Boxwood Ventures, Inc. Portfolio Holdings

Boxwood Ventures, Inc.

  • $75.1 Million
  • Q2 2025

Boxwood Ventures, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $75.1 Million distributed in 30 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 $12.1M, Microsoft Corp with a value of $9.89M, Apple Inc. with a value of $8.16M, Nvidia Corp with a value of $5.29M, and Amazon Com Inc with a value of $5.08M.

Examining the 13F form we can see an increase of $6.91M in the current position value, from $68.2M to 75.1M.

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

Portfolio value $75.1 Million
Technology: $28.3 Million
ETFs: $20 Million
Consumer Cyclical: $6.38 Million
Communication Services: $4.74 Million
Financial Services: $4.72 Million
Consumer Defensive: $4.55 Million
Healthcare: $3.13 Million
Utilities: $1.83 Million
Other: $1.43 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.17B
$1.95 Million 2.6% of portfolio
10,321
Q1 2023 Reduced 14.06%
$7.33B
$1.48 Million 1.97% of portfolio
23,775
Q4 2024 Added 5.0%
$4.65B
$514,000 0.68% of portfolio
11,613
Q1 2025 Reduced 11.51%
$2.41B
$360,000 0.48% of portfolio
11,272
Q1 2025 Reduced 18.84%
$3.82B
$232,000 0.31% of portfolio
17,065
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $75.1 Million
  • Prior Value $68.2 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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