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Size ($ in 1000's)
At 12/31/2023: $52,183
At 09/30/2023: $49,399
Boxwood Ventures Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boxwood Ventures Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Boxwood Ventures Inc. top holdings by largest position size, as per the latest 13f filing made by Boxwood Ventures Inc..
In the Boxwood Ventures Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boxwood Ventures Inc. in that top holding, then the share count change between reporting periods, and finally the Boxwood Ventures Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF (SPY) |
19,550 |
-2,288 |
$9,329 | | SPY | 19,550 | -2,288 | $9,329 | | Microsoft Corporation |
19,474 |
UNCH |
$7,323 | | MSFT | 19,474 | UNCH | $7,323 | | Apple Inc. |
37,745 |
UNCH |
$7,267 | | AAPL | 37,745 | UNCH | $7,267 | | Alphabet Inc Cap STK |
24,545 |
UNCH |
$3,429 | | GOOGL | 24,545 | UNCH | $3,429 | | Amazon.Com Inc |
22,420 |
UNCH |
$3,406 | | AMZN | 22,420 | UNCH | $3,406 | | Vanguard Energy ETF (VDE) |
27,720 |
UNCH |
$3,251 | | VDE | 27,720 | UNCH | $3,251 | | Vanguard Total World Stock ETF (VT) |
26,192 |
UNCH |
$2,695 | | VT | 26,192 | UNCH | $2,695 | | Johnson & Johnson |
13,467 |
UNCH |
$2,111 | | JNJ | 13,467 | UNCH | $2,111 | | Metlife Inc Com |
23,459 |
UNCH |
$1,551 | | MET | 23,459 | UNCH | $1,551 | | Merck &co. Inc Com |
13,563 |
UNCH |
$1,489 | | MRK | 13,563 | UNCH | $1,489 | | Grand Canyon Ed Inc |
10,321 |
UNCH |
$1,363 | | LOPE | 10,321 | UNCH | $1,363 | | Copart Inc Com |
26,528 |
UNCH |
$1,300 | | CPRT | 26,528 | UNCH | $1,300 | | Nextera Energy Inc |
21,124 |
UNCH |
$1,283 | | NEE | 21,124 | UNCH | $1,283 | | Commerce Bancshares (CBSH) |
22,643 |
+1,078 |
$1,209 | | CBSH | 22,643 | +1,078 | $1,209 | | Vanguard Tax Exempt Bond ETF (VTEB) |
20,380 |
UNCH |
$1,040 | | VTEB | 20,380 | UNCH | $1,040 | | Unum Group |
17,835 |
-723 |
$806 | | UNM | 17,835 | -723 | $806 | | Cisco Systems Inc. |
14,538 |
UNCH |
$734 | | CSCO | 14,538 | UNCH | $734 | | Schneider Natl Inc Wis CL B CL B |
27,973 |
-4,614 |
$714 | | SNDR | 27,973 | -4,614 | $714 | | HF Sinclair |
11,400 |
+11,400 |
$633 | | DINO | 11,400 | +11,400 | $633 | | Kraft Heinz Co Com |
14,347 |
UNCH |
$531 | | KHC | 14,347 | UNCH | $531 | | Gen MTRS Co |
13,466 |
+13,466 |
$484 | | GM | 13,466 | +13,466 | $484 |
See Full List: All Stocks Held By Boxwood Ventures Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Boxwood Ventures Inc.
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