Bolthouse Investments, LLC Portfolio Holdings

Bolthouse Investments, LLC

  • $112 Billion
  • Q4 2025

Bolthouse Investments, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trico Bancshares with a value of $16.8B, Primoris Services Corp with a value of $9.93B, Spdr S&P 500 ETF Trust with a value of $9.69B, Ishares Tr Msci Eafe ETF with a value of $7.58B, and Apple Inc. with a value of $6.09B.

Examining the 13F form we can see an increase of $2.17B in the current position value, from $110B to 112B.

Bolthouse Investments, LLC is based out at Bakersfield, CA

Below you can find more details about Bolthouse Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $30.5 Billion
Financial Services: $29.1 Billion
Technology: $18.8 Billion
Industrials: $13.9 Billion
Communication Services: $5.05 Billion
Consumer Cyclical: $4.55 Billion
Healthcare: $3.86 Billion
Consumer Defensive: $3.03 Billion
Other: $2.64 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4B
$246 Million 0.22% of portfolio
1,625
Q1 2025 New
$291B
$224 Million 0.2% of portfolio
391
Q4 2025 New
$96.9B
$213 Million 0.19% of portfolio
547
Q4 2025 New
$63.4B
$211 Million 0.19% of portfolio
550
Q3 2025 New
$39.9B
$211 Million 0.19% of portfolio
1,867
Q4 2025 New
$512B
$204 Million 0.18% of portfolio
357
Q2 2025 New
-
$205 Million 0.18% of portfolio
-
Q4 2025 New
$52.1B
$134 Million 0.12% of portfolio
10,209
Q2 2025 Reduced 6.78%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $112 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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