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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q3 2025 · 13F-HR

BOYD WATTERSON ASSET MANAGEMENT LLC/OHholdings as filed

Filed 2025-11-05 · accession 0001121477-25-000011

$335.8M
Reported value
418
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$26.1M7.78%50,418CommonSOLE
78462F103SPYSPDR S & P 500 ETF Trust$24.2M7.21%36,352CommonSOLE
11135F101AVGOBroadcom Inc$16.5M4.90%49,888CommonSOLE
02079K305GOOGLAlphabet Inc-CL A$15.4M4.57%63,170CommonSOLE
46625H100JPMJ P Morgan Chase$11.7M3.50%37,215CommonSOLE
G29183103ETNEaton Corp PLC$9.9M2.96%26,536CommonSOLE
025816109AXPAmerican Express Co$9.2M2.73%27,615CommonSOLE
78467Y107MDYSPDR S & P Midcap 400 ETF$8.3M2.47%13,936CommonSOLE
532457108LLYLilly (Eli) & Co$8.2M2.44%10,722CommonSOLE
037833100AAPLApple Inc$7.5M2.23%29,453CommonSOLE
023135106AMZNAmazon.com Inc$7.1M2.10%32,113CommonSOLE
438516106HONHoneywell International$6.8M2.03%32,457CommonSOLE
00287Y109ABBVAbbvie Inc$5.6M1.67%24,234CommonSOLE
30231G102XOMExxon Mobil Corp$5.3M1.58%47,178CommonSOLE
464288588MBBiShares MBS Bond ETF$5.2M1.55%54,685CommonSOLE
149123101CATCaterpillar Inc$5.1M1.53%10,742CommonSOLE
92826C839VVisa Inc Cl-A Shares$5.0M1.48%14,578CommonSOLE
922908363VOOVanguard S&P 500 ETF$5.0M1.47%8,085CommonSOLE
67066G104NVDANVIDIA Corp$4.5M1.34%24,180CommonSOLE
701094104PHParker Hannifin Corp$4.2M1.26%5,584CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$4.2M1.24%8,506CommonSOLE
464287572IOOiShares S&P Global 100 Fd$4.2M1.24%34,698CommonSOLE
02079K107GOOGAlphabet Inc-CL C$4.1M1.22%16,790CommonSOLE
742718109PGProcter & Gamble Co$4.0M1.18%25,776CommonSOLE
82509L107SHOPShopify Inc - Class A$3.9M1.17%26,491CommonSOLE
478160104JNJJohnson & Johnson$3.9M1.17%21,141CommonSOLE
172967424CCitigroup Inc$3.9M1.16%38,292CommonSOLE
464287234EEMiShares MSCI Emrg Mkt Indx$3.9M1.16%72,639CommonSOLE
38141G104GSGoldman Sachs Group Inc$3.2M0.94%3,985CommonSOLE
166764100CVXChevron Corp$2.9M0.86%18,649CommonSOLE
58933Y105MRKMerck & Company$2.9M0.86%34,235CommonSOLE
G54950103LINLinde PLC$2.9M0.85%6,022CommonSOLE
464287804IJRiShares S&P SmallCap 600$2.8M0.84%23,850CommonSOLE
713448108PEPPepsiCo Inc$2.8M0.82%19,719CommonSOLE
747525103QCOMQualcomm Inc$2.7M0.81%16,367CommonSOLE
002824100ABTAbbott Laboratories$2.6M0.77%19,294CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$2.5M0.73%90,178CommonSOLE
30212P303EXPEExpedia Group Inc$2.4M0.72%11,236CommonSOLE
291011104EMREmerson Electric Co$2.4M0.70%17,990CommonSOLE
464287465EFAiShares MSCI EAFE Index Fd$2.3M0.70%25,097CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$2.2M0.67%20,791CommonSOLE
70432V102PAYCPaycom Software Inc$2.2M0.66%10,576CommonSOLE
79466L302CRMSalesforce Inc.$2.2M0.66%9,284CommonSOLE
110122108BMYBristol-Myers Squibb Co$1.9M0.58%42,865CommonSOLE
437076102HDHome Depot Inc$1.8M0.55%4,536CommonSOLE
883556102TMOThermo Fisher Corp$1.8M0.54%3,743CommonSOLE
459200101IBMIBM Corp$1.7M0.51%6,106CommonSOLE
09857L108BKNGBooking Holdings Inc.$1.7M0.51%318CommonSOLE
19260Q107COINCoinbase Global, Inc.$1.7M0.50%4,952CommonSOLE
