

Value
$4.1M
Shares
18.7K
% Port
1.11%
Q
29.QCOM

Qualcomm Inc

+25.4%
Value
$3.8M
Shares
20.7K
% Port
1.03%
G

Goldman Sachs Group Inc

-5.0%
Value
$3.8M
Shares
3.8K
% Port
1.03%
E
31.ETHA

iShares S&P SmallCap 600

Unchanged
Value
$3.5M
Shares
23.9K
% Port
0.95%
L
32.LIN

Linde PLC

+1.2%
Value
$3.2M
Shares
6.2K
% Port
0.87%
S
33.SHOP

Shopify Inc - Class A

-0.3%
Value
$3.2M
Shares
27.8K
% Port
0.85%
P
34.PEP

PepsiCo Inc

+2.4%
Value
$3.1M
Shares
23.1K
% Port
0.84%
E
35.EXPE

Expedia Group Inc

Unchanged
Value
$2.9M
Shares
11.4K
% Port
0.79%
C
36.CVX

Chevron Corp

-1.0%
Value
$2.9M
Shares
17.3K
% Port
0.77%
T
37.TXN

Texas Instruments Inc

+1.4%
Value
$2.9M
Shares
9.6K
% Port
0.77%
E
38.ETHA

iShares MSCI EAFE Index Fd

Unchanged
Value
$2.6M
Shares
25.0K
% Port
0.70%
E
39.EMR

Emerson Electric Co

-0.0%
Value
$2.6M
Shares
18.1K
% Port
0.70%
Z
40.ZBRA

Zebra Technologies Corp Cl

+13.2%
Value
$2.6M
Shares
9.7K
% Port
0.69%
I
41.IBM

IBM Corp

+21.5%
Value
$2.5M
Shares
9.0K
% Port
0.68%
C

Bristol-Myers Squibb Co

Unchanged
Value
$2.5M
Shares
42.7K
% Port
0.66%
S

Schwab US Dividend Equity ETF

Unchanged
Value
$2.3M
Shares
73.0K
% Port
0.62%
O
44.ORLY

O'Reilly Automotive Inc

-0.2%
Value
$1.9M
Shares
21.1K
% Port
0.52%
T
45.TMO

Thermo Fisher Corp

Unchanged
Value
$1.9M
Shares
3.8K
% Port
0.51%
E
46.ETHA

IShares Broad USD HY Corp Bond ETF

+338.7%
Value
$1.9M
Shares
51.0K
% Port
0.51%
P
47.PSX

Phillips 66

-0.8%
Value
$1.9M
Shares
11.2K
% Port
0.51%
K
48.KO

Coca-Cola Co

Unchanged
Value
$1.8M
Shares
21.9K
% Port
0.48%
A
49.ABT

Abbott Laboratories

Unchanged
Value
$1.7M
Shares
19.1K
% Port
0.47%
U
50.UNH

UnitedHealth Care Group

+18.6%
Value
$1.7M
Shares
4.1K
% Port
0.46%