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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q4 2025 · 13F-HR

BOYD WATTERSON ASSET MANAGEMENT LLC/OHholdings as filed

Filed 2026-02-04 · accession 0001121477-26-000002

$346.4M
Reported value
421
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S & P 500 ETF Trust$24.8M7.16%36,352CommonSOLE
594918104MSFTMicrosoft Corp$24.3M7.00%50,156CommonSOLE
02079K305GOOGLAlphabet Inc-CL A$19.7M5.67%62,789CommonSOLE
11135F101AVGOBroadcom Inc$16.7M4.84%48,394CommonSOLE
46625H100JPMJ P Morgan Chase$12.0M3.47%37,262CommonSOLE
532457108LLYLilly (Eli) & Co$11.6M3.35%10,809CommonSOLE
025816109AXPAmerican Express Co$10.3M2.96%27,762CommonSOLE
78467Y107MDYSPDR S & P Midcap 400 ETF$8.4M2.43%13,936CommonSOLE
G29183103ETNEaton Corp PLC$8.3M2.40%26,125CommonSOLE
037833100AAPLApple Inc$7.8M2.26%28,789CommonSOLE
023135106AMZNAmazon.com Inc$7.6M2.20%32,951CommonSOLE
438516106HONHoneywell International$6.7M1.94%34,450CommonSOLE
149123101CATCaterpillar Inc$6.2M1.78%10,766CommonSOLE
30231G102XOMExxon Mobil Corp$5.7M1.65%47,396CommonSOLE
00287Y109ABBVAbbvie Inc$5.5M1.59%24,149CommonSOLE
92826C839VVisa Inc Cl-A Shares$5.3M1.52%15,014CommonSOLE
02079K107GOOGAlphabet Inc-CL C$5.3M1.52%16,768CommonSOLE
922908363VOOVanguard S&P 500 ETF$5.1M1.46%8,085CommonSOLE
701094104PHParker Hannifin Corp$5.0M1.44%5,676CommonSOLE
478160104JNJJohnson & Johnson$4.6M1.32%22,086CommonSOLE
172967424CCitigroup Inc$4.5M1.30%38,722CommonSOLE
67066G104NVDANVIDIA Corp$4.5M1.30%24,180CommonSOLE
464287572IOOiShares S&P Global 100 Fd$4.4M1.27%34,698CommonSOLE
82509L107SHOPShopify Inc - Class A$4.3M1.24%26,686CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$4.0M1.15%8,533CommonSOLE
464287234EEMiShares MSCI Emrg Mkt Indx$4.0M1.15%72,639CommonSOLE
58933Y105MRKMerck & Company$3.7M1.07%35,207CommonSOLE
38141G104GSGoldman Sachs Group Inc$3.5M1.01%3,985CommonSOLE
30212P303EXPEExpedia Group Inc$3.2M0.93%11,345CommonSOLE
742718109PGProcter & Gamble Co$3.1M0.91%21,953CommonSOLE
713448108PEPPepsiCo Inc$3.1M0.89%21,417CommonSOLE
464287804IJRiShares S&P SmallCap 600$2.9M0.83%23,850CommonSOLE
747525103QCOMQualcomm Inc$2.9M0.82%16,681CommonSOLE
166764100CVXChevron Corp$2.8M0.82%18,665CommonSOLE
79466L302CRMSalesforce Inc.$2.7M0.77%10,133CommonSOLE
G54950103LINLinde PLC$2.6M0.76%6,172CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$2.5M0.71%90,178CommonSOLE
291011104EMREmerson Electric Co$2.4M0.70%18,334CommonSOLE
464287465EFAiShares MSCI EAFE Index Fd$2.4M0.69%25,045CommonSOLE
002824100ABTAbbott Laboratories$2.4M0.69%19,130CommonSOLE
110122108BMYBristol-Myers Squibb Co$2.3M0.67%42,766CommonSOLE
883556102TMOThermo Fisher Corp$2.2M0.63%3,771CommonSOLE
007903107AMDAdvanced Micro Devices$2.2M0.62%10,084CommonSOLE
459200101IBMIBM Corp$2.0M0.57%6,709CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$1.9M0.55%20,941CommonSOLE
09857L108BKNGBooking Holdings Inc.$1.7M0.49%318CommonSOLE
70432V102PAYCPaycom Software Inc$1.7M0.49%10,662CommonSOLE
191216100KOCoca-Cola Co$1.6M0.47%23,336CommonSOLE
437076102HDHome Depot Inc$1.5M0.44%4,440CommonSOLE
