§ 13F · FUND PROFILE
Bolthouse Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204.1T (13F)Positions · 149Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | 354K | $16.8T | 14.9% | ±0% |
| 2 | PRIM | PRIMORIS SVCS CORP | 80K | $9.9T | 8.8% | ±0% |
| 3 | SPY | SPDR S&P 500 ETF TR | 14K | $9.7T | 8.6% | −3% |
| 4 | EFA | ISHARES TR | 79K | $7.6T | 6.7% | ±0% |
| 5 | AAPL | APPLE INC | 22K | $6.1T | 5.4% | +1% |
| 6 | MSFT | MICROSOFT CORP | 11K | $5.5T | 4.9% | ±0% |
| 7 | AVGO | BROADCOM INC | 11K | $4.0T | 3.5% | ±0% |
| 8 | GOOGL | ALPHABET INC | 11K | $3.4T | 3.0% | ±0% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 56K | $2.8T | 2.5% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 9K | $2.8T | 2.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLTHOUSE SIGNAL
AC read
Bolthouse Investments, LLC is a Other fund managing $204141.2 trillion in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed