Bolthouse Investments, LLC Top Holdings and 13F Report (2025) About Bolthouse Investments, LLCInvestment ActivityBolthouse Investments, LLC has $108.26 million in total holdings as of December 31, 2024.Bolthouse Investments, LLC owns shares of 79 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Largest Holdings TriCo Bancshares $15,457,478Primoris Services $10,314,000SPDR S&P 500 ETF Trust $7,478,383iShares MSCI EAFE ETF $5,875,881Apple $5,554,566 Sector AllocationMap of 500 Largest Holdings ofBolthouse Investments, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorTCBKTriCo Bancshares$15,457,478353,71814.3%FinancePRIMPrimoris Services$10,314,000135,0009.5%ConstructionSPYSPDR S&P 500 ETF Trust$7,478,38312,7606.9%FinanceEFAiShares MSCI EAFE ETF$5,875,88177,7135.4%FinanceAAPLApple$5,554,56622,1815.1%Computer and TechnologyMSFTMicrosoft$5,216,18812,3754.8%Computer and TechnologyAVGOBroadcom$3,565,69915,3803.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,226,14964,0493.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,698,71775,2782.5%ETFJAAAJanus Henderson AAA CLO ETF$2,129,66941,9972.0%ETFGOOGLAlphabet$2,034,59710,7481.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,993,7168,3171.8%FinanceVVisa$1,934,8586,1221.8%Business ServicesCOSTCostco Wholesale$1,893,0762,0661.7%Retail/WholesaleIVViShares Core S&P 500 ETF$1,761,9182,9931.6%ETFBRK.BBerkshire Hathaway$1,722,9173,8011.6%FinanceNVDANVIDIA$1,518,82011,3101.4%Computer and TechnologyAMZNAmazon.com$1,502,3836,8481.4%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$1,352,08232,3311.2%FinanceTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$1,231,72952,2141.1%ETFCVBFCVB Financial$1,219,89656,9781.1%FinanceTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$1,172,86250,4241.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,167,36744,5731.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$865,92317,0760.8%ETFABTAbbott Laboratories$842,6707,4500.8%MedicalRSPInvesco S&P 500 Equal Weight ETF$808,8654,6160.7%ETFAIGAmerican International Group$803,62511,0390.7%FinanceXLVHealth Care Select Sector SPDR Fund$722,7935,2540.7%ETFXOMExxon Mobil$720,4066,6970.7%Oils/EnergyHONHoneywell International$714,9423,1650.7%Multi-Sector ConglomeratesNEENextEra Energy$688,2249,6000.6%UtilitiesMCDMcDonald's$653,1222,2530.6%Retail/WholesaleCVXChevron$652,7294,5070.6%Oils/EnergyRTXRTX$646,1815,5840.6%AerospaceUNHUnitedHealth Group$630,8071,2470.6%MedicalPEPPepsiCo$626,2414,1180.6%Consumer StaplesGOOGAlphabet$622,7393,2700.6%Computer and TechnologyMRKMerck & Co., Inc.$608,6866,1190.6%MedicalNKENIKE$591,7407,8200.5%Consumer DiscretionaryCBChubb$566,4152,0500.5%FinanceVGLTVanguard Long-Term Treasury Index ETF$564,73610,2030.5%ETFLLYEli Lilly and Company$540,4007000.5%MedicalLMTLockheed Martin$534,5341,1000.5%AerospaceIWRiShares Russell Mid-Cap ETF$523,2405,9190.5%ETFPGProcter & Gamble$519,8773,1010.5%Consumer StaplesTUASimplify Short Term Treasury Futures Strategy ETF$511,80524,1190.5%ETFMETAMeta Platforms$496,5128480.5%Computer and TechnologyKOCoca-Cola$496,4087,9730.5%Consumer StaplesAMGNAmgen$482,1561,8500.4%MedicalMSMorgan Stanley$475,8503,7850.4%FinanceLINDE PLC$475,1901,1350.4%SHSTSLATesla$466,4351,1550.4%Auto/Tires/TrucksNSCNorfolk Southern$459,3081,9570.4%TransportationSCHQSchwab Long-Term U.S. Treasury ETF$457,02414,5410.4%ETFXLREReal Estate Select Sector SPDR Fund$449,07811,0420.4%ETFUSBU.S. Bancorp$407,7508,5250.4%FinanceCSCOCisco Systems$399,1866,7430.4%Computer and TechnologyDISWalt Disney$397,5203,5700.4%Consumer DiscretionaryABBVAbbVie$396,2712,2300.4%MedicalEMREmerson Electric$373,0293,0100.3%Industrial ProductsSBUXStarbucks$365,0004,0000.3%Retail/WholesaleHDHome Depot$353,9989100.3%Retail/WholesaleIBMInternational Business Machines$309,9601,4100.3%Computer and TechnologyGSThe Goldman Sachs Group$306,3525350.3%FinanceMMCMarsh & McLennan Companies$305,0211,4360.3%FinanceWMWaste Management$301,8781,4960.3%Business ServicesTMOThermo Fisher Scientific$287,6875530.3%MedicalTJXTJX Companies$287,2862,3780.3%Retail/WholesaleSYKStryker$277,5997710.3%MedicalCMCSAComcast$274,7197,3200.3%Consumer DiscretionaryWMTWalmart$270,9682,9990.3%Retail/WholesaleADBEAdobe$253,9125710.2%Computer and TechnologyDHRDanaher$246,5371,0740.2%MedicalEFAViShares MSCI EAFE Min Vol Factor ETF$227,6863,2200.2%ETFICEIntercontinental Exchange$226,4951,5200.2%FinancePRUPrudential Financial$221,3471,8670.2%FinancePFEPfizer$219,5148,2740.2%MedicalMSIMotorola Solutions$208,0044500.2%Computer and TechnologyFFord Motor$101,07410,2090.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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