BOYD WATTERSON ASSET MANAGEMENT LLC/OH

PrivateCIK: 1121477
Location

CLEVELAND, OH

390
Positions
$325.59M
Total AUM (reported)
1.91M
Total Shares

Allocation by class

TOTAL AUM$325.59M390 positions
COM$324.89M99.8%
PFD$691.9K0.2%

Portfolio Concentration

Top 317.7%4–1020.7%11–2524.4%Rest37.1%TOP 1038.4%0%100%
Top 3$57.74M17.7%
4–10$67.40M20.7%
11–25$79.56M24.4%
Rest$120.89M37.1%

Top 3 weight

17.7%

Top 10 weight

38.4%

Voting Authority Distribution

Total shares with voting rights: 1.91M

Sole

Full voting authority

1.91M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole390
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings390
Rows:

SPDR S & P 500 ETF Trust

SOLE
COM
Shares36K
TypeSH
Market value$23.41M
7.19%
Sole
36K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares49.29K
TypeSH
Market value$18.24M
5.60%
Sole
49.29K
Shared
0.00
None
0.00

Alphabet Inc-CL A

SOLE
COM
Shares55.95K
TypeSH
Market value$16.09M
4.94%
Sole
55.95K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares45.27K
TypeSH
Market value$14.01M
4.30%
Sole
45.27K
Shared
0.00
None
0.00

J P Morgan Chase

SOLE
COM
Shares37.01K
TypeSH
Market value$10.89M
3.34%
Sole
37.01K
Shared
0.00
None
0.00

Eaton Corp PLC

SOLE
COM
Shares24.88K
TypeSH
Market value$8.90M
2.73%
Sole
24.88K
Shared
0.00
None
0.00

Lilly (Eli) & Co

SOLE
COM
Shares9.54K
TypeSH
Market value$8.77M
2.69%
Sole
9.54K
Shared
0.00
None
0.00

SPDR S & P Midcap 400 ETF

SOLE
COM
Shares13.94K
TypeSH
Market value$8.60M
2.64%
Sole
13.94K
Shared
0.00
None
0.00

Honeywell International

SOLE
COM
Shares36.71K
TypeSH
Market value$8.30M
2.55%
Sole
36.71K
Shared
0.00
None
0.00

American Express Co

SOLE
COM
Shares26.23K
TypeSH
Market value$7.94M
2.44%
Sole
26.23K
Shared
0.00
None
0.00

Exxon Mobil Corp

SOLE
COM
Shares46.60K
TypeSH
Market value$7.91M
2.43%
Sole
46.60K
Shared
0.00
None
0.00

Caterpillar Inc

SOLE
COM
Shares10.30K
TypeSH
Market value$7.30M
2.24%
Sole
10.30K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
COM
Shares34.66K
TypeSH
Market value$7.22M
2.22%
Sole
34.66K
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares25.53K
TypeSH
Market value$6.48M
1.99%
Sole
25.53K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares21.44K
TypeSH
Market value$5.24M
1.61%
Sole
21.44K
Shared
0.00
None
0.00

Abbvie Inc

SOLE
COM
Shares23.61K
TypeSH
Market value$5.14M
1.58%
Sole
23.61K
Shared
0.00
None
0.00

Citigroup Inc

SOLE
COM
Shares42.38K
TypeSH
Market value$4.81M
1.48%
Sole
42.38K
Shared
0.00
None
0.00

Vanguard S&P 500 ETF

SOLE
COM
Shares7.95K
TypeSH
Market value$4.75M
1.46%
Sole
7.95K
Shared
0.00
None
0.00

Alphabet Inc-CL C

SOLE
COM
Shares16.38K
TypeSH
Market value$4.70M
1.44%
Sole
16.38K
Shared
0.00
None
0.00

Parker Hannifin Corp

SOLE
COM
Shares5.20K
TypeSH
Market value$4.65M
1.43%
Sole
5.20K
Shared
0.00
None
0.00

Visa Inc Cl-A Shares

SOLE
COM
Shares15.08K
TypeSH
Market value$4.56M
1.40%
Sole
15.08K
Shared
0.00
None
0.00

Merck & Company

SOLE
COM
Shares35.56K
TypeSH
Market value$4.28M
1.31%
Sole
35.56K
Shared
0.00
None
0.00

NVIDIA Corp

SOLE
COM
Shares24.18K
TypeSH
Market value$4.22M
1.30%
Sole
24.18K
Shared
0.00
None
0.00

iShares S&P Global 100 Fd

SOLE
COM
Shares34.70K
TypeSH
Market value$4.20M
1.29%
Sole
34.70K
Shared
0.00
None
0.00

iShares MSCI Emrg Mkt Indx

SOLE
COM
Shares72.64K
TypeSH
Market value$4.13M
1.27%
Sole
72.64K
Shared
0.00
None
0.00
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