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Bolthouse Investments, LLC

Portfolio Manager
Bolthouse Investments, LLC
Performance
-2.14% (2026 Q1)
AUM (13F)
$110.62M
# of Holdings
70
Performance Rank
Allocation (Top 20)
76.86%

Bolthouse Investments, LLC Holdings Map

Top 50 Bolthouse Investments, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TCBK
TRICO BANCSHARES
15.2%353.7K$16.8M
+0.00%(+0)
2025-Q1: 353.7K shares2025-Q2: 353.7K shares2025-Q3: 353.7K shares2025-Q4: 353.7K shares2026-Q1: 353.7K shares
$43.18(+14.14%)
2026-03-31
PRIM
PRIMORIS SVCS CORP
9.7%75.0K$10.7M
-6.25%(-5.00K)
2025-Q1: 85.0K shares2025-Q2: 85.0K shares2025-Q3: 80.0K shares2025-Q4: 80.0K shares2026-Q1: 75.0K shares
$67.24(+67.97%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
8.65%14.7K$9.6M
+3.54%(+503)
2025-Q1: 13.8K shares2025-Q2: 14.5K shares2025-Q3: 14.7K shares2025-Q4: 14.2K shares2026-Q1: 14.7K shares
$583.70(+27.17%)
2026-03-31
EFA
ISHARES TR
6.96%79.3K$7.7M
+0.51%(+400)
2025-Q1: 80.7K shares2025-Q2: 79.0K shares2025-Q3: 78.9K shares2025-Q4: 78.9K shares2026-Q1: 79.3K shares
$79.67(+30.32%)
2026-03-31
AAPL
APPLE INC
5.14%22.4K$5.7M
+0.00%(+0)
2025-Q1: 22.2K shares2025-Q2: 22.1K shares2025-Q3: 22.1K shares2025-Q4: 22.4K shares2026-Q1: 22.4K shares
$232.80(+28.38%)
2026-03-31
MSFT
MICROSOFT CORP
3.8%11.4K$4.2M
+0.00%(+0)
2025-Q1: 12.5K shares2025-Q2: 12.5K shares2025-Q3: 11.4K shares2025-Q4: 11.4K shares2026-Q1: 11.4K shares
$425.63(-4.80%)
2026-03-31
AVGO
BROADCOM INC
3.21%11.5K$3.6M
+0.00%(+0)
2025-Q1: 13.5K shares2025-Q2: 12.4K shares2025-Q3: 11.5K shares2025-Q4: 11.5K shares2026-Q1: 11.5K shares
$202.17(+106.16%)
2026-03-31
GOOGL
ALPHABET INC
2.79%10.7K$3.1M
+0.00%(+0)
2025-Q1: 10.7K shares2025-Q2: 10.7K shares2025-Q3: 10.7K shares2025-Q4: 10.7K shares2026-Q1: 10.7K shares
$177.58(+126.73%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
2.38%52.0K$2.6M
-7.47%(-4.20K)
2025-Q1: 68.6K shares2025-Q2: 56.2K shares2025-Q3: 56.2K shares2025-Q4: 56.2K shares2026-Q1: 52.0K shares
$50.55(-0.06%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.34%8.8K$2.6M
+0.00%(+0)
2025-Q1: 8.3K shares2025-Q2: 8.3K shares2025-Q3: 8.3K shares2025-Q4: 8.8K shares2026-Q1: 8.8K shares
$230.44(+30.29%)
2026-03-31

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