007903107AMDAdvanced Micro Devices$1.6M0.48%9,886CommonSOLE
64110L106NFLXNetflix Inc$1.6M0.46%1,299CommonSOLE
191216100KOCoca-Cola Co$1.5M0.46%23,351CommonSOLE
718546104PSXPhillips 66$1.5M0.46%11,340CommonSOLE
G8994E103TTTrane Technologies PLC$1.5M0.44%3,535CommonSOLE
989207105ZBRAZebra Technologies Corp Cl$1.4M0.42%4,786CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$1.4M0.40%6,711CommonSOLE
65339F101NEENextera Energy Inc$1.3M0.38%16,752CommonSOLE
808513105SCHWCharles Schwab Corp$1.2M0.36%12,623CommonSOLE
882508104TXNTexas Instruments Inc$1.2M0.35%6,465CommonSOLE
125523100CICigna Corp$1.2M0.34%4,003CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1.1M0.34%17,002CommonSOLE
931142103WMTWal Mart Inc.$1.1M0.34%10,971CommonSOLE
91324P102UNHUnitedHealth Care Group$1.1M0.32%3,145CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.1M0.32%2,125CommonSOLE
231021106CMICummins Inc$1.1M0.31%2,503CommonSOLE
075887109BDXBecton Dickinson & Co$1.1M0.31%5,646CommonSOLE
609207105MDLZMondelez International Inc$1.0M0.30%16,018CommonSOLE
89417E109TRVTravelers Companies Inc$987,8800.29%3,538CommonSOLE
30303M102METAMeta Platforms Inc.$939,2720.28%1,279CommonSOLE
47103U845JAAAJanus AAA CLO$914,0400.27%18,000CommonSOLE
78464A672SPTISPDR Interm TSY ETF$901,4780.27%31,193CommonSOLE
097023105BABoeing Co$896,7740.27%4,155CommonSOLE
922908736VUGVanguard Growth ETF$848,4300.25%1,769CommonSOLE
464287507IJHiShares S&P Midcap 400$839,3740.25%12,862CommonSOLE
75513E101RTXRTX Corp$829,5450.25%4,958CommonSOLE
574599106MASMasco Corp$815,6090.24%11,587CommonSOLE
464288687PFFiShares Preferred & Income Sec ETF$789,2670.24%24,961CommonSOLE
87165B103SYFSynchrony Financial$750,8560.22%10,568CommonSOLE
87612E106TGTTarget Corp$748,1880.22%8,341CommonSOLE
23325P104DNPDNP Select Income Fund Inc$739,8810.22%73,914CommonSOLE
009158106APDAir Products & Chemicals$739,1700.22%2,710CommonSOLE
872540109TJXTJX Companies Inc$722,7000.22%5,000CommonSOLE
17275R102CSCOCisco Systems Inc$696,4020.21%10,178CommonSOLE
24703L202DELLDell Technologies C$690,2780.21%4,869CommonSOLE
464288638IGIBIShares 5-10 Year Investment Grade Corp$688,2950.20%12,725CommonSOLE
169656105CMGChipotle Mexican Grill Inc$658,3140.20%16,798CommonSOLE
57636Q104MAMastercard Inc$623,4160.19%1,096CommonSOLE
36828A101GEVGE Vernova LLC$622,8940.19%1,013CommonSOLE
780259305SHELShell PLC - ADR$609,8650.18%8,526CommonSOLE
88160R101TSLATESLA Inc$606,1530.18%1,363CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$591,5080.18%1,052CommonSOLE
902973304USBUS Bancorp$584,0680.17%12,085CommonSOLE
548661107LOWLowe's Companies Inc$545,3430.16%2,170CommonSOLE
060505104BACBank of America Corp$534,8910.16%10,368CommonSOLE
09290D101BLKBlackrock Funding Inc/DE$520,3010.15%446CommonSOLE
14448C104CARRCarrier Global$519,6590.15%8,705CommonSOLE
776696106ROPRoper Industries$517,2360.15%1,037CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$512,8780.15%5,317CommonSOLE
949746101WMT2Wells Fargo & Co$509,9610.15%6,084CommonSOLE
78467X109DIASPDR Dow Jones Indu Avg Tr$497,5930.15%1,073CommonSOLE
