Boxwood Ventures, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $72.8 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.5M, Apple Inc. with a value of $9.45M, Microsoft Corp with a value of $8.21M, Nvidia Corp with a value of $5.89M, and Amazon Com Inc with a value of $4.92M.

Examining the 13F form we can see an increase of $8.82M in the current position value, from $64M to 72.8M.

Below you can find more details about Boxwood Ventures, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $72.8 Million
Technology: $26.8 Million
ETFs: $19.2 Million
Consumer Cyclical: $6.44 Million
Financial Services: $4.7 Million
Communication Services: $4.65 Million
Consumer Defensive: $4.17 Million
Healthcare: $3.3 Million
Utilities: $1.88 Million
Other: $1.72 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $72.8 Million
  • Prior Value $64 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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