718546104PSXPhillips 66$1.5M0.42%11,237CommonSOLE
G8994E103TTTrane Technologies PLC$1.4M0.39%3,515CommonSOLE
65339F101NEENextera Energy Inc$1.3M0.39%16,752CommonSOLE
231021106CMICummins Inc$1.3M0.38%2,599CommonSOLE
808513105SCHWCharles Schwab Corp$1.3M0.37%12,970CommonSOLE
075887109BDXBecton Dickinson & Co$1.3M0.37%6,677CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$1.3M0.36%6,791CommonSOLE
64110L106NFLXNetflix Inc$1.2M0.35%12,990CommonSOLE
931142103WMTWal Mart Inc.$1.2M0.34%10,521CommonSOLE
882508104TXNTexas Instruments Inc$1.1M0.32%6,465CommonSOLE
19260Q107COINCoinbase Global, Inc.$1.1M0.32%4,948CommonSOLE
125523100CICigna Corp$1.1M0.32%4,003CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.1M0.31%2,125CommonSOLE
91324P102UNHUnitedHealth Care Group$1.1M0.30%3,187CommonSOLE
464288588MBBiShares MBS Bond ETF$1.0M0.30%10,956CommonSOLE
89417E109TRVTravelers Companies Inc$1.0M0.30%3,538CommonSOLE
75513E101RTXRTX Corp$924,0680.27%5,039CommonSOLE
47103U845JAAAJanus AAA CLO$910,4400.26%18,000CommonSOLE
097023105BABoeing Co$901,4820.26%4,152CommonSOLE
87165B103SYFSynchrony Financial$881,6880.25%10,568CommonSOLE
30303M102METAMeta Platforms Inc.$878,5800.25%1,331CommonSOLE
922908736VUGVanguard Growth ETF$863,0240.25%1,769CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$827,4450.24%1,072CommonSOLE
87612E106TGTTarget Corp$814,4530.24%8,332CommonSOLE
235851102DHRDanaher Corp$811,5500.23%3,545CommonSOLE
17275R102CSCOCisco Systems Inc$797,0560.23%10,347CommonSOLE
494368103KMBKimberly Clark Corp$778,6690.22%7,718CommonSOLE
464288687PFFiShares Preferred & Income Sec ETF$772,7930.22%24,961CommonSOLE
872540109TJXTJX Companies Inc$768,0500.22%5,000CommonSOLE
574599106MASMasco Corp$767,9290.22%12,101CommonSOLE
23325P104DNPDNP Select Income Fund Inc$740,9190.21%74,166CommonSOLE
464287507IJHiShares S&P Midcap 400$706,0020.20%10,697CommonSOLE
36828A101GEVGE Vernova LLC$693,4380.20%1,061CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$689,2750.20%7,168CommonSOLE
989207105ZBRAZebra Technologies Corp Cl$650,2720.19%2,678CommonSOLE
009158106APDAir Products & Chemicals$649,7520.19%2,630CommonSOLE
902973304USBUS Bancorp$644,8560.19%12,085CommonSOLE
70450Y103PYPLPayPal Holdings Inc$640,1370.18%10,965CommonSOLE
88160R101TSLATESLA Inc$634,1050.18%1,410CommonSOLE
464288638IGIBIShares 5-10 Year Investment Grade Corp$631,5810.18%11,722CommonSOLE
780259305SHELShell PLC - ADR$626,4900.18%8,526CommonSOLE
57636Q104MAMastercard Inc$625,6840.18%1,096CommonSOLE
24703L202DELLDell Technologies C$624,4910.18%4,961CommonSOLE
693506107PPGPPG Industries Inc$617,2190.18%6,024CommonSOLE
14448C104CARRCarrier Global$587,2380.17%11,114CommonSOLE
464287226AGGiShares Barclays Agg Bond$583,7990.17%5,845CommonSOLE
060505104BACBank of America Corp$582,9510.17%10,599CommonSOLE
949746101WMT2Wells Fargo & Co$577,1880.17%6,193CommonSOLE
58155Q103MCKMcKesson Corp W/RTS$543,8850.16%663CommonSOLE
78464A672SPTISPDR Interm TSY ETF$540,0870.16%18,727CommonSOLE
548661107LOWLowe's Companies Inc$523,3170.15%2,170CommonSOLE
78467X109DIASPDR Dow Jones Indu Avg Tr$515,6520.15%1,073CommonSOLE
