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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 $371,189,435
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 35,240 $26,316,377 7.09%
2.
Alphabet Inc.
 GOOGL 55,659 $19,890,857 5.36%
3.
Microsoft Corp
 MSFT 49,544 $18,481,040 4.98%
4.
Broadcom Inc.
 AVGO 44,995 $16,996,832 4.58%
5.
Jpmorgan Chase & Co
 JPM 36,309 $11,885,186 3.2%
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.