235851102DHRDanaher Corp$494,0890.15%2,492CommonSOLE
58155Q103MCKMcKesson Corp W/RTS$489,0490.15%633CommonSOLE
674599105OXYOccidental Petroleum Corp$472,5000.14%10,000CommonSOLE
46435U853USHYIShares Broad USD HY Corp Bond ETF$450,4130.13%11,922CommonSOLE
464288646IGSBIShares 1-5 Year Investment Grade Corp$435,0580.13%8,204CommonSOLE
369604301GEGeneral Electric Co.$425,9610.13%1,416CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$414,8000.12%5,000CommonSOLE
92206C771VMBSVanguard MBS ETF$363,5170.11%7,741CommonSOLE
693506107PPGPPG Industries Inc$359,7920.11%3,423CommonSOLE
29786A106ETSYEtsy Inc.$345,0290.10%5,197CommonSOLE
717081103PFEPfizer Inc$336,5420.10%13,208CommonSOLE
617446448MSMorgan Stanley$335,9960.10%2,114CommonSOLE
20825C104COPConocoPhillips$331,9980.10%3,510CommonSOLE
G5960L103MDTMedtronic PLC$328,3870.10%3,448CommonSOLE
126408103CSXCSX Corp$325,3370.10%9,162CommonSOLE
92343V104VZVerizon Communications Inc$316,9480.09%7,212CommonSOLE
68902V107OTISOtis Worldwide Corp$282,8180.08%3,093CommonSOLE
031162100AMGNAmgen Inc$280,9700.08%996CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond ETF$265,9510.08%3,425CommonSOLE
311900104FASTFastenal Co$262,6580.08%5,356CommonSOLE
871829107SYYSysco Corp$262,2530.08%3,185CommonSOLE
458140100INTCIntel Corp$256,1410.08%7,635CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$252,6880.08%12,073CommonSOLE
117043406Brunswick Corp 6.5 Pfd$234,7570.07%9,338CommonSOLE
637432105National Rural Util Corp 5.5 Pfd$232,7070.07%9,612CommonSOLE
03076C106AMPAmeriprise Financial Inc$226,0560.07%460CommonSOLE
30161N101EXCExelon Corporation$217,8600.06%4,840CommonSOLE
65339K860Nextera Energy Capital 5.65 Pfd$217,6150.06%8,948CommonSOLE
452308109ITWIllinois Tool Works$213,8230.06%820CommonSOLE
68389X105ORCLOracle Corp$202,2120.06%719CommonSOLE
49177J102KVUEKenvue Inc.$197,0850.06%12,143CommonSOLE
842587883Southern Co 4.20 Pfd$187,2540.06%10,100CommonSOLE
49456B101KMIKinder Morgan Inc$186,7040.06%6,595CommonSOLE
464288513HYGiShares iBoxx USD High Yield Corp Bd ETF$175,2080.05%2,158CommonSOLE
78464A664SPTLSPDR Port Long Term Treasury ETF$158,8970.05%5,896CommonSOLE
78468R622JNKSPDR BBG Barclays High Yld Bond$151,0030.04%1,541CommonSOLE
40434L105HPQHP Inc$142,4630.04%5,232CommonSOLE
81369Y605XLFFinancial Sel Sec SPDR Fd$134,9980.04%2,506CommonSOLE
89832Q109TFCTruist Financial Corp$132,9190.04%2,907CommonSOLE
88579Y101MMM3M Company$131,4370.04%847CommonSOLE
26875P101EOGEOG Resources Inc$123,6680.04%1,103CommonSOLE
55336V100MPLXMPLX LP$123,1270.04%2,465CommonSOLE
45687V106IRIngersol-Rand Inc$121,6170.04%1,472CommonSOLE
682680103OKEOneok Inc New$121,0570.04%1,659CommonSOLE
00206R102TAT & T Inc$113,6660.03%4,025CommonSOLE
194162103CLColgate-Palmolive Co$107,9190.03%1,350CommonSOLE
464287242LQDiShares iBoxx Inv Grade Corp Bd ETF$107,5690.03%965CommonSOLE
46138E339SPMOInvesco S&P500 Momentum$105,3220.03%870CommonSOLE
92204A876VPUVanguard World Fds Utiliti$104,1760.03%550CommonSOLE
40412C101HCAHCA Holdings Inc$98,8780.03%232CommonSOLE
482480100KLACKLA-Tencor Corporation$90,6020.03%84CommonSOLE
