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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q1 2026 · 13F-HR

BOYD WATTERSON ASSET MANAGEMENT LLC/OHholdings as filed

Filed 2026-04-27 · accession 0001121477-26-000004

$325.6M
Reported value
390
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S & P 500 ETF Trust$23.4M7.19%35,997CommonSOLE
594918104MSFTMicrosoft Corp$18.2M5.60%49,287CommonSOLE
02079K305GOOGLAlphabet Inc-CL A$16.1M4.94%55,948CommonSOLE
11135F101AVGOBroadcom Inc$14.0M4.30%45,271CommonSOLE
46625H100JPMJ P Morgan Chase$10.9M3.34%37,014CommonSOLE
G29183103ETNEaton Corp PLC$8.9M2.73%24,880CommonSOLE
532457108LLYLilly (Eli) & Co$8.8M2.69%9,536CommonSOLE
78467Y107MDYSPDR S & P Midcap 400 ETF$8.6M2.64%13,936CommonSOLE
438516106HONHoneywell International$8.3M2.55%36,712CommonSOLE
025816109AXPAmerican Express Co$7.9M2.44%26,234CommonSOLE
30231G102XOMExxon Mobil Corp$7.9M2.43%46,596CommonSOLE
149123101CATCaterpillar Inc$7.3M2.24%10,305CommonSOLE
023135106AMZNAmazon.com Inc$7.2M2.22%34,655CommonSOLE
037833100AAPLApple Inc$6.5M1.99%25,529CommonSOLE
478160104JNJJohnson & Johnson$5.2M1.61%21,440CommonSOLE
00287Y109ABBVAbbvie Inc$5.1M1.58%23,612CommonSOLE
172967424CCitigroup Inc$4.8M1.48%42,384CommonSOLE
922908363VOOVanguard S&P 500 ETF$4.7M1.46%7,945CommonSOLE
02079K107GOOGAlphabet Inc-CL C$4.7M1.44%16,380CommonSOLE
701094104PHParker Hannifin Corp$4.7M1.43%5,197CommonSOLE
92826C839VVisa Inc Cl-A Shares$4.6M1.40%15,077CommonSOLE
58933Y105MRKMerck & Company$4.3M1.31%35,559CommonSOLE
67066G104NVDANVIDIA Corp$4.2M1.30%24,180CommonSOLE
464287572IOOiShares S&P Global 100 Fd$4.2M1.29%34,698CommonSOLE
464287234EEMiShares MSCI Emrg Mkt Indx$4.1M1.27%72,639CommonSOLE
166764100CVXChevron Corp$3.6M1.11%17,528CommonSOLE
713448108PEPPepsiCo Inc$3.5M1.08%22,542CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$3.4M1.05%8,778CommonSOLE
38141G104GSGoldman Sachs Group Inc$3.4M1.03%3,970CommonSOLE
82509L107SHOPShopify Inc - Class A$3.3M1.01%27,842CommonSOLE
742718109PGProcter & Gamble Co$3.2M0.97%21,866CommonSOLE
G54950103LINLinde PLC$3.1M0.94%6,160CommonSOLE
464287804IJRiShares S&P SmallCap 600$3.0M0.91%23,850CommonSOLE
30212P303EXPEExpedia Group Inc$2.6M0.81%11,444CommonSOLE
110122108BMYBristol-Myers Squibb Co$2.6M0.79%42,665CommonSOLE
464287465EFAiShares MSCI EAFE Index Fd$2.4M0.75%25,045CommonSOLE
291011104EMREmerson Electric Co$2.4M0.73%18,101CommonSOLE
79466L302CRMSalesforce Inc.$2.3M0.70%12,163CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$2.2M0.69%72,963CommonSOLE
007903107AMDAdvanced Micro Devices$2.1M0.66%10,555CommonSOLE
747525103QCOMQualcomm Inc$2.1M0.65%16,517CommonSOLE
718546104PSXPhillips 66$2.0M0.63%11,237CommonSOLE
002824100ABTAbbott Laboratories$2.0M0.60%19,114CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$2.0M0.60%21,143CommonSOLE
883556102TMOThermo Fisher Corp$1.9M0.57%3,790CommonSOLE
