Boxwood Ventures, Inc. holds a focused book of 37 reported positions worth $167.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard Ftse All-World Ex-U and trimmed Vanguard Energy ETF. Their largest long position is Vanguard Ftse All-World Ex-U at 21% of the reported non-option book. Cloning the disclosed picks since 2024 would be +40% (+20.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning Boxwood Ventures, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boxwood Ventures, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 4 / 37 | $4.4B |
| Hoffman, Alan N Investment Management | 6 / 37 | $147.9M |
| Ramsey Quantitative Systems | 3 / 37 | $95.2M |
| 9823 Capital, L.P. | 5 / 37 | $114.2M |
| Prospect Hill Management, LLC | 5 / 37 | $185.9M |
| Ketron Financial | 11 / 37 | $232.2M |
| Marest Capital, LLC | 9 / 37 | $142.9M |
| Voyager Global Management LP | 4 / 37 | $2.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Boxwood Ventures, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard FTSE All-World ex-US ETF COM | $35.8M | 427.2K | 21.4% | ▲New New position | |
| 2 | Vanguard Total Stock Market ETF COM | $15.2M | 41.0K | 9.1% | ▲New New position | |
| 3 | SPDR S&P 500 ETF COM | $14.6M | 19.6K | 8.7% | ▲~0% Added · +1 sh | |
| 4 | Apple, Inc. COM | $10.9M | 37.7K | 6.5% | —Held | |
| 5 | Nvidia Corp. COM | $10.8M | 53.9K | 6.4% | —Held | |
| 6 | Vanguard Total World Stock ETF COM | $9.6M | 61.4K | 5.8% | ▲+135% Added · +35K sh | |
| 7 | Alphabet Inc. COM | $9.5M | 26.9K | 5.7% | —Held | |
| 8 | iShares MSCI Emerging Markets ETF COM | $7.6M | 110.6K | 4.5% | ▲New New position | |
| 9 | Microsoft Corp. COM | $7.3M | 19.9K | 4.4% | —Held | |
| 10 | Amazon.Com Inc COM | $5.9M | 24.5K | 3.5% | ▲+5.8% Added · +1K sh | |
| 11 | Lam Research Corporation COM | $5.2M | 12.0K | 3.1% | —Held | |
| 12 | Broadcom Inc COM | $4.8M | 12.9K | 2.9% | —Held | |
| 13 | Netflix, Inc. COM | $3.7M | 50.0K | 2.2% | —Held | |
| 14 | Johnson & Johnson COM | $3.4M | 13.5K | 2.0% | —Held | |
| 15 | Wal-Mart COM | $2.7M | 24.0K | 1.6% | —Held | |
| 16 | Vanguard Energy ETF COM | $2.1M | 13.9K | 1.2% | ▼−50% Reduced · −14K sh | |
| 17 | MetLife Inc. COM | $2.0M | 23.5K | 1.2% | ▲New New position | |
| 18 | Nextera Energy Inc COM | $1.9M | 21.1K | 1.1% | —Held | |
| 19 | Merck & Co. Inc COM | $1.7M | 13.6K | 1.0% | —Held | |
| 20 | Cisco Systems, Inc. COM | $1.7M | 14.5K | 1.0% | —Held | |
| 21 | Exxon Mobil Corp. COM | $1.5M | 11.1K | 0.9% | —Held | |
| 22 | Grand Canyon Education Inc. COM | $1.5M | 10.3K | 0.9% | —Held | |
| 23 | Commerce Bancshares Inc COM | $1.5M | 25.0K | 0.9% | —Held | |
| 24 | Unum Group COM | $931K | 10.4K | 0.6% | —Held | |
| 25 | Roundhill Magnificent Seven ETF COM | $772K | 12.0K | 0.5% | —Held | |
| 26 | Copart Inc COM | $748K | 26.5K | 0.4% | —Held | |
| 27 | Federated Hermes Inc COM | $641K | 11.6K | 0.4% | —Held | |
| 28 | Vanguard Tax-Exempt Bond ETF COM | $515K | 10.2K | 0.3% | ▼−50% Reduced · −10K sh | |
| 29 | Pfizer Inc COM | $469K | 19.2K | 0.3% | —Held | |
| 30 | Annaly Capital Management Inc COM | $443K | 19.1K | 0.3% | —Held | |
| 31 | Clearway Energy Inc. COM | $412K | 11.7K | 0.2% | ▲+1.2% Added · +141 sh | |
| 32 | Gen Digital Inc COM | $349K | 14.0K | 0.2% | —Held | |
| 33 | Invesco CEF Income Composite ETF COM | $327K | 16.1K | 0.2% | ▲+1.9% Added · +301 sh | |
| 34 | Permian Resources Corp COM | $314K | 17.1K | 0.2% | —Held | |
| 35 | Ford Motor Company COM COM | $257K | 18.3K | 0.2% | —Held | |
| 36 | The Kraft Heinz Co. COM | $237K | 10.0K | 0.1% | —Held | |
| 37 | Banco Santander SA-Spon ADR COM | $224K | 16.2K | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1885946/holdings"
Use Arkolith to show Boxwood Ventures, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 37 | $167.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 33 | $94.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 34 | $99.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 31 | $89.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 30 | $77.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 39d | 30 | $70.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 28 | $74.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 25 | $64.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.