Filed: 5/11/2026ACC: 0001885946-26-000002
📋 What this filing means
BOXWOOD VENTURES, INC. filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $94.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$94.33M
Total AUM (reported)
662.50K
Total Shares
Allocation by class
COM$94.33M100.0%
Portfolio Concentration
Top 3$31.73M33.6%
4–10$37.13M39.4%
11–25$23.00M24.4%
Rest$2.47M2.6%
Top 3 weight
33.6%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 662.50K
Sole
Full voting authority
662.50K
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
SPDR S&P 500 ETF
SOLEShares19.55K
TypeSH
Market value$12.75M
13.51%
Sole
19.55K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares37.74K
TypeSH
Market value$9.58M
10.15%
Sole
37.74K
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares53.91K
TypeSH
Market value$9.40M
9.97%
Sole
53.91K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares26.89K
TypeSH
Market value$7.73M
8.20%
Sole
26.89K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.89K
TypeSH
Market value$7.36M
7.80%
Sole
19.89K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares23.14K
TypeSH
Market value$4.82M
5.11%
Sole
23.14K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares50.03K
TypeSH
Market value$4.81M
5.10%
Sole
50.03K
Shared
0.00
None
0.00
Vanguard Energy ETF
SOLEShares27.72K
TypeSH
Market value$4.80M
5.08%
Sole
27.72K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares12.88K
TypeSH
Market value$3.99M
4.22%
Sole
12.88K
Shared
0.00
None
0.00
Vanguard Total World Stock ETF
SOLEShares26.19K
TypeSH
Market value$3.62M
3.84%
Sole
26.19K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.47K
TypeSH
Market value$3.29M
3.49%
Sole
13.47K
Shared
0.00
None
0.00
Wal-Mart
SOLEShares23.99K
TypeSH
Market value$2.99M
3.17%
Sole
23.99K
Shared
0.00
None
0.00
Lam Research Corporation
SOLEShares11.99K
TypeSH
Market value$2.56M
2.72%
Sole
11.99K
Shared
0.00
None
0.00
Nextera Energy Inc
SOLEShares21.12K
TypeSH
Market value$1.96M
2.08%
Sole
21.12K
Shared
0.00
None
0.00
Exxon Mobil Corp.
SOLEShares11.14K
TypeSH
Market value$1.89M
2.00%
Sole
11.14K
Shared
0.00
None
0.00
Grand Canyon Education Inc.
SOLEShares10.32K
TypeSH
Market value$1.75M
1.86%
Sole
10.32K
Shared
0.00
None
0.00
Merck & Co. Inc
SOLEShares13.56K
TypeSH
Market value$1.64M
1.74%
Sole
13.56K
Shared
0.00
None
0.00
Commerce Bancshares Inc
SOLEShares24.96K
TypeSH
Market value$1.23M
1.30%
Sole
24.96K
Shared
0.00
None
0.00
Cisco Systems, Inc.
SOLEShares14.54K
TypeSH
Market value$1.13M
1.20%
Sole
14.54K
Shared
0.00
None
0.00
Vanguard Tax-Exempt Bond ETF
SOLEShares20.38K
TypeSH
Market value$1.02M
1.08%
Sole
20.38K
Shared
0.00
None
0.00
Copart Inc
SOLEShares26.53K
TypeSH
Market value$880.7K
0.93%
Sole
26.53K
Shared
0.00
None
0.00
Unum Group
SOLEShares10.41K
TypeSH
Market value$760.4K
0.81%
Sole
10.41K
Shared
0.00
None
0.00
Roundhill Magnificent Seven ETF
SOLEShares12K
TypeSH
Market value$695.3K
0.74%
Sole
12K
Shared
0.00
None
0.00
Federated Hermes Inc
SOLEShares11.61K
TypeSH
Market value$658.6K
0.70%
Sole
11.61K
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares19.25K
TypeSH
Market value$540.5K
0.57%
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 | $12.75M 13.51% | 19.55K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 37.74K | SH | $9.58M 10.15% | 37.74K | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 53.91K | SH | $9.40M 9.97% | 53.91K | 0.00 | 0.00 |
Alphabet Inc.SOLE | COM | 26.89K | SH | $7.73M 8.20% | 26.89K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 19.89K | SH | $7.36M 7.80% | 19.89K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 23.14K | SH | $4.82M 5.11% | 23.14K | 0.00 | 0.00 |
Netflix, Inc.SOLE | COM | 50.03K | SH | $4.81M 5.10% | 50.03K | 0.00 | 0.00 |
Vanguard Energy ETFSOLE | COM | 27.72K | SH | $4.80M 5.08% | 27.72K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 12.88K | SH | $3.99M 4.22% | 12.88K | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | COM | 26.19K | SH | $3.62M 3.84% | 26.19K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 13.47K | SH | $3.29M 3.49% | 13.47K | 0.00 | 0.00 |
Wal-MartSOLE | COM | 23.99K | SH | $2.99M 3.17% | 23.99K | 0.00 | 0.00 |
Lam Research CorporationSOLE | COM | 11.99K | SH | $2.56M 2.72% | 11.99K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 21.12K | SH | $1.96M 2.08% | 21.12K | 0.00 | 0.00 |
Exxon Mobil Corp.SOLE | COM | 11.14K | SH | $1.89M 2.00% | 11.14K | 0.00 | 0.00 |
Grand Canyon Education Inc.SOLE | COM | 10.32K | SH | $1.75M 1.86% | 10.32K | 0.00 | 0.00 |
Merck & Co. IncSOLE | COM | 13.56K | SH | $1.64M 1.74% | 13.56K | 0.00 | 0.00 |
Commerce Bancshares IncSOLE | COM | 24.96K | SH | $1.23M 1.30% | 24.96K | 0.00 | 0.00 |
Cisco Systems, Inc.SOLE | COM | 14.54K | SH | $1.13M 1.20% | 14.54K | 0.00 | 0.00 |
Vanguard Tax-Exempt Bond ETFSOLE | COM | 20.38K | SH | $1.02M 1.08% | 20.38K | 0.00 | 0.00 |
Copart IncSOLE | COM | 26.53K | SH | $880.7K 0.93% | 26.53K | 0.00 | 0.00 |
Unum GroupSOLE | COM | 10.41K | SH | $760.4K 0.81% | 10.41K | 0.00 | 0.00 |
Roundhill Magnificent Seven ETFSOLE | COM | 12K | SH | $695.3K 0.74% | 12K | 0.00 | 0.00 |
Federated Hermes IncSOLE | COM | 11.61K | SH | $658.6K 0.70% | 11.61K | 0.00 | 0.00 |
Pfizer IncSOLE | COM | 19.25K | SH | $540.5K 0.57% | 19.25K | 0.00 | 0.00 |
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