Bolthouse Investments

Bolthouse Investments as of March 31, 2026

Portfolio Holdings for Bolthouse Investments

Bolthouse Investments holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TriCo Bancshares (TCBK) 15.2 $17M 354k 47.54
Primoris Services (PRIM) 9.7 $11M 75k 143.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 8.6 $9.6M 15k 650.34
Ishares Tr Msci Eafe Etf (EFA) 7.0 $7.7M 79k 97.13
Apple (AAPL) 5.1 $5.7M 22k 253.79
Microsoft Corporation (MSFT) 3.8 $4.2M 11k 370.19
Broadcom (AVGO) 3.2 $3.6M 12k 309.51
Alphabet Cap Stk Cl A (GOOGL) 2.8 $3.1M 11k 287.56
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $2.6M 52k 50.61
JPMorgan Chase & Co. (JPM) 2.3 $2.6M 8.8k 294.17
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $2.4M 42k 56.79
Visa Com Cl A (V) 2.0 $2.2M 7.3k 302.25
NVIDIA Corporation (NVDA) 1.8 $2.0M 11k 174.40
Ishares Tr Core S&p500 Etf (IVV) 1.8 $1.9M 3.0k 653.21
First Tr Exchange Traded Smid Risng Etf (SDVY) 1.7 $1.9M 47k 39.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $1.9M 36k 50.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $1.8M 3.8k 479.20
Costco Wholesale Corporation (COST) 1.5 $1.6M 1.6k 996.47
Amazon (AMZN) 1.3 $1.4M 6.9k 208.27
Chevron Corporation (CVX) 1.2 $1.3M 6.3k 206.89
CVB Financial (CVBF) 1.1 $1.2M 60k 19.39
Raytheon Technologies Corp (RTX) 1.0 $1.1M 5.6k 192.90
Alphabet Cap Stk Cl C (GOOG) 0.8 $938k 3.3k 286.86
Exxon Mobil Corporation (XOM) 0.8 $936k 5.5k 169.66
Nextera Energy (NEE) 0.8 $892k 9.6k 92.88
American Intl Group Com New (AIG) 0.8 $889k 12k 75.25
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $827k 3.8k 215.08
Abbott Laboratories (ABT) 0.7 $819k 8.0k 102.67
Spdr Index Shs Fds State Street Spd (SPDW) 0.7 $815k 18k 45.65
McDonald's Corporation (MCD) 0.7 $784k 2.5k 310.79
Honeywell International (HON) 0.6 $715k 3.2k 226.03
Chubb (CB) 0.6 $668k 2.1k 325.93
Lockheed Martin Corporation (LMT) 0.6 $665k 1.1k 604.39
Amgen (AMGN) 0.6 $651k 1.9k 351.83
Goldman Sachs (GS) 0.6 $615k 727.00 845.99
Norfolk Southern (NSC) 0.6 $614k 2.1k 287.00
Ishares Tr Core Div Grwth (DGRO) 0.5 $577k 8.2k 70.18
Meta Platforms Cl A (META) 0.5 $576k 1.0k 572.13
Nike CL B (NKE) 0.5 $567k 11k 52.82
Linde SHS (LIN) 0.5 $563k 1.1k 495.76
Cisco Systems (CSCO) 0.5 $523k 6.7k 77.59
Home Depot (HD) 0.5 $512k 1.6k 328.90
Deere & Company (DE) 0.5 $508k 902.00 563.46
Tesla Motors (TSLA) 0.4 $494k 1.3k 371.75
Abbvie (ABBV) 0.4 $485k 2.2k 217.49
Procter & Gamble Company (PG) 0.4 $448k 3.1k 144.44
Pepsi (PEP) 0.4 $445k 2.9k 155.31
Eli Lilly & Co. (LLY) 0.4 $442k 481.00 919.77
Wal-Mart Stores (WMT) 0.4 $433k 3.5k 124.28
Coca-Cola Company (KO) 0.4 $413k 5.4k 76.05
Select Sector Spdr Tr State Street Hea (XLV) 0.4 $406k 2.8k 146.61
Merck & Co (MRK) 0.3 $385k 3.2k 120.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $351k 1.8k 191.92
Johnson & Johnson (JNJ) 0.3 $345k 1.4k 244.44
Waste Management (WM) 0.3 $344k 1.5k 229.79
International Business Machines (IBM) 0.3 $342k 1.4k 242.39
Touchstone Etf Trust Ultra Short Incm (TUSI) 0.3 $322k 13k 25.32
Caterpillar (CAT) 0.3 $277k 391.00 707.71
UnitedHealth (UNH) 0.2 $268k 989.00 270.59
Realty Income (O) 0.2 $264k 4.3k 61.17
Stryker Corporation (SYK) 0.2 $253k 771.00 328.59
Yum! Brands (YUM) 0.2 $253k 1.6k 155.47
Marsh & McLennan Companies (MRSH) 0.2 $249k 1.4k 173.45
Intercontinental Exchange (ICE) 0.2 $239k 1.5k 157.28
Motorola Solutions Com New (MSI) 0.2 $239k 550.00 433.97
Trane Technologies SHS (TT) 0.2 $228k 547.00 416.74
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $221k 3.6k 61.26
Ge Vernova (GEV) 0.2 $216k 247.00 872.90
Vanguard World Utilities Etf (VPU) 0.2 $214k 1.1k 198.25
Ford Motor Company (F) 0.1 $118k 10k 11.54