BOYD WATTERSON ASSET MANAGEMENT LLC/OH Q4 2024 Filing

Filed February 3, 2025

Portfolio Value

$359.7B

Holdings

434

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (434 positions)

#StockSharesValue% PortfolioType
301
BASFYBASF SE ADR
970$10.7M0.00%
302
GEHCGE Healthcare Technology
134$10.5M0.00%
303
IEXIdex Corp
50$10.5M0.00%
304
MATMattel Inc
584$10.4M0.00%
305
VFHVanguard Financials ETF
87$10.3M0.00%
306
ZTSZoetis Inc
60$9.8M0.00%
307
NTRSNorthern Trust Corp
95$9.7M0.00%
308
LWLamb Weston Holding Inc.
143$9.6M0.00%
309
WPPWPP PLC-Spon ADR
185$9.5M0.00%
310
SMGScotts Miracle-Gro Co Cl-A
140$9.3M0.00%
311
CSQCalamos Strategic Total Re
500$8.9M0.00%
312
LEGLeggett & Platt Inc
901$8.7M0.00%
313
DOWDow Inc
212$8.5M0.00%
314
FBINFortune Brands Innovations Inc.
123$8.4M0.00%
315
GSKGlaxoSmithKline PLC
245$8.3M0.00%
316
METMetlife Inc
100$8.2M0.00%
317
MUMicron Technology Inc
97$8.2M0.00%
318
VAWVanguard Materials ETF
42$7.9M0.00%
319
VSCOVictoria's Secret
188$7.8M0.00%
320
VLTOVeralto Corp
75$7.6M0.00%
321
IDUiShares DJ US Util Sector
79$7.6M0.00%
322
SUNSunoco LP
146$7.5M0.00%
323
ORIOld Republic Intl Corp
200$7.2M0.00%
324
PTYPIMCO Corporate Opportunity
500$7.2M0.00%
325
HMCHonda Motor Co Ltd ADR
250$7.1M0.00%
326
EMBiShares JP Morgan EMB
80$7.1M0.00%
327
EEni Spa-Sponsored ADR
258$7.1M0.00%
328
ACNAccenture PLC Cl-A
19$6.7M0.00%
329
REZIResideo Technologies Inc.
276$6.4M0.00%
330
WBDWarner Bros Discovery Inc.
597$6.3M0.00%
331
EPSNEpsilon Energy LTD
1,000$6.2M0.00%
332
ADXAdams Express Co
300$6.1M0.00%
333
ILMNIllumina Inc
45$6.0M0.00%
334
FTVFortive Corp
80$6.0M0.00%
335
GLWCorning Inc
125$5.9M0.00%
336
WEXWEX INC
33$5.8M0.00%
337
FLRFluor Corp (New)
116$5.7M0.00%
338
ROKRockwell Automation Inc
20$5.7M0.00%
339
PNRPentair PLC
56$5.6M0.00%
340
ORealty Income Corp
103$5.5M0.00%
341
FCXFreeport-McMoran Copper-B
144$5.5M0.00%
342
FUNSix Flags Entertainment Corp
100$4.8M0.00%
343
DFINDonnelley Financial Solutions
76$4.8M0.00%
344
USACUSA Compression Partners LP
200$4.7M0.00%
345
AVYAvery Dennison Corp
25$4.7M0.00%
346
IVZInvesco Ltd
267$4.7M0.00%
347
HOGHarley-Davidson Inc
154$4.6M0.00%
348
QYLDGlobal X Funds ETF
250$4.6M0.00%
349
CHTRCharter Communications Inc
13$4.5M0.00%
350
ADPAutomatic Data Processing
15$4.4M0.00%
351
ARDCAres Dynamic Credit Allocation
275$4.2M0.00%
352
KDKyndryl Holdings
117$4.0M0.00%
353
VODVodafone Group PLC
475$4.0M0.00%
354
IYZiShares DJ US Telecommunic
150$4.0M0.00%
355
ENBCN V5.85792 PERP LEnbridge Inc VRN Pfd
177$4.0M0.00%
356
HBAN V6.875 PERP JHuntington Bank VRN Pfd
150$3.8M0.00%
357
VDEVanguard Energy ETF
31$3.8M0.00%
358
XAWFXAlliancebernstein Gbl Hgh
350$3.8M0.00%
359
ARCCAres Capital Corp
170$3.7M0.00%
360
CUKCarnival PLC ADR
161$3.6M0.00%
361
GUTGabelli Utility Trust
720$3.6M0.00%
362
BSTBlackRock Science & Tech
96$3.5M0.00%
363
USALiberty All Star Equity Fd
500$3.5M0.00%
364
ALCAlcon Inc.
40$3.4M0.00%
365
JNPJuniper Networks Inc
90$3.4M0.00%
366
T 4.75 PERP CAT&T Inc. 4.75 Pfd
165$3.3M0.00%
367
UTGReaves Utility Income
100$3.2M0.00%
368
JPMJPMorgan Chase & Co. 6 Pfd
125$3.1M0.00%
369
FITB 4.95 PERP KFifth Third Bancorp 4.95 Pfd
150$3.1M0.00%
370
BXPBXP Inc.
41$3.0M0.00%
371
F 6.5 08/15/62Ford Motor Co 6.5 Pfd
125$3.0M0.00%
372
DUK 5.75 PERP ADuke Energy Corp 5.75 Pfd
125$3.0M0.00%
373
UNM 6.25 06/15/58Unum Group 6.25 Pfd
125$3.0M0.00%
374
CDPCorporate Office Property
95$2.9M0.00%
375
AGGiShares Barclays Agg Bond
30$2.9M0.00%
376
AFLAflac Inc
27$2.8M0.00%
377
NWLNewell Rubbermaid Inc
279$2.8M0.00%
378
DVADavita Inc
18$2.7M0.00%
379
BAC 5 PERP LLBank of America Corp 5 Pfd
125$2.7M0.00%
380
SO 5 10/01/77 2017Georgia Power Co 5 Pfd
125$2.7M0.00%
381
OAK 6.625 PERP ABrookfield Oaktree Hldgs
125$2.7M0.00%
382
JPM 4.75 PERP GGJPMorgan Chase & Co 4.75 Pfd
125$2.6M0.00%
383
CMSCMS Energy Corp
39$2.6M0.00%
384
HLNHaleon PLC ADR
271$2.6M0.00%
385
WFC 5.625 PERP YWells Fargo & Co 5.625 Pfd
100$2.4M0.00%
386
TFC 4.75 PERP RTruist Financial Corp 4.75 Pfd
125$2.4M0.00%
387
CLFCleveland - Cliffs Inc
254$2.4M0.00%
388
AMTAmerican Tower Corp
13$2.4M0.00%
389
DOVDover Corp
12$2.3M0.00%
390
AKAMAkamai Technologies Inc
22$2.1M0.00%
391
WABWabtec Corp
11$2.1M0.00%
392
DGXQuest Diagnostics Inc
13$2.0M0.00%
393
PRUPrudential Financial Inc
16$1.9M0.00%
394
MBCMasterbrand Inc.
123$1.8M0.00%
395
NTAPNetApp Inc
15$1.7M0.00%
396
WOPWoodside Energy Group LTD
111$1.7M0.00%
397
VNOVornado Realty Trust
40$1.7M0.00%
398
SDZNYSandoz Group AG ADR
40$1.6M0.00%
399
CTSHCognizant Technology Cl A
21$1.6M0.00%
400
DOCHealthpeak Properties Inc
78$1.6M0.00%
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