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The Analysis of Boxwood Ventures, Inc.'s Holdings & P&L

Currently, Boxwood Ventures, Inc. holds 33 types of securities in its portfolio with a total value $94.3M. In the most recent quarter, they have increased their positions in N/A (+14.0K shares, valued at $264.1K), PCEF (+310 shares, valued at $5.8K), CWEN (+132 shares, valued at $5.2K); decreased their positions in NVDA (-2.7K shares, valued at $476.0K), AMZN (-1.4K shares, valued at $293.5K), STWD (-3.5K shares, valued at $61.1K); initiated new positions in N/A (+14.0K shares, valued at $264.1K).

1M P&L

+3.7M+4.35%

3M P&L

+7.7M+9.35%

HY P&L

+7.6M+9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A22.7M

27.5%

2Semiconductors10.6M

12.8%

3Consumer Electronics10.3M

12.4%

Top Industries by Stock Count

1N/A6 stocks

20.7%

2Drug Manufacturers - General2 stocks

6.9%

3Insurance - Life2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF19.5K shares-0.01%2026-03-312026-05-11

AAPL Apple, Inc.37.7K shares0.00%2026-03-312026-05-11

NVDA NVIDIA Corp.53.9K shares-4.82%2026-03-312026-05-11

Alphabet Inc. Alphabet Inc.26.9K shares0.00%2026-03-312026-05-11

MSFT Microsoft Corp.19.9K shares0.00%2026-03-312026-05-11

AMZN Amazon.Com Inc23.1K shares-5.74%2026-03-312026-05-11

NFLX Netflix, Inc.50.0K shares0.00%2026-03-312026-05-11

VDE Vanguard Energy ETF27.7K shares0.00%2026-03-312026-05-11

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Broadcom Inc Broadcom Inc12.9K shares0.00%2026-03-312026-05-11

VT Vanguard Total World Stock ETF26.2K shares0.00%2026-03-312026-05-11

JNJ Johnson & Johnson13.5K shares0.00%2026-03-312026-05-11

WMT Wal-Mart24.0K shares0.00%2026-03-312026-05-11

Lam Research Corporation Lam Research Corporation12.0K shares0.00%2026-03-312026-05-11

NEE Nextera Energy Inc21.1K shares0.00%2026-03-312026-05-11

XOM Exxon Mobil Corp.11.1K shares0.00%2026-03-312026-05-11

LOPE Grand Canyon Education Inc.10.3K shares0.00%2026-03-312026-05-11

Sponsored

Merck & Co. Inc Merck & Co. Inc13.6K shares0.00%2026-03-312026-05-11

CBSH Commerce Bancshares Inc25.0K shares0.00%2026-03-312026-05-11

CSCO Cisco Systems, Inc.14.5K shares0.00%2026-03-312026-05-11

VTEB Vanguard Tax-Exempt Bond ETF20.4K shares0.00%2026-03-312026-05-11

CPRT Copart Inc26.5K shares0.00%2026-03-312026-05-11

UNM Unum Group10.4K shares0.00%2026-03-312026-05-11

MAGS Roundhill Magnificent Seven ETF12.0K shares0.00%2026-03-312026-05-11

FHI Federated Hermes Inc11.6K shares0.00%2026-03-312026-05-11

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PFE Pfizer Inc19.2K shares0.00%2026-03-312026-05-11

CWEN Clearway Energy Inc.11.6K shares1.16%2026-03-312026-05-11

Annaly Capital Management Inc Annaly Capital Management Inc19.1K shares0.00%2026-03-312026-05-11

PR Permian Resources Corp17.1K shares0.00%2026-03-312026-05-11

PCEF Invesco CEF Income Composite ETF15.8K shares2.00%2026-03-312026-05-11

Gen Digital Inc Gen Digital Inc14.0K sharesnew addition2026-03-312026-05-11

STWD Starwood Property Trust Inc13.3K shares-20.56%2026-03-312026-05-11

KHC The Kraft Heinz Co.10.0K shares0.00%2026-03-312026-05-11

Sponsored

F Ford Motor Company COM18.3K shares0.00%2026-03-312026-05-11

SPY

SPDR S&P 500 ETF

-0.01%

Shares19.5K

Event2026-03-31

Filed2026-05-11

AAPL

Apple, Inc.

0.00%

Shares37.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA Corp.

-4.82%

Shares53.9K

Event2026-03-31

Filed2026-05-11

Alphabet Inc.

0.00%

Shares26.9K

Event2026-03-31

Filed2026-05-11

MSFT

Microsoft Corp.

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-11

AMZN

Amazon.Com Inc

-5.74%

Shares23.1K

Event2026-03-31

Filed2026-05-11

NFLX

Netflix, Inc.

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-11

VDE

Vanguard Energy ETF

0.00%

Shares27.7K

Event2026-03-31

Filed2026-05-11

Broadcom Inc

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-11

Vanguard Total World Stock ETF

0.00%

Shares26.2K

Event2026-03-31

Filed2026-05-11

JNJ

Johnson & Johnson

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-11

WMT

Wal-Mart

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-11

Lam Research Corporation

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-11

NEE

Nextera Energy Inc

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-11

XOM

Exxon Mobil Corp.

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-11

LOPE

Grand Canyon Education Inc.

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-11

Merck & Co. Inc

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-11

CBSH

Commerce Bancshares Inc

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-11

CSCO

Cisco Systems, Inc.

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-11

VTEB

Vanguard Tax-Exempt Bond ETF

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-11

CPRT

Copart Inc

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-11

UNM

Unum Group

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-11

MAGS

Roundhill Magnificent Seven ETF

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-11

FHI

Federated Hermes Inc

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-11

PFE

Pfizer Inc

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-11

CWEN

Clearway Energy Inc.

1.16%

Shares11.6K

Event2026-03-31

Filed2026-05-11

Annaly Capital Management Inc

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-11

Permian Resources Corp

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-11

PCEF

Invesco CEF Income Composite ETF

2.00%

Shares15.8K

Event2026-03-31

Filed2026-05-11

Gen Digital Inc

New

Shares14.0K

Event2026-03-31

Filed2026-05-11

STWD

Starwood Property Trust Inc

-20.56%

Shares13.3K

Event2026-03-31

Filed2026-05-11

KHC

The Kraft Heinz Co.

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-11

Ford Motor Company COM

0.00%

Shares18.3K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available