Boxwood Ventures, Inc. Top Holdings and 13F Report (2025) About Boxwood Ventures, Inc.Investment ActivityBoxwood Ventures, Inc. has $70.04 million in total holdings as of March 31, 2025.Boxwood Ventures, Inc. owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.26% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Boxwood Ventures, Inc. has purchased 28 new stocks and bought additional shares in 2 stocks.Boxwood Ventures, Inc. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $10,969,037Apple $8,384,297Microsoft $7,310,345NVIDIA $5,586,421Amazon.com $4,265,629 Largest New Holdings this Quarter 260557103 - DOW $420,018 Holding00130H105 - AES $325,938 Holding Largest Purchases this Quarter NVIDIA 7,652 shares (about $829.40K)DOW 12,028 shares (about $420.02K)AES 26,243 shares (about $325.94K)Invesco CEF Income Composite ETF 303 shares (about $5.71K) Largest Sales this Quarter Schneider National 15,865 shares (about $364.02K)Clearway Energy 2,617 shares (about $79.22K)Federated Hermes 1,511 shares (about $61.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoxwood Ventures, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$10,969,0370.0%19,55015.7%FinanceAAPLApple$8,384,2970.0%37,74512.0%Computer and TechnologyMSFTMicrosoft$7,310,3450.0%19,47410.4%Computer and TechnologyNVDANVIDIA$5,586,421$829,400 ▲17.4%51,5408.0%Computer and TechnologyAMZNAmazon.com$4,265,6290.0%22,4206.1%Retail/WholesaleGOOGLAlphabet$3,795,6390.0%24,5455.4%Computer and TechnologyVDEVanguard Energy ETF$3,595,5610.0%27,7205.1%ETFVTVanguard Total World Stock ETF$3,036,9620.0%26,1924.3%ETFJNJJohnson & Johnson$2,233,3670.0%13,4673.2%MedicalWMTWalmart$2,111,8080.0%23,9913.0%Retail/WholesaleMETMetLife$1,883,5230.0%23,4592.7%FinanceLOPEGrand Canyon Education$1,785,7390.0%10,3212.5%Consumer DiscretionaryAVGOBroadcom$1,688,0290.0%10,0822.4%Computer and TechnologyCPRTCopart$1,501,2200.0%26,5282.1%Business ServicesNEENextEra Energy$1,497,4800.0%21,1242.1%UtilitiesCBSHCommerce Bancshares$1,479,5180.0%23,7752.1%FinanceMRKMerck & Co., Inc.$1,228,4010.0%13,5631.8%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,011,2560.0%20,3801.4%ETFSNDRSchneider National$981,312$364,023 ▼-27.1%42,7681.4%TransportationCSCOCisco Systems$897,1400.0%14,5381.3%Computer and TechnologyLam Research Corporation$874,4310.0%11,9901.2%COMUNMUnum Group$848,1620.0%10,4121.2%FinanceBIGTRoundhill Magnificent Seven ETF$550,3200.0%12,0000.8%ETFFHIFederated Hermes$473,462$61,603 ▼-11.5%11,6130.7%FinanceDOWDOW$420,018$420,018 ▲New Holding12,0280.6%Basic MaterialsNLYAnnaly Capital Management$388,0550.0%18,4700.6%FinanceCWENClearway Energy$341,203$79,216 ▼-18.8%11,2720.5%EnergyAESAES$325,938$325,938 ▲New Holding26,2430.5%UtilitiesKHCKraft Heinz$305,4870.0%10,0390.4%Consumer StaplesPCEFInvesco CEF Income Composite ETF$274,941$5,711 ▲2.1%14,5860.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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