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Portfolio (Quarterly) Guide ↗

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

· CIK 0001121477
13F Portfolio $326M AUM 390 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 38 Added 82 Reduced 35 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 USA Liberty All Star Equity Fd Financial Services 500 $3K 0.00% SOLD
22 Duke Energy Corp 5.75 Pfd 125 $3K 0.00% SOLD
23 FITBO Fifth Third Bancorp 4.95 Pfd Financial Services 150 $3K 0.00% SOLD
24 Unum Group 6.25 Pfd 125 $3K 0.00% SOLD
25 First Horizon Corp 4.7 Pfd 160 $3K 0.00% SOLD
26 GPJA Georgia Power Co 5 Pfd Utilities 125 $3K 0.00% SOLD
27 Ford Motor Co 6.5 Pfd 125 $3K 0.00% SOLD
28 Brookfield Oaktree Hldgs 125 $3K 0.00% SOLD
29 Bank of America Corp 5 Pfd 125 $3K 0.00% SOLD
30 JPMorgan Chase & Co 4.75 Pfd 125 $3K 0.00% SOLD
31 US Bank 4.00 Pfd 150 $2K 0.00% SOLD
32 Wells Fargo & Co 5.625 Pfd 100 $2K 0.00% SOLD
33 Truist Financial Corp 4.75 Pfd 125 $2K 0.00% SOLD
34 GRX Gabelli Healthcare & Wellness Tr Financial Services 152 $1K SOLD
35 BTC Grayscale Bitcn Mini Tru ETF Financial Services 36 $1K SOLD
Page 2 of 2  ·  35 positions
Sector Allocation
Financial Services 25.0%
Technology 22.1%
Industrials 13.4%
Healthcare 12.7%
Communication Services 8.0%
Consumer Cyclical 5.9%
Energy 5.6%
Consumer Defensive 4.4%
Basic Materials 1.9%
Utilities 1.0%