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Holdings of BOYD WATTERSON ASSET MANAGEMENT LLC/OH

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Net assets
-
Positions
356 in 12 countries
Top ten
40.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Bath & Body Works Inc 1783.3K $
302Automatic Data Processing Inc 153K $
303CMS Energy Corp 393K $
304iShares Core U.S. Aggregate Bond ETF 303K $
305Welltower Inc 153K $
306Aflac Inc 273K $
307COPT Defense Properties 952.9K $
308Charter Communications, Inc. 132.8K $
309DaVita Inc 182.8K $
310Resideo Technologies Inc 782.6K $
311Quest Diagnostics Inc 132.5K $
312Akamai Technologies Inc 222.5K $
313Dover Corp 122.5K $
314Sandoz Group AG 322.5K $
315Harley-Davidson Inc 1212.4K $
316WPP PLC 1502.3K $
317Victoria's Secret & Co 502.3K $
318Westinghouse Air Brake Technologies Corp 92.2K $
319American Tower Corp 132.2K $
320Cleveland-Cliffs Inc 2542.1K $
321Accelleron Industries AG 242.1K $
322BXP Inc 412.1K $
323Woodside Energy Group Ltd 892.1K $
324Haleon PLC 2112.1K $
325Garrett Motion Inc 1071.9K $
326Six Flags Entertainment Corp 1001.8K $
327Prudential Financial, Inc. 161.6K $
328NetApp Inc 151.5K $
329CH Robinson Worldwide Inc 91.5K $
330Cognizant Technology Solutions Corp. 211.3K $
331Healthpeak Properties Inc 781.3K $
332J M Smucker Co/The 121.2K $
333International Flavors & Fragrances Inc 151.1K $
334Ralliant Corp 261.1K $
335Vornado Realty Trust 401K $
336Sony Group Corp 501K $
337Masterbrand Inc 1231K $
338Newell Brands Inc 279957 $
339Vontier Corp 26922 $
340Stanley Black & Decker Inc 12853 $
341Kyndryl Holdings Inc 57748 $
342MiMedx Group Inc 170672 $
343AdvanSix Inc 25610 $
344GRAIL Inc 10517 $
345Ingevity Corp 7499 $
346Chemours Co/The 19419 $
347Urban Edge Properties 20400 $
348Organon & Co 65389 $
349Science Applications International Corp 4380 $
350American International Group Inc 4301 $
351JBG SMITH Properties 20292 $
352TripAdvisor Inc 24256 $
353Avanos Medical Inc 8112 $
354RMR Group Inc/The 693 $
355Sony Financial Group Inc 1045 $
356Orion Properties Inc 1022 $

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Sector breakdown

  • Technology 19.0 %
  • Financials 13.2 %
  • Health care 12.0 %
  • Industrials 9.5 %
  • Communication 7.6 %
  • Consumer discretionary 6.0 %
  • Energy 4.0 %
  • Consumer staples 3.8 %
  • Funds 3.4 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Unattributed 20.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.5 %
  • United Kingdom 0.3 %
  • Japan 0.1 %
  • Switzerland 0.0 %
  • Taiwan 0.0 %
  • France 0.0 %
  • Germany 0.0 %
  • Singapore 0.0 %
  • Spain 0.0 %
  • Australia 0.0 %
  • Italy 0.0 %
  • India 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States323305.4M $99.52 %
2United Kingdom9783.4K $0.26 %
3Japan6180.4K $0.06 %
4Switzerland4116.1K $0.04 %
5Taiwan197K $0.03 %
6France495.4K $0.03 %
7Germany382.3K $0.03 %
8Singapore143.4K $0.01 %
9Spain135.2K $0.01 %
10Australia223.7K $0.01 %
11Italy114.6K $0.00 %
12India110.2K $0.00 %
Cite this page

Titelia. "Holdings of BOYD WATTERSON ASSET MANAGEMENT LLC/OH". https://titelia.com/en/funds/US13F1121477