Fund HoldingsBOYD WATTERSON ASSET MANAGEMENT LLC/OH

Total Portfolio Value
$642.8K
Total Bought
$642.8K
Total Sold
$245.13M
Net Transaction
-$244.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
DNP Select Income Fund Inc(DNP)061,338+61,3380643100.00%+643
Zimvie Inc.000000
Orion Office Reit Inc.000000
Occidental Petroleum Corp Warrants000000
Embecta Corp000000
RMR Group Inc000000
American Intl Group000000
JBG Smith Properties000000
Urban Edge Properties000000
Office Properties Income Trust000000
Four Corners Property Trust000000
Avanos Medical Inc.
COM
000000
Bluebird Bio Inc000000
2Seventy Bio Inc.000000
Science Applications Int000000
Aviat Networks Inc000000
Tripadvisor Inc000000
Ingevity Corp000000
Vornado Realty Trust000000
Westrock Co000000
Vontier Corp000000
Adient PLC000000
Accelleron Industries AG000000
Chemours Co000000
Garrett Motion Inc000000
CH Robinson Worldwide Inc000000
Nvent Electric PLC000000
Sony Corp Spons ADR000000
Frontline PLC000000
NetApp Inc000000
Stanley Black & Decker Inc000000
Masterbrand Inc.000000
Wabtec Corp000000
Cognizant Technology Cl A000000
Prudential Financial Inc000000
Intl Flavors & Fragrances000000
Davita Inc000000
Carnival Corp000000
Occidental Petroleum Corp000000
HCP Inc000000
Akamai Technologies Inc000000
Aflac Inc000000
Carnival PLC ADR
ADS
000000
Dover Corp000000
Quest Diagnostics Inc000000
Advansix Inc000000
JM Smucker Co000000
Sylvamo Corp000000
Kyndryl Holdings000000
Nutrien LTD000000
Boston Properties Inc000000
Corporate Office Property000000
Wells Fargo & Co 5.625 Pfd000000
CMS Energy Corp000000
Haleon PLC ADR000000
Truist Financial Corp 4.75 Pfd000000
Oaktree Capital Group LLC 6.125 Pfd000000
American Tower Corp000000
Bank of America Corp 5 Pfd000000
JPMorgan Chase & Co 4.75 Pfd000000
Woodside Energy Group LTD000000
Ford Motor Co 6.5 Pfd000000
Pentair PLC000000
Juniper Networks Inc000000
Donnelley Financial Solutions000000
Ares Capital Corp000000
Unum Group 6.25 Pfd000000
Georgia Power Co 5 Pfd000000
JPMorgan Chase & Co. 6 Pfd000000
Duke Energy Corp 5.75 Pfd000000
Alcon Inc.000000
Fifth Third Bancorp 4.95 Pfd000000
Automatic Data Processing000000
Newell Rubbermaid Inc000000
State Street Corp 5.90 Pfd000000
AT&T Inc. 4.75 Pfd000000
iShares DJ US Telecommunic000000
Fluor Corp (New)000000
Vanguard Energy ETF
ENERGY ETF
000000
Global X Funds ETF
NASDAQ 100 COVER
000000
Invesco Ltd000000
Corning Inc000000
Cedar Fair Ltd Partnership000000
Charter Communications Inc000000
Cleveland - Cliffs Inc000000
Resideo Technologies Inc.000000
Gabelli Utility Trust000000
PetIQ Inc000000
Accenture PLC Cl-A
SHS CLASS A
000000
Vodafone Group PLC000000
Fortive Corp000000
Avery Dennison Corp000000
NuStar Energy LP000000
Micron Technology Inc000000
Rockwell Automation Inc000000
Freeport-McMoran Copper-B000000
Harley-Davidson Inc000000
Honda Motor Co Ltd ADR000000
iShares DJ US Util Sector000000
Vanguard Financials ETF
FINANCIALS ETF
000000
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