BWDTX Holdings — Boyd Watterson Limited Duration Enhanced Income Fund

All 163 reported holdings of Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
United States Treasury Notes4.90%$27.56M
United States Treasury Notes4.07%$22.91M
Exeter Atmobile Rec Tr 2021-41.88%$10.56M
First Investors Auto Owner Trust 201.55%$8.72M
Morgan Stanley1.45%$8.17M
Capital One Financial Corp.1.42%$7.99M
Neuberger Berman Clo XVII Ltd.1.35%$7.60M
Sandstone Peak Ltd.1.20%$6.75M
Mastec, Inc.1.14%$6.43M
Octagon Investment Partners XXI Ltd.1.11%$6.25M
Plains All American Pipeline L.P.1.10%$6.19M
Bridgecrest Lending Auto Securitization Trust 2023-11.09%$6.14M
Magnetite Limited 2024-411.06%$5.98M
Installed Building Products Inc1.06%$5.97M
Exeter Automobile Receivables Trust 2013-21.05%$5.92M
Exeter Automobile Rec Tr 2022-21.04%$5.86M
ICG US CLO 2015-2 Ltd.1.02%$5.75M
Oha Credit Partners Xv Limited0.98%$5.49M
Voya CLO 2013-1 Ltd / Voya CLO 2013-1 LLC0.93%$5.22M
Volkswagen Group of America Finance LLC0.91%$5.13M
Agl Clo 22 Ltd/llc0.91%$5.11M
Permian Resources Operating, LLC0.91%$5.10M
Neuberger Berman CLO XV Ltd.0.89%$5.00M
Meritage Homes Corp0.89%$5.00M
Antero Midstream Partners LP / Antero Midstream Finance Corp0.88%$4.95M
Sound Point Clo XV Ltd.0.88%$4.94M
Huntington Bancshares Incorporated0.87%$4.92M
Firstcash Inc0.87%$4.91M
Hayward Industries0.86%$4.85M
Westlake Auto Rec Tr 2023-10.86%$4.83M
Carmax Auto Owner Trust 2023-10.85%$4.80M
CIFC Funding 2013-I Ltd.0.85%$4.79M
ICG US CLO 2015-2 Ltd.0.84%$4.75M
Carlyle Global Market Strategi0.82%$4.60M
AGL Clo 25 Ltd.0.81%$4.55M
Murphy Oil Corporation0.80%$4.48M
Carpenter Technology Corporation0.79%$4.44M
HB Fuller0.79%$4.43M
Apex Credit Clo 2020 Ltd.0.79%$4.42M
Performance Food Group Inc0.77%$4.35M
Louisiana Pacific Corporation0.76%$4.29M
First Investors Auto Owner Trust 2022-10.76%$4.26M
SM Energy Co.0.75%$4.22M
JPMorgan Chase & Co.0.73%$4.11M
Westlake Automobile Receivables Trust 2020-10.72%$4.07M
Darling Ingredients, Inc0.71%$4.02M
First Investors Auto Owner Trust 2022-10.71%$4.01M
Bank of America Corp.0.71%$4.00M
Exeter Automobile Receivables Trust 2016-30.70%$3.96M
Genesee & Wyoming0.70%$3.94M
Johnstone Supply0.70%$3.93M
Goldman Sachs Group, Inc.0.70%$3.91M
BWX Technologies Inc.0.70%$3.91M
Advanced Drainage System Inc0.69%$3.90M
First American Funds Inc.0.69%$3.89M
Service Corporation International0.69%$3.86M
ATS Corporation (Canada)0.69%$3.86M
Quikrete0.68%$3.84M
Westlake Automoble Recv 2024-20.66%$3.73M
Freeport-McMoRan Inc.0.64%$3.60M
Dryden 50 Senior Loan Fund & LLC0.62%$3.50M
CIFC Funding 2013-I Ltd.0.62%$3.49M
Halseypoint Clo 4 Ltd / Llc0.61%$3.46M
Boyne USA Inc0.61%$3.46M
Topbuild Corporation0.61%$3.44M
Apidos Clo Xxxv Ltd / Llc0.59%$3.32M
Sunoco LP0.58%$3.29M
Octagon Investment Partners 41 Ltd. / Octagon Investment Partners 41 LLC0.58%$3.25M
Murphy Oil USA Inc0.58%$3.24M
Neuberger Berman Loan Advisers CLO 45 Ltd.0.57%$3.20M
Tcw Clo 2020-1 Ltd / Tcw Clo 2020-1 LLC0.57%$3.19M
Trimas Corporation0.57%$3.19M
Madison Park Funding XIV Ltd.0.56%$3.15M
Birch Grove Clo 12 Ltd/llc0.55%$3.10M
EQT Corporation0.55%$3.09M
National Rural Utilities Cooperative Finance Corp.0.54%$3.06M
Genesee & Wyoming Inc0.54%$3.04M
Sunoco LP0.54%$3.02M
CIFC Funding 2012-III Ltd.0.54%$3.01M
Patrick Industries Inc.0.53%$3.00M
