Boyd Watterson Asset Management Q2 Activity: Major Buys and Sells

As of June 30, 2026, Boyd Watterson Asset Management Llc/Oh has shown notable shifts in its portfolio holdings compared to the previous quarter.

The firm's total portfolio value stands at approximately $361 million. Analysis of their changed_holdings data reveals a dynamic approach to investing during this period.

Prominent Purchases This Quarter

Boyd Watterson Asset Management demonstrated significant buying activity, particularly in high-yield corporate bonds and specific equity positions:

• USHY (iShares Broad USD HY Corp Bond ETF), a fund tracking high-yield corporate debt, saw an enormous increase of +39,385 shares and a staggering +338.74% change in its position within the portfolio.
• Booking Holdings Inc (BKNG) experienced a remarkable addition to its portfolio allocation, jumping from virtually zero (0.0%) to 0.38%, representing an increase of +7632 shares.
• The Vanguard Growth ETF (VUG) also showed substantial buying interest with a significant share increase (+10,614) and allocation jump from 0.25% to its current level (though the exact percentage isn't provided in this data snippet).

Notable Sales This Quarter

In contrast, the firm also exhibited significant selling activity:

• The iconic consumer goods company Procter & Gamble Co (PG) faced a substantial reduction in its portfolio allocation. The position decreased by -11,758 shares and -53.77%, dropping from an earlier level to 0.4%.
• Janus AAA CLO (JAAA) was sold off significantly (-8,000 shares or -55.56%), though its allocation was already small at the time of reporting (0.11%).
• SPDR Interm TSY ETF (SPTI) also saw a large reduction (-9,085 shares or -61.68%), further trimming its small position.

These changes reflect the firm's active management style and their focus on specific sectors during this quarter.

Additional Portfolio Shifts

Besides these major moves, there were other significant adjustments:

• Salesforce Inc (CRM) allocation decreased by -4,889 shares or -40.2%.
• Qualcomm Inc (QCOM) saw an increase of +4195 shares and a positive change percentage (+25.4%), though the allocation impact wasn't specified in this data snippet.
• iShares S&P Global 100 Fd (IOO) experienced a decrease of -3,068 shares or -8.84%.
• PPG Industries Inc (PPG) allocation increased by +2,300 shares or +22.27%, though the exact percentage change isn't provided here.

The overall portfolio shows a mix of defensive and growth-oriented holdings being adjusted actively during this reporting period.