Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bolthouse Investments, LLC (CIK 1567013) reported $123.4M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TCBK ($19.0M, 15.44%), SPY ($11.3M, 9.15%), EFA ($8.2M, 6.68%), AAPL ($6.5M, 5.27%), PRIM ($6.2M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | $19.0M | 15.44% | 353,718 | Hold |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $11.3M | 9.15% | 15,116 | Added |
| 3 | EFA | ISHARES TR | $8.2M | 6.68% | 79,321 | Hold |
| 4 | AAPL | APPLE INC | $6.5M | 5.27% | 22,472 | Added |
| 5 | PRIM | PRIMORIS SVCS CORP | $6.2M | 5.06% | 63,000 | Trimmed |
| 6 | AVGO | BROADCOM INC | $4.4M | 3.53% | 11,518 | Added |
| 7 | MSFT | MICROSOFT CORP | $4.3M | 3.45% | 11,397 | Added |
| 8 | GOOGL | ALPHABET INC | $3.8M | 3.11% | 10,748 | Hold |
| 9 | EEM | ISHARES TR | $2.9M | 2.35% | 42,300 | Hold |
| 10 | JPM | JPMORGAN CHASE & CO | $2.9M | 2.33% | 8,802 | Hold |
| 11 | V | VISA INC | $2.8M | 2.31% | 8,299 | Added |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $2.5M | 2.03% | 49,444 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $2.3M | 1.85% | 11,396 | Hold |
| 14 | IVV | ISHARES TR | $2.2M | 1.81% | 2,978 | Trimmed |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.2M | 1.76% | 50,397 | Added |
| 16 | GOOG | ALPHABET INC | $2.2M | 1.75% | 6,115 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.54% | 3,801 | Hold |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.51% | 36,445 | Hold |
| 19 | AMZN | AMAZON COM INC | $1.6M | 1.33% | 6,873 | Hold |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 1.24% | 1,636 | Hold |
| 21 | CVBF | CVB FINL CORP | $1.4M | 1.11% | 60,599 | Added |
| 22 | RTX | RTX CORPORATION | $1.1M | 0.87% | 5,638 | Added |
| 23 | CVX | CHEVRON CORPORATION | $1.1M | 0.85% | 6,336 | Hold |
| 24 | DGRO | ISHARES TR | $1.1M | 0.85% | 13,889 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $910,125 | 0.74% | 3,846 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30