Bolthouse Investments, LLC Top Holdings and 13F Report (2025) About Bolthouse Investments, LLCInvestment ActivityBolthouse Investments, LLC has $103.20 million in total holdings as of June 30, 2025.Bolthouse Investments, LLC owns shares of 75 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Bolthouse Investments, LLC has purchased 72 new stocks and bought additional shares in 14 stocks.Bolthouse Investments, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings TriCo Bancshares $14,422,985SPDR S&P 500 ETF Trust $8,936,582iShares MSCI EAFE ETF $7,061,004Primoris Services $6,624,900Microsoft $6,291,311 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $1,398,451 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $706,063 Holding718172109 - Philip Morris International $381,792 Holding64110L106 - Netflix $261,130 Holding461202103 - Intuit $222,899 Holding Largest Purchases this Quarter Wells Fargo & Company 17,454 shares (about $1.40M)SPDR Portfolio Developed World ex-US ETF 17,438 shares (about $706.06K)SPDR S&P 500 ETF Trust 660 shares (about $407.78K)Philip Morris International 2,096 shares (about $381.79K)Netflix 195 shares (about $261.13K) Largest Sales this Quarter Janus Henderson AAA CLO ETF 34,204 shares (about $1.74M)First Trust SMID Cap Rising Dividend Achievers ETF 24,052 shares (about $848.56K)JPMorgan Ultra-Short Income ETF 12,450 shares (about $630.97K)Broadcom 1,082 shares (about $298.25K)Merck & Co., Inc. 2,726 shares (about $215.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBolthouse Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTCBKTriCo Bancshares$14,422,985$100,942 ▲0.7%356,21114.0%FinanceSPYSPDR S&P 500 ETF Trust$8,936,582$407,781 ▲4.8%14,4648.7%FinanceEFAiShares MSCI EAFE ETF$7,061,004$153,930 ▼-2.1%78,9916.8%FinancePRIMPrimoris Services$6,624,9000.0%85,0006.4%ConstructionMSFTMicrosoft$6,291,311$75,110 ▲1.2%12,6486.1%Computer and TechnologyAAPLApple$4,530,565$24,210 ▼-0.5%22,0824.4%Computer and TechnologyAVGOBroadcom$3,426,330$298,253 ▼-8.0%12,4303.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,848,115$630,966 ▼-18.1%56,1982.8%ETFJPMJPMorgan Chase & Co.$2,411,2400.0%8,3172.3%FinanceVVisa$2,380,323$206,645 ▲9.5%6,7042.3%Business ServicesCOSTCostco Wholesale$1,969,0570.0%1,9891.9%Retail/WholesaleGOOGLAlphabet$1,894,1200.0%10,7481.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,862,080$3,725 ▲0.2%2,9991.8%ETFBRK.BBerkshire Hathaway$1,846,4130.0%3,8011.8%FinanceEEMiShares MSCI Emerging Markets ETF$1,838,5710.0%38,1131.8%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,812,971$848,556 ▼-31.9%51,3881.8%ETFNVDANVIDIA$1,800,4540.0%11,3961.7%Computer and TechnologyAMZNAmazon.com$1,507,8680.0%6,8731.5%Retail/WholesaleWFCWells Fargo & Company$1,398,451$1,398,451 ▲New Holding17,4541.4%FinanceCVBFCVB Financial$1,173,944$35,543 ▲3.1%59,3201.1%FinanceCVXChevron$1,126,938$75,167 ▲7.1%7,8711.1%EnergyABTAbbott Laboratories$1,013,2740.0%7,4501.0%MedicalAIGAmerican International Group$1,011,6210.0%11,8201.0%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$855,201$13,290 ▼-1.5%16,7950.8%ETFRTXRTX$815,3760.0%5,5840.8%AerospaceVIGVanguard Dividend Appreciation ETF$787,2340.0%3,8460.8%ETFNKENIKE$762,757$207,224 ▲37.3%10,7370.7%Consumer DiscretionaryMETAMeta Platforms$743,2570.0%1,0070.7%Computer and TechnologyHONHoneywell International$737,0650.0%3,1650.7%Multi-Sector ConglomeratesSPDWSPDR Portfolio Developed World ex-US ETF$706,063$706,063 ▲New Holding17,4380.7%ETFJAAAJanus Henderson AAA CLO ETF$699,694$1,735,862 ▼-71.3%13,7870.7%ETFRSPInvesco S&P 500 Equal Weight ETF$676,073$155,206 ▼-18.7%3,7200.7%ETFNEENextEra Energy$666,4320.0%9,6000.6%UtilitiesXOMExxon Mobil$662,841$68,235 ▲11.5%6,1490.6%EnergyMCDMcDonald's$658,2590.0%2,2530.6%Retail/WholesaleCBChubb$593,9260.0%2,0500.6%FinanceGOOGAlphabet$580,0650.0%3,2700.6%Computer and TechnologyHDHome Depot$570,507$236,856 ▲71.0%1,5560.6%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$544,3710.0%5,9190.5%ETFMSMorgan Stanley$533,1550.0%3,7850.5%FinanceLINDE PLC$532,5200.0%1,1350.5%SHSAMGNAmgen$516,5080.0%1,8500.5%MedicalLMTLockheed Martin$509,4540.0%1,1000.5%AerospaceXLVHealth Care Select Sector SPDR Fund$506,002$202,185 ▼-28.5%3,7540.5%ETFNSCNorfolk Southern$500,9330.0%1,9570.5%TransportationPGProcter & Gamble$494,0460.0%3,1010.5%Consumer StaplesCSCOCisco Systems$474,813$7,007 ▲1.5%6,8440.5%Computer and TechnologyDEDeere & Company$458,7870.0%9020.4%IndustrialsDISWalt Disney$451,394$8,681 ▲2.0%3,6400.4%Consumer DiscretionaryKOCocaCola$428,855$135,286 ▼-24.0%6,0610.4%Consumer StaplesPEPPepsiCo$422,953$120,825 ▼-22.2%3,2030.4%Consumer StaplesWMTWalmart$422,387$81,740 ▲24.0%4,3200.4%Retail/WholesaleIBMInternational Business Machines$415,6400.0%1,4100.4%Computer and TechnologyABBVAbbVie$413,9330.0%2,2300.4%MedicalPMPhilip Morris International$381,792$381,792 ▲New Holding2,0960.4%Consumer StaplesGSThe Goldman Sachs Group$378,6470.0%5350.4%FinanceLLYEli Lilly and Company$374,954$170,717 ▼-31.3%4810.4%MedicalTSLATesla$366,8980.0%1,1550.4%Auto/Tires/TrucksSBUXStarbucks$366,7950.0%4,0030.4%Retail/WholesaleWMWaste Management$342,3150.0%1,4960.3%Business ServicesMMCMarsh & McLennan Companies$313,9670.0%1,4360.3%FinanceSYKStryker$305,0310.0%7710.3%MedicalTJXTJX Companies$293,6590.0%2,3780.3%Retail/WholesaleICEIntercontinental Exchange$278,8740.0%1,5200.3%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$270,6730.0%3,2200.3%ETFMRKMerck & Co., Inc.$268,529$215,741 ▼-44.5%3,3930.3%MedicalNFLXNetflix$261,130$261,130 ▲New Holding1950.3%Consumer DiscretionaryORealty Income$248,6760.0%4,3170.2%FinanceYUMYum! Brands$240,7730.0%1,6250.2%Retail/WholesaleINTUIntuit$222,899$222,899 ▲New Holding2830.2%Computer and TechnologyADBEAdobe$220,9080.0%5710.2%Computer and TechnologyJNJJohnson & Johnson$215,5280.0%1,4110.2%MedicalPRUPrudential Financial$200,6380.0%1,8670.2%FinanceMAMastercard$200,613$200,613 ▲New Holding3570.2%Business ServicesFFord Motor$118,820$8,051 ▲7.3%10,9510.1%Auto/Tires/TrucksUSBU.S. Bancorp$0$359,926 ▼-100.0%00.0%FinanceEMREmerson Electric$0$330,016 ▼-100.0%00.0%IndustrialsPFEPfizer$0$209,667 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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