$55.8 Thousand is the total value of Boxwood Ventures, Inc.'s 28 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VDE | New | Vanguard Energy ETF | $3,362 | – | 27,720 | +100.0% | 6.03% | – |
| VT | New | Vanguard Total World Stock ETF | $2,257 | – | 26,192 | +100.0% | 4.05% | – |
| MPW | New | Medical PPTYS TR Inc | $1,764 | – | 154,354 | +100.0% | 3.16% | – |
| SLAB | New | Silicon Laboratories Inc | $1,754 | – | 12,929 | +100.0% | 3.14% | – |
| LOPE | New | Grand Canyon Ed Inc | $1,269 | – | 12,010 | +100.0% | 2.28% | – |
| VTEB | New | Vanguard Tax-Exempt Bond ETF | $1,009 | – | 20,380 | +100.0% | 1.81% | – |
| CPRT | New | Copart Inc Com | $808 | – | 13,264 | +100.0% | 1.45% | – |
| ARNC | New | Arconic Corporation | $236 | – | 11,154 | +100.0% | 0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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 | 2024-05-13 |
| 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 |
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.