09290D101BLKBlackrock Funding Inc/DE$496,9340.14%464CommonSOLE
776696106ROPRoper Industries$476,8180.14%1,071CommonSOLE
92343V104VZVerizon Communications Inc$449,9260.13%11,047CommonSOLE
369604301GEGeneral Electric Co.$435,5540.13%1,414CommonSOLE
464288646IGSBIShares 1-5 Year Investment Grade Corp$426,9530.12%8,074CommonSOLE
46435U853USHYIShares Broad USD HY Corp Bond ETF$420,0950.12%11,234CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$414,1000.12%5,000CommonSOLE
674599105OXYOccidental Petroleum Corp$411,2000.12%10,000CommonSOLE
617446448MSMorgan Stanley$391,0480.11%2,203CommonSOLE
83443Q103SOLSSolstice Advanced Matls Inc$366,3900.11%7,542CommonSOLE
92206C771VMBSVanguard MBS ETF$360,2560.10%7,652CommonSOLE
126408103CSXCSX Corp$350,0250.10%9,656CommonSOLE
717081103PFEPfizer Inc$338,0190.10%13,575CommonSOLE
031162100AMGNAmgen Inc$336,6850.10%1,029CommonSOLE
G5960L103MDTMedtronic PLC$329,2930.10%3,428CommonSOLE
20825C104COPConocoPhillips$318,1680.09%3,399CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$313,9080.09%14,948CommonSOLE
169656105CMGChipotle Mexican Grill Inc$299,6260.09%8,098CommonSOLE
29786A106ETSYEtsy Inc.$288,1220.08%5,197CommonSOLE
458140100INTCIntel Corp$281,6800.08%7,634CommonSOLE
68902V107OTISOtis Worldwide Corp$281,0290.08%3,217CommonSOLE
609207105MDLZMondelez International Inc$273,2000.08%5,075CommonSOLE
78464A664SPTLSPDR Port Long Term Treasury ETF$245,7470.07%9,284CommonSOLE
871829107SYYSysco Corp$241,3350.07%3,275CommonSOLE
03076C106AMPAmeriprise Financial Inc$237,4060.07%484CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond ETF$234,3760.07%3,090CommonSOLE
637432105National Rural Util Corp 5.5 Pfd$227,7160.07%9,612CommonSOLE
30161N101EXCExelon Corporation$220,8380.06%5,066CommonSOLE
49177J102KVUEKenvue Inc.$217,6300.06%12,616CommonSOLE
65339K860NEENextera Energy Capital 5.65 Pfd$213,3200.06%8,948CommonSOLE
311900104FASTFastenal Co$212,3680.06%5,292CommonSOLE
452308109ITWIllinois Tool Works$201,9660.06%820CommonSOLE
49456B101KMIKinder Morgan Inc$190,3400.05%6,924CommonSOLE
842587883SOSouthern Co 4.20 Pfd$178,3660.05%10,100CommonSOLE
464288513HYGiShares iBoxx USD High Yield Corp Bd ETF$174,0000.05%2,158CommonSOLE
89832Q109TFCTruist Financial Corp$150,7420.04%3,063CommonSOLE
78468R622JNKSPDR BBG Barclays High Yld Bond$149,8010.04%1,541CommonSOLE
68389X105ORCLOracle Corp$140,1400.04%719CommonSOLE
81369Y605XLFFinancial Sel Sec SPDR Fd$137,2540.04%2,506CommonSOLE
88579Y101MMM3M Company$135,6050.04%847CommonSOLE
55336V100MPLXMPLX LP$131,5570.04%2,465CommonSOLE
682680103OKEOneok Inc New$121,9360.04%1,659CommonSOLE
45687V106IRIngersol-Rand Inc$116,6120.03%1,472CommonSOLE
26875P101EOGEOG Resources Inc$115,8260.03%1,103CommonSOLE
40412C101HCAHCA Holdings Inc$108,3120.03%232CommonSOLE
194162103CLColgate-Palmolive Co$106,6770.03%1,350CommonSOLE
464287242LQDiShares iBoxx Inv Grade Corp Bd ETF$106,3330.03%965CommonSOLE
46138E339SPMOInvesco S&P500 Momentum$103,8080.03%870CommonSOLE
482480100KLACKLA-Tencor Corporation$102,0670.03%84CommonSOLE
92204A876VPUVanguard World Fds Utiliti$101,7720.03%550CommonSOLE
00206R102TAT & T Inc$99,9810.03%4,025CommonSOLE
