Universe · entity

Bolthouse Investments, LLC

Institutional manager (13F) · CIK 1567013
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $105M
#IssuerValueShares
1TRICO BANCSHARES$17M353,718
2PRIMORIS SVCS CORP$11M75,000
3STATE STR SPDR S&P 500 ETF T$10M14,707
4ISHARES TR$8M79,321
5APPLE INC$6M22,406
6MICROSOFT CORP$4M11,365
7BROADCOM INC$4M11,480
8ALPHABET INC$3M10,748
9J P MORGAN EXCHANGE TRADED F$3M51,998
10JPMORGAN CHASE & CO$3M8,802
11ISHARES TR$2M42,300
12VISA INC$2M7,286
13NVIDIA CORPORATION$2M11,396
14ISHARES TR$2M2,982
15FIRST TR EXCHANGE TRADED FD$2M47,421
16J P MORGAN EXCHANGE TRADED F$2M36,445
17BERKSHIRE HATHAWAY INC DEL$2M3,801
18COSTCO WHOLESALE CORPORATION$2M1,636
19AMAZON COM INC$1M6,873
20CHEVRON CORPORATION$1M6,336
21CVB FINL CORP$1M60,005
22RTX CORPORATION$1M5,584
23ALPHABET INC$938k3,270
24EXXON MOBIL CORP$936k5,516
25NEXTERA ENERGY INC$892k9,600
26AMERICAN INTL GROUP INC$889k11,820
27VANGUARD SPECIALIZED FUNDS$827k3,846
28ABBOTT LABORATORIES$819k7,975
29SPDR INDEX SHS FDS$814k17,842
30MCDONALDS CORP$784k2,522
31HONEYWELL INTL INC$715k3,165
32CHUBB LTD SWITZ$668k2,050
33LOCKHEED MARTIN CORP$665k1,100
34AMGEN INC$651k1,850
35GOLDMAN SACHS GROUP INC$615k727
36NORFOLK SOUTHN CORP$614k2,138
37ISHARES TR$576k8,214
38META PLATFORMS INC$576k1,007
39NIKE INC$567k10,737
40LINDE PLC$563k1,135
41CISCO SYS INC$523k6,743
42HOME DEPOT INC$512k1,556
43DEERE & CO$508k902
44TESLA INC$494k1,330
45ABBVIE INC$485k2,230
46PROCTER & GAMBLE CO$448k3,101
47PEPSICO INC$445k2,862
48ELI LILLY & CO$442k481
49WALMART INC$433k3,484
50COCA COLA CO$413k5,431
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.