IE
Insider Edges

BOXWOOD VENTURES, INC. 13F portfolio summary

BOXWOOD VENTURES, INC. of BOXWOOD VENTURES, INC. has 37 current stock holdings with a reported portfolio value of $167.5M. The portfolio 1 year return is +24.31%. Top holdings include VEU (21.36%), VTI (9.06%), SPY (8.74%), AAPL (6.52%), NVDA (6.44%).

Back to investors

BOXWOOD VENTURES, INC.

BOXWOOD VENTURES, INC.
Latest filing: 2026-06-30

BOXWOOD VENTURES, INC. runs BOXWOOD VENTURES, INC. and currently holds 37 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $167.53M. Their top holdings are VEU, VTI, SPY, AAPL, NVDA. The top five represent 52.1% of reported portfolio weight. BOXWOOD VENTURES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOXWOOD VENTURES, INC. initiated 4 new positions. They added to 6 existing positions. They trimmed 2 positions. Their current best-performing preview position is LRCX with returns of +102.69%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
VEU21.4%
VTI9.1%
SPY8.7%
AAPL6.5%
NVDA6.4%
Top 5: 52.1%
Portfolio Returns
1 Year
+24.31%
#0/1000
3 Year
+63.55%
#0/1000
5 Year
+79.14%
#0/1000

Portfolio Value

$167.53M

Alpha Score

56.6

#0 of 1000

Holdings

37

Showper page

37 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VEU
Vanguard FTSE All-World ex-US ETF
21.36%$83.75$85.70+2.33%
New Buy
VTI
Vanguard Total Stock Market ETF
9.06%$370.04$378.25+2.22%
New Buy
SPY
SPDR S&P 500 ETF
8.74%$443.30$765.62+72.71%
Added
+0.01%
AAPL
Apple, Inc.
6.52%$144.74$309.35+113.73%
Held
NVDA
NVIDIA Corp.
6.44%$151.59$214.76+41.67%
Held
VT
Vanguard Total World Stock ETF
5.76%$126.78$160.80+26.83%
Added
+134.55%
GOOGL
Alphabet Inc.
5.68%$102.67$344.82+235.85%
Held
EEM
iShares MSCI Emerging Markets ETF
4.52%$68.41$67.12-1.89%
New Buy
MSFT
Microsoft Corp.
4.38%$286.43$483.24+68.71%
Held
AMZN
Amazon.Com Inc
3.51%$123.37$258.63+109.64%
Added
+5.81%

Showing 1-10 of 37