BOXWOOD VENTURES, INC. 13F Portfolio
BOXWOOD VENTURES, INC. runs BOXWOOD VENTURES, INC. and currently holds 37 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$167.53M
Alpha Score
56.6
#0 of 1000
Holdings
37
BOXWOOD VENTURES, INC. Current 13F Holdings
Reported holdings from BOXWOOD VENTURES, INC.'s latest SEC 13F filing, ranked by portfolio weight.
37 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VEU Vanguard FTSE All-World ex-US ETF | 21.36% | $83.75 | $82.82 | -1.11% | New Buy |
VTI Vanguard Total Stock Market ETF | 9.06% | $370.04 | $381.92 | +3.21% | New Buy |
SPY SPDR S&P 500 ETF | 8.74% | $443.30 | $778.54 | +75.62% | Added +0.01% |
AAPL Apple, Inc. | 6.52% | $144.74 | $336.68 | +132.61% | Held |
NVDA NVIDIA Corp. | 6.44% | $151.59 | $229.28 | +51.25% | Held |
VT Vanguard Total World Stock ETF | 5.76% | $126.78 | $159.81 | +26.05% | Added +134.55% |
GOOGL Alphabet Inc. | 5.68% | $102.67 | $351.66 | +242.51% | Held |
EEM iShares MSCI Emerging Markets ETF | 4.52% | $68.41 | $66.81 | -2.34% | New Buy |
MSFT Microsoft Corp. | 4.38% | $286.43 | $535.07 | +86.81% | Held |
AMZN Amazon.Com Inc | 3.51% | $123.37 | $262.43 | +112.72% | Added +5.81% |
Showing 1-10 of 37