40434L105HPQHP Inc$91,7010.03%4,116CommonSOLE
874039100TSMTaiwan Semiconductor ADR$87,2160.03%287CommonSOLE
46429B655FLOTiShares Floating Rate Bond ETF$83,4100.02%1,640CommonSOLE
14040H105COFCapital One Financial Corp$83,3720.02%344CommonSOLE
988498101YUMYum Brands Inc$77,1530.02%510CommonSOLE
02209S103MOAltria Group Inc$71,1520.02%1,234CommonSOLE
464287432TLTiShares 20 Year Treasury Bond ETF$70,9480.02%814CommonSOLE
704326107PAYXPaychex Inc$70,2250.02%626CommonSOLE
580135101MCDMcDonald's Corp$66,0160.02%216CommonSOLE
842587107SOSouthern Company$64,0050.02%734CommonSOLE
641069406NSRGYNestle Spon ADR$63,7080.02%641CommonSOLE
293792107EPDEnterprise Products Part$63,4790.02%1,980CommonSOLE
H1467J104CBChubb Ltd$62,4240.02%200CommonSOLE
74460D109PSAPublic Storage$62,2800.02%240CommonSOLE
84265V105SCCOSouthern Copper Corp$61,6920.02%430CommonSOLE
941848103WATWaters Corp$60,7730.02%160CommonSOLE
98956P102ZBHZimmer Holdings Inc$60,6960.02%675CommonSOLE
570535104MKLMarkel Corp$60,1900.02%28CommonSOLE
03073E105CORCencora Inc.$59,7820.02%177CommonSOLE
G87052109TELTE Connectivity PLC$59,1530.02%260CommonSOLE
759351802Reinsurance GRP of Amer VRN Pfd$58,9730.02%2,366CommonSOLE
60871R209TAPMolson Coors Brewing Co-B$58,3500.02%1,250CommonSOLE
94106L109WMWaste Management Inc$58,0030.02%264CommonSOLE
56585A102MPCMarathon Petroleum Corp$57,8960.02%356CommonSOLE
384802104GWWW.W. Grainger Inc$56,5070.02%56CommonSOLE
26441C204DUKDuke Energy Corp$56,1440.02%479CommonSOLE
606827202MITSYMitsui & Co Ltd ADR$55,0960.02%93CommonSOLE
92204A702VGTVanguard Info Tech ETF$53,5180.02%71CommonSOLE
743315103PGRProgressive Corp$53,2860.02%234CommonSOLE
025537101AEPAmerican Electric Power$53,0430.02%460CommonSOLE
21037T109CEGConstellation Energy$52,9900.02%150CommonSOLE
05523R107BAESYBAE Systems PLC ADR$51,2720.01%556CommonSOLE
136385101CNQCanadian Natural Resources$50,7750.01%1,500CommonSOLE
718172109PMPhilip Morris Intl Inc$50,0450.01%312CommonSOLE
806857108SLBSchlumberger Ltd$49,8940.01%1,300CommonSOLE
14149Y108CAHCardinal Health Inc$49,3200.01%240CommonSOLE
G0403H108AONAon Plc - Class A$48,6970.01%138CommonSOLE
904767803ULUnilever PLC-Sponsored ADR$47,4800.01%726CommonSOLE
018820100ALIZYAllianz SE Unsp ADR$47,0090.01%1,025CommonSOLE
000375204ABBNYABB Ltd-Spon ADR$46,4940.01%622CommonSOLE
502441306LVMUYLVMH Moet Hennessy-Unsp ADR$45,1480.01%298CommonSOLE
65473P105NINiSource Inc$44,9340.01%1,076CommonSOLE
922042775VEUVanguard FTSE All-World Fd$44,6510.01%607CommonSOLE
620076307MSIMotorola Solutions Inc$43,6980.01%114CommonSOLE
15189T107CNPCenterpoint Energy$43,4010.01%1,132CommonSOLE
23304Y100DBSDYDBS Group Hldgs Ltd ADR$43,1250.01%246CommonSOLE
46438F101IBITIshares Bitcoin Trust ETF$41,2100.01%830CommonSOLE
922908553VNQVanguard REIT Index ETF$40,8820.01%462CommonSOLE
670346105NUENucor Corp$40,6140.01%249CommonSOLE
534187109LNCLincoln National Corp$37,8500.01%850CommonSOLE
29476L107EQREquity Residential$37,8240.01%600CommonSOLE
922042858VWOVanguard MSCI Emerging Mkt$37,6320.01%700CommonSOLE
744573106PEGPublic Serv Enterprise Grp$35,9740.01%448CommonSOLE
