account_balance
Investment manager · 13F filer · SEC CIK 1567013
Bolthouse Investments, LLC
Reported value$123Mas of Jun 30, 2026
Positions86 18 new, 2 sold out
Top 10 weight56.4%TCBK alone is 15%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TCBKTrico Bancshares
15.4%
SPYSPDR S&P 500 ETF Trust
9.1%Added +3%
EFAiShares Tr
6.7%
AAPLApple Inc.
5.3%
PRIMPrimoris Services Corp
5.1%Trimmed −16%
AVGOBroadcom Inc.
3.5%
MSFTMicrosoft Corp
3.4%
GOOGLAlphabet Inc.
3.1%
EEMiShares Tr
2.3%
JPMJPMorgan Chase & Co
2.3%
VVisa Inc.
2.3%+14%
JPSTJ P Morgan Exchange Traded F
2.0%
TCBKTrico Bancshares
15.4%
SPYSPDR S&P 500 ETF Trust
9.1%+3%
EFAiShares Tr
6.7%
AAPLApple Inc.
5.3%
PRIMPrimoris Services Corp
5.1%−16%
AVGOBroadcom Inc.
3.5%
MSFTMicrosoft Corp
3.4%
GOOGL3.1%EEM2.3%
JPM2.3%V2.3%JPST
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TCBK Trico Bancshares 15.4% HeldSPY SPDR S&P 500 ETF Trust 9.1% Added +3%
EFA iShares Tr 6.7% Held
AAPL Apple Inc. 5.3% HeldPRIM Primoris Services Corp 5.1% Trimmed −16%AVGO Broadcom Inc. 3.5% HeldMSFT Microsoft Corp 3.4% HeldGOOGL Alphabet Inc. 3.1% HeldEEM iShares Tr 2.3% Held
JPM JPMorgan Chase & Co 2.3% HeldV Visa Inc. 2.3% Added +14%JPST J P Morgan Exchange Traded F 2.0% Trimmed −5%
What changed
Biggest moves since Mar 31, 2026
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