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 $110.6M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TCBK ($16.8M, 15.20%), PRIM ($10.7M, 9.70%), SPY ($9.6M, 8.65%), EFA ($7.7M, 6.96%), AAPL ($5.7M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | $16.8M | 15.20% | 353,718 | Hold |
| 2 | PRIM | PRIMORIS SVCS CORP | $10.7M | 9.70% | 75,000 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 8.65% | 14,707 | Added |
| 4 | EFA | ISHARES TR | $7.7M | 6.96% | 79,321 | Added |
| 5 | AAPL | APPLE INC | $5.7M | 5.14% | 22,406 | Hold |
| 6 | MSFT | MICROSOFT CORP | $4.2M | 3.80% | 11,365 | Hold |
| 7 | AVGO | BROADCOM INC | $3.6M | 3.21% | 11,480 | Hold |
| 8 | GOOGL | ALPHABET INC | $3.1M | 2.79% | 10,748 | Hold |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $2.6M | 2.38% | 51,998 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $2.6M | 2.34% | 8,802 | Hold |
| 11 | EEM | ISHARES TR | $2.4M | 2.17% | 42,300 | Added |
| 12 | V | VISA INC | $2.2M | 1.99% | 7,286 | Hold |
| 13 | NVDA | NVIDIA CORPORATION | $2.0M | 1.80% | 11,396 | Hold |
| 14 | IVV | ISHARES TR | $1.9M | 1.76% | 2,982 | Trimmed |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.9M | 1.69% | 47,421 | Added |
| 16 | JMST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.68% | 36,445 | Hold |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.65% | 3,801 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 1.47% | 1,636 | Hold |
| 19 | AMZN | AMAZON COM INC | $1.4M | 1.29% | 6,873 | Hold |
| 20 | CVX | CHEVRON CORPORATION | $1.3M | 1.19% | 6,336 | Hold |
| 21 | CVBF | CVB FINL CORP | $1.2M | 1.05% | 60,005 | Added |
| 22 | RTX | RTX CORPORATION | $1.1M | 0.97% | 5,584 | Hold |
| 23 | XOM | EXXON MOBIL CORP | $935,861 | 0.85% | 5,516 | Hold |
| 24 | GOOG | ALPHABET INC | $938,032 | 0.85% | 3,270 | Hold |
| 25 | NEE | NEXTERA ENERGY INC | $891,648 | 0.81% | 9,600 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31