882508104TXNTexas Instruments Inc$1.8M0.56%9,465CommonSOLE
989207105ZBRAZebra Technologies Corp Cl$1.8M0.55%8,574CommonSOLE
459200101IBMIBM Corp$1.8M0.55%7,391CommonSOLE
191216100KOCoca-Cola Co$1.7M0.51%21,856CommonSOLE
65339F101NEENextera Energy Inc$1.6M0.48%16,752CommonSOLE
075887109BDXBecton Dickinson & Co$1.5M0.45%9,369CommonSOLE
437076102HDHome Depot Inc$1.4M0.44%4,342CommonSOLE
808513105SCHWCharles Schwab Corp$1.4M0.43%15,028CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$1.3M0.41%7,736CommonSOLE
09857L108BKNGBooking Holdings Inc.$1.3M0.41%318CommonSOLE
G8994E103TTTrane Technologies PLC$1.3M0.41%3,175CommonSOLE
231021106CMICummins Inc$1.3M0.39%2,346CommonSOLE
64110L106NFLXNetflix Inc$1.2M0.38%12,990CommonSOLE
494368103KMBKimberly Clark Corp$1.2M0.38%12,784CommonSOLE
87612E106TGTTarget Corp$1.2M0.36%9,731CommonSOLE
931142103WMTWal Mart Inc.$1.2M0.36%9,401CommonSOLE
693506107PPGPPG Industries Inc$1.1M0.34%10,328CommonSOLE
464288588MBBiShares MBS Bond ETF$1.1M0.34%11,616CommonSOLE
125523100CICigna Corp$1.1M0.33%4,003CommonSOLE
89417E109TRVTravelers Companies Inc$1.0M0.32%3,538CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.0M0.31%2,125CommonSOLE
91324P102UNHUnitedHealth Care Group$937,8650.29%3,466CommonSOLE
574599106MASMasco Corp$908,1460.28%15,043CommonSOLE
47103U845JAAAJanus AAA CLO$906,6600.28%18,000CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$888,4510.27%9,309CommonSOLE
75513E101RTXRTX Corp$870,8540.27%4,515CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$839,8600.26%1,087CommonSOLE
097023105BABoeing Co$826,3730.25%4,152CommonSOLE
88160R101TSLATESLA Inc$815,9910.25%2,195CommonSOLE
872540109TJXTJX Companies Inc$798,5000.25%5,000CommonSOLE
36828A101GEVGE Vernova LLC$783,8640.24%898CommonSOLE
30303M102METAMeta Platforms Inc.$774,0920.24%1,353CommonSOLE
922908736VUGVanguard Growth ETF$772,6820.24%1,769CommonSOLE
23325P104DNPDNP Select Income Fund Inc$766,5230.24%74,420CommonSOLE
464288687PFFiShares Preferred & Income Sec ETF$753,3310.23%24,846CommonSOLE
009158106APDAir Products & Chemicals$744,0510.23%2,561CommonSOLE
87165B103SYFSynchrony Financial$707,4080.22%10,400CommonSOLE
941848103WATWaters Corp$706,0840.22%2,371CommonSOLE
17275R102CSCOCisco Systems Inc$691,9740.21%8,918CommonSOLE
464287507IJHiShares S&P Midcap 400$661,5910.20%9,797CommonSOLE
674599105OXYOccidental Petroleum Corp$650,0000.20%10,000CommonSOLE
902973304USBUS Bancorp$628,5410.19%12,085CommonSOLE
464288638IGIBIShares 5-10 Year Investment Grade Corp$617,7250.19%11,607CommonSOLE
235851102DHRDanaher Corp$609,3980.19%3,214CommonSOLE
780259305SHELShell PLC - ADR$606,9180.19%6,526CommonSOLE
57636Q104MAMastercard Inc$587,6000.18%1,176CommonSOLE
83443Q103SOLSSolstice Advanced Matls Inc$571,5050.18%7,504CommonSOLE
14448C104CARRCarrier Global$557,9480.17%9,909CommonSOLE
70438V106PCTYPaylocity Holding Corp$556,4060.17%5,150CommonSOLE
