Bolthouse Investments, LLC 13F Holdings

CIK 0001567013 · Bakersfield, CA

As of Sep 30, 2025, Bolthouse Investments, LLC reported 73 positions worth 10.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TRICO BANCSHARESTCBKFinancial Services353,718 5.7M14.24%
PRIMORIS SERVICES CORPPRIMIndustrials80,000 1.0M9.96%
SPDR S&P 500 ETF TRUSTSPY—14,717$9.8M8.89%
ISHARES MSCI EAFE ETFEFA—78,921$7.4M6.68%
MICROSOFT CORPMSFTTechnology11,365$5.9M5.34%
APPLE INCAAPLTechnology22,082$5.6M5.10%
BROADCOM INCAVGOTechnology11,480$3.8M3.43%
JPMORGAN ULTRA-SHORT INCOMEJPST—56,198$2.9M2.58%
JPMORGAN CHASE & COJPMFinancial Services8,317$2.6M2.38%
ALPHABET INCGOOGLEquity10,748$2.6M2.37%
VISA INC-CLASS A SHARESVFinancial Services6,704$2.3M2.07%
NVIDIA CORPNVDATechnology11,396$2.1M1.93%
ISHARES MSCI EMERGING MARKETS ETFEEM—38,113$2.0M1.84%
ISHARES CORE S&P 500 ETFIVV—2,992$2.0M1.82%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services3,801 .9M1.73%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSDVY—44,292 .7M1.53%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,636 .5M1.37%
AMAZON.COM INCAMZNEquity6,873 .5M1.37%
CVB FINANCIAL CORPCVBFFinancial Services58,746 .1M1.01%
ABBOTT LABORATORIESABTHealthcare7,450$997.9K0.90%
CHEVRON CORPCHVEnergy6,336$983.9K0.89%
RTX CORPRTXEquity5,584$934.4K0.85%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services11,820$928.3K0.84%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMST—16,795$857.2K0.78%
VANGUARD DIVIDEND APPREC ETFVIG—3,846$830.0K0.75%