Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOYD WATTERSON ASSET MANAGEMENT LLC/OH (CIK 1121477) reported $325.6M across 386 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($23.4M, 7.19%), MSFT ($18.2M, 5.60%), GOOGL ($16.1M, 4.94%), AVGO ($14.0M, 4.30%), JPM ($10.9M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S & P 500 ETF Trust | $23.4M | 7.19% | 35,997 | Trimmed |
| 2 | MSFT | Microsoft Corp | $18.2M | 5.60% | 49,287 | Trimmed |
| 3 | GOOGL | Alphabet Inc-CL A | $16.1M | 4.94% | 55,948 | Trimmed |
| 4 | AVGO | Broadcom Inc | $14.0M | 4.30% | 45,271 | Trimmed |
| 5 | JPM | J P Morgan Chase | $10.9M | 3.34% | 37,014 | Trimmed |
| 6 | ETN | Eaton Corp PLC | $8.9M | 2.73% | 24,880 | Trimmed |
| 7 | LLY | Lilly (Eli) & Co | $8.8M | 2.69% | 9,536 | Trimmed |
| 8 | MDY | SPDR S & P Midcap 400 ETF | $8.6M | 2.64% | 13,936 | Hold |
| 9 | HON | Honeywell International | $8.3M | 2.55% | 36,712 | Added |
| 10 | AXP | American Express Co | $7.9M | 2.44% | 26,234 | Trimmed |
| 11 | XOM | Exxon Mobil Corp | $7.9M | 2.43% | 46,596 | Trimmed |
| 12 | CAT | Caterpillar Inc | $7.3M | 2.24% | 10,305 | Trimmed |
| 13 | AMZN | Amazon.com Inc | $7.2M | 2.22% | 34,655 | Added |
| 14 | AAPL | Apple Inc | $6.5M | 1.99% | 25,529 | Trimmed |
| 15 | JNJ | Johnson & Johnson | $5.2M | 1.61% | 21,440 | Trimmed |
| 16 | ABBV | Abbvie Inc | $5.1M | 1.58% | 23,612 | Trimmed |
| 17 | C | Citigroup Inc | $4.8M | 1.48% | 42,384 | Added |
| 18 | VOO | Vanguard S&P 500 ETF | $4.7M | 1.46% | 7,945 | Trimmed |
| 19 | GOOG | Alphabet Inc-CL C | $4.7M | 1.44% | 16,380 | Trimmed |
| 20 | PH | Parker Hannifin Corp | $4.7M | 1.43% | 5,197 | Trimmed |
| 21 | V | Visa Inc Cl-A Shares | $4.6M | 1.40% | 15,077 | Added |
| 22 | MRK | Merck & Company | $4.3M | 1.31% | 35,559 | Added |
| 23 | NVDA | NVIDIA Corp | $4.2M | 1.30% | 24,180 | Hold |
| 24 | IOO | iShares S&P Global 100 Fd | $4.2M | 1.29% | 34,698 | Hold |
| 25 | EEM | iShares MSCI Emrg Mkt Indx | $4.1M | 1.27% | 72,639 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31