78467X109DIAState Street SPDR Dow Jones Indu Avg Tr$497,0030.15%1,073CommonSOLE
548661107LOWLowe's Companies Inc$489,1000.15%2,070CommonSOLE
24703L202DELLDell Technologies C$478,2750.15%2,914CommonSOLE
949746101WMT2Wells Fargo & Co$438,0140.13%5,502CommonSOLE
46435U853USHYIShares Broad USD HY Corp Bond ETF$428,3390.13%11,627CommonSOLE
78464A672SPTISPDR Interm TSY ETF$422,1330.13%14,729CommonSOLE
060505104BACBank of America Corp$417,5980.13%8,566CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$412,8500.13%5,000CommonSOLE
70432V102PAYCPaycom Software Inc$398,0440.12%3,275CommonSOLE
58155Q103MCKMcKesson Corp W/RTS$392,0430.12%453CommonSOLE
92343V104VZVerizon Communications Inc$384,8110.12%7,666CommonSOLE
464288646IGSBIShares 1-5 Year Investment Grade Corp$380,9020.12%7,247CommonSOLE
776696106ROPRoper Industries$373,3890.11%1,055CommonSOLE
20825C104COPConocoPhillips$369,8460.11%2,802CommonSOLE
92206C771VMBSVanguard MBS ETF$355,0830.11%7,563CommonSOLE
369604301GEGE Aerospace$347,3340.11%1,224CommonSOLE
09290D101BLKBlackrock Funding Inc/DE$312,8220.10%325CommonSOLE
609207105MDLZMondelez International Inc$276,8010.09%4,802CommonSOLE
126408103CSXCSX Corp$273,0170.08%6,651CommonSOLE
717081103PFEPfizer Inc$271,5360.08%9,670CommonSOLE
617446448MSMorgan Stanley$268,6960.08%1,633CommonSOLE
169656105CMGChipotle Mexican Grill Inc$268,0200.08%8,373CommonSOLE
031162100AMGNAmgen Inc$263,7620.08%750CommonSOLE
29786A106ETSYEtsy Inc.$259,7460.08%5,197CommonSOLE
68902V107OTISOtis Worldwide Corp$252,9980.08%3,282CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$246,4100.08%12,073CommonSOLE
311900104FASTFastenal Co$245,5490.08%5,292CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond ETF$238,5810.07%3,193CommonSOLE
G5960L103MDTMedtronic PLC$230,8350.07%2,664CommonSOLE
637432105National Rural Util Corp 5.5 Pfd$218,0110.07%9,487CommonSOLE
65339K860NEENextera Energy Capital 5.65 Pfd$205,8930.06%8,948CommonSOLE
49177J102KVUEKenvue Inc.$182,6620.06%10,595CommonSOLE
30161N101EXCExelon Corporation$180,7990.06%3,688CommonSOLE
464288513HYGiShares iBoxx USD High Yield Corp Bd ETF$171,6900.05%2,158CommonSOLE
842587883SOSouthern Co 4.20 Pfd$170,8920.05%10,100CommonSOLE
49456B101KMIKinder Morgan Inc$162,8540.05%4,857CommonSOLE
26875P101EOGEOG Resources Inc$159,4610.05%1,103CommonSOLE
78464A664SPTLSPDR Port Long Term Treasury ETF$159,0890.05%6,049CommonSOLE
03076C106AMPAmeriprise Financial Inc$153,8360.05%346CommonSOLE
40434L105HPQHP Inc$151,0840.05%7,865CommonSOLE
682680103OKEOneok Inc New$149,9570.05%1,659CommonSOLE
78468R622JNKSPDR BBG Barclays High Yld Bond$147,5050.05%1,541CommonSOLE
55336V100MPLXMPLX LP$140,6780.04%2,465CommonSOLE
81369Y605XLFFinancial Sel Sec SPDR Fd$123,7210.04%2,506CommonSOLE
871829107SYYSysco Corp$119,1920.04%1,671CommonSOLE
45687V106IRIngersol-Rand Inc$117,9370.04%1,472CommonSOLE
