Back to Bolthouse Investments, LLC

Bolthouse Investments, LLC

Q2 2026 13F filing

Updated 31 days ago

86 disclosed positions worth $123.4M

Portfolio value
$123.4M
Total holdings
86
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

T

TRICO BANCSHARES

Value
$19M
Shares
353.7K
% Port
15.44%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

Value
$11.3M
Shares
15.1K
% Port
9.15%
E

ISHARES TR

Value
$8.2M
Shares
79.3K
% Port
6.68%
A

APPLE INC

Value
$6.5M
Shares
22.5K
% Port
5.27%
P

PRIMORIS SVCS CORP

Value
$6.2M
Shares
63.0K
% Port
5.06%
A

BROADCOM INC

Value
$4.4M
Shares
11.5K
% Port
3.53%
M

MICROSOFT CORP

Value
$4.3M
Shares
11.4K
% Port
3.45%
G

ALPHABET INC

Value
$3.8M
Shares
10.7K
% Port
3.11%
E

ISHARES TR

Value
$2.9M
Shares
42.3K
% Port
2.35%
J

JPMORGAN CHASE & CO

Value
$2.9M
Shares
8.8K
% Port
2.33%
V
11.V

VISA INC

Value
$2.8M
Shares
8.3K
% Port
2.31%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.5M
Shares
49.4K
% Port
2.03%
N
13.NVDA

NVIDIA CORPORATION

Value
$2.3M
Shares
11.4K
% Port
1.85%
E
14.ETHA

ISHARES TR

Value
$2.2M
Shares
3.0K
% Port
1.81%
F
15.FPF

FIRST TR EXCHANGE TRADED FD

Value
$2.2M
Shares
50.4K
% Port
1.76%
G

ALPHABET INC

Value
$2.2M
Shares
6.1K
% Port
1.75%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.9M
Shares
3.8K
% Port
1.54%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.9M
Shares
36.4K
% Port
1.51%
A
19.AMZN

AMAZON COM INC

Value
$1.6M
Shares
6.9K
% Port
1.33%
C
20.COST

COSTCO WHOLESALE CORPORATION

Value
$1.5M
Shares
1.6K
% Port
1.24%
C
21.CVBF

CVB FINL CORP

Value
$1.4M
Shares
60.6K
% Port
1.11%
R
22.RTX

RTX CORPORATION

Value
$1.1M
Shares
5.6K
% Port
0.87%
E
23.ETHA

ISHARES TR

Value
$1.1M
Shares
13.9K
% Port
0.85%
C
24.CVX

CHEVRON CORPORATION

Value
$1.1M
Shares
6.3K
% Port
0.85%
B
25.BX

VANGUARD SPECIALIZED FUNDS

Value
$910K
Shares
3.8K
% Port
0.74%
S

SPDR INDEX SHS FDS

Value
$893K
Shares
17.7K
% Port
0.72%
A
27.AIG

AMERICAN INTL GROUP INC

Value
$881K
Shares
11.8K
% Port
0.71%
N

NEXTERA ENERGY INC

Value
$843K
Shares
9.6K
% Port
0.68%
T
29.TJX

TJX COS INC NEW

Value
$813K
Shares
5.4K
% Port
0.66%
C
30.CSCO

CISCO SYS INC

Value
$792K
Shares
6.7K
% Port
0.64%
X
31.XOM

EXXON MOBIL CORP

Value
$754K
Shares
5.5K
% Port
0.61%
R
32.ROST

ROSS STORES INC

Value
$745K
Shares
3.5K
% Port
0.60%
G

GOLDMAN SACHS GROUP INC

Value
$735K
Shares
727
% Port
0.60%
C
34.CB

CHUBB LIMITED

Value
$699K
Shares
2.0K
% Port
0.57%
M
35.MCD

MCDONALDS CORP

Value
$682K
Shares
2.5K
% Port
0.55%
N
36.NSC

NORFOLK SOUTHN CORP

Value
$673K
Shares
2.1K
% Port
0.55%
A
37.AMGN

AMGEN INC

Value
$670K
Shares
1.9K
% Port
0.54%
L
38.LLY

ELI LILLY & CO

Value
$591K
Shares
493
% Port
0.48%
L
39.LIN

LINDE PLC

Value
$589K
Shares
1.1K
% Port
0.48%
D
40.DE

DEERE & CO

Value
$572K
Shares
902
% Port
0.46%
A
41.ABBV

ABBVIE INC

Value
$572K
Shares
2.3K
% Port
0.46%
M
42.META

META PLATFORMS INC

Value
$567K
Shares
1.0K
% Port
0.46%
L
43.LMT

LOCKHEED MARTIN CORP

Value
$560K
Shares
1.1K
% Port
0.45%
T
44.TSLA

TESLA INC

Value
$559K
Shares
1.3K
% Port
0.45%
A
45.ABT

ABBOTT LABORATORIES

Value
$559K
Shares
6.2K
% Port
0.45%
H
46.HD

HOME DEPOT INC

Value
$549K
Shares
1.6K
% Port
0.44%
M
47.MLM

MARTIN MARIETTA MATLS INC

Value
$494K
Shares
856
% Port
0.40%
P
48.PG

PROCTER & GAMBLE CO

Value
$455K
Shares
3.1K
% Port
0.37%
A
49.AME

AMETEK INC

Value
$445K
Shares
1.8K
% Port
0.36%
N
50.NKE

NIKE INC

Value
$441K
Shares
10.7K
% Port
0.36%