Boxwood Ventures, Inc.

CHICAGO, IL · CIK 1885946 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChicago, IL

$167.5m reported value +77.6% vs Q1 2026

37positions

75.9%in top 10

5 new 5 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	427,241	$35.8m21.36%	21.36%	New
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	41,024	$15.2m9.06%	9.06%	New
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	19,550	$14.6m8.74%	8.74%	Added +1	+1 0.0%
4	APPLE INC COM AAPL	AAPL	37,745	$10.9m6.52%	6.52%	Unchanged
5	NVIDIA CORPORATION COM NVDA	NVDA	53,909	$10.8m6.44%	6.44%	Unchanged
6	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	61,434	$9.6m5.76%	5.76%	Added +35.2k	+35,242 134.6%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	26,888	$9.5m5.68%	5.68%	Unchanged
8	ISHARES TR MSCI EMG MKT ETF EEM	EEM	110,576	$7.6m4.52%	4.52%	New
9	MICROSOFT CORP COM MSFT	MSFT	19,890	$7.3m4.38%	4.38%	Unchanged
10	AMAZON COM INC COM AMZN	AMZN	24,486	$5.9m3.51%	3.51%	Added +1.3k	+1,345 5.8%
11	LAM RESEARCH CORP COM NEW LRCX	LRCX	11,990	$5.2m3.10%	3.10%	Unchanged
12	BROADCOM INC COM AVGO	AVGO	12,876	$4.8m2.86%	2.86%	Unchanged
13	NETFLIX INC COM NFLX	NFLX	50,030	$3.7m2.20%	2.20%	Unchanged
14	JOHNSON & JOHNSON COM JNJ	JNJ	13,467	$3.4m2.04%	2.04%	Unchanged
15	WALMART INC COM WMT	WMT	23,991	$2.7m1.62%	1.62%	Unchanged
16	VANGUARD WORLD FD ENERGY ETF VDE	VDE	13,860	$2.1m1.24%	1.24%	Reduced -13.9k	-13,860 -50.0%
17	METLIFE INC COM MET	MET	23,459	$2.0m1.20%	1.20%	New
18	NEXTERA ENERGY INC COM NEE	NEE	21,124	$1.9m1.11%	1.11%	Unchanged
19	MERCK & CO INC COM MRK	MRK	13,563	$1.7m1.04%	1.04%	Unchanged
20	CISCO SYS INC COM CSCO	CSCO	14,538	$1.7m1.02%	1.02%	Unchanged
21	EXXON MOBIL CORP COM XOM	XOM	11,136	$1.5m0.90%	0.90%	Unchanged
22	GRAND CANYON ED INC COM LOPE	LOPE	10,321	$1.5m0.87%	0.87%	Unchanged
23	COMMERCE BANCSHARES INC COM CBSH	CBSH	24,963	$1.5m0.87%	0.87%	Unchanged
24	UNUM GROUP COM UNM	UNM	10,412	$930.8k0.56%	0.56%	Unchanged
25	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	12,000	$771.6k0.46%	0.46%	Unchanged
26	COPART INC COM CPRT	CPRT	26,528	$747.8k0.45%	0.45%	Unchanged
27	FEDERATED HERMES INC CL B FHI	FHI	11,613	$641.3k0.38%	0.38%	Unchanged
28	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	10,190	$515.4k0.31%	0.31%	Reduced -10.2k	-10,190 -50.0%
29	PFIZER INC COM PFE	PFE	19,248	$469.1k0.28%	0.28%	Unchanged
30	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	19,150	$443.3k0.26%	0.26%	Unchanged
31	CLEARWAY ENERGY INC CL C CWEN	CWEN	11,701	$411.6k0.25%	0.25%	Added +141	+141 1.2%
32	GEN DIGITAL INC COM GEN	GEN	14,023	$349.0k0.21%	0.21%	Unchanged
33	INVESCO EXCH TRADED FD TR II CEF INM COMPSI PCEF	PCEF	16,103	$327.1k0.20%	0.20%	Added +301	+301 1.9%
34	PERMIAN RESOURCES CORP CLASS A COM PR	PR	17,065	$314.2k0.19%	0.19%	Unchanged
35	FORD MTR CO COM F	F	18,301	$256.6k0.15%	0.15%	Unchanged
36	KRAFT HEINZ CO COM KHC	KHC	10,039	$237.1k0.14%	0.14%	Unchanged
37	BANCO SANTANDER S.A. ADR SAN	SAN	16,230	$224.0k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
STARWOOD PPTY TR INC STWD	STWD	13,341	$236.1k13.3k shares