Boxwood Ventures, Inc.
34 holdingsFiling period: 2026-03-31Current AUM: $108.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | 19.5K | $12.7M | $14.6M | 13.53% | -1 | 2026-03-31 |
| 2 | AAPL | Apple, Inc. | 37.7K | $9.6M | $11.7M | 10.77% | -- | 2026-03-31 |
| 3 | NVDA | NVIDIA Corp. | 53.9K | $9.4M | $10.8M | 10.00% | -2,729 | 2026-03-31 |
| 4 | GOOGL | Alphabet Inc. | 26.9K | $7.7M | $9.6M | 8.85% | -- | 2026-03-31 |
| 5 | MSFT | Microsoft Corp. | 19.9K | $7.4M | $9.2M | 8.54% | -- | 2026-03-31 |
| 6 | AMZN | Amazon.Com Inc | 23.1K | $4.8M | $6.3M | 5.81% | -1,409 | 2026-03-31 |
| 7 | NFLX | Netflix, Inc. | 50.0K | $4.8M | $3.6M | 3.32% | -- | 2026-03-31 |
| 8 | VDE | Vanguard Energy ETF | 27.7K | $4.8M | $4.7M | 4.30% | -- | 2026-03-31 |
| 9 | AVGO | Broadcom Inc | 12.9K | $4.0M | $5.0M | 4.63% | -- | 2026-03-31 |
| 10 | VT | Vanguard Total World Stock ETF | 26.2K | $3.6M | $4.1M | 3.77% | -- | 2026-03-31 |
| 11 | JNJ | Johnson & Johnson | 13.5K | $3.3M | $3.5M | 3.19% | -- | 2026-03-31 |
| 12 | WMT | Wal-Mart | 24.0K | $3.0M | $2.7M | 2.47% | -- | 2026-03-31 |
| 13 | LRCX | Lam Research Corporation | 12.0K | $2.6M | $3.5M | 3.25% | -- | 2026-03-31 |
| 14 | NEE | Nextera Energy Inc | 21.1K | $2.0M | $1.8M | 1.70% | -- | 2026-03-31 |
| 15 | XOM | Exxon Mobil Corp. | 11.1K | $1.9M | $1.7M | 1.60% | -- | 2026-03-31 |
| 16 | XOM | Exxon Mobil Corp. | 11.1K | $1.9M | $1.7M | 1.60% | -- | 2026-03-31 |
| 17 | LOPE | Grand Canyon Education Inc. | 10.3K | $1.8M | $1.5M | 1.39% | -- | 2026-03-31 |
| 18 | MRK | Merck & Co. Inc | 13.6K | $1.6M | $1.8M | 1.64% | -- | 2026-03-31 |
| 19 | CBSH | Commerce Bancshares Inc | 25.0K | $1.2M | $1.5M | 1.37% | -- | 2026-03-31 |
| 20 | CSCO | Cisco Systems, Inc. | 14.5K | $1.1M | $1.7M | 1.56% | -- | 2026-03-31 |
| 21 | VTEB | Vanguard Tax-Exempt Bond ETF | 20.4K | $1.0M | $1.0M | 0.93% | -- | 2026-03-31 |
| 22 | CPRT | Copart Inc | 26.5K | $880K | $772K | 0.71% | -- | 2026-03-31 |
| 23 | UNM | Unum Group | 10.4K | $760K | $896K | 0.83% | -- | 2026-03-31 |
| 24 | MAGS | Roundhill Magnificent Seven ETF | 12.0K | $695K | $791K | 0.73% | -- | 2026-03-31 |
| 25 | FHI | Federated Hermes Inc | 11.6K | $658K | $696K | 0.64% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2