054536107AXAHYAXA Spons ADR$35,5980.01%740CommonSOLE
606822104MUFGMitsubishi Financial Group ADR$35,4950.01%2,238CommonSOLE
464288158SUBiShares Short-term Ntl Muni Bond ETF$35,1040.01%329CommonSOLE
78468R408SJNKSPDR Barclays ST HY Bond$34,9160.01%1,379CommonSOLE
126650100CVSCVS Health Corp$34,5220.01%435CommonSOLE
110448107BTIBritish American TOB-SP ADR$33,9720.01%600CommonSOLE
46429B747STIPiShares 0-5yr TIPS Bond ETF$33,6860.01%329CommonSOLE
209115104EDConsolidated Edison Inc$33,6690.01%339CommonSOLE
45857P806IHGIntercontinental Hotels ADR$33,6580.01%239CommonSOLE
450737101IBDRYIberdrola SA-Sponsored ADR$33,5700.01%387CommonSOLE
G51502105JCIJohnson Controls International$33,5300.01%280CommonSOLE
78409V104SPGIS & P Global Inc$33,4460.01%64CommonSOLE
31620M106FISFidelity National Info Serv$33,2300.01%500CommonSOLE
826197501SIEGYSiemens AG-Spons ADR$32,8620.01%234CommonSOLE
404280406HSBCHSBC Holdings Plc Spon ADR$32,7270.01%416CommonSOLE
25746U109DDominion Resources Inc$32,6350.01%557CommonSOLE
362397101GABGabelli Equity Trust$32,5780.01%5,280CommonSOLE
92204A108VCRVanguard Cons Discretionary$31,1200.01%79CommonSOLE
892331307TMToyota Motor Corp ADR$30,1820.01%141CommonSOLE
655844108NSCNorfolk Southern Corp$30,0270.01%104CommonSOLE
48133Q309AMJBAlerian MLP ETN 2044$28,2050.01%943CommonSOLE
686330101IXOrix Corp Spon ADR$28,1970.01%965CommonSOLE
828806109SPGSimon Property Group LP$27,7660.01%150CommonSOLE
595112103MUMicron Technology Inc$27,6850.01%97CommonSOLE
29250N105ENBEnbridge Inc$26,9760.01%564CommonSOLE
49338L103KEYSKeysight Technologies Inc W/I$26,8210.01%132CommonSOLE
681919106OMCOmnicom Group Inc$26,7280.01%331CommonSOLE
66987V109NVSNovartis AG ADR$26,6090.01%193CommonSOLE
726503105PAAPlains All American Pipe$25,5570.01%1,423CommonSOLE
502431109LHXL3Harris Technologies Inc.$25,2470.01%86CommonSOLE
891160509TDToronto-Dominion Bank$24,8690.01%264CommonSOLE
143658300CCL1EURCarnival Corp$24,5850.01%805CommonSOLE
92189H409HYDVanEck Vectors High Yield Muni ETF$24,5380.01%480CommonSOLE
33739N108FMBFT Managed Muni ETF$24,2380.01%474CommonSOLE
92939U106WECWEC Energy Group Inc$24,0450.01%228CommonSOLE
654624105NTTYYNippon Teleg & Tel Sp ADR$23,3410.01%928CommonSOLE
29273V100ETEnergy Transfer Equity LP$22,8390.01%1,385CommonSOLE
389637109GBTCGrayscale Bitcoin Trust$22,2850.01%326CommonSOLE
767204100RIORio Tinto PLC-SPON ADR$21,3680.01%267CommonSOLE
92204A504VHTVanguard Health Care ETF$21,0130.01%73CommonSOLE
37733W204GSKGlaxoSmithKline PLC$20,5480.01%419CommonSOLE
45168D104IDXXIdexx Labs Inc$20,2960.01%30CommonSOLE
500458401KMTUYKomatsu Ltd Spons ADR$20,0640.01%629CommonSOLE
036752103ELVAnthem Inc$19,6310.01%56CommonSOLE
254687106DISDisney (Walt) Co/The$19,3410.01%170CommonSOLE
31428X106FDXFedEx Corp$19,0650.01%66CommonSOLE
025932807AFGAmerican Financial Group 5.875 Pfd$18,8600.01%876CommonSOLE
088606108BHPBHP Limited Spons ADR$17,9300.01%297CommonSOLE
237194105DRIDarden Restaurants Inc$17,8500.01%97CommonSOLE
F92124100TTETotaleneries SE$17,4020.01%266CommonSOLE
92204A603VISVanguard Industrials ETF$16,4110.00%55CommonSOLE
934423104WBDWarner Bros Discovery Inc.$16,1970.00%562CommonSOLE
