Bolthouse Investments, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 72Value: $95.9MLatest: 2025Q1

Bolthouse Investments, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 72 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CVBF",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AIG",
  "AVGO",
  "PRIM",
  "HON",
  "HD",
  "MCD",
  "EMR",
  "ICE",
  "META",
  "LIN",
  "MMC",
  "MSFT",
  "MS",
  "EEM",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  "O",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "TJX",
  "TCBK",
  "VIG",
  null,
  "F",
  "WM",
  "IWR",
  "AMZN",
  "USB",
  "V",
  "WMT",
  "YUM",
  null,
  "NSC",
  null,
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COST",
  "DE",
  "RSP",
  "EFA",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 72
Total Value: 95876765
Accession Number: 0001941040-25-000240
Form Type: 13F-HR
CIK: bolthouse-investments
Manager Name: Bolthouse-Investments

Data Enrichment

93% identified

67 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $95.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TRICO BANCSHARES /

TCBK|896095106

Shares:353.7K

Value:$14.1M

% of Portfolio:14.7% ($14.1M/$95.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:13.8K

Value:$7.7M

% of Portfolio:8.1% ($7.7M/$95.9M)

464287465

EFA|464287465

Shares:80.7K

Value:$6.6M

% of Portfolio:6.9% ($6.6M/$95.9M)

Apple Inc.

AAPL|037833100

Shares:22.2K

Value:$4.9M

% of Portfolio:5.1% ($4.9M/$95.9M)

Primoris Services Corp

PRIM|74164F103

Shares:85.0K

Value:$4.9M

% of Portfolio:5.1% ($4.9M/$95.9M)

MICROSOFT CORP

MSFT|594918104

Shares:12.5K

Value:$4.7M

% of Portfolio:4.9% ($4.7M/$95.9M)

46641Q837

Shares:68.6K

Value:$3.5M

% of Portfolio:3.6% ($3.5M/$95.9M)

33741X102

Shares:75.4K

Value:$2.5M

% of Portfolio:2.6% ($2.5M/$95.9M)

47103U845

Shares:48.0K

Value:$2.4M

% of Portfolio:2.5% ($2.4M/$95.9M)

Broadcom Inc.

AVGO|11135F101

Shares:13.5K

Value:$2.3M

% of Portfolio:2.4% ($2.3M/$95.9M)

VISA INC.

V|92826C839

Shares:6.1K

Value:$2.1M

% of Portfolio:2.2% ($2.1M/$95.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.3K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$95.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.8K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$95.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.0K

Value:$1.9M

% of Portfolio:2.0% ($1.9M/$95.9M)

464287200

IVV|464287200

Shares:3.0K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$95.9M)

464287234

EEM|464287234

Shares:38.1K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$95.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.7K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$95.9M)

AMAZON COM INC

AMZN|023135106

Shares:6.9K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$95.9M)

NVIDIA CORP

NVDA|67066G104

Shares:11.4K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$95.9M)

CHEVRON CORP

CVX|166764100

Shares:7.3K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$95.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRICO BANCSHARES /(TCBKcusip896095106)	353.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.1M	14.7% ($14.1M/$95.9M)	QoQ -8.53% (-$1.3M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	13.8K	QoQ +8.18% (+1.0K) YoY-	All Managers (Combined)	$7.7M	8.1% ($7.7M/$95.9M)	QoQ +3.25% (+$243.4K) YoY-
(EFAcusip464287465)	80.7K	QoQ +3.86% (+3.0K) YoY-	All Managers (Combined)	$6.6M	6.9% ($6.6M/$95.9M)	QoQ +12.26% (+$720.8K) YoY-
Apple Inc.(AAPLcusip037833100)	22.2K	QoQ +0.08% (-19) YoY-	All Managers (Combined)	$4.9M	5.1% ($4.9M/$95.9M)	QoQ -11.22% (-$623.3K) YoY-
Primoris Services Corp(PRIMcusip74164F103)	85.0K	QoQ -37.03% (-50.0K) YoY-	All Managers (Combined)	$4.9M	5.1% ($4.9M/$95.9M)	QoQ -52.68% (-$5.4M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	12.5K	QoQ +0.98% (-122) YoY-	All Managers (Combined)	$4.7M	4.9% ($4.7M/$95.9M)	QoQ -10.05% (-$524.7K) YoY-
(cusip46641Q837)✕	68.6K	QoQ +7.18% (+4.6K) YoY-	All Managers (Combined)	$3.5M	3.6% ($3.5M/$95.9M)	QoQ +7.73% (+$249.5K) YoY-
(cusip33741X102)✕	75.4K	QoQ +0.21% (-162) YoY-	All Managers (Combined)	$2.5M	2.6% ($2.5M/$95.9M)	QoQ -6.35% (-$171.5K) YoY-
(cusip47103U845)✕	48.0K	QoQ +14.27% (+6.0K) YoY-	All Managers (Combined)	$2.4M	2.5% ($2.4M/$95.9M)	QoQ +14.27% (+$304.0K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	13.5K	QoQ -12.14% (-1.9K) YoY-	All Managers (Combined)	$2.3M	2.4% ($2.3M/$95.9M)	QoQ -36.55% (-$1.3M) YoY-
VISA INC.(Vcusip92826C839)	6.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.1M	2.2% ($2.1M/$95.9M)	QoQ +10.89% (+$210.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$95.9M)	QoQ +2.33% (+$46.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$95.9M)	QoQ +17.49% (+$301.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.0K	QoQ -3.72% (-77) YoY-	All Managers (Combined)	$1.9M	2.0% ($1.9M/$95.9M)	QoQ -0.62% (-$11.9K) YoY-
(IVVcusip464287200)	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7M	1.8% ($1.7M/$95.9M)	QoQ -4.54% (-$80.2K) YoY-
(EEMcusip464287234)	38.1K	QoQ +17.88% (+5.8K) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$95.9M)	QoQ +23.18% (+$313.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	10.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$95.9M)	QoQ -18.30% (-$372.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	6.9K	QoQ +0.36% (-25) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$95.9M)	QoQ -12.96% (-$194.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	11.4K	QoQ +0.76% (-86) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$95.9M)	QoQ -18.68% (-$283.7K) YoY-
CHEVRON CORP(CVXcusip166764100)	7.3K	QoQ +62.99% (+2.8K) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$95.9M)	QoQ +88.26% (+$576.1K) YoY-