00206R102TAT & T Inc$116,6850.04%4,025CommonSOLE
88579Y101MMM3M Company$115,7480.04%797CommonSOLE
452308109ITWIllinois Tool Works$111,9250.03%430CommonSOLE
482480100KLACKLA-Tencor Corporation$111,9030.03%76CommonSOLE
40412C101HCAHCA Holdings Inc$109,7920.03%232CommonSOLE
92204A876VPUVanguard World Fds Utiliti$108,9770.03%550CommonSOLE
68389X105ORCLOracle Corp$105,7720.03%719CommonSOLE
464287242LQDiShares iBoxx Inv Grade Corp Bd ETF$105,1750.03%965CommonSOLE
874039100TSMTaiwan Semiconductor ADR$96,9920.03%287CommonSOLE
89832Q109TFCTruist Financial Corp$96,0880.03%2,090CommonSOLE
458140100INTCIntel Corp$93,1580.03%2,111CommonSOLE
56585A102MPCMarathon Petroleum Corp$86,9280.03%356CommonSOLE
70450Y103PYPLPayPal Holdings Inc$81,8210.03%1,809CommonSOLE
02209S103MOAltria Group Inc$81,4320.03%1,234CommonSOLE
78468R663BILSPDR Bloomberg Barclay 1-3 T Bill ETF$79,7270.02%870CommonSOLE
988498101YUMYum Brands Inc$79,2950.02%510CommonSOLE
19260Q107COINCoinbase Global, Inc.$75,2570.02%431CommonSOLE
293792107EPDEnterprise Products Part$74,9230.02%1,980CommonSOLE
194162103CLColgate-Palmolive Co$74,5760.02%875CommonSOLE
136385101CNQCanadian Natural Resources$73,0950.02%1,500CommonSOLE
464287432TLTiShares 20 Year Treasury Bond ETF$71,6060.02%826CommonSOLE
842587107SOSouthern Company$70,8460.02%734CommonSOLE
606827202MITSYMitsui & Co Ltd ADR$69,6700.02%93CommonSOLE
46429B655FLOTiShares Floating Rate Bond ETF$69,3430.02%1,361CommonSOLE
580135101MCDMcDonald's Corp$67,1310.02%216CommonSOLE
H1467J104CBChubb Ltd$65,1860.02%200CommonSOLE
74460D109PSAPublic Storage$65,0110.02%240CommonSOLE
05523R107BAESYBAE Systems PLC ADR$64,5220.02%556CommonSOLE
14040H105COFCapital One Financial Corp$62,7560.02%344CommonSOLE
26441C204DUKDuke Energy Corp$62,7200.02%479CommonSOLE
641069406NSRGYNestle Spon ADR$62,5560.02%641CommonSOLE
384802104GWWW.W. Grainger Inc$61,0850.02%56CommonSOLE
98956P102ZBHZimmer Holdings Inc$61,0340.02%675CommonSOLE
025537101AEPAmerican Electric Power$60,2970.02%460CommonSOLE
759351802Reinsurance GRP of Amer VRN Pfd$58,9840.02%2,366CommonSOLE
94106L109WMWaste Management Inc$58,3670.02%254CommonSOLE
704326107PAYXPaychex Inc$57,6670.02%626CommonSOLE
03073E105CORCencora Inc.$55,6030.02%177CommonSOLE
570535104MKLMarkel Corp$53,5940.02%28CommonSOLE
718172109PMPhilip Morris Intl Inc$51,5860.02%312CommonSOLE
14149Y108CAHCardinal Health Inc$50,7140.02%240CommonSOLE
65473P105NINiSource Inc$50,2060.02%1,076CommonSOLE
92204A702VGTVanguard Info Tech ETF$49,5380.02%71CommonSOLE
620076307MSIMotorola Solutions Inc$49,4730.02%114CommonSOLE
000375204ABBNYABB Ltd-Spon ADR$48,9520.02%622CommonSOLE
15189T107CNPCenterpoint Energy$48,8570.02%1,132CommonSOLE
743315103PGRProgressive Corp$46,3880.01%234CommonSOLE
922042775VEUVanguard FTSE All-World Fd$45,5860.01%607CommonSOLE
G0403H108AONAon Plc - Class A$44,5440.01%138CommonSOLE
806857108SLBSchlumberger Ltd$43,6820.01%850CommonSOLE
