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CIK: 0001885946
Total reported value
$167.5M
$167.5M
30 檔
24.2%
During the Q2 2025 filing period, Boxwood Ventures, Inc. (CIK: 0001885946) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $167.5M across 30 reported positions.
During Q2 2025, Boxwood Ventures, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.68% | -4.78% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 12.80% | -3.42% | +2.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.56% | -3.63% | +5.36% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.85% | -3.53% | -34.98% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.57% | -1.60% | +3.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.13% | -2.52% | +9.55% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.59% | -1.36% | +27.71% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.36% | +1.92% | — | |
| 9 | VDE | Vanguard Energy ETF | ETF-Other | 4.27% | -3.84% | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.04% | -1.55% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.66% | -1.45% | — | |
| 12 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 2.52% | -0.99% | — | |
| 13 | MET | Metlife Inc | Stock-Financials | 2.44% | +1.20% | NEW | |
| 14 | CBSH | Commerce Bancshares Inc | Stock-Financials | 1.91% | -0.43% | — | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.90% | -0.97% | — | |
| 16 | CPRT | Copart Inc | Stock-Industrials | 1.68% | -0.48% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -1.10% | — | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 1.51% | +0.38% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.70% | — | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | -0.18% | — | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.77% | — | |
| 22 | UNM | Unum Group | Stock-Financials | 1.09% | -0.25% | — | |
| 23 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.86% | -0.28% | — | |
| 24 | FHI | Federated Hermes Inc | Stock-Financials | 0.67% | -0.32% | — | |
| 25 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 0.47% | -0.23% | — | |
| 26 | INTC | Intel CORP | Stock-Tech | 0.47% | — | — | |
| 27 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.39% | -0.18% | -16.57% | |
| 28 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.38% | -0.12% | +2.10% | |
| 29 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.34% | -0.10% | — | |
| 30 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.30% | -0.20% | — |
According to official SEC Form 13F filings, Boxwood Ventures, Inc. reported a total U.S. public equity portfolio value of $167.5M across 30 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 24.2% of total reported equity market value during Q2 2025.
During Q2 2025, Boxwood Ventures, Inc.'s top holdings by market value included SPY (15.7%)、MSFT (12.8%)、AAPL (10.6%). The largest single position, SPY, represented 15.7% of total portfolio value.
In Q2 2025, Boxwood Ventures, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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