Bolthouse Investments, LLC Top Holdings and 13F Report (2026) About Bolthouse Investments, LLCInvestment ActivityBolthouse Investments, LLC has $110.62 million in total holdings as of March 31, 2026.Bolthouse Investments, LLC owns shares of 70 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Bolthouse Investments, LLC has purchased 71 new stocks and bought additional shares in 6 stocks.Bolthouse Investments, LLC sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings TriCo Bancshares $16,815,754PRIMORIS SVCS CORP $10,728,000SPDR S&P 500 ETF Trust $9,564,552iShares MSCI EAFE ETF $7,704,450Apple $5,686,419 Largest New Holdings this Quarter 46434V621 - iShares Core Dividend Growth ETF $576,459 Holding81369Y506 - Energy Select Sector SPDR Fund $220,536 Holding36828A101 - GE VERNOVA INC $215,606 Holding92204A876 - Vanguard Utilities ETF $213,510 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 8,214 shares (about $576.46K)SPDR S&P 500 ETF Trust 503 shares (about $327.12K)iShares MSCI Emerging Markets ETF 4,187 shares (about $237.78K)Energy Select Sector SPDR Fund 3,600 shares (about $220.54K)GE VERNOVA INC 247 shares (about $215.61K) Largest Sales this Quarter PRIMORIS SVCS CORP 5,000 shares (about $715.20K)JPMorgan Ultra-Short Income ETF 4,200 shares (about $212.56K)Invesco S&P 500 Equal Weight ETF 388 shares (about $74.46K)iShares Core S&P 500 ETF 10 shares (about $6.53K) 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$16,815,7540.0%353,71815.2%FinancePRIMORIS SVCS CORP$10,728,000$715,200 ▼-6.3%75,0009.7%COMSPYSPDR S&P 500 ETF Trust$9,564,552$327,121 ▲3.5%14,7078.6%FinanceEFAiShares MSCI EAFE ETF$7,704,450$38,852 ▲0.5%79,3217.0%FinanceAAPLApple$5,686,4190.0%22,4065.1%Computer and TechnologyMSFTMicrosoft$4,207,1880.0%11,3653.8%Computer and TechnologyAVGOBroadcom$3,553,1750.0%11,4803.2%Computer and TechnologyGOOGLAlphabet$3,090,6950.0%10,7482.8%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,631,620$212,562 ▼-7.5%51,9982.4%ETFJPMJPMorgan Chase & Co.$2,589,2550.0%8,8022.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,402,216$237,780 ▲11.0%42,3002.2%FinanceVVisa$2,202,1800.0%7,2862.0%Business ServicesNVDANVIDIA$1,987,4620.0%11,3961.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,947,873$6,532 ▼-0.3%2,9821.8%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,869,809$128,147 ▲7.4%47,4211.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,857,9660.0%36,4451.7%ETFBRK.BBerkshire Hathaway$1,821,4400.0%3,8011.6%FinanceCOSTCostco Wholesale$1,630,2250.0%1,6361.5%Retail/WholesaleAMZNAmazon.com$1,431,4400.0%6,8731.3%Retail/WholesaleCVXChevron$1,310,8320.0%6,3361.2%EnergyCVBFCVB Financial$1,163,504$12,061 ▲1.0%60,0051.1%FinanceRTXRTX$1,077,1530.0%5,5841.0%AerospaceGOOGAlphabet$938,0320.0%3,2700.8%Computer and TechnologyXOMExxonMobil$935,8610.0%5,5160.8%EnergyNEENextEra Energy$891,6480.0%9,6000.8%UtilitiesAIGAmerican International Group$889,4090.0%11,8200.8%FinanceVIGVanguard Dividend Appreciation ETF$827,1970.0%3,8460.7%ETFABTAbbott Laboratories$818,7940.0%7,9750.7%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$814,487$18,443 ▲2.3%17,8420.7%ETFMCDMcDonald's$783,8120.0%2,5220.7%Retail/WholesaleHONHoneywell International$715,3850.0%3,1650.6%Multi-Sector ConglomeratesCBChubb$668,1570.0%2,0500.6%FinanceLMTLockheed Martin$664,8290.0%1,1000.6%AerospaceAMGNAmgen$650,8850.0%1,8500.6%MedicalGSThe Goldman Sachs Group$615,0350.0%7270.6%FinanceNSCNorfolk Southern$613,6060.0%2,1380.6%TransportationDGROiShares Core Dividend Growth ETF$576,459$576,459 ▲New Holding8,2140.5%ETFMETAMeta Platforms$576,1350.0%1,0070.5%Computer and TechnologyNKENIKE$567,1290.0%10,7370.5%Consumer DiscretionaryLINDE PLC$562,6870.0%1,1350.5%SHSCSCOCisco Systems$523,1890.0%6,7430.5%Computer and TechnologyHDHome Depot$511,7670.0%1,5560.5%Retail/WholesaleDEDeere & Company$508,2400.0%9020.5%IndustrialsTSLATesla$494,4280.0%1,3300.4%Auto/Tires/TrucksABBVAbbVie$485,0030.0%2,2300.4%MedicalPGProcter & Gamble$447,9030.0%3,1010.4%Consumer StaplesPEPPepsiCo$444,5000.0%2,8620.4%Consumer StaplesLLYEli Lilly and Company$442,4090.0%4810.4%MedicalWALMART INC$432,9860.0%3,4840.4%COMKOCocaCola$413,0380.0%5,4310.4%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$406,1100.0%2,7700.4%ETFMRKMerck & Co., Inc.$385,1300.0%3,2020.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$350,635$74,464 ▼-17.5%1,8270.3%ETFJNJJohnson & Johnson$344,9010.0%1,4110.3%MedicalWMWaste Management$343,7660.0%1,4960.3%Business ServicesIBMInternational Business Machines$341,7700.0%1,4100.3%Computer and TechnologyTUSITouchstone Ultra Short Income ETF$321,7920.0%12,7090.3%ETFCATCaterpillar$276,7160.0%3910.3%IndustrialsUNHUnitedHealth Group$267,6140.0%9890.2%MedicalORealty Income$264,0860.0%4,3170.2%FinanceSYKStryker$253,3430.0%7710.2%MedicalYUMYum! Brands$252,6340.0%1,6250.2%Retail/WholesaleMARSH & MCLENNAN COS INC$249,0740.0%1,4360.2%COMICEIntercontinental Exchange$239,0660.0%1,5200.2%FinanceMSIMotorola Solutions$238,6840.0%5500.2%Computer and TechnologyTTTrane Technologies$227,9570.0%5470.2%ConstructionXLEEnergy Select Sector SPDR Fund$220,536$220,536 ▲New Holding3,6000.2%ETFGE VERNOVA INC$215,606$215,606 ▲New Holding2470.2%COMVPUVanguard Utilities ETF$213,510$213,510 ▲New Holding1,0770.2%ETFFFord Motor$117,8170.0%10,2090.1%Auto/Tires/TrucksMSMorgan Stanley$0$671,951 ▼-100.0%00.0%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$0$277,725 ▼-100.0%00.0%ETFPRUPrudential Financial$0$210,797 ▼-100.0%00.0%FinancePIZInvesco Dorsey Wright Developed Markets Momentum ETF$0$205,238 ▼-100.0%00.0%ETFMAMastercard$0$203,804 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. 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