§ 13F · FUND PROFILE
Bolthouse Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $110M (13F)Positions · 73Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | 354K | $17M | 15.2% | ±0% |
| 2 | PRIM | PRIMORIS SVCS CORP | 75K | $11M | 9.7% | −6% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $10M | 8.6% | +4% |
| 4 | EFA | ISHARES TR | 79K | $8M | 7.0% | +1% |
| 5 | AAPL | APPLE INC | 22K | $6M | 5.1% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 11K | $4M | 3.8% | ±0% |
| 7 | AVGO | BROADCOM INC | 11K | $4M | 3.2% | ±0% |
| 8 | GOOGL | ALPHABET INC | 11K | $3M | 2.8% | ±0% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 52K | $3M | 2.4% | −7% |
| 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 $110 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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