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CIK: 0001885946
Total reported value
$167.5M
$167.5M
34 檔
31.2%
In Q4 2025, Boxwood Ventures, Inc.'s U.S. equity holdings reached a combined market value of $167.5M, distributed across 34 disclosed stock positions.
In Q4 2025, Boxwood Ventures, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 5 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 | 13.46% | -4.78% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.63% | -3.53% | +5.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.33% | -3.63% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.68% | -3.42% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.47% | -2.52% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.70% | -1.60% | +6.09% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 4.72% | -2.90% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 4.49% | -1.36% | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.72% | +1.92% | — | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 3.51% | -3.84% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.81% | -1.45% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.70% | -1.55% | — | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 2.07% | +0.38% | — | |
| 14 | MET | Metlife Inc | Stock-Financials | 1.86% | +1.20% | NEW | |
| 15 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.73% | -0.99% | — | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.71% | -0.97% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.45% | -0.70% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -1.10% | — | |
| 19 | CBSH | Commerce Bancshares Inc | Stock-Financials | 1.32% | -0.43% | +5.00% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.13% | -0.18% | — | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 1.05% | -0.48% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.77% | — | |
| 23 | UNM | Unum Group | Stock-Financials | 0.81% | -0.25% | — | |
| 24 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.80% | -0.28% | — | |
| 25 | FHI | Federated Hermes Inc | Stock-Financials | 0.61% | -0.32% | — | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.29% | — | |
| 27 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.44% | -0.18% | — | |
| 28 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 0.38% | -0.23% | +1.38% | |
| 29 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.31% | -0.25% | EXIT | |
| 30 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.31% | -0.12% | +1.98% | |
| 31 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.25% | -0.10% | — | |
| 32 | F | Ford Motor Co | Stock-Consumer Disc | 0.24% | -0.07% | — | |
| 33 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.24% | -0.20% | — | |
| 34 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | — | Unchanged |
| 2 | LRCX | Lam Research CORP | +0.3% | — | Unchanged |
| 3 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | 0% | +6.09% | Add |
| 5 | CWEN | Clearway Energy Inc-c | 0% | +1.38% | Add |
| 6 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 7 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 8 | F | Ford Motor Co | — | — | Unchanged |
| 9 | PR | Permian Resources Corp-cl A | — | — | Unchanged |
| 10 | NLY | Annaly Capital Management In | 0% | — | Unchanged |
| 11 | PCEF | Invesco Cef Income Composite | 0% | +1.98% | Add |
| 12 | WMT | Walmart Inc | -0.1% | — | Unchanged |
| 13 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 14 | KHC | Kraft Heinz Co/the | -0.1% | — | Unchanged |
| 15 | FHI | Federated Hermes Inc | -0.1% | — | Unchanged |
| 16 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 17 | MAGS | Roundhill Magnificent Seven | -0.1% | — | Unchanged |
| 18 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 19 | UNM | Unum Group | -0.1% | — | Unchanged |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | -0.2% | — | Unchanged |
| 22 | CBSH | Commerce Bancshares Inc | -0.3% | +5.00% | Add |
| 23 | CPRT | Copart Inc | -0.3% | — | Unchanged |
| 24 | MET | Metlife Inc | -0.3% | — | Unchanged |
| 25 | VT | Vanguard Tot World Stk ETF | -0.3% | — | Unchanged |
| 26 | AAPL | Apple Inc | -0.4% | — | Unchanged |
| 27 | VDE | Vanguard Energy ETF | -0.4% | — | Unchanged |
| 28 | NVDA | Nvidia CORP | -0.6% | +5.06% | Add |
| 29 | LOPE | Grand Canyon Education Inc | -0.8% | — | Unchanged |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | — | Unchanged |
| 31 | MSFT | Microsoft CORP | -1.8% | — | Unchanged |
| 32 | NFLX | Netflix Inc | — | NEW | New buy |
| 33 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
| 34 | RITM | Rithm Capital CORP | — | 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 34 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AAPL) accounted for 31.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $4.7M
During Q4 2025, Boxwood Ventures, Inc.'s top holdings by market value included SPY (13.5%)、NVDA (10.6%)、AAPL (10.3%). The largest single position, SPY, represented 13.5% of total portfolio value.
In Q4 2025, Boxwood Ventures, Inc. made 8 total portfolio adjustments, initiating 3 new buys, adding to 5 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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