Bolthouse Investments, LLC

Est. AUM

$110.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TRICO BANCSHARES	COM	$16.8M	353718	15.20%	SOLE
2	PRIMORIS SVCS CORP	COM	$10.7M	75000	9.70%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.6M	14707	8.65%	SOLE
4	ISHARES TR	MSCI EAFE ETF	$7.7M	79321	6.96%	SOLE
5	APPLE INC	COM	$5.7M	22406	5.14%	SOLE
6	MICROSOFT CORP	COM	$4.2M	11365	3.80%	SOLE
7	BROADCOM INC	COM	$3.6M	11480	3.21%	SOLE
8	ALPHABET INC	CAP STK CL A	$3.1M	10748	2.79%	SOLE
9	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.6M	51998	2.38%	SOLE
10	JPMORGAN CHASE & CO	COM	$2.6M	8802	2.34%	SOLE
11	ISHARES TR	MSCI EMG MKT ETF	$2.4M	42300	2.17%	SOLE
12	VISA INC	COM CL A	$2.2M	7286	1.99%	SOLE
13	NVIDIA CORPORATION	COM	$2.0M	11396	1.80%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$1.9M	2982	1.76%	SOLE
15	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.9M	47421	1.69%	SOLE
16	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.9M	36445	1.68%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3801	1.65%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1636	1.47%	SOLE
19	AMAZON COM INC	COM	$1.4M	6873	1.29%	SOLE
20	CHEVRON CORPORATION	COM	$1.3M	6336	1.19%	SOLE
21	CVB FINL CORP	COM	$1.2M	60005	1.05%	SOLE
22	RTX CORPORATION	COM	$1.1M	5584	0.97%	SOLE
23	ALPHABET INC	CAP STK CL C	$938K	3270	0.85%	SOLE
24	EXXON MOBIL CORP	COM	$936K	5516	0.85%	SOLE
25	NEXTERA ENERGY INC	COM	$892K	9600	0.81%	SOLE
26	AMERICAN INTL GROUP INC	COM NEW	$889K	11820	0.80%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$827K	3846	0.75%	SOLE
28	ABBOTT LABORATORIES	COM	$819K	7975	0.74%	SOLE
29	SPDR INDEX SHS FDS	STATE STREET SPD	$814K	17842	0.74%	SOLE
30	MCDONALDS CORP	COM	$784K	2522	0.71%	SOLE
31	HONEYWELL INTL INC	COM	$715K	3165	0.65%	SOLE
32	CHUBB LTD SWITZ	COM	$668K	2050	0.60%	SOLE
33	LOCKHEED MARTIN CORP	COM	$665K	1100	0.60%	SOLE
34	AMGEN INC	COM	$651K	1850	0.59%	SOLE
35	GOLDMAN SACHS GROUP INC	COM	$615K	727	0.56%	SOLE
36	NORFOLK SOUTHN CORP	COM	$614K	2138	0.56%	SOLE
37	ISHARES TR	CORE DIV GRWTH	$576K	8214	0.52%	SOLE
38	META PLATFORMS INC	CL A	$576K	1007	0.52%	SOLE
39	NIKE INC	CL B	$567K	10737	0.51%	SOLE
40	LINDE PLC	SHS	$563K	1135	0.51%	SOLE
41	CISCO SYS INC	COM	$523K	6743	0.47%	SOLE
42	HOME DEPOT INC	COM	$512K	1556	0.46%	SOLE
43	DEERE & CO	COM	$508K	902	0.46%	SOLE
44	TESLA INC	COM	$494K	1330	0.45%	SOLE
45	ABBVIE INC	COM	$485K	2230	0.44%	SOLE
46	PROCTER & GAMBLE CO	COM	$448K	3101	0.40%	SOLE
47	PEPSICO INC	COM	$445K	2862	0.40%	SOLE
48	ELI LILLY & CO	COM	$442K	481	0.40%	SOLE
49	WALMART INC	COM	$433K	3484	0.39%	SOLE
50	COCA COLA CO	COM	$413K	5431	0.37%	SOLE

1–50 of 70

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.