BOYD WATTERSON ASSET MANAGEMENT LLC/OH

All 13F Filings

Location
Cleveland, OH
Most recent 13F
Q4 2025
Holdings value ($000)
346,405
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/4/2026 421 346,405 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Q3 2025 11/5/2025 418 335,817 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Q2 2025 8/1/2025 425 317,746 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Q2 2014 7/15/2014 172 230,689 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Q1 2014 4/16/2014 167 214,155 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Q4 2013 1/22/2014 171 214,468 13F-HR BOYD WATTERSON ASSET MANAGEMENT LLC/OH
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 346.4 K 100.0% 10.59 K 0 10.59 K
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Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
346,405
Holdings
421
QoQ value change ($000)
10,588 (3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.