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CIK: 0001567013
Total reported value
$123.4M
$123.4M
72 檔
31.0%
During the Q1 2025 filing period, Bolthouse Investments, LLC (CIK: 0001567013) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $123.4M across 72 reported positions.
During Q1 2025, Bolthouse Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TCBK | Trico Bancshares | Stock-Other | 14.75% | +0.24% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.05% | +0.50% | +8.18% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.88% | -0.28% | +3.86% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.13% | +0.09% | |
| 5 | PRIM | Primoris Services CORP | Stock-Industrials | 5.09% | -4.64% | -37.04% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.35% | +0.99% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.63% | -0.35% | +7.18% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.64% | +0.07% | +0.22% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.54% | — | +14.27% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.36% | +0.32% | -12.15% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | +0.32% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.01% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | -0.11% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.96% | -0.23% | -3.73% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.05% | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.74% | +0.18% | +17.88% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.32% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.04% | +0.37% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.05% | +0.76% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.33% | +62.99% | |
| 21 | CVBF | Cvb Financial CORP | Stock-Other | 1.11% | +0.06% | +0.96% | |
| 22 | AIG | American International Group | Stock-Financials | 1.07% | -0.09% | +7.07% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.29% | — | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.90% | -0.17% | -0.12% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | — | -0.91% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.80% | -0.01% | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.01% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.10% | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.16% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.13% | — | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.65% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.24% | -17.63% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.65% | -0.03% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.08% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.06% | +18.75% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.08% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.05% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.11% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.02% | — | |
| 40 | LIN | Linde plc | Stock-Materials | 0.55% | -0.03% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.03% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.90% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | — | — | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.52% | -0.15% | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.15% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.48% | — | — | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.46% | — | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.44% | — | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.17% | — |
According to official SEC Form 13F filings, Bolthouse Investments, LLC reported a total U.S. public equity portfolio value of $123.4M across 72 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TCBK, SPY, EFA) accounted for 31.0% of total reported equity market value during Q1 2025.
During Q1 2025, Bolthouse Investments, LLC's top holdings by market value included TCBK (14.8%)、SPY (8.1%)、EFA (6.9%). The largest single position, TCBK, represented 14.8% of total portfolio value.
In Q1 2025, Bolthouse Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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