Boxwood Ventures, Inc. — 13F holdings

Boxwood Ventures, Inc. reported 37 holdings worth $168M in its 13F filing for Q2 2026, filed August 12, 2026. That's up 77.6% from $94.3M in Q1 2026, when it reported 33 holdings. Its 10 largest positions make up 75.9% of the portfolio.

Boxwood Ventures, Inc.'s largest positions in Q2 2026

1. VEU VANGUARD INTL EQUITY INDEX F — $35.8M (21.4%) · new position
2. VTI VANGUARD INDEX FDS — $15.2M (9.1%) · new position
3. SPY SPDR S&P 500 ETF TR — $14.6M (8.7%) · unchanged
4. AAPL APPLE INC — $10.9M (6.5%) · unchanged
5. NVDA NVIDIA CORPORATION — $10.8M (6.4%) · unchanged
6. VT VANGUARD INTL EQUITY INDEX F — $9.64M (5.8%) · added 135%
7. GOOGL ALPHABET INC — $9.51M (5.7%) · unchanged
8. EEM ISHARES TR — $7.56M (4.5%) · new position
9. MSFT MICROSOFT CORP — $7.33M (4.4%) · unchanged
10. AMZN AMAZON COM INC — $5.88M (3.5%) · added 6%
11. LRCX LAM RESEARCH CORP — $5.20M (3.1%) · unchanged
12. AVGO BROADCOM INC — $4.80M (2.9%) · unchanged
13. NFLX NETFLIX INC — $3.69M (2.2%) · unchanged
14. JNJ JOHNSON & JOHNSON — $3.42M (2.0%) · unchanged
15. WMT WALMART INC — $2.72M (1.6%) · unchanged
16. VDE VANGUARD WORLD FD — $2.08M (1.2%) · cut 50%
17. MET METLIFE INC — $2.02M (1.2%) · new position
18. NEE NEXTERA ENERGY INC — $1.85M (1.1%) · unchanged
19. MRK MERCK & CO INC — $1.74M (1.0%) · unchanged
20. CSCO CISCO SYS INC — $1.71M (1.0%) · unchanged

What Boxwood Ventures, Inc. bought in Q2 2026

5 new positions and 4 positions added to.

1. VEU VANGUARD INTL EQUITY INDEX F — new position, about $35.8M
2. VTI VANGUARD INDEX FDS — new position, about $15.2M
3. EEM ISHARES TR — new position, about $7.56M
4. VT VANGUARD INTL EQUITY INDEX F — added, about $5.53M
5. MET METLIFE INC — new position, about $2.02M
6. AMZN AMAZON COM INC — added, about $323K
7. SAN BANCO SANTANDER SA — new position, about $224K
8. PCEF INVESCO EXCH TRADED FD TR II — added, about $6.11K
9. CWEN CLEARWAY ENERGY INC — added, about $4.96K

What Boxwood Ventures, Inc. sold in Q2 2026

1 position sold out and 2 reduced.

1. VDE VANGUARD WORLD FD — cut 50%, about $2.08M
2. VTEB VANGUARD MUN BD FDS — cut 50%, about $515K
3. STWD STARWOOD PPTY TR INC — sold out, about $219K

Boxwood Ventures, Inc. portfolio value by quarter

• Q2 2026: $168M in 37 holdings
• Q1 2026: $94.3M in 33 holdings
• Q4 2025: $99.4M in 34 holdings
• Q3 2025: $89.8M in 31 holdings
• Q2 2025: $77.3M in 30 holdings
• Q1 2025: $70.0M in 30 holdings
• Q4 2024: $74.7M in 28 holdings

What does Boxwood Ventures, Inc. own?

Its largest positions in Q2 2026 were VEU, VTI, SPY, AAPL, NVDA, out of 37 holdings worth $168M.

What did Boxwood Ventures, Inc. buy last quarter?

In Q2 2026 it opened 5 new positions and added to 4; the largest buys were VEU, VTI, EEM.

What did Boxwood Ventures, Inc. sell last quarter?

In Q2 2026 it sold out of 1 position and reduced 2, including STWD.