$42.9 Million is the total value of Boxwood Ventures, Inc.'s 21 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 9 | Q3 2023 | 21.9% |
| Apple, Inc. | 9 | Q3 2023 | 18.2% |
| Microsoft Corporation | 9 | Q3 2023 | 15.8% |
| Johnson & Johnson | 9 | Q3 2023 | 6.5% |
| Metlife Inc Com | 9 | Q3 2023 | 4.8% |
| Nextera Energy Inc | 9 | Q3 2023 | 4.3% |
| Commerce Bancshares | 9 | Q3 2023 | 3.3% |
| Merck &co. Inc Com | 9 | Q3 2023 | 3.0% |
| Cisco Systems, Inc. | 9 | Q3 2023 | 1.9% |
| Kraft Heinz Co Com | 9 | Q3 2023 | 1.6% |
View Boxwood Ventures, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-09 |
View Boxwood Ventures, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.