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CIK: 0001885946
Total reported value
$167.5M
$167.5M
31 檔
29.6%
According to the latest 13F quarterly dataset, Boxwood Ventures, Inc. managed an equity portfolio of $167.5M at the end of Q3 2025, spanning 31 distinct U.S. exchange-listed positions.
In Q3 2025, Boxwood Ventures, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | 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 | 14.54% | -4.78% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.47% | -3.42% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 11.20% | -3.53% | +60.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 10.70% | -3.63% | -5.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.28% | -2.52% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.66% | -1.60% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.73% | -1.36% | — | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.02% | +1.92% | — | |
| 9 | VDE | Vanguard Energy ETF | ETF-Other | 3.89% | -3.84% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.78% | -1.45% | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.75% | -1.55% | — | |
| 12 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 2.52% | -0.99% | — | |
| 13 | MET | Metlife Inc | Stock-Financials | 2.15% | +1.20% | NEW | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 1.79% | +0.38% | — | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.78% | -0.97% | — | |
| 16 | CBSH | Commerce Bancshares Inc | Stock-Financials | 1.58% | -0.43% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -1.10% | — | |
| 18 | CPRT | Copart Inc | Stock-Industrials | 1.33% | -0.48% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.70% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.14% | -0.77% | — | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | -0.18% | — | |
| 22 | UNM | Unum Group | Stock-Financials | 0.90% | -0.25% | — | |
| 23 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.87% | -0.28% | — | |
| 24 | FHI | Federated Hermes Inc | Stock-Financials | 0.67% | -0.32% | — | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.29% | — | |
| 26 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.45% | -0.18% | +24.27% | |
| 27 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 0.35% | -0.23% | — | |
| 28 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.34% | -0.12% | +2.00% | |
| 29 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.29% | -0.10% | — | |
| 30 | F | Ford Motor Co | Stock-Consumer Disc | 0.24% | -0.07% | — | |
| 31 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.24% | -0.20% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | +60.88% | Add |
| 2 | AVGO | Broadcom Inc | +2.3% | — | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.9% | — | Add |
| 4 | MSFT | Microsoft CORP | +1% | — | Add |
| 5 | LRCX | Lam Research CORP | +0.5% | — | Unchanged |
| 6 | MAGS | Roundhill Magnificent Seven | +0.1% | — | Unchanged |
| 7 | FHI | Federated Hermes Inc | 0% | — | Unchanged |
| 8 | LOPE | Grand Canyon Education Inc | 0% | — | Unchanged |
| 9 | PCEF | Invesco Cef Income Composite | -0.1% | +2.00% | Add |
| 10 | NLY | Annaly Capital Management In | -0.1% | +24.27% | Add |
| 11 | CWEN | Clearway Energy Inc-c | -0.1% | — | Unchanged |
| 12 | KHC | Kraft Heinz Co/the | -0.2% | — | Unchanged |
| 13 | CSCO | Cisco Systems Inc | -0.2% | — | Unchanged |
| 14 | WMT | Walmart Inc | -0.3% | — | Unchanged |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | — | Unchanged |
| 16 | UNM | Unum Group | -0.3% | — | Unchanged |
| 17 | VT | Vanguard Tot World Stk ETF | -0.3% | — | Unchanged |
| 18 | NEE | Nextera Energy Inc | -0.4% | — | Unchanged |
| 19 | JNJ | Johnson & Johnson | -0.4% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | -0.4% | — | Add |
| 21 | MRK | Merck & Co. Inc. | -0.5% | — | Unchanged |
| 22 | CBSH | Commerce Bancshares Inc | -0.5% | — | Unchanged |
| 23 | MET | Metlife Inc | -0.5% | — | Unchanged |
| 24 | CPRT | Copart Inc | -0.8% | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | — | Unchanged |
| 26 | VDE | Vanguard Energy ETF | -1.3% | — | Unchanged |
| 27 | AAPL | Apple Inc | -1.3% | -5.08% | Unchanged |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | SNDR | Schneider National Inc-cl B | — | EXIT | Sold out |
| 30 | PFE | Pfizer Inc | — | NEW | New buy |
| 31 | DOW | Dow Inc | — | EXIT | Sold out |
| 32 | AES | Aes CORP | — | EXIT | Sold out |
| 33 | F | Ford Motor Co | — | NEW | New buy |
| 34 | PR | Permian Resources Corp-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Boxwood Ventures, Inc. reported a total U.S. public equity portfolio value of $167.5M across 31 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, NVDA) accounted for 29.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
XOM
市值: $1.3M
Top Position Liquidated / Trimmed
SNDR
前期市值: $981.3K
During Q3 2025, Boxwood Ventures, Inc.'s top holdings by market value included SPY (14.5%)、MSFT (11.5%)、NVDA (11.2%). The largest single position, SPY, represented 14.5% of total portfolio value.
In Q3 2025, Boxwood Ventures, Inc. made 14 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 0 holdings, and fully liquidating 3 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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