Long-term investor
Boyd Watterson Asset Management LLC @boydwattersonassetmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001121477).
Record
- Tracked since 2025-06-30 (441 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year +19.9% · all +19.9%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 7.1% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2025-06-30
- MSFT · 5.0% · long · since 2025-06-30
- AVGO · 4.6% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- LLY · 3.0% · long · since 2025-06-30
- CAT · 2.9% · long · since 2025-06-30
- ETN · 2.9% · long · since 2025-06-30
- MDY · 2.6% · long · since 2025-06-30
- AXP · 2.4% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30