02209S103MOAltria Group Inc$82,1790.02%1,244CommonSOLE
78468R408SJNKSPDR Barclays ST HY Bond$80,9470.02%3,162CommonSOLE
704326107PAYXPaychex Inc$80,8730.02%638CommonSOLE
874039100TSMTaiwan Semiconductor ADR$80,1560.02%287CommonSOLE
580135101MCDMcDonald's Corp$78,1000.02%257CommonSOLE
988498101YUMYum Brands Inc$77,5200.02%510CommonSOLE
14040H105COFCapital One Financial Corp$73,1280.02%344CommonSOLE
842587107SOSouthern Company$70,6980.02%746CommonSOLE
74460D109PSAPublic Storage$69,3240.02%240CommonSOLE
56585A102MPCMarathon Petroleum Corp$68,6150.02%356CommonSOLE
14149Y108CAHCardinal Health Inc$66,7080.02%425CommonSOLE
98956P102ZBHZimmer Holdings Inc$66,4880.02%675CommonSOLE
293792107EPDEnterprise Products Part$61,9150.02%1,980CommonSOLE
05523R107BAESYBAE Systems PLC ADR$61,6480.02%556CommonSOLE
26441C204DUKDuke Energy Corp$60,2660.02%487CommonSOLE
759351802Reinsurance GRP of Amer VRN Pfd$58,9130.02%2,366CommonSOLE
641069406NSRGYNestle Spon ADR$58,8670.02%641CommonSOLE
94106L109WMWaste Management Inc$58,2990.02%264CommonSOLE
743315103PGRProgressive Corp$57,7860.02%234CommonSOLE
G87052109TELTE Connectivity PLC$57,0780.02%260CommonSOLE
60871R209TAPMolson Coors Brewing Co-B$56,5620.02%1,250CommonSOLE
H1467J104CBChubb Ltd$56,4500.02%200CommonSOLE
03073E105CORCencora Inc.$55,3180.02%177CommonSOLE
494368103KMBKimberly Clark Corp$55,2070.02%444CommonSOLE
46438F101IBITIshares Bitcoin Trust ETF$53,9500.02%830CommonSOLE
570535104MKLMarkel Corp$53,5180.02%28CommonSOLE
384802104GWWW.W. Grainger Inc$53,3660.02%56CommonSOLE
92204A702VGTVanguard Info Tech ETF$53,0110.02%71CommonSOLE
620076307MSIMotorola Solutions Inc$52,1310.02%114CommonSOLE
84265V105SCCOSouthern Copper Corp$51,8210.02%427CommonSOLE
025537101AEPAmerican Electric Power$51,7500.02%460CommonSOLE
718172109PMPhilip Morris Intl Inc$51,5800.02%318CommonSOLE
21037T109CEGConstellation Energy$49,3600.01%150CommonSOLE
G0403H108AONAon Plc - Class A$49,2080.01%138CommonSOLE
941848103WATWaters Corp$47,9700.01%160CommonSOLE
65473P105NINiSource Inc$46,5910.01%1,076CommonSOLE
606827202MITSYMitsui & Co Ltd ADR$46,3470.01%93CommonSOLE
000375204ABBNYABB Ltd-Spon ADR$44,8100.01%622CommonSOLE
806857108SLBSchlumberger Ltd$44,6810.01%1,300CommonSOLE
15189T107CNPCenterpoint Energy$43,9220.01%1,132CommonSOLE
922042775VEUVanguard FTSE All-World Fd$43,3220.01%607CommonSOLE
018820100ALIZYAllianz SE Unsp ADR$43,0450.01%1,025CommonSOLE
922908553VNQVanguard REIT Index ETF$42,2360.01%462CommonSOLE
95040Q104WELLWelltower Inc$40,6160.01%228CommonSOLE
23304Y100DBSDYDBS Group Hldgs Ltd ADR$39,0410.01%246CommonSOLE
29476L107EQREquity Residential$38,8380.01%600CommonSOLE
904767704Unilever PLC-Sponsored ADR$38,2360.01%645CommonSOLE
922042858VWOVanguard MSCI Emerging Mkt$37,9260.01%700CommonSOLE
744573106PEGPublic Serv Enterprise Grp$37,3900.01%448CommonSOLE
502441306LVMUYLVMH Moet Hennessy-Unsp ADR$36,4510.01%298CommonSOLE
606822104MUFGMitsubishi Financial Group ADR$35,6740.01%2,238CommonSOLE
670346105NUENucor Corp$35,3470.01%261CommonSOLE
054536107AXAHYAXA Spons ADR$35,3370.01%740CommonSOLE