23304Y100DBSDYDBS Group Hldgs Ltd ADR$43,3980.01%246CommonSOLE
018820100ALIZYAllianz SE Unsp ADR$42,4340.01%1,025CommonSOLE
670346105NUENucor Corp$42,1060.01%249CommonSOLE
21037T109CEGConstellation Energy$41,8880.01%150CommonSOLE
904767803ULUnilever PLC-Sponsored ADR$41,3600.01%726CommonSOLE
922908553VNQVanguard REIT Index ETF$40,9790.01%462CommonSOLE
209115104EDConsolidated Edison Inc$38,3680.01%339CommonSOLE
606822104MUFGMitsubishi Financial Group ADR$37,9790.01%2,238CommonSOLE
922042858VWOVanguard MSCI Emerging Mkt$37,8350.01%700CommonSOLE
49338L103KEYSKeysight Technologies Inc W/I$37,2730.01%132CommonSOLE
744573106PEGPublic Serv Enterprise Grp$36,2660.01%448CommonSOLE
29476L107EQREquity Residential$35,4900.01%600CommonSOLE
450737101IBDRYIberdrola SA-Sponsored ADR$35,2180.01%387CommonSOLE
110448107BTIBritish American TOB-SP ADR$35,0820.01%600CommonSOLE
464288158SUBiShares Short-term Ntl Muni Bond ETF$35,0380.01%329CommonSOLE
78468R408SJNKSPDR Barclays ST HY Bond$34,4470.01%1,379CommonSOLE
25746U109DDominion Resources Inc$34,4340.01%557CommonSOLE
404280406HSBCHSBC Holdings Plc Spon ADR$34,3160.01%416CommonSOLE
46429B747STIPiShares 0-5yr TIPS Bond ETF$34,0280.01%329CommonSOLE
054536107AXAHYAXA Spons ADR$33,4570.01%740CommonSOLE
595112103MUMicron Technology Inc$32,7700.01%97CommonSOLE
48133Q309AMJBAlerian MLP ETN 2044$32,6000.01%943CommonSOLE
45857P806IHGIntercontinental Hotels ADR$31,8970.01%239CommonSOLE
502441306LVMUYLVMH Moet Hennessy-Unsp ADR$31,8020.01%298CommonSOLE
726503105PAAPlains All American Pipe$31,7760.01%1,423CommonSOLE
126650100CVSCVS Health Corp$31,2420.01%435CommonSOLE
29250N105ENBEnbridge Inc$30,5350.01%564CommonSOLE
534187109LNCLincoln National Corp$30,1750.01%850CommonSOLE
655844108NSCNorfolk Southern Corp$29,8480.01%104CommonSOLE
502431109LHXL3Harris Technologies Inc.$29,6830.01%86CommonSOLE
66987V109NVSNovartis AG ADR$29,4810.01%193CommonSOLE
97717Y527USFRWisdomTree FR Tsy ETF$29,1970.01%580CommonSOLE
892331307TMToyota Motor Corp ADR$29,0590.01%141CommonSOLE
686330101IXOrix Corp Spon ADR$28,9400.01%965CommonSOLE
92204A108VCRVanguard Cons Discretionary$28,3630.01%79CommonSOLE
828806109SPGSimon Property Group LP$27,9800.01%150CommonSOLE
826197501SIEGYSiemens AG-Spons ADR$27,7300.01%234CommonSOLE
78409V104SPGIS & P Global Inc$27,2220.01%64CommonSOLE
29273V100ETEnergy Transfer Equity LP$26,7300.01%1,385CommonSOLE
92939U106WECWEC Energy Group Inc$26,3960.01%228CommonSOLE
500767181BNDDQuadratic Deflation ETF$26,0570.01%266CommonSOLE
681919106OMCOmnicom Group Inc$24,9280.01%331CommonSOLE
767204100RIORio Tinto PLC-SPON ADR$24,9080.01%267CommonSOLE
891160509TDToronto-Dominion Bank$24,6340.01%264CommonSOLE
F92124100TTETotaleneries SE$24,2010.01%266CommonSOLE
500458401KMTUYKomatsu Ltd Spons ADR$23,7740.01%629CommonSOLE
60871R209TAPMolson Coors Brewing Co-B$23,6830.01%550CommonSOLE
