Bolthouse Investments, LLC

13F filer · CIK 0001567013

Reported Aug 11, 2026

13F portfolio value$123MU.S. long equity reported on 13F

Positions72Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight51.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202672 positions
TCBKTrico Bancshares /	$19M	15.44%	1.11%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$11.3M	9.15%	Not reported	+2.8%	Q4 2024
AAPLApple Inc.	$6.5M	5.27%	0.00%	+0.3%	Q4 2024
PRIMPrimoris Services Corp	$6.24M	5.06%	0.12%	-16.0%	Q4 2024
AVGOBroadcom Inc.	$4.35M	3.53%	0.00%	+0.3%	Q4 2024
MSFTMicrosoft Corp	$4.25M	3.45%	0.00%	+0.3%	Q4 2024
GOOGLAlphabet Inc.	$3.84M	3.11%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$2.88M	2.33%	0.00%	Not reported	Q4 2024
VVisa Inc.	$2.85M	2.31%	0.00%	+13.9%	Q4 2024
NVDANvidia Corp	$2.28M	1.85%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$2.16M	1.75%	Not reported	+87.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.9M	1.54%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.64M	1.33%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.53M	1.24%	0.00%	Not reported	Q4 2024
CVBFCVB Financial Corp	$1.37M	1.11%	0.03%	+1.0%	Q4 2024
RTXRTX Corp	$1.07M	0.87%	0.00%	+1.0%	Q4 2024
CVXChevron Corp	$1.05M	0.85%	0.00%	Not reported	Q4 2024
AIGAmerican International Group, Inc.	$881K	0.71%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$843K	0.68%	0.00%	Not reported	Q4 2024
TJXTJX Companies Inc	$813K	0.66%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$792K	0.64%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$754K	0.61%	0.00%	Not reported	Q4 2024
ROSTRoss Stores, Inc.	$745K	0.60%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$735K	0.60%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$699K	0.57%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$682K	0.55%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$673K	0.55%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$670K	0.54%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$591K	0.48%	0.00%	+2.5%	Q4 2024
LINLinde PLC	$589K	0.48%	0.00%	Not reported	Q4 2024
DEDeere & Co	$572K	0.46%	0.00%	Not reported	Q1 2025
ABBVAbbVie Inc.	$572K	0.46%	0.00%	+1.9%	Q4 2024
METAMeta Platforms, Inc.	$567K	0.46%	Not reported	Not reported	Q4 2024
LMTLockheed Martin Corp	$560K	0.45%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$559K	0.45%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$559K	0.45%	0.00%	-22.8%	Q4 2024
HDHome Depot, Inc.	$549K	0.44%	0.00%	Not reported	Q4 2024
MLMMartin Marietta Materials Inc	$494K	0.40%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$455K	0.37%	0.00%	Not reported	Q4 2024
AMEAmetek Inc/	$445K	0.36%	0.00%	New	Q2 2026
NKENIKE, Inc.	$441K	0.36%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$424K	0.34%	0.00%	+3.2%	Q4 2024
CATCaterpillar Inc	$416K	0.34%	0.00%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$411K	0.33%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$410K	0.33%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$397K	0.32%	0.00%	Not reported	Q4 2024
ORLYO Reilly Automotive Inc	$395K	0.32%	0.00%	New	Q2 2026
WMTWalmart Inc.	$395K	0.32%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$394K	0.32%	0.00%	+1.8%	Q4 2024
JNJJohnson & Johnson	$358K	0.29%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 28, 202656 positions
TCBKTrico Bancshares /	$16.8M	15.20%	1.11%	Not reported	Q4 2024
PRIMPrimoris Services Corp	$10.7M	9.70%	0.14%	-6.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$9.56M	8.65%	Not reported	+3.5%	Q4 2024
AAPLApple Inc.	$5.69M	5.14%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$4.21M	3.80%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$3.55M	3.21%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$3.09M	2.79%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$2.59M	2.34%	0.00%	Not reported	Q4 2024
VVisa Inc.	$2.2M	1.99%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$1.99M	1.80%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.82M	1.65%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.63M	1.47%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.43M	1.29%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$1.31M	1.19%	0.00%	Not reported	Q4 2024
CVBFCVB Financial Corp	$1.16M	1.05%	0.04%	+1.1%	Q4 2024
RTXRTX Corp	$1.08M	0.97%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$938K	0.85%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$936K	0.85%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$892K	0.81%	0.00%	Not reported	Q4 2024
AIGAmerican International Group, Inc.	$889K	0.80%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$819K	0.74%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$784K	0.71%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$715K	0.65%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$668K	0.60%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$665K	0.60%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$651K	0.59%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$615K	0.56%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$614K	0.55%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$576K	0.52%	Not reported	Not reported	Q4 2024
NKENIKE, Inc.	$567K	0.51%	0.00%	Not reported	Q4 2024
LINLinde PLC	$563K	0.51%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$523K	0.47%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$512K	0.46%	0.00%	Not reported	Q4 2024
DEDeere & Co	$508K	0.46%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$494K	0.45%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$485K	0.44%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$448K	0.40%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$445K	0.40%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$442K	0.40%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$433K	0.39%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$413K	0.37%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$385K	0.35%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$345K	0.31%	0.00%	Not reported	Q1 2025
WMWaste Management Inc	$344K	0.31%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$342K	0.31%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$277K	0.25%	0.00%	Not reported	Q4 2025
UNHUnitedhealth Group Inc	$268K	0.24%	0.00%	Not reported	Q4 2024
ORealty Income Corp	$264K	0.24%	0.00%	Not reported	Q1 2025
SYKStryker Corp	$253K	0.23%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$253K	0.23%	0.00%	Not reported	Q1 2025

