Filed: 5/9/2025ACC: 0001885946-25-000002
📋 What this filing means
BOXWOOD VENTURES, INC. filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $70.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$70.04M
Total AUM (reported)
611.84K
Total Shares
Allocation by class
COM$70.04M100.0%
Portfolio Concentration
Top 3$26.66M38.1%
4–10$24.63M35.2%
11–25$17.12M24.4%
Rest$1.64M2.3%
Top 3 weight
38.1%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 611.84K
Sole
Full voting authority
611.84K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
SPDR S&P 500 ETF
SOLEShares19.55K
TypeSH
Market value$10.97M
15.66%
Sole
19.55K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares37.74K
TypeSH
Market value$8.38M
11.97%
Sole
37.74K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.47K
TypeSH
Market value$7.31M
10.44%
Sole
19.47K
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares51.54K
TypeSH
Market value$5.59M
7.98%
Sole
51.54K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares22.42K
TypeSH
Market value$4.27M
6.09%
Sole
22.42K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares24.55K
TypeSH
Market value$3.80M
5.42%
Sole
24.55K
Shared
0.00
None
0.00
Vanguard Energy ETF
SOLEShares27.72K
TypeSH
Market value$3.60M
5.13%
Sole
27.72K
Shared
0.00
None
0.00
Vanguard Total World Stock ETF
SOLEShares26.19K
TypeSH
Market value$3.04M
4.34%
Sole
26.19K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.47K
TypeSH
Market value$2.23M
3.19%
Sole
13.47K
Shared
0.00
None
0.00
Wal-Mart
SOLEShares23.99K
TypeSH
Market value$2.11M
3.01%
Sole
23.99K
Shared
0.00
None
0.00
MetLife Inc.
SOLEShares23.46K
TypeSH
Market value$1.88M
2.69%
Sole
23.46K
Shared
0.00
None
0.00
Grand Canyon Education Inc.
SOLEShares10.32K
TypeSH
Market value$1.79M
2.55%
Sole
10.32K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares10.08K
TypeSH
Market value$1.69M
2.41%
Sole
10.08K
Shared
0.00
None
0.00
Copart Inc
SOLEShares26.53K
TypeSH
Market value$1.50M
2.14%
Sole
26.53K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares21.12K
TypeSH
Market value$1.50M
2.14%
Sole
21.12K
Shared
0.00
None
0.00
Commerce Bancshares Inc
SOLEShares23.77K
TypeSH
Market value$1.48M
2.11%
Sole
23.77K
Shared
0.00
None
0.00
Merck & Co. Inc
SOLEShares13.56K
TypeSH
Market value$1.23M
1.75%
Sole
13.56K
Shared
0.00
None
0.00
Vanguard Tax-Exempt Bond ETF
SOLEShares20.38K
TypeSH
Market value$1.01M
1.44%
Sole
20.38K
Shared
0.00
None
0.00
Schneider National Inc.
SOLEShares42.77K
TypeSH
Market value$981.3K
1.40%
Sole
42.77K
Shared
0.00
None
0.00
Cisco Systems, Inc.
SOLEShares14.54K
TypeSH
Market value$897.1K
1.28%
Sole
14.54K
Shared
0.00
None
0.00
Lam Research Corporation
SOLEShares11.99K
TypeSH
Market value$874.4K
1.25%
Sole
11.99K
Shared
0.00
None
0.00
Unum Group
SOLEShares10.41K
TypeSH
Market value$848.2K
1.21%
Sole
10.41K
Shared
0.00
None
0.00
Roundhill Magnificent Seven ETF
SOLEShares12K
TypeSH
Market value$550.3K
0.79%
Sole
12K
Shared
0.00
None
0.00
Federated Hermes Inc
SOLEShares11.61K
TypeSH
Market value$473.5K
0.68%
Sole
11.61K
Shared
0.00
None
0.00
Dow Inc
SOLEShares12.03K
TypeSH
Market value$420.0K
0.60%
Sole
12.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETFSOLE | COM | 19.55K | SH | $10.97M 15.66% | 19.55K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 37.74K | SH | $8.38M 11.97% | 37.74K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 19.47K | SH | $7.31M 10.44% | 19.47K | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 51.54K | SH | $5.59M 7.98% | 51.54K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 22.42K | SH | $4.27M 6.09% | 22.42K | 0.00 | 0.00 |
Alphabet Inc.SOLE | COM | 24.55K | SH | $3.80M 5.42% | 24.55K | 0.00 | 0.00 |
Vanguard Energy ETFSOLE | COM | 27.72K | SH | $3.60M 5.13% | 27.72K | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | COM | 26.19K | SH | $3.04M 4.34% | 26.19K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 13.47K | SH | $2.23M 3.19% | 13.47K | 0.00 | 0.00 |
Wal-MartSOLE | COM | 23.99K | SH | $2.11M 3.01% | 23.99K | 0.00 | 0.00 |
MetLife Inc.SOLE | COM | 23.46K | SH | $1.88M 2.69% | 23.46K | 0.00 | 0.00 |
Grand Canyon Education Inc.SOLE | COM | 10.32K | SH | $1.79M 2.55% | 10.32K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 10.08K | SH | $1.69M 2.41% | 10.08K | 0.00 | 0.00 |
Copart IncSOLE | COM | 26.53K | SH | $1.50M 2.14% | 26.53K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 21.12K | SH | $1.50M 2.14% | 21.12K | 0.00 | 0.00 |
Commerce Bancshares IncSOLE | COM | 23.77K | SH | $1.48M 2.11% | 23.77K | 0.00 | 0.00 |
Merck & Co. IncSOLE | COM | 13.56K | SH | $1.23M 1.75% | 13.56K | 0.00 | 0.00 |
Vanguard Tax-Exempt Bond ETFSOLE | COM | 20.38K | SH | $1.01M 1.44% | 20.38K | 0.00 | 0.00 |
Schneider National Inc.SOLE | COM | 42.77K | SH | $981.3K 1.40% | 42.77K | 0.00 | 0.00 |
Cisco Systems, Inc.SOLE | COM | 14.54K | SH | $897.1K 1.28% | 14.54K | 0.00 | 0.00 |
Lam Research CorporationSOLE | COM | 11.99K | SH | $874.4K 1.25% | 11.99K | 0.00 | 0.00 |
Unum GroupSOLE | COM | 10.41K | SH | $848.2K 1.21% | 10.41K | 0.00 | 0.00 |
Roundhill Magnificent Seven ETFSOLE | COM | 12K | SH | $550.3K 0.79% | 12K | 0.00 | 0.00 |
Federated Hermes IncSOLE | COM | 11.61K | SH | $473.5K 0.68% | 11.61K | 0.00 | 0.00 |
Dow IncSOLE | COM | 12.03K | SH | $420.0K 0.60% | 12.03K | 0.00 | 0.00 |
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