Universe · entity
Bolthouse Investments, LLC
Institutional manager (13F) · CIK 1567013
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $105M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TRICO BANCSHARES | $17M | 353,718 |
| 2 | PRIMORIS SVCS CORP | $11M | 75,000 |
| 3 | STATE STR SPDR S&P 500 ETF T | $10M | 14,707 |
| 4 | ISHARES TR | $8M | 79,321 |
| 5 | APPLE INC | $6M | 22,406 |
| 6 | MICROSOFT CORP | $4M | 11,365 |
| 7 | BROADCOM INC | $4M | 11,480 |
| 8 | ALPHABET INC | $3M | 10,748 |
| 9 | J P MORGAN EXCHANGE TRADED F | $3M | 51,998 |
| 10 | JPMORGAN CHASE & CO | $3M | 8,802 |
| 11 | ISHARES TR | $2M | 42,300 |
| 12 | VISA INC | $2M | 7,286 |
| 13 | NVIDIA CORPORATION | $2M | 11,396 |
| 14 | ISHARES TR | $2M | 2,982 |
| 15 | FIRST TR EXCHANGE TRADED FD | $2M | 47,421 |
| 16 | J P MORGAN EXCHANGE TRADED F | $2M | 36,445 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,801 |
| 18 | COSTCO WHOLESALE CORPORATION | $2M | 1,636 |
| 19 | AMAZON COM INC | $1M | 6,873 |
| 20 | CHEVRON CORPORATION | $1M | 6,336 |
| 21 | CVB FINL CORP | $1M | 60,005 |
| 22 | RTX CORPORATION | $1M | 5,584 |
| 23 | ALPHABET INC | $938k | 3,270 |
| 24 | EXXON MOBIL CORP | $936k | 5,516 |
| 25 | NEXTERA ENERGY INC | $892k | 9,600 |
| 26 | AMERICAN INTL GROUP INC | $889k | 11,820 |
| 27 | VANGUARD SPECIALIZED FUNDS | $827k | 3,846 |
| 28 | ABBOTT LABORATORIES | $819k | 7,975 |
| 29 | SPDR INDEX SHS FDS | $814k | 17,842 |
| 30 | MCDONALDS CORP | $784k | 2,522 |
| 31 | HONEYWELL INTL INC | $715k | 3,165 |
| 32 | CHUBB LTD SWITZ | $668k | 2,050 |
| 33 | LOCKHEED MARTIN CORP | $665k | 1,100 |
| 34 | AMGEN INC | $651k | 1,850 |
| 35 | GOLDMAN SACHS GROUP INC | $615k | 727 |
| 36 | NORFOLK SOUTHN CORP | $614k | 2,138 |
| 37 | ISHARES TR | $576k | 8,214 |
| 38 | META PLATFORMS INC | $576k | 1,007 |
| 39 | NIKE INC | $567k | 10,737 |
| 40 | LINDE PLC | $563k | 1,135 |
| 41 | CISCO SYS INC | $523k | 6,743 |
| 42 | HOME DEPOT INC | $512k | 1,556 |
| 43 | DEERE & CO | $508k | 902 |
| 44 | TESLA INC | $494k | 1,330 |
| 45 | ABBVIE INC | $485k | 2,230 |
| 46 | PROCTER & GAMBLE CO | $448k | 3,101 |
| 47 | PEPSICO INC | $445k | 2,862 |
| 48 | ELI LILLY & CO | $442k | 481 |
| 49 | WALMART INC | $433k | 3,484 |
| 50 | COCA COLA CO | $413k | 5,431 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.