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Home > Institutional Investor > Boxwood Ventures, Inc. > Profile

Instuitional Investor - Boxwood Ventures, Inc.

Fund Profile
Filing Period:
Fund Name: Boxwood Ventures, Inc.
Portfolio Value $52,184,806
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 19,550 $9,329,417 17.87%
2.
Microsoft Corp
 MSFT 19,474 $7,323,003 14.03%
3.
Apple Inc.
 AAPL 37,745 $7,267,045 13.92%
4.
Alphabet Inc.
 GOOG 24,545 $3,428,691 6.57%
5.
Amazon Com Inc
 AMZN 22,420 $3,406,495 6.52%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)