464288158SUBiShares Short-term Ntl Muni Bond ETF$35,1310.01%329CommonSOLE
534187109LNCLincoln National Corp$34,2800.01%850CommonSOLE
209115104EDConsolidated Edison Inc$34,0760.01%339CommonSOLE
25746U109DDominion Resources Inc$34,0720.01%557CommonSOLE
46429B747STIPiShares 0-5yr TIPS Bond ETF$34,0050.01%329CommonSOLE
31620M106FISFidelity National Info Serv$32,9700.01%500CommonSOLE
126650100CVSCVS Health Corp$32,7950.01%435CommonSOLE
362397101GABGabelli Equity Trust$32,1550.01%5,280CommonSOLE
110448107BTIBritish American TOB-SP ADR$31,8480.01%600CommonSOLE
826197501SIEGYSiemens AG-Spons ADR$31,5090.01%234CommonSOLE
92204A108VCRVanguard Cons Discretionary$31,2960.01%79CommonSOLE
655844108NSCNorfolk Southern Corp$31,2430.01%104CommonSOLE
78409V104SPGIS & P Global Inc$31,1490.01%64CommonSOLE
G51502105JCIJohnson Controls International$30,7860.01%280CommonSOLE
78464A359CWBSPDR Barclays Cap Conv ETF$30,2270.01%334CommonSOLE
404280406HSBCHSBC Holdings Plc Spon ADR$29,5280.01%416CommonSOLE
450737101IBDRYIberdrola SA-Sponsored ADR$29,2940.01%387CommonSOLE
389637109GBTCGrayscale Bitcoin Trust$29,2650.01%326CommonSOLE
45857P806IHGIntercontinental Hotels ADR$28,9810.01%239CommonSOLE
828806109SPGSimon Property Group LP$28,7140.01%153CommonSOLE
29250N105ENBEnbridge Inc$28,4590.01%564CommonSOLE
48133Q309AMJBAlerian MLP ETN 2044$27,8370.01%943CommonSOLE
892331307TMToyota Motor Corp ADR$26,9440.01%141CommonSOLE
502431109LHXL3Harris Technologies Inc.$26,2650.01%86CommonSOLE
92939U106WECWEC Energy Group Inc$26,1270.01%228CommonSOLE
686330101IXOrix Corp Spon ADR$25,2060.01%965CommonSOLE
66987V109NVSNovartis AG ADR$24,7500.01%193CommonSOLE
654624105NTTYYNippon Teleg & Tel Sp ADR$24,3020.01%928CommonSOLE
726503105PAAPlains All American Pipe$24,2760.01%1,423CommonSOLE
29273V100ETEnergy Transfer Equity LP$23,7670.01%1,385CommonSOLE
143658300CCL1EURCarnival Corp$23,2730.01%805CommonSOLE
49338L103KEYSKeysight Technologies Inc W/I$23,0890.01%132CommonSOLE
500458401KMTUYKomatsu Ltd Spons ADR$21,9770.01%629CommonSOLE
46429B655FLOTiShares Floating Rate Bond ETF$21,7110.01%425CommonSOLE
891160509TDToronto-Dominion Bank$21,1070.01%264CommonSOLE
237194105DRIDarden Restaurants Inc$20,3690.01%107CommonSOLE
025932807American Financial Group 5.875 Pfd$20,2880.01%876CommonSOLE
681919106OMCOmnicom Group Inc$19,7300.01%242CommonSOLE
254687106DISDisney (Walt) Co/The$19,4650.01%170CommonSOLE
337738108FISVFiserv Inc$19,2110.01%149CommonSOLE
45168D104IDXXIdexx Labs Inc$19,1670.01%30CommonSOLE
92204A504VHTVanguard Health Care ETF$18,9510.01%73CommonSOLE
036752103ELVAnthem Inc$18,0950.01%56CommonSOLE
46138G805BABInvesco Taxable Muni ETF$18,0930.01%663CommonSOLE
37733W204GSKGlaxoSmithKline PLC$18,0840.01%419CommonSOLE
91913Y100VLOValero Energy Corp$18,0480.01%106CommonSOLE
370334104GISGeneral Mills Inc$17,8990.01%355CommonSOLE
907818108UNPUnion Pacific Corp$17,7280.01%75CommonSOLE
767204100RIORio Tinto PLC-SPON ADR$17,6250.01%267CommonSOLE
52110M109LAZLazard Inc.$16,7310.00%317CommonSOLE
088606108BHPBHP Limited Spons ADR$16,5580.00%297CommonSOLE
