StockDriftsStockDriftsTop 50 Bolthouse Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TCBK | TRICO BANCSHARES | 15.44% | 353.7K | $19.0M | +0.00%(+0) | $43.18(+32.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.15% | 15.1K | $11.3M | +2.78%(+409) | $586.56(+31.88%) | 2026-06-30 | |
| EFA | ISHARES TR | 6.68% | 79.3K | $8.2M | +0.00%(+0) | $79.67(+36.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.27% | 22.5K | $6.5M | +0.29%(+66) | $232.90(+31.67%) | 2026-06-30 | |
| PRIM | PRIMORIS SVCS CORP | 5.06% | 63.0K | $6.2M | -16.00%(-12.00K) | $67.24(+25.45%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.53% | 11.5K | $4.4M | +0.33%(+38) | $202.61(+107.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.45% | 11.4K | $4.3M | +0.28%(+32) | $425.46(+18.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.11% | 10.7K | $3.8M | +0.00%(+0) | $177.58(+97.92%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.35% | 42.3K | $2.9M | +0.00%(+0) | $44.87(+46.47%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.33% | 8.8K | $2.9M | +0.00%(+0) | $230.44(+56.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.80% |
Bolthouse Investments LLC reports $123.40M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are TCBK (15.4%), SPY (9.2%) and EFA (6.7%). The top 20 holdings account for 73.5% of reported assets. Its disclosed equity book has returned +22.99% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bolthouse Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567013). View Bolthouse Investments LLC’s 13F filings on SEC