Boyd Watterson Asset Management LLC has disclosed its latest 13F-HR filing, detailing its holdings as of September 30, 2026. The report shows that the firm manages assets worth approximately $379 million, indicating a robust position in the asset management sector.

This filing is significant as it provides insights into the investment strategies employed by Boyd Watterson, which is based in Cleveland, Ohio. The company’s approach reflects ongoing trends in the asset management industry, where firms are increasingly focusing on diversification and strategic positioning to navigate competitive pressures.

Background

Boyd Watterson Asset Management LLC, incorporated in Ohio, specializes in managing various investment portfolios. The firm is categorized under the asset management sector, which is characterized by the management of investment funds for clients. As of the latest filing, the firm has been active in reporting its holdings, with the most recent submissions being a 13F-HR filed on November 6, 2026, and a previous one on August 7, 2026.

What the Filing Says

The filing reveals that Boyd Watterson holds a total of 384 positions, with a total value of $379,311,814. This substantial asset base indicates the firm’s capability to manage significant investments across various sectors.

Impact

This update is likely to affect investors and stakeholders interested in the asset management industry, particularly those tracking the performance and strategies of firms like Boyd Watterson. The firm’s holdings may influence market trends and investor sentiment, especially in sectors where they have significant investments.

What's Next

The filing does not say what happens next. However, it is expected that Boyd Watterson will continue to monitor and adjust its investment strategies in response to market conditions and opportunities.