Q4 2025Reported Jan 27, 202658 positions
TCBKTrico Bancshares /	$16.8M	14.90%	1.09%	Not reported	Q4 2024
PRIMPrimoris Services Corp	$9.93M	8.83%	0.15%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$9.69M	8.61%	Not reported	-3.5%	Q4 2024
AAPLApple Inc.	$6.09M	5.41%	0.00%	+1.5%	Q4 2024
MSFTMicrosoft Corp	$5.5M	4.89%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$3.97M	3.53%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$3.36M	2.99%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$2.84M	2.52%	0.00%	+5.8%	Q4 2024
VVisa Inc.	$2.56M	2.27%	0.00%	+8.7%	Q4 2024
NVDANvidia Corp	$2.13M	1.89%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.91M	1.70%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.59M	1.41%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.41M	1.25%	0.00%	Not reported	Q4 2024
CVBFCVB Financial Corp	$1.1M	0.98%	0.04%	+1.1%	Q4 2024
GOOGAlphabet Inc.	$1.03M	0.91%	Not reported	Not reported	Q4 2024
RTXRTX Corp	$1.02M	0.91%	0.00%	Not reported	Q4 2024
AIGAmerican International Group, Inc.	$1.01M	0.90%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$999K	0.89%	0.00%	+7.1%	Q4 2024
CVXChevron Corp	$966K	0.86%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$771K	0.69%	0.00%	+11.9%	Q4 2024
NEENextera Energy Inc	$771K	0.69%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$684K	0.61%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$672K	0.60%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$665K	0.59%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$664K	0.59%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$640K	0.57%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$639K	0.57%	0.00%	+35.9%	Q4 2024
HONHoneywell International Inc	$617K	0.55%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$617K	0.55%	0.00%	+9.3%	Q4 2024
AMGNAmgen Inc	$605K	0.54%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$598K	0.53%	0.00%	+17.7%	Q4 2024
HDHome Depot, Inc.	$535K	0.48%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$532K	0.47%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$519K	0.46%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$517K	0.46%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$510K	0.45%	0.00%	Not reported	Q4 2024
LINLinde PLC	$484K	0.43%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$444K	0.40%	0.00%	Not reported	Q4 2024
DEDeere & Co	$420K	0.37%	0.00%	Not reported	Q1 2025
IBMInternational Business Machines Corp	$418K	0.37%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$411K	0.37%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$388K	0.35%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$380K	0.34%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$337K	0.30%	0.00%	Not reported	Q4 2024
WMWaste Management Inc	$329K	0.29%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$326K	0.29%	0.00%	+55.5%	Q4 2024
JNJJohnson & Johnson	$292K	0.26%	0.00%	Not reported	Q1 2025
SYKStryker Corp	$271K	0.24%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$266K	0.24%	0.00%	Not reported	Q4 2024
ICEIntercontinental Exchange, Inc.	$246K	0.22%	0.00%	Not reported	Q4 2024

Q3 2025Reported Oct 28, 202559 positions
TCBKTrico Bancshares /	$15.7M	14.24%	1.09%	Not reported	Q4 2024
PRIMPrimoris Services Corp	$11M	9.96%	0.15%	-5.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$9.8M	8.89%	Not reported	+1.8%	Q4 2024
MSFTMicrosoft Corp	$5.89M	5.34%	0.00%	-9.1%	Q4 2024
AAPLApple Inc.	$5.62M	5.10%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$3.79M	3.43%	0.00%	-7.6%	Q4 2024
JPMJPMorgan Chase & Co	$2.62M	2.38%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$2.61M	2.37%	0.00%	Not reported	Q4 2024
VVisa Inc.	$2.29M	2.07%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$2.13M	1.93%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.91M	1.73%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.51M	1.37%	0.00%	-17.8%	Q4 2024
AMZNAmazon Com Inc	$1.51M	1.37%	0.00%	Not reported	Q4 2024
CVBFCVB Financial Corp	$1.11M	1.01%	0.04%	+1.0%	Q4 2024
ABTAbbott Laboratories	$998K	0.90%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$984K	0.89%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$934K	0.85%	0.00%	Not reported	Q4 2024
AIGAmerican International Group, Inc.	$928K	0.84%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$796K	0.72%	Not reported	Not reported	Q4 2024
NKENIKE, Inc.	$749K	0.68%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$740K	0.67%	Not reported	Not reported	Q4 2024
NEENextera Energy Inc	$725K	0.66%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$685K	0.62%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$666K	0.60%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$630K	0.57%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$622K	0.56%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$602K	0.55%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$588K	0.53%	0.00%	Not reported	Q4 2024
CBChubb Ltd	$579K	0.52%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$549K	0.50%	0.00%	Not reported	Q4 2024
LINLinde PLC	$539K	0.49%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$522K	0.47%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$516K	0.47%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$503K	0.46%	0.00%	-2.2%	Q4 2024
PGPROCTER & GAMBLE Co	$476K	0.43%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$461K	0.42%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$426K	0.39%	0.00%	Not reported	Q4 2024
DEDeere & Co	$413K	0.37%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$402K	0.36%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$398K	0.36%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$367K	0.33%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$360K	0.33%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$359K	0.33%	0.00%	Not reported	Q4 2024
TJXTJX Companies Inc	$344K	0.31%	0.00%	Not reported	Q4 2024
SBUXStarbucks Corp	$339K	0.31%	0.00%	Not reported	Q4 2024
WMWaste Management Inc	$330K	0.30%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$289K	0.26%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$285K	0.26%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$269K	0.24%	0.00%	Not reported	Q4 2024
ORealty Income Corp	$262K	0.24%	0.00%	Not reported	Q1 2025

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