Top 50 Bolthouse Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TCBK | TRICO BANCSHARES | 15.2% | 353.7K | $16.8M | +0.00%(+0) | $43.18(+14.14%) | 2026-03-31 | |
| PRIM | PRIMORIS SVCS CORP | 9.7% | 75.0K | $10.7M | -6.25%(-5.00K) | $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) | $583.70(+27.17%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.96% | 79.3K | $7.7M | +0.51%(+400) | $79.67(+30.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.14% | 22.4K | $5.7M | +0.00%(+0) | $232.80(+28.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.8% | 11.4K | $4.2M | +0.00%(+0) | $425.63(-4.80%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.21% | 11.5K | $3.6M | +0.00%(+0) | $202.17(+106.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.79% | 10.7K | $3.1M | +0.00%(+0) | $177.58(+126.73%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.38% | 52.0K | $2.6M | -7.47%(-4.20K) | $50.55(-0.06%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.34% | 8.8K | $2.6M | +0.00%(+0) | $230.44(+30.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.28% |
| Top 20 Holdings Unweighted | +13.75% | +47.20% |
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