Top 33 Boxwood Ventures, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 13.51% | 19.5K | $12.7M | -0.01%(-1) | $428.61(+73.77%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 10.15% | 37.7K | $9.6M | +0.00%(+0) | $143.04(+115.77%) | 2026-03-31 | |
| NVDA | NVIDIA Corp. | 9.97% | 53.9K | $9.4M | -4.82%(-2.73K) | $145.37(+34.02%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 8.2% | 26.9K | $7.7M | +0.00%(+0) | $107.79(+233.89%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 7.8% | 19.9K | $7.4M | +0.00%(+0) | $279.79(+39.56%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc | 5.11% | 23.1K | $4.8M | -5.74%(-1.41K) | $143.41(+69.21%) | 2026-03-31 | |
| NFLX | Netflix, Inc. | 5.1% | 50.0K | $4.8M | +0.00%(+0) | $106.83(-27.31%) | 2026-03-31 | |
| VDE | Vanguard Energy ETF | 5.08% | 27.7K | $4.8M | +0.00%(+0) | $111.43(+35.01%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 4.22% | 12.9K | $4.0M | +0.00%(+0) | $206.56(+74.50%) | 2026-03-31 | |
| VT | Vanguard Total World Stock ETF | 3.84% | 26.2K | $3.6M | +0.00%(+0) | $82.53(+89.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.21% | +65.19% |
| Top 20 Holdings Unweighted | +18.71% | +67.28% |
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