Holdings
Boyd Watterson Asset Management LLC
As of Jun 30, 2026, Boyd Watterson Asset Management LLC reported 300 positions worth US$274M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 71,854 | US$25.7M | −434 | Jun 30, 2026 |
| Microsoft Corp. | 49,544 | US$18.5M | +257 | Jun 30, 2026 |
| Broadcom Inc. | 44,995 | US$17M | −276 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 36,309 | US$11.9M | −705 | Jun 30, 2026 |
| Eli Lilly And Company | 9,380 | US$11.3M | −156 | Jun 30, 2026 |
| Caterpillar, Inc. | 10,281 | US$10.9M | −24 | Jun 30, 2026 |
| American Express Company | 26,176 | US$8.85M | −58 | Jun 30, 2026 |
| Amazon.com, Inc. | 35,608 | US$8.49M | +953 | Jun 30, 2026 |
| Apple Inc | 25,491 | US$7.38M | −38 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 8,807 | US$6.72M | +29 | Jun 30, 2026 |