Catherine M. O'Brien

Boxwood Ventures, Inc.

Assets Managed

$94.333M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 29d ago

Growth Rate

-5.05%(2Q avg: 2.8%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boxwood Ventures, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Boxwood Ventures, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.333M in assets, with a quarterly growth rate of -5.05% and a 2-quarter average growth rate of 2.8%. The portfolio is managed by Catherine M. O'Brien, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased 0%	13.52%	$12.749M 19,549 shares@ $652.16 avg price	Decreased 0%
AAPL Apple Inc Recent Activity	10.16%	$9.579M 37,745 shares@ $253.79 avg price
NVDA Nvidia Corp Recent Activity Decreased -4.81%	9.97%	$9.402M 53,909 shares@ $174.41 avg price	Decreased -4.81%
GOOGL Alphabet Inc-cl A Recent Activity	8.2%	$7.732M 26,888 shares@ $287.56 avg price
MSFT Microsoft Corp Recent Activity	7.81%	$7.363M 19,890 shares@ $370.17 avg price
AMZN Amazon.com Inc Recent Activity Decreased -5.73%	5.11%	$4.82M 23,141 shares@ $208.27 avg price	Decreased -5.73%
NFLX Netflix Inc Recent Activity	5.1%	$4.81M 50,030 shares@ $96.15 avg price
VDE Vanguard Energy Etf Recent Activity	5.09%	$4.797M 27,720 shares@ $173.04 avg price
AVGO Broadcom Inc Recent Activity	4.23%	$3.985M 12,876 shares@ $309.51 avg price
VT Vanguard Tot World Stk Etf Recent Activity	3.85%	$3.623M 26,192 shares@ $138.32 avg price

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