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Boxwood Ventures, Inc.
Boxwood Ventures, Inc. is an institutional investment manager based in Chicago, Illinois. The firm files as a Section 13F manager with the SEC. Its primary public disclosures began in 2022 and it manages a diverse equity portfolio including large-cap equities and ETFs. Employee count, website, and founding year details are not publicly disclosed.
Investment Strategy
Boxwood Ventures, Inc. manages a diversified portfolio focused on equities and ETFs, including major positions in SPDR S&P 500 ETF Trust, Apple Inc., Microsoft Corporation, and Amazon.com, Inc. The investment strategy appears to revolve around a mix of large-cap U.S. equities, broad market ETFs, and select sector positions, with regular rebalancing based on market conditions and opportunities disclosed in quarterly filings. The firm takes both long and short positions, indicating a flexible and opportunistic, possibly market-neutral or absolute return approach oriented towards public markets.
Latest 13F Filing Activity
Boxwood Ventures, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions with a total 13F market value of $77M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Exxon Mobil Corp. among other positions. Boxwood Ventures, Inc. reduced exposure to Schneider National Inc., Dow Inc., Aes Corp. among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 15.68% | $12.1M | 19,550 | $443.29 | $617.85 | +$1.1M |
M MSFT | Microsoft Corp. | 12.80% | $9.9M | 19,890 | $286.43 | $497.41 | +$2.6M |
A AAPL | Apple, Inc. | 10.56% | $8.2M | 39,767 | $144.74 | $205.17 | -$225.3K |
N NVDA | NVIDIA Corp. | 6.85% | $5.3M | 33,509 | $127.44 | $157.99 | -$292.0K |
A AMZN | Amazon.Com Inc | 6.57% | $5.1M | 23,141 | $109.74 | $219.39 | +$811.3K |
Industry Allocation
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