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CIK: 0001885946
Total reported value
$167.5M
$167.5M
33 檔
28.0%
According to the latest 13F quarterly dataset, Boxwood Ventures, Inc. managed an equity portfolio of $167.5M at the end of Q1 2026, spanning 33 distinct U.S. exchange-listed positions.
In Q1 2026, Boxwood Ventures, Inc. adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 2 holdings to manage risk exposure.
| # | 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 | 13.51% | -4.78% | -0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.15% | -3.63% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 9.97% | -3.53% | -4.82% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.20% | -2.52% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -3.42% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.11% | -1.60% | -5.74% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 5.10% | -2.90% | — | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 5.08% | -3.84% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 4.22% | -1.36% | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.84% | +1.92% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.49% | -1.45% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 3.17% | -1.55% | — | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 2.72% | +0.38% | — | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.08% | -0.97% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 2.00% | -1.10% | — | |
| 16 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.86% | -0.99% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | -0.70% | — | |
| 18 | CBSH | Commerce Bancshares Inc | Stock-Financials | 1.30% | -0.43% | — | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | -0.18% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.08% | -0.77% | — | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 0.93% | -0.48% | — | |
| 22 | UNM | Unum Group | Stock-Financials | 0.81% | -0.25% | — | |
| 23 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.74% | -0.28% | — | |
| 24 | FHI | Federated Hermes Inc | Stock-Financials | 0.70% | -0.32% | — | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.29% | — | |
| 26 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 0.48% | -0.23% | +1.16% | |
| 27 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.44% | -0.18% | — | |
| 28 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.39% | -0.20% | — | |
| 29 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.32% | -0.12% | +2.00% | |
| 30 | GEN | Gen Digital Inc | Stock-Tech | 0.28% | -0.07% | — | |
| 31 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.25% | -0.25% | EXIT | |
| 32 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.24% | -0.10% | — | |
| 33 | F | Ford Motor Co | Stock-Consumer Disc | 0.22% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VDE | Vanguard Energy ETF | +1.6% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | +0.7% | — | Unchanged |
| 3 | XOM | Exxon Mobil CORP | +0.7% | — | Unchanged |
| 4 | LRCX | Lam Research CORP | +0.7% | — | Unchanged |
| 5 | WMT | Walmart Inc | +0.5% | — | Unchanged |
| 6 | NFLX | Netflix Inc | +0.4% | — | Unchanged |
| 7 | NEE | Nextera Energy Inc | +0.4% | — | Unchanged |
| 8 | MRK | Merck & Co. Inc. | +0.3% | — | Unchanged |
| 9 | PR | Permian Resources Corp-cl A | +0.2% | — | Unchanged |
| 10 | LOPE | Grand Canyon Education Inc | +0.1% | — | Unchanged |
| 11 | VT | Vanguard Tot World Stk ETF | +0.1% | — | Unchanged |
| 12 | CWEN | Clearway Energy Inc-c | +0.1% | +1.16% | Add |
| 13 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 14 | FHI | Federated Hermes Inc | +0.1% | — | Unchanged |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.01% | Trim |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | — | Unchanged |
| 18 | PCEF | Invesco Cef Income Composite | 0% | +2.00% | Add |
| 19 | UNM | Unum Group | — | — | Unchanged |
| 20 | NLY | Annaly Capital Management In | — | — | Unchanged |
| 21 | KHC | Kraft Heinz Co/the | — | — | Unchanged |
| 22 | CBSH | Commerce Bancshares Inc | 0% | — | Unchanged |
| 23 | F | Ford Motor Co | 0% | — | Unchanged |
| 24 | MAGS | Roundhill Magnificent Seven | -0.1% | — | Unchanged |
| 25 | STWD | Starwood Property Trust Inc | -0.1% | -20.56% | Trim |
| 26 | CPRT | Copart Inc | -0.1% | — | Unchanged |
| 27 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 28 | GOOGL | Alphabet Inc-cl A | -0.3% | — | Unchanged |
| 29 | AVGO | Broadcom Inc | -0.3% | — | Unchanged |
| 30 | AMZN | Amazon.com Inc | -0.6% | -5.74% | Trim |
| 31 | NVDA | Nvidia CORP | -0.7% | -4.82% | Trim |
| 32 | MSFT | Microsoft CORP | -1.9% | — | Unchanged |
| 33 | MET | Metlife Inc | — | EXIT | Sold out |
| 34 | GEN | Gen Digital Inc | — | NEW | New buy |
| 35 | RITM | Rithm Capital CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boxwood Ventures, Inc. reported a total U.S. public equity portfolio value of $167.5M across 33 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, NVDA) accounted for 28.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEN
市值: $264.1K
Top Position Liquidated / Trimmed
MET
前期市值: $1.9M
During Q1 2026, Boxwood Ventures, Inc.'s top holdings by market value included SPY (13.5%)、AAPL (10.2%)、NVDA (10.0%). The largest single position, SPY, represented 13.5% of total portfolio value.
In Q1 2026, Boxwood Ventures, Inc. made 9 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 2 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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