31428X106FDXFedEx Corp$23,5080.01%66CommonSOLE
91913Y100VLOValero Energy Corp$23,4730.01%95CommonSOLE
31620M106FISFidelity National Info Serv$23,4550.01%500CommonSOLE
37733W204GSKGlaxoSmithKline PLC$23,1250.01%419CommonSOLE
G87052109TELTE Connectivity PLC$22,9920.01%110CommonSOLE
654624105NTTYYNippon Teleg & Tel Sp ADR$22,9240.01%928CommonSOLE
088606108BHPBHP Limited Spons ADR$21,6040.01%297CommonSOLE
143658300CCL1EURCarnival Corp$20,8330.01%805CommonSOLE
92204A504VHTVanguard Health Care ETF$19,8800.01%73CommonSOLE
237194105DRIDarden Restaurants Inc$19,0160.01%97CommonSOLE
337932107FEFirstEnergy$18,0860.01%357CommonSOLE
G51502105JCIJohnson Controls International$17,9400.01%137CommonSOLE
922020805VTIPVanguard Short-Term TIPS ETF$17,3330.01%347CommonSOLE
92204A603VISVanguard Industrials ETF$17,1720.01%55CommonSOLE
72651A207PAGPPlains GP Holdings LP-CL A$16,9960.01%700CommonSOLE
219350105GLWCorning Inc$16,9960.01%125CommonSOLE
45168D104IDXXIdexx Labs Inc$16,8570.01%30CommonSOLE
907818108UNPUnion Pacific Corp$16,4980.01%68CommonSOLE
294821608ERICEricsson LM TEL-SP ADR$16,4090.01%1,456CommonSOLE
036752103ELVAnthem Inc$16,3940.01%56CommonSOLE
254687106DISDisney (Walt) Co/The$16,3850.01%170CommonSOLE
539830109LMTLockheed Martin Corp$15,7140.00%26CommonSOLE
92556V106VTRSViatris Inc.$15,5230.00%1,149CommonSOLE
934423104WBDWarner Bros Discovery Inc.$15,4330.00%562CommonSOLE
80105N105SNYSanofi ADR$15,4180.00%320CommonSOLE
025932807AFGAmerican Financial Group 5.875 Pfd$15,4110.00%751CommonSOLE
464288208IMCBiShares Morningstar Mid Co$15,3510.00%184CommonSOLE
05565A202BNPQYBNP Paribas ADR$14,6970.00%315CommonSOLE
26874R108EEni Spa-Sponsored ADR$14,6050.00%258CommonSOLE
172062101CINFCincinnati Financial Corp$14,3190.00%91CommonSOLE
281020107EIXEdison International$14,2700.00%195CommonSOLE
316773100FITBFifth Third Bancorp$13,7520.00%296CommonSOLE
52110M109LAZLazard Inc.$13,4660.00%317CommonSOLE
665859104NTRSNorthern Trust Corp$13,2590.00%95CommonSOLE
49446R711KIMKimco Realty Corp 5.25 Pfd$13,1200.00%655CommonSOLE
370334104GISGeneral Mills Inc$12,8410.00%345CommonSOLE
92204A207VDCVanguard Consumer Staples$12,8020.00%57CommonSOLE
345370860FFord Motor Company$12,4980.00%1,083CommonSOLE
337738108FISVFiserv Inc$12,2760.00%220CommonSOLE
055262505BASFYBASF SE ADR$12,1660.00%806CommonSOLE
83444M101SOLVSolventum Corp$11,2970.00%173CommonSOLE
92204A405VFHVanguard Financials ETF$10,5100.00%87CommonSOLE
138006309CAJPYCanon Inc SP ADR$10,4620.00%382CommonSOLE
456788108INFYInfosys Ltd-SP ADR$10,1870.00%754CommonSOLE
38144G804GSGoldman Sachs Gp 4 Pfd$9,5550.00%500CommonSOLE
86765K109SUNSunoco LP$9,4860.00%146CommonSOLE
92204A801VAWVanguard Materials ETF$9,4640.00%42CommonSOLE
N53745100LYBLyondellbasell Indu Cl A$9,4260.00%117CommonSOLE
74251V102PFGPrincipal Financial Group$9,2810.00%103CommonSOLE
464287697IDUiShares DJ US Util Sector$9,1730.00%79CommonSOLE
