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Boyd Watterson Asset Management Llc/oh

CIK:0001121477
Asset Manager
$19B AUM
425 holdings
Cleveland, OH, United States
Founded:1928
80 employees
boydwatterson.com
Latest filing:Jun 30, 2025

Boyd Watterson Asset Management, LLC is an independent, beneficially employee-owned investment advisory firm headquartered in Cleveland, Ohio. The company specializes in innovative fixed income and real estate strategies for institutional and individual clients and has been in continuous business since 1928. Boyd Watterson employs around 80 professionals and operates with the dedication and resources of a boutique firm while managing significant assets for a diverse client base. Its core values include honesty, integrity, inclusivity, and professional development.

Investment Strategy

Boyd Watterson delivers risk-adjusted investment solutions focusing on fixed income and real estate strategies. The firm leverages decades of experience and proprietary tools to generate above-average returns within diverse asset classes and mandates while maintaining a moderate risk profile. Portfolios are customized to client-specific investment policy parameters, particularly for institutions. Boyd Watterson’s approach relies on honesty, integrity, and collective wisdom to navigate market cycles and provide substantial value.

Latest 13F Filing Activity

Boyd Watterson Asset Management Llc/oh filed their most recent 13F report on Jun 30, 2025 disclosing 412 equity positions with a total 13F market value of $318M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Eaton Corp. PLC among other positions. Boyd Watterson Asset Management Llc/oh reduced exposure to Ishares 1-5 Year Investment Grade Corp., Ishares 5-10 Year Investment Grade Corp., Vanguard Long-term Corp. Bond Etf among others.

Top Buys
M
MSFTMicrosoft Corp
+$6.1M
A
AVGOBroadcom Inc
+$5.8M
E
ETNEaton Corp PLC
+$2.6M
S
SPYSPDR S & P 500 ETF Trust
+$2.3M
J
JPMJ P Morgan Chase
+$1.9M
Top Sells
I
IGSBIShares 1-5 Year Investment Grade Corp
-$10.3M
I
IGIBIShares 5-10 Year Investment Grade Corp
-$8.2M
V
VCLTVanguard Long-Term Corp Bond ETF
-$4.4M
A
AAPLApple Inc
-$1.4M
X
XOMExxon Mobil Corp
-$1.1M

Top Holdings

M
MSFTMicrosoft Corp
+8.1%$25.6M
S
SPYSPDR S & P 500 ETF Trust
+7.5%$23.9M
A
AVGOBroadcom Inc
+4.6%$14.8M
G
GOOGLAlphabet Inc-CL A
+3.5%$11.1M
J
JPMJ P Morgan Chase
+3.5%$11.0M

Equity Positions (412)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp8.06%$25.6M51,488$86.74$497.41+$6.1M
S
SPY
SPDR S & P 500 ETF Trust7.52%$23.9M38,695$237.20$617.85+$2.3M
A
AVGO
Broadcom Inc4.65%$14.8M53,593$29.79$275.65+$5.8M
G
GOOGL
Alphabet Inc-CL A3.51%$11.1M63,252$68.86$176.23+$1.3M
J
JPM
J P Morgan Chase3.46%$11.0M37,977$96.29$289.91+$1.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.9%
PHARMACEUTICAL PREPARATIONS
+7.6%
SEMICONDUCTORS & RELATED DEVICES
+6.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.7%
NATIONAL COMMERCIAL BANKS
+5.4%

Investment Team (10)

NameRoleLocationLinkedIn
Adam Thayer
Adam Thayer		Vice President, Portfolio ManagerDetroit, MI , United States
Brian Gevry
Brian Gevry		Chief Executive Officer and Chief Investment OfficerCleveland, OH , United States
G
Greg Oviatt		Executive Vice President, Senior Portfolio ManagerBloomfield Hills, MI , United States
Silas Campbell
Silas Campbell		Vice President Portfolio StrategistGolden, CO , United States
Steve Berhalter
Steve Berhalter		Vice President, Senior Data Management AnalystUnited States
Ted Hellmuth
Ted Hellmuth		Senior Vice President Portfolio StrategistCleveland, OH , United States
Timothy Moroz
Timothy Moroz		Senior Research AnalystCleveland, OH , United States
Isaac Wang
Isaac Wang		Senior Research AnalystCleveland, OH , United States
Tom Cicotello
Tom Cicotello		Executive Vice President - Portfolio Management, Head of Washington, DC OfficeWashington, DC , United States
V
Vinamra Rai		Quantitative ResearcherCleveland, OH , United States