Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boxwood Ventures, Inc. (CIK 1885946) reported $94.3M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($12.7M, 13.51%), AAPL ($9.6M, 10.15%), NVDA ($9.4M, 9.97%), GOOGL ($7.7M, 8.20%), MSFT ($7.4M, 7.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | $12.7M | 13.51% | 19,549 | Trimmed |
| 2 | AAPL | Apple, Inc. | $9.6M | 10.15% | 37,745 | Hold |
| 3 | NVDA | NVIDIA Corp. | $9.4M | 9.97% | 53,909 | Trimmed |
| 4 | GOOGL | Alphabet Inc. | $7.7M | 8.20% | 26,888 | Hold |
| 5 | MSFT | Microsoft Corp. | $7.4M | 7.80% | 19,890 | Hold |
| 6 | AMZN | Amazon.Com Inc | $4.8M | 5.11% | 23,141 | Trimmed |
| 7 | NFLX | Netflix, Inc. | $4.8M | 5.10% | 50,030 | Hold |
| 8 | VDE | Vanguard Energy ETF | $4.8M | 5.08% | 27,720 | Hold |
| 9 | AVGO | Broadcom Inc | $4.0M | 4.22% | 12,876 | Hold |
| 10 | VT | Vanguard Total World Stock ETF | $3.6M | 3.84% | 26,192 | Hold |
| 11 | JNJ | Johnson & Johnson | $3.3M | 3.49% | 13,467 | Hold |
| 12 | WMT | Wal-Mart | $3.0M | 3.17% | 23,991 | Hold |
| 13 | LRCX | Lam Research Corporation | $2.6M | 2.72% | 11,990 | Hold |
| 14 | NEE | Nextera Energy Inc | $2.0M | 2.08% | 21,124 | Hold |
| 15 | XOM | Exxon Mobil Corp. | $1.9M | 2.00% | 11,136 | Hold |
| 16 | LOPE | Grand Canyon Education Inc. | $1.8M | 1.86% | 10,321 | Hold |
| 17 | MRK | Merck & Co. Inc | $1.6M | 1.74% | 13,563 | Hold |
| 18 | CBSH | Commerce Bancshares Inc | $1.2M | 1.30% | 24,963 | Hold |
| 19 | CSCO | Cisco Systems, Inc. | $1.1M | 1.20% | 14,538 | Hold |
| 20 | VTEB | Vanguard Tax-Exempt Bond ETF | $1.0M | 1.08% | 20,380 | Hold |
| 21 | CPRT | Copart Inc | $880,729 | 0.93% | 26,528 | Hold |
| 22 | UNM | Unum Group | $760,388 | 0.81% | 10,412 | Hold |
| 23 | MAGS | Roundhill Magnificent Seven ETF | $695,280 | 0.74% | 12,000 | Hold |
| 24 | FHI | Federated Hermes Inc | $658,573 | 0.70% | 11,613 | Hold |
| 25 | PFE | Pfizer Inc | $540,483 | 0.57% | 19,248 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31