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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001121477

$371.2M

disclosed book value

394

positions

7.1%

largest position share

Positions, as of 2026-06-30

top 100 of 394 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSPDR S & P 500 ETF Trust35,240$26.3M7.1%
2GOOGLAlphabet Inc-CL A55,659$19.9M5.4%
3MSFTMicrosoft Corp49,544$18.5M5%
4AVGOBroadcom Inc44,995$17.0M4.6%
5JPMJ P Morgan Chase36,309$11.9M3.2%
6LLYLilly (Eli) & Co9,380$11.3M3%
7CATCaterpillar Inc10,281$10.9M2.9%
8Eaton Corp PLC25,202$10.7M2.9%
9MDYSPDR S & P Midcap 400 ETF13,936$9.8M2.6%
10AXPAmerican Express Co26,176$8.9M2.4%
11AMZNAmazon.com Inc35,608$8.5M2.3%
12AAPLApple Inc25,491$7.4M2%
13CRWDCrowdStrike Holdings Inc8,807$6.7M1.8%
14EXMOCExxon Mobil Corp46,198$6.3M1.7%
15CCitigroup Inc44,384$6.2M1.7%
16AMDAdvanced Micro Devices10,570$6.1M1.7%
17ABBVAbbvie Inc23,588$5.9M1.6%
18GOOGAlphabet Inc-CL C16,380$5.8M1.6%
19JNJJohnson & Johnson21,610$5.5M1.5%
20VOOVanguard S&P 500 ETF7,945$5.5M1.5%
21VVisa Inc Cl-A Shares15,177$5.2M1.4%
22PHParker Hannifin Corp5,197$5.1M1.4%
23EEMiShares MSCI Emrg Mkt Indx70,575$4.8M1.3%
24NVDANVIDIA Corp24,000$4.8M1.3%
25MRKMerck & Company35,559$4.6M1.2%
26IOOiShares S&P Global 100 Fd31,630$4.3M1.2%
27HONHoneywell International Inc18,679$4.2M1.1%
28HONAHoneywell Aerospace Inc18,679$4.1M1.1%
29QCOMQualcomm Inc20,712$3.8M1%
30GSGoldman Sachs Group Inc3,770$3.8M1%
31IJRiShares S&P SmallCap 60023,850$3.5M1%
32Linde PLC6,235$3.2M0.9%
33SHOPShopify Inc - Class A27,753$3.2M0.9%
34PEPPepsiCo Inc23,075$3.1M0.8%
35EXPEExpedia Group Inc11,444$2.9M0.8%
36CVXChevron Corp17,349$2.9M0.8%
37TXNTexas Instruments Inc9,600$2.9M0.8%
38EFAiShares MSCI EAFE Index Fd25,045$2.6M0.7%
39EMREmerson Electric Co18,097$2.6M0.7%
40ZBRAZebra Technologies Corp Cl9,709$2.6M0.7%
41IBMIBM Corp8,980$2.5M0.7%
42BMYBristol-Myers Squibb Co42,665$2.5M0.7%
43SCHDSchwab US Dividend Equity ETF72,963$2.3M0.6%
44ORLYO'Reilly Automotive Inc21,093$1.9M0.5%
45TMOThermo Fisher Corp3,790$1.9M0.5%
46USHYIShares Broad USD HY Corp Bond ETF51,012$1.9M0.5%
47PSXPhillips 6611,152$1.9M0.5%
48KOCoca-Cola Co21,856$1.8M0.5%
49ABTAbbott Laboratories19,114$1.7M0.5%
50UNHUnitedHealth Care Group4,112$1.7M0.5%
51CMICummins Inc2,305$1.6M0.4%
52Trane Technologies PLC3,160$1.6M0.4%
53PPGPPG Industries Inc12,628$1.5M0.4%
54HDHome Depot Inc4,331$1.5M0.4%
55PGProcter & Gamble Co10,108$1.5M0.4%
56NEENextera Energy Inc16,752$1.5M0.4%
57BDXBecton Dickinson & Co9,519$1.4M0.4%
58BKNGBooking Holdings Inc.7,950$1.4M0.4%
59KMBKimberly Clark Corp12,899$1.4M0.4%
60SCHWCharles Schwab Corp15,028$1.4M0.4%
61MBBiShares MBS Bond ETF14,110$1.3M0.4%
62MASMasco Corp16,196$1.3M0.4%
63TGTTarget Corp10,088$1.3M0.4%
64DEDeere & Company2,000$1.3M0.3%
65WATWaters Corp3,181$1.2M0.3%
66TRVTravelers Companies Inc3,538$1.2M0.3%
67CRMSalesforce Inc.7,274$1.1M0.3%
68TSLATESLA Inc2,695$1.1M0.3%
69DELLDell Technologies C2,585$1.1M0.3%
70CICigna Corp4,003$1.1M0.3%
71BRK/BBerkshire Hathaway Cl B2,125$1.1M0.3%
72WMTWal-Mart Stores Inc9,251$1.0M0.3%
73CSCOCisco Systems Inc8,834$1.0M0.3%
74COSTCostco Wholesale Corp1,100$1.0M0.3%
75GEVGE Vernova LLC863$1.0M0.3%
76IEFiShares 7-10 Year Treasury Bond ETF9,882$934,5410.3%
77NFLXNetflix Inc13,020$929,6280.3%
78VUGVanguard Growth ETF10,614$914,2900.2%
79BABoeing Co4,152$898,7830.2%
80RTXRTX Corp4,410$836,6210.2%
81DNPDNP Select Income Fund Inc74,666$805,6420.2%
82SYFSynchrony Financial10,400$790,9200.2%
83METAMeta Platforms Inc.1,353$762,1310.2%
84PFFiShares Preferred & Income Sec ETF24,846$757,5550.2%
85TJXTJX Companies Inc5,000$757,5000.2%
86IJHiShares S&P Midcap 4009,797$755,4470.2%
87APDAir Products & Chemicals2,542$745,3700.2%
88USBUS Bancorp12,085$729,9340.2%
89CARRCarrier Global9,764$716,1530.2%
90REGNRegeneron Pharmaceuticals1,078$672,1760.2%
91SOLSSolstice Advanced Matls Inc7,544$668,3980.2%
92IGIBIShares 5-10 Year Investment Grade Corp12,313$654,6820.2%
93DHRDanaher Corp3,175$604,7980.2%
94MAMastercard Inc1,176$603,9940.2%
95DIAState Street SPDR Dow Jones Indu Avg Tr1,073$560,5240.2%
96MRSHMarsh & McLennan Cos Inc3,323$553,8680.1%
97PCTYPaylocity Holding Corp5,150$538,3300.1%
98SHELShell PLC - ADR6,526$506,0260.1%
99OXYOccidental Petroleum Corp10,000$485,7000.1%
100BACBank of America Corp8,307$473,3390.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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