337932107FEFirstEnergy$16,3580.00%357CommonSOLE
92204A603VISVanguard Industrials ETF$16,2960.00%55CommonSOLE
595112103MUMicron Technology Inc$16,2300.00%97CommonSOLE
89151E109TTENTotal SA-Spon ADR$15,8780.00%266CommonSOLE
172062101CINFCincinnati Financial Corp$15,8100.00%100CommonSOLE
31428X106FDXFedEx Corp$15,5630.00%66CommonSOLE
464288208IMCBiShares Morningstar Mid Co$15,2810.00%184CommonSOLE
80105N105SNYSanofi ADR$15,1040.00%320CommonSOLE
78468R721TFISPDR Investment Grade Muni$15,0840.00%331CommonSOLE
316773100FITBFifth Third Bancorp$14,5230.00%326CommonSOLE
49446R711Kimco Realty Corp 5.25 Pfd$14,4890.00%655CommonSOLE
539830109LMTLockheed Martin Corp$14,4770.00%29CommonSOLE
05565A202BNPQYBNP Paribas ADR$14,3110.00%315CommonSOLE
42824C109HPEHewlett Packard Enterprise$13,7540.00%560CommonSOLE
345370860FFord Motor Company$13,6220.00%1,139CommonSOLE
665859104NTRSNorthern Trust Corp$12,7870.00%95CommonSOLE
72651A207PAGPPlains GP Holdings LP-CL A$12,7680.00%700CommonSOLE
83444M101SOLVSolventum Corp$12,6290.00%173CommonSOLE
456788108INFYInfosys Ltd-SP ADR$12,2680.00%754CommonSOLE
92204A207VDCVanguard Consumer Staples$12,1830.00%57CommonSOLE
294821608ERICEricsson LM TEL-SP ADR$12,0410.00%1,456CommonSOLE
92556V106VTRSViatris Inc.$11,8600.00%1,198CommonSOLE
92204A405VFHVanguard Financials ETF$11,4180.00%87CommonSOLE
138006309CAJPYCanon Inc SP ADR$11,2180.00%382CommonSOLE
934423104WBDWarner Bros Discovery Inc.$10,9760.00%562CommonSOLE
25243Q205DEODiageo PLC-Sponsored ADR$10,8790.00%114CommonSOLE
281020107EIXEdison International$10,7800.00%195CommonSOLE
372460105GPCGenuine Parts Co$10,6720.00%77CommonSOLE
38144G804Goldman Sachs Gp 4 Pfd$10,4550.00%500CommonSOLE
219350105GLWCorning Inc$10,2540.00%125CommonSOLE
055262505BASFYBASF SE ADR$10,0360.00%806CommonSOLE
959802109WUWestern Union Co$9,7240.00%1,217CommonSOLE
72352L106PINSPinterest Inc.$9,6510.00%300CommonSOLE
128125101CSQCalamos Strategic Total Re$9,6450.00%500CommonSOLE
74251V102PFGPrincipal Financial Group$9,5350.00%115CommonSOLE
26874R108EEni Spa-Sponsored ADR$9,0170.00%258CommonSOLE
460690100IPGInterpublic Group of COS$8,7640.00%314CommonSOLE
464287697IDUiShares DJ US Util Sector$8,7610.00%79CommonSOLE
92204A801VAWVanguard Materials ETF$8,6040.00%42CommonSOLE
577081102MATMattel Inc$8,6000.00%511CommonSOLE
680223104ORIOld Republic Intl Corp$8,4940.00%200CommonSOLE
513272104LWLamb Weston Holding Inc.$8,3050.00%143CommonSOLE
59156R108METMetlife Inc$8,2370.00%100CommonSOLE
92338C103VLTOVeralto Corp$7,9960.00%75CommonSOLE
205887102CAGConagra Inc$7,8920.00%431CommonSOLE
438128308HMCHonda Motor Co Ltd ADR$7,7000.00%250CommonSOLE
76118Y104REZIResideo Technologies Inc.$7,6860.00%178CommonSOLE
464288281EMBiShares JP Morgan EMB$7,6150.00%80CommonSOLE
500767736IVOLQuadratic Int Rate Vol ETF$7,5000.00%389CommonSOLE
86765K109SUNSunoco LP$7,3010.00%146CommonSOLE
460146103IPInternational Paper Co$7,2380.00%156CommonSOLE
72201B101PTYPIMCO Corporate Opportunity$7,2200.00%500CommonSOLE
26614N102DDDuPont De Nemours Inc$7,0890.00%91CommonSOLE
773903109ROKRockwell Automation Inc$6,9910.00%20CommonSOLE
