Boxwood Ventures

Boxwood Ventures as of March 31, 2026

Portfolio Holdings for Boxwood Ventures

Boxwood Ventures holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 13.5 $13M 20k 652.16
Apple (AAPL) 10.2 $9.6M 38k 253.79
NVIDIA Corporation (NVDA) 10.0 $9.4M 54k 174.41
Alphabet Inc Class A cs (GOOGL) 8.2 $7.7M 27k 287.56
Microsoft Corporation (MSFT) 7.8 $7.4M 20k 370.17
Amazon (AMZN) 5.1 $4.8M 23k 208.27
Netflix (NFLX) 5.1 $4.8M 50k 96.15
Vanguard Energy ETF (VDE) 5.1 $4.8M 28k 173.04
Broadcom (AVGO) 4.2 $4.0M 13k 309.51
Vanguard Total World Stock Idx (VT) 3.8 $3.6M 26k 138.32
Johnson & Johnson (JNJ) 3.5 $3.3M 14k 244.44
Wal-Mart Stores (WMT) 3.2 $3.0M 24k 124.53
Lam Research (LRCX) 2.7 $2.6M 12k 213.92
Nextera Energy (NEE) 2.1 $2.0M 21k 92.88
Exxon Mobil Corporation (XOM) 2.0 $1.9M 11k 169.66
Grand Canyon Education (LOPE) 1.9 $1.8M 10k 170.03
Merck & Co (MRK) 1.7 $1.6M 14k 121.14
Commerce Bancshares (CBSH) 1.3 $1.2M 25k 49.20
Cisco Systems (CSCO) 1.2 $1.1M 15k 77.59
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.1 $1.0M 20k 49.89
Copart (CPRT) 0.9 $881k 27k 33.20
Unum (UNM) 0.8 $760k 10k 73.03
Listed Fd Tr (MAGS) 0.7 $695k 12k 57.94
Federated Investors (FHI) 0.7 $659k 12k 56.71
Pfizer (PFE) 0.6 $541k 19k 28.08
Clearway Energy Inc cl c (CWEN) 0.5 $454k 12k 39.29
Annaly Capital Management (NLY) 0.4 $418k 19k 21.85
Permian Resources Corp Class A (PR) 0.4 $364k 17k 21.32
Invesco Cef Income Composite Etf (PCEF) 0.3 $297k 16k 18.82
Nortonlifelock (GEN) 0.3 $264k 14k 18.83
Starwood Property Trust (STWD) 0.3 $236k 13k 17.70
Kraft Heinz (KHC) 0.2 $226k 10k 22.49
Ford Motor Company (F) 0.2 $211k 18k 11.54