Bolthouse Investments, LLC Portfolio Holdings

Bolthouse Investments, LLC

  • $108 Billion
  • Q4 2024

Bolthouse Investments, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trico Bancshares with a value of $15.5B, Primoris Services Corp with a value of $10.3B, Spdr S&P 500 ETF Trust with a value of $7.48B, Ishares Tr Msci Eafe ETF with a value of $5.88B, and Apple Inc. with a value of $5.55B.

Examining the 13F form we can see an increase of $108B in the current position value.

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 $108 Billion
ETFs: $32.7 Billion
Financial Services: $25.6 Billion
Technology: $17 Billion
Industrials: $13.3 Billion
Healthcare: $4.53 Billion
Consumer Cyclical: $4.32 Billion
Communication Services: $3.83 Billion
Consumer Defensive: $3.81 Billion
Other: $2.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.5B
$15.5 Billion 14.28% of portfolio
353,718
Q4 2024 New
$3.91B
$10.3 Billion 9.53% of portfolio
135,000
Q4 2024 New
$0
$7.48 Billion 6.91% of portfolio
12,760
Q4 2024 New
$0
$5.88 Billion 5.43% of portfolio
77,713
Q4 2024 New
$3.93T
$5.55 Billion 5.13% of portfolio
22,181
Q4 2024 New
$3.04T
$5.22 Billion 4.82% of portfolio
12,375
Q4 2024 New
$94.4B
$3.57 Billion 3.29% of portfolio
15,380
Q4 2024 New
$0
$3.23 Billion 2.98% of portfolio
64,049
Q4 2024 New
$0
$2.7 Billion 2.49% of portfolio
75,278
Q4 2024 New
$0
$2.13 Billion 1.97% of portfolio
41,997
Q4 2024 New
$1.11T
$2.03 Billion 1.88% of portfolio
10,748
Q4 2024 New
$811B
$1.99 Billion 1.84% of portfolio
8,317
Q4 2024 New
$578B
$1.93 Billion 1.79% of portfolio
6,122
Q4 2024 New
$474B
$1.89 Billion 1.75% of portfolio
2,066
Q4 2024 New
$0
$1.76 Billion 1.63% of portfolio
2,993
Q4 2024 New
$624B
$1.72 Billion 1.59% of portfolio
3,801
Q4 2024 New
$2.33T
$1.5 Billion 1.39% of portfolio
6,848
Q4 2024 New
$0
$1.35 Billion 1.25% of portfolio
32,331
Q4 2024 New
$0
$1.23 Billion 1.14% of portfolio
52,214
Q4 2024 New
$2.84B
$1.22 Billion 1.13% of portfolio
56,978
Q4 2024 New
$0
$1.17 Billion 1.08% of portfolio
50,424
Q4 2024 New
$0
$1.17 Billion 1.08% of portfolio
44,573
Q4 2024 New
$0
$866 Million 0.8% of portfolio
17,076
Q4 2024 New
$229B
$843 Million 0.78% of portfolio
7,450
Q4 2024 New
$0
$809 Million 0.75% of portfolio
4,616
Q4 2024 New
$56.5B
$804 Million 0.74% of portfolio
11,039
Q4 2024 New
$451B
$720 Million 0.67% of portfolio
6,697
Q4 2024 New
$0
$723 Million 0.67% of portfolio
5,254
Q4 2024 New
$136B
$715 Million 0.66% of portfolio
3,165
Q4 2024 New
$134B
$688 Million 0.64% of portfolio
9,600
Q4 2024 New
$304B
$653 Million 0.6% of portfolio
4,507
Q4 2024 New
$180B
$646 Million 0.6% of portfolio
5,584
Q4 2024 New
$227B
$653 Million 0.6% of portfolio
2,253
Q4 2024 New
$198B
$626 Million 0.58% of portfolio
4,118
Q4 2024 New
$490B
$631 Million 0.58% of portfolio
1,247
Q4 2024 New
$1.14T
$623 Million 0.58% of portfolio
3,270
Q4 2024 New
$210B
$609 Million 0.56% of portfolio
6,119
Q4 2024 New
$92B
$592 Million 0.55% of portfolio
7,820
Q4 2024 New
$110B
$566 Million 0.52% of portfolio
2,050
Q4 2024 New
$0
$565 Million 0.52% of portfolio
10,203
Q4 2024 New
$802B
$540 Million 0.5% of portfolio
700
Q4 2024 New
$111B
$535 Million 0.49% of portfolio
1,100
Q4 2024 New
$386B
$520 Million 0.48% of portfolio
3,101
Q4 2024 New
$0
$523 Million 0.48% of portfolio
5,919
Q4 2024 New
-
$512 Million 0.47% of portfolio
-
Q4 2024 New
$298B
$496 Million 0.46% of portfolio
7,973
Q4 2024 New
$1.64T
$497 Million 0.46% of portfolio
848
Q4 2024 New
$156B
$482 Million 0.45% of portfolio
1,850
Q4 2024 New
Linde PLC
-
$475 Million 0.44% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 79 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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