370334104GISGeneral Mills Inc$16,0420.00%345CommonSOLE
337932107FEFirstEnergy$15,9830.00%357CommonSOLE
907818108UNPUnion Pacific Corp$15,7300.00%68CommonSOLE
80105N105SNYSanofi ADR$15,5070.00%320CommonSOLE
91913Y100VLOValero Energy Corp$15,4650.00%95CommonSOLE
52110M109LAZLazard Inc.$15,3940.00%317CommonSOLE
464288208IMCBiShares Morningstar Mid Co$15,2220.00%184CommonSOLE
05565A202BNPQYBNP Paribas ADR$14,9440.00%315CommonSOLE
172062101CINFCincinnati Financial Corp$14,8620.00%91CommonSOLE
92556V106VTRSViatris Inc.$14,3050.00%1,149CommonSOLE
345370860FFord Motor Company$14,2090.00%1,083CommonSOLE
294821608ERICEricsson LM TEL-SP ADR$14,0500.00%1,456CommonSOLE
316773100FITBFifth Third Bancorp$13,8560.00%296CommonSOLE
83444M101SOLVSolventum Corp$13,7090.00%173CommonSOLE
456788108INFYInfosys Ltd-SP ADR$13,4360.00%754CommonSOLE
49446R711KIMKimco Realty Corp 5.25 Pfd$13,4240.00%655CommonSOLE
72651A207PAGPPlains GP Holdings LP-CL A$13,3980.00%700CommonSOLE
665859104NTRSNorthern Trust Corp$12,9760.00%95CommonSOLE
539830109LMTLockheed Martin Corp$12,5750.00%26CommonSOLE
92204A207VDCVanguard Consumer Staples$12,0410.00%57CommonSOLE
281020107EIXEdison International$11,7040.00%195CommonSOLE
92204A405VFHVanguard Financials ETF$11,6140.00%87CommonSOLE
78464A359CWBSPDR Barclays Cap Conv ETF$11,4180.00%128CommonSOLE
138006309CAJPYCanon Inc SP ADR$11,2910.00%382CommonSOLE
219350105GLWCorning Inc$10,9450.00%125CommonSOLE
055262505BASFYBASF SE ADR$10,5140.00%806CommonSOLE
337738108FISVFiserv Inc$10,0080.00%149CommonSOLE
25243Q205DEODiageo PLC-Sponsored ADR$9,8350.00%114CommonSOLE
26874R108EEni Spa-Sponsored ADR$9,7890.00%258CommonSOLE
38144G804GSGoldman Sachs Gp 4 Pfd$9,7350.00%500CommonSOLE
128125101CSQCalamos Strategic Total Re$9,6000.00%500CommonSOLE
46138E784PCYInvesco Emerging Markets Sovereign Debt$9,2700.00%428CommonSOLE
577081102MATMattel Inc$9,2060.00%464CommonSOLE
680223104ORIOld Republic Intl Corp$9,1280.00%200CommonSOLE
74251V102PFGPrincipal Financial Group$9,0860.00%103CommonSOLE
92204A801VAWVanguard Materials ETF$8,7170.00%42CommonSOLE
372460105GPCGenuine Parts Co$8,6070.00%70CommonSOLE
464287697IDUiShares DJ US Util Sector$8,5600.00%79CommonSOLE
59156R108METMetlife Inc$7,8940.00%100CommonSOLE
773903109ROKRockwell Automation Inc$7,7810.00%20CommonSOLE
72352L106PINSPinterest Inc.$7,7670.00%300CommonSOLE
464288281EMBiShares JP Morgan EMB$7,7020.00%80CommonSOLE
86765K109SUNSunoco LP$7,6520.00%146CommonSOLE
92338C103VLTOVeralto Corp$7,4840.00%75CommonSOLE
205887102CAGConagra Inc$7,4610.00%431CommonSOLE
438128308HMCHonda Motor Co Ltd ADR$7,3700.00%250CommonSOLE
35671D857FCXFreeport-McMoran Copper-B$7,3140.00%144CommonSOLE
013872106AAAlcoa Inc$7,1210.00%134CommonSOLE
006212104ADXAdams Express Co$6,9960.00%300CommonSOLE
72201B101PTYPIMCO Corporate Opportunity$6,4500.00%500CommonSOLE
G491BT108IVZInvesco Ltd$6,4100.00%244CommonSOLE
92857W308VODVodafone Group PLC$6,2750.00%475CommonSOLE
34964C106FBINFortune Brands Innovations Inc.$6,1520.00%123CommonSOLE
513272104LWLamb Weston Holding Inc.$5,9900.00%143CommonSOLE
22052L104CTVACorteva Inc.$5,8320.00%87CommonSOLE
