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Home > Institutional Investor > Boyd Watterson Asset Management Llc > Profile

Instuitional Investor - Boyd Watterson Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Boyd Watterson Asset Management Llc
Portfolio Value $379,311,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 35,240 $26,875,288 7.09%
2.
Microsoft Corp
 MSFT 49,718 $25,500,551 6.72%
3.
Alphabet Inc.
 GOOGL 56,068 $19,291,877 5.09%
4.
Broadcom Inc.
 AVGO 44,179 $15,515,196 4.09%
5.
Jpmorgan Chase & Co
 JPM 35,998 $11,909,381 3.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.