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CIK: 0001121477
Total reported value
$371.2M
$371.2M
429 檔
19.1%
According to the latest 13F quarterly dataset, Boyd Watterson Asset Management Llc/oh managed an equity portfolio of $371.2M at the end of Q1 2025, spanning 429 distinct U.S. exchange-listed positions.
In Q1 2025, Boyd Watterson Asset Management Llc/oh displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.90% | -0.10% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.23% | -0.62% | +0.09% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.44% | -0.01% | -59.30% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | +0.42% | +3.32% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | -0.14% | -4.35% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.88% | +0.28% | -10.16% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.84% | -0.01% | -59.18% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.83% | +0.34% | -6.60% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.65% | — | -12.64% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.38% | — | — | |
| 11 | AXP | American Express Co | Stock-Financials | 2.32% | -0.05% | -4.42% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 2.21% | +0.16% | +7.04% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 2.13% | -2.55% | EXIT | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -0.73% | +4.00% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.07% | +1.49% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | +0.02% | +1.64% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.73% | +0.02% | +8.39% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | — | +0.25% | |
| 19 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.48% | +0.01% | -59.92% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.01% | -0.15% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.57% | +25.16% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.13% | +0.71% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.13% | +24.75% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.11% | +0.76% | -5.97% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.08% | -0.06% | -0.04% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-Other | 1.07% | -0.13% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.01% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.01% | +0.03% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.34% | -0.04% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.95% | -0.07% | -2.18% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.08% | -0.07% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.87% | +0.19% | +23.29% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.13% | +3.54% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.13% | -1.70% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.12% | — | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.81% | -0.16% | -0.01% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.38% | +1.60% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.07% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.24% | +47.85% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.04% | — | |
| 41 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.79% | -0.08% | -0.75% | |
| 42 | PAYC | Paycom Software Inc | Stock-Tech | 0.73% | — | -2.82% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | — | — | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.06% | -0.47% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.05% | — | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.65% | -0.01% | +10.20% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | -0.03% | -5.93% | |
| 48 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.60% | -0.02% | +1.58% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | -0.03% | +13.76% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 11 | AXP | American Express Co | — | NEW | New buy |
| 12 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 13 | HON | Honeywell International Inc | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 19 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | CAT | Caterpillar Inc | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 25 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 26 | IOO | Ishares Global 100 ETF | — | NEW | New buy |
| 27 | NVDA | Nvidia CORP | — | NEW | New buy |
| 28 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | LIN | Linde plc | — | NEW | New buy |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | C | Citigroup Inc | — | NEW | New buy |
| 33 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 34 | ABT | Abbott Laboratories | — | NEW | New buy |
| 35 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 36 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 37 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 38 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 39 | PEP | Pepsico Inc | — | NEW | New buy |
| 40 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 41 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 42 | PAYC | Paycom Software Inc | — | NEW | New buy |
| 43 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 44 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 45 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 46 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 47 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 48 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 49 | EMR | Emerson Electric Co | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Boyd Watterson Asset Management Llc/oh reported a total U.S. public equity portfolio value of $371.2M across 429 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, IGSB) accounted for 19.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $21.6M
During Q1 2025, Boyd Watterson Asset Management Llc/oh's top holdings by market value included SPY (6.9%)、MSFT (6.2%)、IGSB (3.4%). The largest single position, SPY, represented 6.9% of total portfolio value.
In Q1 2025, Boyd Watterson Asset Management Llc/oh made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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