Boxwood Ventures

Boxwood Ventures as of March 31, 2025

Portfolio Holdings for Boxwood Ventures

Boxwood Ventures holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 15.7 $11M 20k 561.08
Apple (AAPL) 12.0 $8.4M 38k 222.13
Microsoft Corporation (MSFT) 10.4 $7.3M 20k 375.39
NVIDIA Corporation (NVDA) 8.0 $5.6M 52k 108.39
Amazon (AMZN) 6.1 $4.3M 22k 190.26
Alphabet Inc Class A cs (GOOGL) 5.4 $3.8M 25k 154.64
Vanguard Energy ETF (VDE) 5.1 $3.6M 28k 129.71
Vanguard Total World Stock Idx (VT) 4.3 $3.0M 26k 115.95
Johnson & Johnson (JNJ) 3.2 $2.2M 14k 165.84
Wal-Mart Stores (WMT) 3.0 $2.1M 24k 88.03
MetLife (MET) 2.7 $1.9M 24k 80.29
Grand Canyon Education (LOPE) 2.5 $1.8M 10k 173.02
Broadcom (AVGO) 2.4 $1.7M 10k 167.43
Copart (CPRT) 2.1 $1.5M 27k 56.59
Nextera Energy (NEE) 2.1 $1.5M 21k 70.89
Commerce Bancshares (CBSH) 2.1 $1.5M 24k 62.23
Merck & Co (MRK) 1.8 $1.2M 14k 90.57
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.4 $1.0M 20k 49.62
Schneider National Inc cl b (SNDR) 1.4 $981k 43k 22.95
Cisco Systems (CSCO) 1.3 $897k 15k 61.71
Lam Research (LRCX) 1.2 $874k 12k 72.93
Unum (UNM) 1.2 $848k 10k 81.46
Listed Fd Tr (MAGS) 0.8 $550k 12k 45.86
Federated Investors (FHI) 0.7 $474k 12k 40.77
Dow (DOW) 0.6 $420k 12k 34.92
Annaly Capital Management (NLY) 0.6 $388k 19k 21.01
Clearway Energy Inc cl c (CWEN) 0.5 $341k 11k 30.27
AES Corporation (AES) 0.5 $326k 26k 12.42
Kraft Heinz (KHC) 0.4 $306k 10k 30.43
Invesco Cef Income Composite Etf (PCEF) 0.4 $275k 15k 18.85