Boxwood Ventures, Inc. Top Holdings and 13F Report (2025) About Boxwood Ventures, Inc.Investment ActivityBoxwood Ventures, Inc. has $74.72 million in total holdings as of December 31, 2024.Boxwood Ventures, Inc. owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Boxwood Ventures, Inc. has purchased 25 new stocks and bought additional shares in 4 stocks.Boxwood Ventures, Inc. sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $11,496,097Apple $9,452,103Microsoft $8,208,291NVIDIA $5,893,720Amazon.com $4,918,724 Largest New Holdings this Quarter Broadcom $2,337,411 HoldingLam Research Corporation $868,795 HoldingClearway Energy $361,114 HoldingAnnaly Capital Management $350,007 Holding Largest Purchases this Quarter NVIDIA 31,834 shares (about $4.27M)Broadcom 10,082 shares (about $2.34M)Lam Research Corporation 11,990 shares (about $868.80K)Clearway Energy 13,889 shares (about $361.11K)Annaly Capital Management 18,470 shares (about $350.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoxwood Ventures, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$11,496,097$588 ▲0.0%19,55015.4%FinanceAAPLApple$9,452,1030.0%37,74512.6%Computer and TechnologyMSFTMicrosoft$8,208,2910.0%19,47411.0%Computer and TechnologyNVDANVIDIA$5,893,720$4,274,988 ▲264.1%43,8887.9%Computer and TechnologyAMZNAmazon.com$4,918,7240.0%22,4206.6%Retail/WholesaleGOOGLAlphabet$4,646,3690.0%24,5456.2%Computer and TechnologyVDEVanguard Energy ETF$3,362,7130.0%27,7204.5%ETFVTVanguard Total World Stock ETF$3,077,0360.0%26,1924.1%ETFAVGOBroadcom$2,337,411$2,337,411 ▲New Holding10,0823.1%Computer and TechnologyWMTWalmart$2,172,5650.0%23,9912.9%Retail/WholesaleJNJJohnson & Johnson$1,947,5980.0%13,4672.6%MedicalMETMetLife$1,920,8230.0%23,4592.6%FinanceSNDRSchneider National$1,722,3440.0%58,6332.3%TransportationLOPEGrand Canyon Education$1,690,5800.0%10,3212.3%Consumer DiscretionaryCPRTCopart$1,522,4420.0%26,5282.0%Business ServicesNEENextEra Energy$1,514,3800.0%21,1242.0%UtilitiesCBSHCommerce Bancshares$1,481,420$70,535 ▲5.0%23,7752.0%FinanceMRKMerck & Co., Inc.$1,360,2330.0%13,5631.8%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,021,6490.0%20,3801.4%ETFLam Research Corporation$868,795$868,795 ▲New Holding11,9901.2%COMCSCOCisco Systems$860,6500.0%14,5381.2%Computer and TechnologyUNMUnum Group$760,3880.0%10,4121.0%FinanceBIGTRoundhill Magnificent Seven ETF$653,0400.0%12,0000.9%ETFFHIFederated Hermes$539,5280.0%13,1240.7%FinanceCWENClearway Energy$361,114$361,114 ▲New Holding13,8890.5%Oils/EnergyNLYAnnaly Capital Management$350,007$350,007 ▲New Holding18,4700.5%FinanceKHCKraft Heinz$308,2980.0%10,0390.4%Consumer StaplesPCEFInvesco CEF Income Composite ETF$273,656$5,690 ▲2.1%14,2830.4%ETFAPAAPA$0$546,559 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
