Box Hill Private Wealth LLC
Net buyer this quarter
$125M
37
+$3.68M
23.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $8.98M | 7.20% | Not reported | +4.4% | Q4 2025 |
 AAPL | $3.05M | 2.45% | 0.00% | +10.3% | Q4 2025 |
 NVDA | $3.05M | 2.44% | 0.00% | +12.5% | Q4 2025 |
 SMH | $2.69M | 2.16% | Not reported | -10.3% | Q4 2025 |
 GOOG | $2.52M | 2.02% | Not reported | +5.3% | Q4 2025 |
 BRK.B | $2.26M | 1.81% | Not reported | -6.1% | Q4 2025 |
 TSLA | $2.07M | 1.66% | 0.00% | -20.6% | Q4 2025 |
 AVGO | $1.89M | 1.51% | 0.00% | +3.3% | Q4 2025 |
 MSFT | $1.59M | 1.28% | 0.00% | +0.5% | Q4 2025 |
| GOOGL | $1.57M | 1.26% | 0.00% | +1.4% | Q4 2025 |
 EMXC | $1.44M | 1.15% | Not reported | +435.8% | Q1 2026 |
 AMZN | $1.39M | 1.12% | 0.00% | +13.4% | Q4 2025 |
 MU | $1.3M | 1.04% | 0.00% | +34.9% | Q4 2025 |
 META | $970K | 0.78% | Not reported | +4.9% | Q4 2025 |
 COST | $863K | 0.69% | 0.00% | -2.3% | Q4 2025 |
 GME | $838K | 0.67% | 0.01% | New | Q2 2026 |
 MRVL | $821K | 0.66% | 0.00% | +0.1% | Q4 2025 |
 TSM | $630K | 0.51% | 0.00% | +25.9% | Q4 2025 |
 LLY | $624K | 0.50% | 0.00% | +3.4% | Q4 2025 |
 JPM | $605K | 0.49% | 0.00% | +1.2% | Q4 2025 |
 ETN | $525K | 0.42% | 0.00% | -1.7% | Q4 2025 |
 V | $485K | 0.39% | 0.00% | -4.5% | Q4 2025 |
 AMD | $450K | 0.36% | 0.00% | New | Q2 2026 |
 INTC | $401K | 0.32% | 0.00% | New | Q2 2026 |
 XOM | $373K | 0.30% | 0.00% | +1.8% | Q4 2025 |
 AMAT | $363K | 0.29% | 0.00% | New | Q2 2026 |
 NFLX | $362K | 0.29% | 0.00% | -6.6% | Q4 2025 |
 GE | $345K | 0.28% | 0.00% | +6.9% | Q4 2025 |
 BKNG | $322K | 0.26% | 0.00% | -3.8% | Q4 2025 |
 UBER | $286K | 0.23% | 0.00% | -0.1% | Q4 2025 |
 CB | $277K | 0.22% | 0.00% | -5.2% | Q4 2025 |
 ABBV | $250K | 0.20% | 0.00% | +1.6% | Q4 2025 |
 KTOS | $249K | 0.20% | 0.00% | Not reported | Q4 2025 |
 PHYS | $234K | 0.19% | 0.00% | Not reported | Q1 2026 |
 LMT | $218K | 0.17% | 0.00% | New | Q2 2026 |
 MA | $217K | 0.17% | 0.00% | -4.7% | Q4 2025 |
 BITW | $209K | 0.17% | 0.04% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| QQQ | $6.74M | 6.66% | Not reported | +10.5% | Q4 2025 |
| AAPL | $2.43M | 2.40% | 0.00% | -0.4% | Q4 2025 |
| NVDA | $2.36M | 2.33% | 0.00% | +2.2% | Q4 2025 |
| TSLA | $2.31M | 2.28% | 0.00% | +4.6% | Q4 2025 |
| BRK.B | $2.3M | 2.27% | Not reported | Not reported | Q4 2025 |
| GOOG | $1.94M | 1.92% | Not reported | +7.3% | Q4 2025 |
| SMH | $1.75M | 1.73% | Not reported | +14.6% | Q4 2025 |
| MSFT | $1.57M | 1.56% | 0.00% | -0.4% | Q4 2025 |
| AVGO | $1.5M | 1.48% | 0.00% | +1.4% | Q4 2025 |
| GOOGL | $1.24M | 1.23% | 0.00% | +0.1% | Q4 2025 |
| AMZN | $1.07M | 1.06% | 0.00% | +8.5% | Q4 2025 |
| COST | $941K | 0.93% | 0.00% | +0.2% | Q4 2025 |
| META | $939K | 0.93% | Not reported | +1.4% | Q4 2025 |
| JPM | $538K | 0.53% | 0.00% | +0.4% | Q4 2025 |