Westlake Automobile Receivables Trust 2025-30.53%$3.00M
First Investors Auto Owner Trust 2026-10.53%$3.00M
Service Corporation International0.53%$3.00M
Magnetite XXVIII Ltd / Magnetite XXVIII LLC0.53%$2.99M
Matador Resources Company0.53%$2.99M
Ford Motor Credit Company LLC0.53%$2.97M
Ford Motor Credit Company LLC0.52%$2.95M
Graham Holdings Co0.52%$2.94M
Korn Ferry0.52%$2.92M
Targa Resources Partners LP/Targa Resources Finance Corp.0.52%$2.91M
Ppm Clo 5 Ltd/Llc0.48%$2.70M
LCM 33 Ltd / LCM 33 LLC0.47%$2.65M
Venture 43 Limited0.46%$2.58M
Ingevity Corporation0.46%$2.57M
Matador Resources Company0.45%$2.53M
Elmwood Clo VII Ltd.0.45%$2.50M
Sandstone Peak Ltd.0.44%$2.50M
Bridgecrest Lending Auto Securitization Trust 2026-10.44%$2.47M
Elmwood CLO 15 Ltd.0.44%$2.46M
Halseypoint CLO 3 Ltd.0.43%$2.42M
Birch Grove Clo 3 Ltd.0.43%$2.39M
Silgan Holdings Inc.0.42%$2.37M
Sound Point CLO IV Ltd.0.41%$2.30M
Westlake Automobile Receivables Tru0.40%$2.26M
Battalion Clo Xi Ltd0.40%$2.25M
First Invs Auto Owner Tr 2021-20.40%$2.23M
Exeter Automobile Receivables Trust 2016-30.39%$2.22M
CIFC Funding 2012-III Ltd.0.39%$2.20M
Carlyle Global Market Strategi0.38%$2.16M
Synaptics Incorporated0.37%$2.08M
Alliance Resource Operating Partners LP/Alliance Resource Finance Corp0.37%$2.08M
First Investors Auto Owner Trust 200.36%$2.04M
Enerflex Inc.0.36%$2.04M
Battalion Clo Xix Ltd.0.36%$2.04M
SM Energy Co.0.36%$2.03M
Advanced Drainage System Inc0.36%$2.02M
Allison Transmission Inc.0.36%$2.01M
Terex Corporation0.36%$2.01M
ON Semiconductor Corp.0.36%$2.00M
Iron Mountain Inc.0.35%$1.99M
Allison Transmission Inc.0.35%$1.99M
Quikrete0.35%$1.98M
Nexstar Broadcasting0.35%$1.98M
Antero Midstream Partners LP / Antero Midstream Finance Corp0.35%$1.97M
Hilton Grand Vacations0.35%$1.97M
Ciena Corp0.35%$1.96M
Carmax Select Receivables Trust 2026-A0.35%$1.96M
Asbury Automotive Group, Inc.0.33%$1.87M
Halseypoint CLO 5 Ltd.0.33%$1.83M
Lcm Xviii LLC0.32%$1.80M
Octagon Investment Partners 31 Ltd.0.31%$1.75M
Carmax Select Recievables Trust 2025-B0.29%$1.61M
Neuberger Berman CLO XV Ltd.0.28%$1.58M
Global Partners LP / GLP Finance Corp.0.27%$1.51M
Nexstar Media Inc.0.27%$1.50M
Nexstar Broadcasting, Inc.0.26%$1.48M
Golden Tree Ln Mgmt US 2021-110.26%$1.47M
Asbury Automotive Group, Inc.0.24%$1.38M
Apidos Clo XXXII0.24%$1.36M
Venture XV CLO Ltd.0.23%$1.29M
ICG US CLO 2015-2 Ltd.0.22%$1.25M
Wind River CLO I Ltd.0.21%$1.20M
Canyon Capital Clo Ltd.0.20%$1.15M
Sound Point Clo Ix Ltd0.19%$1.05M
Canyon 2017-1 Clo Ltd0.18%$1.00M
PFS Financing Corp0.18%$1.00M
Sculptor Clo Ltd. 2021-280.18%$998.84K
Nexstar Media, Inc.0.18%$995.00K
CCO Holdings, LLC/ CCO Holdings Capital Corp.0.18%$992.48K
Builders Firstsource, Inc.0.18%$988.10K
Madison Park Funding XXIV Ltd0.17%$982.76K
Oaktree CLO 2019-2 Ltd/Llc0.15%$841.55K
H B Fuller Company0.13%$743.50K
Murphy Oil USA Inc0.13%$740.21K
Exeter Automobile Receivables Trust 2016-30.13%$738.48K
Venture III CDO Ltd.0.11%$640.32K
Dryden 50 Senior Loan Fund & LLC0.11%$637.92K
Cedar Funding VI CLO LTD / LLC0.11%$635.56K
Exeter Automobile Receivables Trust 2013-20.11%$626.03K
Gen Digital Inc0.09%$500.78K
Prestige Brands, Inc.0.06%$341.45K
Allison Transmission Inc.0.02%$99.43K
Towd Point Mortgage Trust 2017 60.01%$75.00K

BWDTX overview: performance, fees, allocation and SEC filings