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Boxwood Ventures, Inc.

Portfolio Manager
Boxwood Ventures, Inc.
Performance
-2.67% (2026 Q1)
AUM (13F)
$94.33M
# of Holdings
33
Performance Rank
Allocation (Top 20)
93.62%

Boxwood Ventures, Inc. Holdings Map

Top 33 Boxwood Ventures, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF
13.51%19.5K$12.7M
-0.01%(-1)
2025-Q1: 19.6K shares2025-Q2: 19.6K shares2025-Q3: 19.6K shares2025-Q4: 19.6K shares2026-Q1: 19.5K shares
$428.61(+73.77%)
2026-03-31
AAPL
Apple, Inc.
10.15%37.7K$9.6M
+0.00%(+0)
2025-Q1: 37.7K shares2025-Q2: 39.8K shares2025-Q3: 37.7K shares2025-Q4: 37.7K shares2026-Q1: 37.7K shares
$143.04(+115.77%)
2026-03-31
NVDA
NVIDIA Corp.
9.97%53.9K$9.4M
-4.82%(-2.73K)
2025-Q1: 51.5K shares2025-Q2: 33.5K shares2025-Q3: 53.9K shares2025-Q4: 56.6K shares2026-Q1: 53.9K shares
$145.37(+34.02%)
2026-03-31
GOOGL
Alphabet Inc.
8.2%26.9K$7.7M
+0.00%(+0)
2025-Q1: 24.5K shares2025-Q2: 26.9K shares2025-Q3: 26.9K shares2025-Q4: 26.9K shares2026-Q1: 26.9K shares
$107.79(+233.89%)
2026-03-31
MSFT
Microsoft Corp.
7.8%19.9K$7.4M
+0.00%(+0)
2025-Q1: 19.5K shares2025-Q2: 19.9K shares2025-Q3: 19.9K shares2025-Q4: 19.9K shares2026-Q1: 19.9K shares
$279.79(+39.56%)
2026-03-31
AMZN
Amazon.Com Inc
5.11%23.1K$4.8M
-5.74%(-1.41K)
2025-Q1: 22.4K shares2025-Q2: 23.1K shares2025-Q3: 23.1K shares2025-Q4: 24.6K shares2026-Q1: 23.1K shares
$143.41(+69.21%)
2026-03-31
NFLX
Netflix, Inc.
5.1%50.0K$4.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.0K shares2026-Q1: 50.0K shares
$106.83(-27.31%)
2026-03-31
VDE
Vanguard Energy ETF
5.08%27.7K$4.8M
+0.00%(+0)
2025-Q1: 27.7K shares2025-Q2: 27.7K shares2025-Q3: 27.7K shares2025-Q4: 27.7K shares2026-Q1: 27.7K shares
$111.43(+35.01%)
2026-03-31
AVGO
Broadcom Inc
4.22%12.9K$4.0M
+0.00%(+0)
2025-Q1: 10.1K shares2025-Q2: 12.9K shares2025-Q3: 12.9K shares2025-Q4: 12.9K shares2026-Q1: 12.9K shares
$206.56(+74.50%)
2026-03-31
VT
Vanguard Total World Stock ETF
3.84%26.2K$3.6M
+0.00%(+0)
2025-Q1: 26.2K shares2025-Q2: 26.2K shares2025-Q3: 26.2K shares2025-Q4: 26.2K shares2026-Q1: 26.2K shares
$82.53(+89.22%)
2026-03-31

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