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CIK: 0001567013
Total reported value
$123.4M
$123.4M
71 檔
40.6%
As reported in its official Q4 2025 Form 13F filing, Bolthouse Investments, LLC's tracked investment portfolio stood at $123.4M with 71 total positions.
Bolthouse Investments, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 7 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TCBK | Trico Bancshares | Stock-Other | 14.90% | +0.24% | — | |
| 2 | PRIM | Primoris Services CORP | Stock-Industrials | 8.83% | -4.64% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.61% | +0.50% | -3.49% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.74% | -0.28% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.13% | +1.47% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.35% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.53% | +0.32% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | +0.32% | — | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.53% | -0.35% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | -0.01% | +5.83% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | +0.32% | +8.68% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.05% | — | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.85% | +0.18% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.05% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.11% | — | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.65% | -0.17% | +117.00% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.50% | +0.07% | -0.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.04% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.23% | — | |
| 20 | CVBF | Cvb Financial CORP | Stock-Other | 0.98% | +0.06% | +1.08% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.90% | — | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.10% | — | |
| 23 | AIG | American International Group | Stock-Financials | 0.90% | -0.09% | — | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -0.29% | +7.05% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.33% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | -0.01% | — | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.69% | -0.02% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.16% | +11.94% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.13% | — | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.61% | -0.15% | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.60% | — | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.06% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.24% | — | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.57% | -0.03% | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.04% | +35.89% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.65% | EXIT | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.55% | — | +9.25% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.05% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | — | +17.70% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.02% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.15% | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.17% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.02% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.43% | -0.03% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.03% | — | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | -0.01% | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | — | -40.46% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.37% | — | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +0.9% | +117.00% | Add |
| 2 | TCBK | Trico Bancshares | +0.7% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | — | Unchanged |
| 4 | AAPL | Apple Inc | +0.3% | +1.47% | Add |
| 5 | V | Visa Inc-class A Shares | +0.2% | +8.68% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +35.89% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +5.83% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 10 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +55.50% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +17.70% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +11.94% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | — | Unchanged |
| 16 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 17 | AIG | American International Group | +0.1% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 19 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 20 | CB | Chubb Limited | +0.1% | — | Unchanged |
| 21 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 23 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 24 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 26 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 27 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 28 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 29 | HON | Honeywell International Inc | -0.1% | — | Unchanged |
| 30 | LIN | Linde plc | -0.1% | — | Unchanged |
| 31 | NKE | Nike Inc -cl B | -0.1% | — | Unchanged |
| 32 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 33 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 34 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 35 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -40.46% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.49% | Trim |
| 37 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 38 | PRIM | Primoris Services CORP | -1.1% | — | Unchanged |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | Sold out |
| 40 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | Sold out |
| 41 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 42 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 43 | TUSI | Touchstone Ultra Short Incom | — | NEW | New buy |
| 44 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 45 | CAT | Caterpillar Inc | — | NEW | New buy |
| 46 | TT | Trane Technologies plc | — | NEW | New buy |
| 47 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 48 | PIZ | Invesco Dorsey Wright Develo | — | NEW | New buy |
| 49 | VPU | Vanguard Utilities ETF | — | EXIT | Sold out |
| 50 | ADBE | Adobe Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bolthouse Investments, LLC reported a total U.S. public equity portfolio value of $123.4M across 71 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TCBK, PRIM, SPY) accounted for 40.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
TUSI
市值: $322.0K
Top Position Liquidated / Trimmed
JAAA
前期市值: $678.4K
During Q4 2025, Bolthouse Investments, LLC's top holdings by market value included TCBK (14.9%)、PRIM (8.8%)、SPY (8.6%). The largest single position, TCBK, represented 14.9% of total portfolio value.
In Q4 2025, Bolthouse Investments, LLC made 22 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 2 holdings, and fully liquidating 7 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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