013872106AAAlcoa Inc$8,8880.00%134CommonSOLE
25243Q205DEODiageo PLC-Sponsored ADR$8,4870.00%114CommonSOLE
35671D857FCXFreeport-McMoran Copper-B$8,4640.00%144CommonSOLE
389637109GBTCGrayscale Bitcoin Trust$7,5970.00%144CommonSOLE
464288281EMBiShares JP Morgan EMB$7,5140.00%80CommonSOLE
372460105GPCGenuine Parts Co$7,4020.00%70CommonSOLE
22052L104CTVACorteva Inc.$7,2830.00%87CommonSOLE
773903109ROKRockwell Automation Inc$7,1780.00%20CommonSOLE
92857W308VODVodafone Group PLC$7,1340.00%475CommonSOLE
205887102CAGConagra Inc$6,7750.00%431CommonSOLE
577081102MATMattel Inc$6,7420.00%464CommonSOLE
92338C103VLTOVeralto Corp$6,6320.00%75CommonSOLE
756109104ORealty Income Corp$6,3020.00%103CommonSOLE
294375209EPSNEpsilon Energy LTD$6,1600.00%1,000CommonSOLE
438128308HMCHonda Motor Co Ltd ADR$6,0780.00%250CommonSOLE
513272104LWLamb Weston Holding Inc.$6,0430.00%143CommonSOLE
72201B101PTYPIMCO Corporate Opportunity$6,0300.00%500CommonSOLE
G491BT108IVZInvesco Ltd$5,9270.00%244CommonSOLE
464287713IYZiShares DJ US Telecommunic$5,8980.00%150CommonSOLE
72352L106PINSPinterest Inc.$5,5020.00%300CommonSOLE
90290N109USACUSA Compression Partners LP$5,4240.00%200CommonSOLE
343412102FLRFluor Corp (New)$5,4110.00%116CommonSOLE
92204A306VDEVanguard Energy ETF$5,3640.00%31CommonSOLE
464287168DVYiShares Trust DJ Select$5,2990.00%35CommonSOLE
959802109WUWestern Union Co$5,2120.00%597CommonSOLE
460146103IPInternational Paper Co$5,0690.00%142CommonSOLE
911312106UPSUnited Parcel Services B$5,0170.00%51CommonSOLE
74743L100QQnity Electronics Inc$4,9610.00%43CommonSOLE
34964C106FBINFortune Brands Innovations Inc.$4,7930.00%123CommonSOLE
36266G107GEHCGE Healthcare Technology$4,6270.00%65CommonSOLE
770323103RHIRobert Half Inc.$4,4450.00%175CommonSOLE
34959J108FTVFortive Corp$4,4220.00%80CommonSOLE
37954Y483QYLDGlobal X Funds ETF$4,2880.00%250CommonSOLE
14365C103POH3Carnival PLC ADR$4,1490.00%161CommonSOLE
26614N102DDDuPont De Nemours Inc$3,9850.00%87CommonSOLE
756158101UTGReaves Utility Income$3,9280.00%100CommonSOLE
62913M107NGLNGL Energy Partners LP$3,6990.00%300CommonSOLE
260557103DOWDow Inc$3,6240.00%87CommonSOLE
25787G100DFINDonnelley Financial Solutions$3,5830.00%76CommonSOLE
01879R106XAWFXAlliancebernstein Gbl Hgh$3,5600.00%350CommonSOLE
09258G104BSTBlackRock Science & Tech$3,4900.00%96CommonSOLE
04014F102ARDCAres Dynamic Credit Allocation$3,3440.00%275CommonSOLE
070830104BBWIBath & Body Works Inc.$3,3230.00%178CommonSOLE
053015103ADPAutomatic Data Processing$3,0480.00%15CommonSOLE
125896100CMSCMS Energy Corp$3,0260.00%39CommonSOLE
464287226AGGiShares Barclays Agg Bond$2,9780.00%30CommonSOLE
95040Q104WELLWelltower Inc$2,9660.00%15CommonSOLE
001055102AFLAflac Inc$2,9620.00%27CommonSOLE
22002T108CDPCorporate Office Property$2,9070.00%95CommonSOLE
16119P108CHTRCharter Communications Inc$2,8060.00%13CommonSOLE
