Filed: 11/14/2025ACC: 0001885946-25-000005
📋 What this filing means
BOXWOOD VENTURES, INC. filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $89.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$89.80M
Total AUM (reported)
606.47K
Total Shares
Allocation by class
COM$89.80M100.0%
Portfolio Concentration
Top 3$33.42M37.2%
4–10$35.07M39.1%
11–25$19.59M21.8%
Rest$1.72M1.9%
Top 3 weight
37.2%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 606.47K
Sole
Full voting authority
606.47K
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
SPDR S&P 500 ETF
SOLEShares19.55K
TypeSH
Market value$13.06M
14.54%
Sole
19.55K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.89K
TypeSH
Market value$10.30M
11.47%
Sole
19.89K
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares53.91K
TypeSH
Market value$10.06M
11.20%
Sole
53.91K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares37.74K
TypeSH
Market value$9.61M
10.70%
Sole
37.74K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares26.89K
TypeSH
Market value$6.54M
7.28%
Sole
26.89K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares23.14K
TypeSH
Market value$5.08M
5.66%
Sole
23.14K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares12.88K
TypeSH
Market value$4.25M
4.73%
Sole
12.88K
Shared
0.00
None
0.00
Vanguard Total World Stock ETF
SOLEShares26.19K
TypeSH
Market value$3.61M
4.02%
Sole
26.19K
Shared
0.00
None
0.00
Vanguard Energy ETF
SOLEShares27.72K
TypeSH
Market value$3.49M
3.89%
Sole
27.72K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.47K
TypeSH
Market value$2.50M
2.78%
Sole
13.47K
Shared
0.00
None
0.00
Wal-Mart
SOLEShares23.99K
TypeSH
Market value$2.47M
2.75%
Sole
23.99K
Shared
0.00
None
0.00
Grand Canyon Education Inc.
SOLEShares10.32K
TypeSH
Market value$2.27M
2.52%
Sole
10.32K
Shared
0.00
None
0.00
MetLife Inc.
SOLEShares23.46K
TypeSH
Market value$1.93M
2.15%
Sole
23.46K
Shared
0.00
None
0.00
Lam Research Corporation
SOLEShares11.99K
TypeSH
Market value$1.61M
1.79%
Sole
11.99K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares21.12K
TypeSH
Market value$1.59M
1.78%
Sole
21.12K
Shared
0.00
None
0.00
Commerce Bancshares Inc
SOLEShares23.77K
TypeSH
Market value$1.42M
1.58%
Sole
23.77K
Shared
0.00
None
0.00
Exxon Mobil Corp.
SOLEShares11.14K
TypeSH
Market value$1.26M
1.40%
Sole
11.14K
Shared
0.00
None
0.00
Copart Inc
SOLEShares26.53K
TypeSH
Market value$1.19M
1.33%
Sole
26.53K
Shared
0.00
None
0.00
Merck & Co. Inc
SOLEShares13.56K
TypeSH
Market value$1.15M
1.28%
Sole
13.56K
Shared
0.00
None
0.00
Vanguard Tax-Exempt Bond ETF
SOLEShares20.38K
TypeSH
Market value$1.02M
1.14%
Sole
20.38K
Shared
0.00
None
0.00
Cisco Systems, Inc.
SOLEShares14.54K
TypeSH
Market value$994.7K
1.11%
Sole
14.54K
Shared
0.00
None
0.00
Unum Group
SOLEShares10.41K
TypeSH
Market value$809.8K
0.90%
Sole
10.41K
Shared
0.00
None
0.00
Roundhill Magnificent Seven ETF
SOLEShares12K
TypeSH
Market value$778.3K
0.87%
Sole
12K
Shared
0.00
None
0.00
Federated Hermes Inc
SOLEShares11.61K
TypeSH
Market value$603.1K
0.67%
Sole
11.61K
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares19.25K
TypeSH
Market value$490.4K
0.55%
Sole
19.25K
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 | $13.06M 14.54% | 19.55K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 19.89K | SH | $10.30M 11.47% | 19.89K | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 53.91K | SH | $10.06M 11.20% | 53.91K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 37.74K | SH | $9.61M 10.70% | 37.74K | 0.00 | 0.00 |
Alphabet Inc.SOLE | COM | 26.89K | SH | $6.54M 7.28% | 26.89K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 23.14K | SH | $5.08M 5.66% | 23.14K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 12.88K | SH | $4.25M 4.73% | 12.88K | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | COM | 26.19K | SH | $3.61M 4.02% | 26.19K | 0.00 | 0.00 |
Vanguard Energy ETFSOLE | COM | 27.72K | SH | $3.49M 3.89% | 27.72K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 13.47K | SH | $2.50M 2.78% | 13.47K | 0.00 | 0.00 |
Wal-MartSOLE | COM | 23.99K | SH | $2.47M 2.75% | 23.99K | 0.00 | 0.00 |
Grand Canyon Education Inc.SOLE | COM | 10.32K | SH | $2.27M 2.52% | 10.32K | 0.00 | 0.00 |
MetLife Inc.SOLE | COM | 23.46K | SH | $1.93M 2.15% | 23.46K | 0.00 | 0.00 |
Lam Research CorporationSOLE | COM | 11.99K | SH | $1.61M 1.79% | 11.99K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 21.12K | SH | $1.59M 1.78% | 21.12K | 0.00 | 0.00 |
Commerce Bancshares IncSOLE | COM | 23.77K | SH | $1.42M 1.58% | 23.77K | 0.00 | 0.00 |
Exxon Mobil Corp.SOLE | COM | 11.14K | SH | $1.26M 1.40% | 11.14K | 0.00 | 0.00 |
Copart IncSOLE | COM | 26.53K | SH | $1.19M 1.33% | 26.53K | 0.00 | 0.00 |
Merck & Co. IncSOLE | COM | 13.56K | SH | $1.15M 1.28% | 13.56K | 0.00 | 0.00 |
Vanguard Tax-Exempt Bond ETFSOLE | COM | 20.38K | SH | $1.02M 1.14% | 20.38K | 0.00 | 0.00 |
Cisco Systems, Inc.SOLE | COM | 14.54K | SH | $994.7K 1.11% | 14.54K | 0.00 | 0.00 |
Unum GroupSOLE | COM | 10.41K | SH | $809.8K 0.90% | 10.41K | 0.00 | 0.00 |
Roundhill Magnificent Seven ETFSOLE | COM | 12K | SH | $778.3K 0.87% | 12K | 0.00 | 0.00 |
Federated Hermes IncSOLE | COM | 11.61K | SH | $603.1K 0.67% | 11.61K | 0.00 | 0.00 |
Pfizer IncSOLE | COM | 19.25K | SH | $490.4K 0.55% | 19.25K | 0.00 | 0.00 |
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