Bolthouse Investments

Bolthouse Investments as of Dec. 31, 2025

Portfolio Holdings for Bolthouse Investments

Bolthouse Investments holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TriCo Bancshares (TCBK) 14.9 $17M 354k 47.37
Primoris Services (PRIM) 8.8 $9.9M 80k 124.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.6 $9.7M 14k 681.92
Ishares Tr Msci Eafe Etf (EFA) 6.7 $7.6M 79k 96.03
Apple (AAPL) 5.4 $6.1M 22k 271.86
Microsoft Corporation (MSFT) 4.9 $5.5M 11k 483.64
Broadcom (AVGO) 3.5 $4.0M 12k 346.10
Alphabet Cap Stk Cl A (GOOGL) 3.0 $3.4M 11k 313.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.5 $2.8M 56k 50.59
JPMorgan Chase & Co. (JPM) 2.5 $2.8M 8.8k 322.23
Visa Com Cl A (V) 2.3 $2.6M 7.3k 350.72
NVIDIA Corporation (NVDA) 1.9 $2.1M 11k 186.50
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $2.1M 38k 54.71
Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.0M 3.0k 684.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $1.9M 3.8k 502.65
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $1.9M 36k 50.94
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.5 $1.7M 44k 38.32
Amazon (AMZN) 1.4 $1.6M 6.9k 230.82
Costco Wholesale Corporation (COST) 1.3 $1.4M 1.6k 862.37
CVB Financial (CVBF) 1.0 $1.1M 59k 18.60
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.0M 3.3k 313.80
Raytheon Technologies Corp (RTX) 0.9 $1.0M 5.6k 183.40
American Intl Group Com New (AIG) 0.9 $1.0M 12k 85.55
Abbott Laboratories (ABT) 0.9 $999k 8.0k 125.29
Chevron Corporation (CVX) 0.9 $966k 6.3k 152.40
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $845k 3.8k 219.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $774k 17k 44.41
McDonald's Corporation (MCD) 0.7 $771k 2.5k 305.63
Nextera Energy (NEE) 0.7 $771k 9.6k 80.28
Nike CL B (NKE) 0.6 $684k 11k 63.71
Morgan Stanley Com New (MS) 0.6 $672k 3.8k 177.53
Meta Platforms Cl A (META) 0.6 $665k 1.0k 660.09
Exxon Mobil Corporation (XOM) 0.6 $664k 5.5k 120.34
Chubb (CB) 0.6 $640k 2.1k 312.12
Goldman Sachs (GS) 0.6 $639k 727.00 879.00
Honeywell International (HON) 0.5 $618k 3.2k 195.09
Norfolk Southern (NSC) 0.5 $617k 2.1k 288.72
Amgen (AMGN) 0.5 $606k 1.9k 327.29
Tesla Motors (TSLA) 0.5 $598k 1.3k 449.72
Home Depot (HD) 0.5 $535k 1.6k 344.11
Lockheed Martin Corporation (LMT) 0.5 $532k 1.1k 483.67
Cisco Systems (CSCO) 0.5 $519k 6.7k 77.03
Eli Lilly & Co. (LLY) 0.5 $517k 481.00 1074.68
Abbvie (ABBV) 0.5 $510k 2.2k 228.49
Linde SHS (LIN) 0.4 $484k 1.1k 426.39
Procter & Gamble Company (PG) 0.4 $444k 3.1k 143.31
Select Sector Spdr Tr State Street Hea (XLV) 0.4 $429k 2.8k 154.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $424k 2.2k 191.56
Deere & Company (DE) 0.4 $420k 902.00 465.70
International Business Machines (IBM) 0.4 $418k 1.4k 296.21
Pepsi (PEP) 0.4 $411k 2.9k 143.54
Wal-Mart Stores (WMT) 0.3 $388k 3.5k 111.41
Coca-Cola Company (KO) 0.3 $380k 5.4k 69.91
Merck & Co (MRK) 0.3 $337k 3.2k 105.25
Waste Management (WM) 0.3 $329k 1.5k 219.71
UnitedHealth (UNH) 0.3 $327k 989.00 330.11
Touchstone Etf Trust Ultra Short Incm (TUSI) 0.3 $322k 13k 25.34
Johnson & Johnson (JNJ) 0.3 $292k 1.4k 206.95
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $278k 3.2k 86.25
Stryker Corporation (SYK) 0.2 $271k 771.00 351.47
Marsh & McLennan Companies 0.2 $266k 1.4k 185.52
Intercontinental Exchange (ICE) 0.2 $246k 1.5k 161.96
Yum! Brands (YUM) 0.2 $246k 1.6k 151.27
Realty Income (O) 0.2 $243k 4.3k 56.36
Caterpillar (CAT) 0.2 $224k 391.00 572.27
Trane Technologies SHS (TT) 0.2 $213k 547.00 389.20
Motorola Solutions Com New (MSI) 0.2 $211k 550.00 383.32
Prudential Financial (PRU) 0.2 $211k 1.9k 112.91
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.2 $205k 4.2k 48.98
Mastercard Incorporated Cl A (MA) 0.2 $204k 357.00 570.88
Ford Motor Company (F) 0.1 $134k 10k 13.12