| NFLX | $523K | 0.52% | 0.00% | -9.9% | Q4 2025 |
| LLY | $463K | 0.46% | 0.00% | +0.2% | Q4 2025 |
| XOM | $454K | 0.45% | 0.00% | -3.0% | Q4 2025 |
| ETN | $448K | 0.44% | 0.00% | Not reported | Q4 2025 |
| V | $447K | 0.44% | 0.00% | -8.2% | Q4 2025 |
| TSM | $354K | 0.35% | 0.00% | +5.8% | Q4 2025 |
| KTOS | $353K | 0.35% | 0.00% | Not reported | Q4 2025 |
| BKNG | $317K | 0.31% | 0.00% | -8.5% | Q4 2025 |
| UBER | $285K | 0.28% | 0.00% | +3.3% | Q4 2025 |
| MU | $282K | 0.28% | 0.00% | Not reported | Q4 2025 |
| CB | $280K | 0.28% | 0.00% | +0.4% | Q4 2025 |
| PHYS | $275K | 0.27% | 0.00% | New | Q1 2026 |
| MRVL | $273K | 0.27% | 0.00% | -4.8% | Q4 2025 |
 PLTR | $251K | 0.25% | 0.00% | -2.8% | Q4 2025 |
| BITW | $249K | 0.25% | 0.04% | New | Q1 2026 |
| GE | $245K | 0.24% | 0.00% | +4.2% | Q4 2025 |
 ISRG | $241K | 0.24% | 0.00% | -19.6% | Q4 2025 |
| MA | $222K | 0.22% | 0.00% | -18.4% | Q4 2025 |
 CVX | $220K | 0.22% | 0.00% | New | Q1 2026 |
| ABBV | $212K | 0.21% | 0.00% | +0.6% | Q4 2025 |
| EMXC | $206K | 0.20% | Not reported | New | Q1 2026 |
 NYXH | $44.4K | 0.04% | 0.04% | New | Q1 2026 |
| Q4 2025 | |||||
| QQQ | $6.49M | 6.57% | Not reported | New | Q4 2025 |
| TSLA | $2.67M | 2.70% | 0.00% | New | Q4 2025 |
| AAPL | $2.61M | 2.64% | 0.00% | New | Q4 2025 |
| NVDA | $2.47M | 2.50% | 0.00% | New | Q4 2025 |
| BRK.B | $2.41M | 2.44% | Not reported | New | Q4 2025 |
| MSFT | $2.06M | 2.09% | 0.00% | New | Q4 2025 |
| GOOG | $1.98M | 2.00% | Not reported | New | Q4 2025 |
| AVGO | $1.65M | 1.67% | 0.00% | New | Q4 2025 |
| SMH | $1.44M | 1.45% | Not reported | New | Q4 2025 |
| GOOGL | $1.35M | 1.37% | 0.00% | New | Q4 2025 |
| AMZN | $1.09M | 1.11% | 0.00% | New | Q4 2025 |
| META | $1.07M | 1.08% | Not reported | New | Q4 2025 |
| COST | $814K | 0.82% | 0.00% | New | Q4 2025 |
| JPM | $586K | 0.59% | 0.00% | New | Q4 2025 |
| NFLX | $565K | 0.57% | 0.00% | New | Q4 2025 |
| V | $565K | 0.57% | 0.00% | New | Q4 2025 |
| LLY | $540K | 0.55% | 0.00% | New | Q4 2025 |
| BKNG | $440K | 0.45% | 0.00% | New | Q4 2025 |
| ETN | $399K | 0.40% | 0.00% | New | Q4 2025 |
| KTOS | $380K | 0.38% | 0.00% | New | Q4 2025 |
| ISRG | $368K | 0.37% | 0.00% | New | Q4 2025 |
| XOM | $332K | 0.34% | 0.00% | New | Q4 2025 |
| UBER | $314K | 0.32% | 0.00% | New | Q4 2025 |
| PLTR | $313K | 0.32% | 0.00% | New | Q4 2025 |
| MA | $311K | 0.31% | 0.00% | New | Q4 2025 |
| TSM | $301K | 0.30% | 0.00% | New | Q4 2025 |
 NOW | $290K | 0.29% | 0.00% | New | Q4 2025 |
| CB | $267K | 0.27% | 0.00% | New | Q4 2025 |
| GE | $255K | 0.26% | 0.00% | New | Q4 2025 |
| MRVL | $246K | 0.25% | 0.00% | New | Q4 2025 |
 HD | $239K | 0.24% | 0.00% | New | Q4 2025 |
| MU | $238K | 0.24% | 0.00% | New | Q4 2025 |
| SLV | $227K | 0.23% | 0.00% | New | Q4 2025 |
| ABBV | $222K | 0.22% | 0.00% | New | Q4 2025 |