Top 37 Boxwood Ventures INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEU | Vanguard FTSE All-World ex-US ETF | 21.36% | 427.2K | $35.8M | new | $78.25(+10.09%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Market ETF | 9.06% | 41.0K | $15.2M | new | $340.86(+12.47%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 8.74% | 19.6K | $14.6M | +0.01%(+1) | $428.62(+80.89%) | 2026-06-30 | |
| AAPL | Apple, Inc. | 6.52% | 37.7K | $10.9M | +0.00%(+0) | $143.04(+113.50%) | 2026-06-30 | |
| NVDA | NVIDIA Corp. | 6.44% | 53.9K | $10.8M | +0.00%(+0) | $145.37(+55.51%) | 2026-06-30 | |
| VT | Vanguard Total World Stock ETF | 5.76% | 61.4K | $9.6M | +134.55%(+35.24K) | $118.70(+35.39%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 5.68% | 26.9K | $9.5M | +0.00%(+0) | $107.79(+219.79%) | 2026-06-30 | |
| EEM | iShares MSCI Emerging Markets ETF | 4.52% | 110.6K | $7.6M | new | $61.58(+9.95%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 4.38% | 19.9K | $7.3M | +0.00%(+0) | $279.79(+73.73%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc | 3.51% | 24.5K | $5.9M | +5.81%(+1.34K) | $147.60(+77.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.78% | +71.87% | โ | โ | +79.71% |
| Top 20 Holdings Unweighted | +21.32% | +78.55% | โ | โ | +77.01% |
Boxwood Ventures INC reports $167.53M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VEU (21.4%), VTI (9.1%) and SPY (8.7%). The top 20 holdings account for 93.4% of reported assets. Its disclosed equity book has returned +71.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boxwood Ventures INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1885946). View Boxwood Ventures INCโs 13F filings on SEC