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BOXWOOD VENTURES, INC. 13F portfolio summary

BOXWOOD VENTURES, INC. of BOXWOOD VENTURES, INC. has 33 current stock holdings with a reported portfolio value of $94.3M. The portfolio 1 year return is +25.90%. Top holdings include VTEB (0.00%), SPY (13.66%), AAPL (10.27%), NVDA (10.08%), GOOGL (8.29%).

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BOXWOOD VENTURES, INC.

BOXWOOD VENTURES, INC.
Latest filing: 2026-03-31

BOXWOOD VENTURES, INC. runs BOXWOOD VENTURES, INC. and currently holds 33 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $94.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BOXWOOD VENTURES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BOXWOOD VENTURES, INC.'s portfolio at BOXWOOD VENTURES, INC. has delivered returns of +25.90%. Their 3-year annualized return is +61.64%. Looking at the 5-year horizon, BOXWOOD VENTURES, INC. has achieved +62.63% annualized returns at BOXWOOD VENTURES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.90%
#0/1000
3 Year
+61.64%
#0/1000
5 Year
+62.63%
#0/1000

Portfolio Value

$94.33M

Alpha Score

48.5

#0 of 1000

Holdings

33

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change