006212104ADXAdams Express Co$6,6900.00%300CommonSOLE
34964C106FBINFortune Brands Innovations Inc.$6,5670.00%123CommonSOLE
770323103RHIRobert Half Inc.$6,5240.00%192CommonSOLE
756109104ORealty Income Corp$6,2610.00%103CommonSOLE
22052L104CTVACorteva Inc.$6,1540.00%91CommonSOLE
G491BT108IVZInvesco Ltd$6,1250.00%267CommonSOLE
N53745100LYBLyondellbasell Indu Cl A$5,7380.00%117CommonSOLE
35671D857FCXFreeport-McMoran Copper-B$5,6480.00%144CommonSOLE
92857W308VODVodafone Group PLC$5,5100.00%475CommonSOLE
294375209EPSNEpsilon Energy LTD$5,0400.00%1,000CommonSOLE
070830104BBWIBath & Body Works Inc.$5,0230.00%195CommonSOLE
464287168DVYiShares Trust DJ Select$4,9740.00%35CommonSOLE
013872106AAAlcoa Inc$4,9010.00%149CommonSOLE
36266G107GEHCGE Healthcare Technology$4,8820.00%65CommonSOLE
343412102FLRFluor Corp (New)$4,8800.00%116CommonSOLE
464287713IYZiShares DJ US Telecommunic$4,8390.00%150CommonSOLE
90290N109USACUSA Compression Partners LP$4,8000.00%200CommonSOLE
911312106UPSUnited Parcel Services B$4,7610.00%57CommonSOLE
053015103ADPAutomatic Data Processing$4,4020.00%15CommonSOLE
36240A101GUTGabelli Utility Trust$4,3700.00%720CommonSOLE
29250N790Enbridge Inc VRN Pfd$4,2690.00%177CommonSOLE
14365C103POH3Carnival PLC ADR$4,2570.00%161CommonSOLE
37954Y483QYLDGlobal X Funds ETF$4,2520.00%250CommonSOLE
053611109AVYAvery Dennison Corp$4,0540.00%25CommonSOLE
09258G104BSTBlackRock Science & Tech$3,9710.00%96CommonSOLE
756158101UTGReaves Utility Income$3,9620.00%100CommonSOLE
01879R106XAWFXAlliancebernstein Gbl Hgh$3,9240.00%350CommonSOLE
34959J108FTVFortive Corp$3,9190.00%80CommonSOLE
25787G100DFINDonnelley Financial Solutions$3,9090.00%76CommonSOLE
92204A306VDEVanguard Energy ETF$3,9020.00%31CommonSOLE
G7S00T104PNRPentair PLC$3,8770.00%35CommonSOLE
04014F102ARDCAres Dynamic Credit Allocation$3,8690.00%275CommonSOLE
446150773Huntington Bank VRN Pfd$3,8320.00%150CommonSOLE
92937A102WPPWPP PLC-Spon ADR$3,7580.00%150CommonSOLE
46138E784PCYInvesco Emerging Markets Sovereign Debt$3,7300.00%173CommonSOLE
412822108HOGHarley-Davidson Inc$3,6830.00%132CommonSOLE
16119P108CHTRCharter Communications Inc$3,5760.00%13CommonSOLE
50155Q100KDKyndryl Holdings$3,5140.00%117CommonSOLE
00206R706T 4.75 PERP CAT&T Inc. 4.75 Pfd$3,2870.00%165CommonSOLE
48128B648JPM 6 PERP EEJPMorgan Chase & Co. 6 Pfd$3,1710.00%125CommonSOLE
530158104USALiberty All Star Equity Fd$3,1700.00%500CommonSOLE
26441C501DUK 5.75 PERP ADuke Energy Corp 5.75 Pfd$3,1350.00%125CommonSOLE
316773860Fifth Third Bancorp 4.95 Pfd$3,1050.00%150CommonSOLE
185899101CLFCleveland - Cliffs Inc$3,0990.00%254CommonSOLE
101121101BXPBXP Inc.$3,0480.00%41CommonSOLE
001055102AFLAflac Inc$3,0160.00%27CommonSOLE
91529Y601Unum Group 6.25 Pfd$3,0090.00%125CommonSOLE
464287226AGGiShares Barclays Agg Bond$3,0080.00%30CommonSOLE
345370811Ford Motor Co 6.5 Pfd$2,9880.00%125CommonSOLE
373334440Georgia Power Co 5 Pfd$2,9310.00%125CommonSOLE
320517865First Horizon Corp 4.7 Pfd$2,9210.00%160CommonSOLE
125896100CMSCMS Energy Corp$2,8570.00%39CommonSOLE
22002T108CDPCorporate Office Property$2,7610.00%95CommonSOLE
