Bolthouse Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Bolthouse Investments, LLC reported 79 stock positions worth $108.3 million. Its top holding was Trico Bancshares (TCBK) at 14.3% of the portfolio, followed by Primoris Services (PRIM, 9.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- Bakersfield, CA
- CIK
- 0001567013
- Portfolio Value
- $108.3M (Q4 2024)
- SEC Filing
- 0001941040-25-000168 ↗ filed Feb 14, 2025
Holdings Value
Holdings 79 stocks · $108.3M
| TCBK Trico Bancshares | 14.28% | 353,718 | $15.5M | — |
| PRIM Primoris Services Corp. | 9.53% | 135,000 | $10.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.91% | 12,760 | $7.5M | — |
| EFA iShares MSCI Eafe ETF | 5.43% | 77,713 | $5.9M | — |
| AAPL Apple Inc. | 5.13% | 22,181 | $5.6M | — |
| MSFT Microsoft Corp. | 4.82% | 12,375 | $5.2M | — |
| AVGO Broadcom Inc. | 3.29% | 15,380 | $3.6M | — |
| JPST JPMorgan Ultra-Short Income | 2.98% | 64,049 | $3.2M | — |
| SDVY First Trust Smid Cap Rising | 2.49% | 75,278 | $2.7M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.97% | 41,997 | $2.1M | — |
| GOOGL Alphabet Inc. Class A | 1.88% | 10,748 | $2.0M | — |
| JPM JPMorgan Chase & Co. | 1.84% | 8,317 | $2.0M | — |
| V Visa Inc. Class A | 1.79% | 6,122 | $1.9M | — |
| COST Costco Wholesale Corp. | 1.75% | 2,066 | $1.9M | — |
| IVV iShares Core S&P 500 ETF | 1.63% | 2,993 | $1.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.59% | 3,801 | $1.7M | — |
| NVDA Nvidia Corp. | 1.40% | 11,310 | $1.5M | — |
| AMZN Amazon.com Inc. | 1.39% | 6,848 | $1.5M | — |
| EEM iShares MSCI Emerging Market | 1.25% | 32,331 | $1.4M | — |
| TDTT NT Iboxx 3Y Dur Tips ETF | 1.14% | 52,214 | $1.2M | — |
| CVBF CVB Financial Corp. | 1.13% | 56,978 | $1.2M | — |
| TDTF NT Iboxx 5Y Dur Tips ETF | 1.08% | 50,424 | $1.2M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.08% | 44,573 | $1.2M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.80% | 17,076 | $866K | — |
| ABT Abbott Laboratories | 0.78% | 7,450 | $843K | — |
| RSP Invesco S&P 500 Equal Weight | 0.75% | 4,616 | $809K | — |
| AIG American International Group | 0.74% | 11,039 | $804K | — |
| XLV SS Health Care Select Sector | 0.67% | 5,254 | $723K | — |
| XOM Exxon Mobil Corp. | 0.67% | 6,697 | $720K | — |
| HON Honeywell International Inc. | 0.66% | 3,165 | $715K | — |
| NEE Nextera Energy Inc. | 0.64% | 9,600 | $688K | — |
| MCD McDonald's Corp. | 0.60% | 2,253 | $653K | — |
| CVX Chevron Corp. | 0.60% | 4,507 | $653K | — |
| RTX RTX Corp. | 0.60% | 5,584 | $646K | — |
| UNH Unitedhealth Group Inc. | 0.58% | 1,247 | $631K | — |
| PEP Pepsico Inc. | 0.58% | 4,118 | $626K | — |
| GOOG Alphabet Inc. Class C | 0.58% | 3,270 | $623K | — |
| MRK Merck & Co. Inc. | 0.56% | 6,119 | $609K | — |
| NKE Nike Inc. Class B | 0.55% | 7,820 | $592K | — |
| CB Chubb Ltd. | 0.52% | 2,050 | $566K | — |
| VGLT Vanguard Long-Term Treasury | 0.52% | 10,203 | $565K | — |
| LLY Eli Lilly & Co. | 0.50% | 700 | $540K | — |
| LMT Lockheed Martin Corp. | 0.49% | 1,100 | $535K | — |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 5,919 | $523K | — |
| PG The Procter & Gamble Co. | 0.48% | 3,101 | $520K | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.47% | 24,119 | $512K | — |
| META Meta Platforms Inc. Class A | 0.46% | 848 | $497K | — |
| KO The Coca-Cola Co. | 0.46% | 7,973 | $496K | — |
| AMGN Amgen Inc. | 0.45% | 1,850 | $482K | — |
| MS Morgan Stanley | 0.44% | 3,785 | $476K | — |
| LIN Linde PLC | 0.44% | 1,135 | $475K | — |
| TSLA Tesla Inc. | 0.43% | 1,155 | $466K | — |
| NSC Norfolk Southern Corp. | 0.42% | 1,957 | $459K | — |
| SCHQ Schwab Long-Term US Treasury | 0.42% | 14,541 | $457K | — |
| XLRE SS Real Estate Select Sector | 0.41% | 11,042 | $449K | — |
| USB US Bancorp | 0.38% | 8,525 | $408K | — |
| CSCO Cisco Systems Inc. | 0.37% | 6,743 | $399K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 3,570 | $398K | — |
| ABBV Abbvie Inc. | 0.37% | 2,230 | $396K | — |
| EMR Emerson Electric Co. | 0.34% | 3,010 | $373K | — |
| SBUX Starbucks Corp. | 0.34% | 4,000 | $365K | — |
| HD Home Depot Inc. | 0.33% | 910 | $354K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,410 | $310K | — |
| GS Goldman Sachs Group Inc. | 0.28% | 535 | $306K | — |
| MRSH Marsh & McLennan Cos | 0.28% | 1,436 | $305K | — |
| WM Waste Management Inc. | 0.28% | 1,496 | $302K | — |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 553 | $288K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 2,378 | $287K | — |
| SYK Stryker Corp. | 0.26% | 771 | $278K | — |
| CMCSA Comcast Corp. Class A | 0.25% | 7,320 | $275K | — |
| WMT Walmart Inc. | 0.25% | 2,999 | $271K | — |
| ADBE Adobe Inc. | 0.23% | 571 | $254K | — |
| DHR Danaher Corp. | 0.23% | 1,074 | $247K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.21% | 3,220 | $228K | — |
| ICE Intercontinental Exchange Inc. | 0.21% | 1,520 | $226K | — |
| PRU Prudential Financial Inc. | 0.20% | 1,867 | $221K | — |
| PFE Pfizer Inc. | 0.20% | 8,274 | $220K | — |
| MSI Motorola Solutions Inc. | 0.19% | 450 | $208K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,209 | $101K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $123.4M | TCBK, SPY, EFA, AAPL, PRIM |
| Q1 2026 | 70 | $110.6M | TCBK, PRIM, SPY, EFA, AAPL |
| Q4 2025 | 71 | $112.5M | TCBK, PRIM, SPY, EFA, AAPL |
| Q3 2025 | 73 | $110.3M | TCBK, PRIM, SPY, EFA, MSFT |
| Q2 2025Amended | 74 | $100.9M | TCBK, SPY, EFA, PRIM, MSFT |
| Q1 2025 | 72 | $95.9M | TCBK, SPY, EFA, AAPL, PRIM |
| Q4 2024 | 79 | $108.3M | TCBK, PRIM, SPY, EFA, AAPL |