756109104ORealty Income Corp$5,8060.00%103CommonSOLE
46138G805BABInvesco Taxable Muni ETF$5,6030.00%206CommonSOLE
460146103IPInternational Paper Co$5,5930.00%142CommonSOLE
959802109WUWestern Union Co$5,5580.00%597CommonSOLE
36266G107GEHCGE Healthcare Technology$5,3310.00%65CommonSOLE
464287713IYZiShares DJ US Telecommunic$5,0850.00%150CommonSOLE
N53745100LYBLyondellbasell Indu Cl A$5,0660.00%117CommonSOLE
911312106UPSUnited Parcel Services B$5,0590.00%51CommonSOLE
464287168DVYiShares Trust DJ Select$4,9400.00%35CommonSOLE
14365C103POH3Carnival PLC ADR$4,8830.00%161CommonSOLE
770323103RHIRobert Half Inc.$4,7530.00%175CommonSOLE
294375209EPSNEpsilon Energy LTD$4,6400.00%1,000CommonSOLE
90290N109USACUSA Compression Partners LP$4,6000.00%200CommonSOLE
343412102FLRFluor Corp (New)$4,5970.00%116CommonSOLE
053611109AVYAvery Dennison Corp$4,5470.00%25CommonSOLE
37954Y483QYLDGlobal X Funds ETF$4,4180.00%250CommonSOLE
34959J108FTVFortive Corp$4,4170.00%80CommonSOLE
36240A101GUTGabelli Utility Trust$4,3420.00%720CommonSOLE
29250N790Enbridge Inc VRN Pfd$4,2650.00%177CommonSOLE
92204A306VDEVanguard Energy ETF$3,9040.00%31CommonSOLE
09258G104BSTBlackRock Science & Tech$3,8920.00%96CommonSOLE
053015103ADPAutomatic Data Processing$3,8580.00%15CommonSOLE
446150773HBANHuntington Bank VRN Pfd$3,7760.00%150CommonSOLE
01879R106XAWFXAlliancebernstein Gbl Hgh$3,7420.00%350CommonSOLE
756158101UTGReaves Utility Income$3,6580.00%100CommonSOLE
04014F102ARDCAres Dynamic Credit Allocation$3,6580.00%275CommonSOLE
G7S00T104PNRPentair PLC$3,6450.00%35CommonSOLE
070830104BBWIBath & Body Works Inc.$3,5740.00%178CommonSOLE
25787G100DFINDonnelley Financial Solutions$3,5480.00%76CommonSOLE
74743L100QQnity Electronics Inc$3,5110.00%43CommonSOLE
26614N102DDDuPont De Nemours Inc$3,4970.00%87CommonSOLE
185899101CLFCleveland - Cliffs Inc$3,3730.00%254CommonSOLE
92937A102WPPWPP PLC-Spon ADR$3,3690.00%150CommonSOLE
00206R706T 4.75 PERP CAT&T Inc. 4.75 Pfd$3,1550.00%165CommonSOLE
48128B648JPM 6 PERP EEJPMorgan Chase & Co. 6 Pfd$3,1520.00%125CommonSOLE
530158104USALiberty All Star Equity Fd$3,1400.00%500CommonSOLE
26441C501DUK 5.75 PERP ADuke Energy Corp 5.75 Pfd$3,1200.00%125CommonSOLE
78468R663BILSPDR Bloomberg Barclay 1-3 T Bill ETF$3,1070.00%34CommonSOLE
62913M107NGLNGL Energy Partners LP$3,0000.00%300CommonSOLE
001055102AFLAflac Inc$2,9770.00%27CommonSOLE
316773860FITBFifth Third Bancorp 4.95 Pfd$2,9010.00%150CommonSOLE
91529Y601Unum Group 6.25 Pfd$2,8840.00%125CommonSOLE
320517865FHNFirst Horizon Corp 4.7 Pfd$2,8370.00%160CommonSOLE
373334440Georgia Power Co 5 Pfd$2,8120.00%125CommonSOLE
95040Q104WELLWelltower Inc$2,7840.00%15CommonSOLE
345370811Ford Motor Co 6.5 Pfd$2,7680.00%125CommonSOLE
101121101BXPBXP Inc.$2,7670.00%41CommonSOLE
76118Y104REZIResideo Technologies Inc.$2,7390.00%78CommonSOLE
125896100CMSCMS Energy Corp$2,7270.00%39CommonSOLE
16119P108CHTRCharter Communications Inc$2,7140.00%13CommonSOLE
926400102VSCOVictoria's Secret$2,7080.00%50CommonSOLE
22002T108CDPCorporate Office Property$2,6410.00%95CommonSOLE
674001300Brookfield Oaktree Hldgs$2,6090.00%125CommonSOLE
06055H202BACBank of America Corp 5 Pfd$2,5950.00%125CommonSOLE
N5505D105MICCThe Magnum Ice Cream Company$2,5840.00%163CommonSOLE
48128B622JPMJPMorgan Chase & Co 4.75 Pfd$2,5260.00%125CommonSOLE
H01301128ALCAlcon Inc.$2,5220.00%32CommonSOLE
412822108HOGHarley-Davidson Inc$2,4790.00%121CommonSOLE
902973718USBUS Bank 4.00 Pfd$2,4450.00%150CommonSOLE
94988U656WFCWells Fargo & Co 5.625 Pfd$2,4300.00%100CommonSOLE
89832Q695TFCTruist Financial Corp 4.75 Pfd$2,3960.00%125CommonSOLE
260003108DOVDover Corp$2,3430.00%12CommonSOLE
799926100SDZNYSandoz Group AG ADR$2,3360.00%32CommonSOLE
03027X100AMTAmerican Tower Corp$2,2820.00%13CommonSOLE
74834L100DGXQuest Diagnostics Inc$2,2560.00%13CommonSOLE
405552100HLNHaleon PLC ADR$2,1330.00%211CommonSOLE
23918K108DVADavita Inc$2,0450.00%18CommonSOLE
260557103DOWDow Inc$2,0340.00%87CommonSOLE
929740108WABWabtec Corp$1,9210.00%9CommonSOLE
00971T101AKAMAkamai Technologies Inc$1,9200.00%22CommonSOLE
00449R109ACLLYAccelleron Industries AG$1,8650.00%24CommonSOLE
366505105GTXGarrett Motion Inc$1,8650.00%107CommonSOLE
744320102PRUPrudential Financial Inc$1,8060.00%16CommonSOLE
192446102CTSHCognizant Technology Cl A$1,7430.00%21CommonSOLE
64110D104NTAPNetApp Inc$1,6060.00%15CommonSOLE
83001C108FUNSix Flags Entertainment Corp$1,5340.00%100CommonSOLE
50155Q100KDKyndryl Holdings$1,5140.00%57CommonSOLE
36246K103GRXGabelli Healthcare & Wellness Tr$1,4640.00%152CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,4470.00%9CommonSOLE
389930207BTCGrayscale Bitcn Mini Tru ETF$1,3940.00%36CommonSOLE
980228308WDSWoodside Energy Group LTD$1,3880.00%89CommonSOLE
57638P104MBCMasterbrand Inc.$1,3580.00%123CommonSOLE
929042109VNOVornado Realty Trust$1,3310.00%40CommonSOLE
750940108RALRallinat Corp$1,3240.00%26CommonSOLE
835699307SONYSony Corp Spons ADR$1,2800.00%50CommonSOLE
42250P103DOCHealthpeak Properties Inc$1,2540.00%78CommonSOLE
M46528101FROFrontline PLC$1,2000.00%55CommonSOLE
832696405SJMJM Smucker Co$1,1740.00%12CommonSOLE
602496101MDXGMimedx Group Inc$1,1510.00%170CommonSOLE
651229106NWLNewell Rubbermaid Inc$1,0380.00%279CommonSOLE
459506101IFFIntl Flavors & Fragrances$1,0110.00%15CommonSOLE
928881101VNTVontier Corp$9670.00%26CommonSOLE
854502101SWKStanley Black & Decker Inc$8910.00%12CommonSOLE
G8267P108SWSmurfit Westrock PLC$8890.00%23CommonSOLE
384747101GRALGrail Inc.$8560.00%10CommonSOLE
68622V106OGNOrganon & Company$6670.00%93CommonSOLE
00773T101ASIXAdvansix Inc$4320.00%25CommonSOLE
45688C107NGVTIngevity Corp$4140.00%7CommonSOLE
808625107SAICScience Applications Int$4030.00%4CommonSOLE
91704F104UEUrban Edge Properties$3840.00%20CommonSOLE
896945201TRIPTripadvisor Inc$3490.00%24CommonSOLE
026874784AIGAmerican Intl Group$3420.00%4CommonSOLE
46590V100JBGSJBG Smith Properties$3400.00%20CommonSOLE
163851108CCChemours Co$2240.00%19CommonSOLE
G0084W101ADNTAdient PLC$1920.00%10CommonSOLE
05350V106AVNSAvanos Medical Inc.$900.00%8CommonSOLE
74967R106RMRRMR Group Inc$890.00%6CommonSOLE
83571B100SFGYYSony Financial Group Inc ADR$520.00%10CommonSOLE
68629Y103ONLOrion PPTYS Inc Reit$230.00%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.