674001300Brookfield Oaktree Hldgs$2,7450.00%125CommonSOLE
06055H202Bank of America Corp 5 Pfd$2,6650.00%125CommonSOLE
48128B622JPMorgan Chase & Co 4.75 Pfd$2,6220.00%125CommonSOLE
89832Q695Truist Financial Corp 4.75 Pfd$2,5620.00%125CommonSOLE
902973718US Bank 4.00 Pfd$2,5260.00%150CommonSOLE
03027X100AMTAmerican Tower Corp$2,5000.00%13CommonSOLE
94988U656Wells Fargo & Co 5.625 Pfd$2,4820.00%100CommonSOLE
74834L100DGXQuest Diagnostics Inc$2,4780.00%13CommonSOLE
23918K108DVADavita Inc$2,3920.00%18CommonSOLE
H01301128ALCAlcon Inc.$2,3840.00%32CommonSOLE
83001C108FUNSix Flags Entertainment Corp$2,2720.00%100CommonSOLE
260557103DOWDow Inc$2,0870.00%91CommonSOLE
00449R109ACLLYAccelleron Industries AG$2,0190.00%24CommonSOLE
260003108DOVDover Corp$2,0020.00%12CommonSOLE
799926100SDZNYSandoz Group AG ADR$1,8970.00%32CommonSOLE
405552100HLNHaleon PLC ADR$1,8930.00%211CommonSOLE
389930207BTCGrayscale Bitcn Mini Tru ETF$1,8230.00%36CommonSOLE
929740108WABWabtec Corp$1,8040.00%9CommonSOLE
62913M107NGLNGL Energy Partners LP$1,8000.00%300CommonSOLE
64110D104NTAPNetApp Inc$1,7770.00%15CommonSOLE
00971T101AKAMAkamai Technologies Inc$1,6670.00%22CommonSOLE
744320102PRUPrudential Financial Inc$1,6600.00%16CommonSOLE
929042109VNOVornado Realty Trust$1,6210.00%40CommonSOLE
57638P104MBCMasterbrand Inc.$1,6200.00%123CommonSOLE
366505105GTXGarrett Motion Inc$1,5800.00%116CommonSOLE
42250P103DOCHealthpeak Properties Inc$1,4940.00%78CommonSOLE
926400102VSCOVictoria's Secret$1,4930.00%55CommonSOLE
651229106NWLNewell Rubbermaid Inc$1,4620.00%279CommonSOLE
835699307SONYSony Corp Spons ADR$1,4400.00%50CommonSOLE
192446102CTSHCognizant Technology Cl A$1,4080.00%21CommonSOLE
36246K103GRXGabelli Healthcare & Wellness Tr$1,3790.00%152CommonSOLE
980228308WDSWoodside Energy Group LTD$1,3390.00%89CommonSOLE
832696405SJMJM Smucker Co$1,3030.00%12CommonSOLE
M46528101FROFrontline PLC$1,2530.00%55CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,1920.00%9CommonSOLE
602496101MDXGMimedx Group Inc$1,1870.00%170CommonSOLE
750940108RALRallinat Corp$1,1370.00%26CommonSOLE
928881101VNTVontier Corp$1,0910.00%26CommonSOLE
68622V106OGNOrganon & Company$9930.00%93CommonSOLE
G8267P108SWSmurfit Westrock PLC$9790.00%23CommonSOLE
00773T101ASIXAdvansix Inc$9500.00%49CommonSOLE
459506101IFFIntl Flavors & Fragrances$9230.00%15CommonSOLE
854502101SWKStanley Black & Decker Inc$8920.00%12CommonSOLE
384747101GRALGrail Inc.$5910.00%10CommonSOLE
46590V100JBGSJBG Smith Properties$4450.00%20CommonSOLE
91704F104UEUrban Edge Properties$4090.00%20CommonSOLE
808625107SAICScience Applications Int$3970.00%4CommonSOLE
896945201TRIPTripadvisor Inc$3900.00%24CommonSOLE
45688C107NGVTIngevity Corp$3860.00%7CommonSOLE
026874784AIGAmerican Intl Group$3140.00%4CommonSOLE
163851108CCChemours Co$3010.00%19CommonSOLE
G0084W101ADNTAdient PLC$2410.00%10CommonSOLE
74967R106RMRRMR Group Inc$940.00%6CommonSOLE
05350V106AVNSAvanos Medical Inc.$920.00%8CommonSOLE
29082K105EMBCEmbecta Corp$420.00%3CommonSOLE
68629Y103ONLOrion PPTYS Inc Reit$270.00%10CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.