23918K108DVADavita Inc$2,7660.00%18CommonSOLE
76118Y104REZIResideo Technologies Inc.$2,6290.00%78CommonSOLE
74834L100DGXQuest Diagnostics Inc$2,5480.00%13CommonSOLE
00971T101AKAMAkamai Technologies Inc$2,5270.00%22CommonSOLE
260003108DOVDover Corp$2,5010.00%12CommonSOLE
799926100SDZNYSandoz Group AG ADR$2,4590.00%32CommonSOLE
412822108HOGHarley-Davidson Inc$2,4470.00%121CommonSOLE
N5505D105MICCThe Magnum Ice Cream Company$2,4370.00%163CommonSOLE
H01301128ALCAlcon Inc.$2,4110.00%32CommonSOLE
92937A102WPPWPP PLC-Spon ADR$2,3320.00%150CommonSOLE
926400102VSCOVictoria's Secret$2,3180.00%50CommonSOLE
929740108WABWabtec Corp$2,2490.00%9CommonSOLE
03027X100AMTAmerican Tower Corp$2,2440.00%13CommonSOLE
185899101CLFCleveland - Cliffs Inc$2,1460.00%254CommonSOLE
101121101BXPBXP Inc.$2,1280.00%41CommonSOLE
00449R109ACLLYAccelleron Industries AG$2,1280.00%24CommonSOLE
980228308WDSWoodside Energy Group LTD$2,1250.00%89CommonSOLE
405552100HLNHaleon PLC ADR$2,1120.00%211CommonSOLE
366505105GTXGarrett Motion Inc$1,9440.00%107CommonSOLE
M46528101FROFrontline PLC$1,9170.00%55CommonSOLE
83001C108FUNSix Flags Entertainment Corp$1,7750.00%100CommonSOLE
744320102PRUPrudential Financial Inc$1,5630.00%16CommonSOLE
64110D104NTAPNetApp Inc$1,5360.00%15CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,4950.00%9CommonSOLE
192446102CTSHCognizant Technology Cl A$1,2880.00%21CommonSOLE
42250P103DOCHealthpeak Properties Inc$1,2820.00%78CommonSOLE
832696405SJMJM Smucker Co$1,1570.00%12CommonSOLE
459506101IFFIntl Flavors & Fragrances$1,0880.00%15CommonSOLE
750940108RALRallinat Corp$1,0810.00%26CommonSOLE
929042109VNOVornado Realty Trust$1,0400.00%40CommonSOLE
835699307SONYSony Corp Spons ADR$1,0350.00%50CommonSOLE
57638P104MBCMasterbrand Inc.$1,0220.00%123CommonSOLE
651229106NWLNewell Rubbermaid Inc$9570.00%279CommonSOLE
928881101VNTVontier Corp$9220.00%26CommonSOLE
G8267P108SWSmurfit Westrock PLC$9170.00%23CommonSOLE
854502101SWKStanley Black & Decker Inc$8530.00%12CommonSOLE
50155Q100KDKyndryl Holdings$7480.00%57CommonSOLE
602496101MDXGMimedx Group Inc$6720.00%170CommonSOLE
00773T101ASIXAdvansix Inc$6100.00%25CommonSOLE
384747101GRALGrail Inc.$5170.00%10CommonSOLE
45688C107NGVTIngevity Corp$4990.00%7CommonSOLE
163851108CCChemours Co$4190.00%19CommonSOLE
91704F104UEUrban Edge Properties$4000.00%20CommonSOLE
68622V106OGNOrganon & Company$3890.00%65CommonSOLE
808625107SAICScience Applications Int$3800.00%4CommonSOLE
026874784AIGAmerican Intl Group$3010.00%4CommonSOLE
46590V100JBGSJBG Smith Properties$2920.00%20CommonSOLE
896945201TRIPTripadvisor Inc$2560.00%24CommonSOLE
G0084W101ADNTAdient PLC$2020.00%10CommonSOLE
05350V106AVNSAvanos Medical Inc.$1120.00%8CommonSOLE
74967R106RMRRMR Group Inc$930.00%6CommonSOLE
83571B100SFGYYSony Financial Group Inc ADR$450.00%10CommonSOLE
68629Y103ONLOrion PPTYS Inc Reit$220.00%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.