§ 13F · FUND PROFILE
Bolthouse Investments, LLC.
AUM · $123M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | 354K | $19M | 15.4% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $11M | 9.1% | +3% |
| 3 | EFA | ISHARES TR | 79K | $8M | 6.7% | ±0% |
| 4 | AAPL | APPLE INC | 22K | $7M | 5.3% | ±0% |
| 5 | PRIM | PRIMORIS SVCS CORP | 63K | $6M | 5.1% | −16% |
| 6 | AVGO | BROADCOM INC | 12K | $4M | 3.5% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 11K | $4M | 3.4% | ±0% |
| 8 | GOOGL | ALPHABET INC | 11K | $4M | 3.1% | ±0% |
| 9 | EEM | ISHARES TR | 42K | $3M | 2.3% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO | 9K | $3M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLTHOUSE SIGNAL
AC read
Bolthouse Investments, LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 86 positions.
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