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 Companies Only

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
$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
$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
$624B
$1.72 Billion 1.59% of portfolio
3,801
Q4 2024 New
$346B
$1.52 Billion 1.4% of portfolio
11,310
Q4 2024 New
$2.33T
$1.5 Billion 1.39% of portfolio
6,848
Q4 2024 New
$2.84B
$1.22 Billion 1.13% of portfolio
56,978
Q4 2024 New
$229B
$843 Million 0.78% of portfolio
7,450
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
$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
$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
-
$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
$235B
$476 Million 0.44% of portfolio
3,785
Q4 2024 New
$1.12T
$466 Million 0.43% of portfolio
1,155
Q4 2024 New
$59.3B
$459 Million 0.42% of portfolio
1,957
Q4 2024 New
$70.9B
$408 Million 0.38% of portfolio
8,525
Q4 2024 New
$201B
$398 Million 0.37% of portfolio
3,570
Q4 2024 New
$266B
$399 Million 0.37% of portfolio
6,743
Q4 2024 New
$341B
$396 Million 0.37% of portfolio
2,230
Q4 2024 New
$72.9B
$373 Million 0.34% of portfolio
3,010
Q4 2024 New
$130B
$365 Million 0.34% of portfolio
4,000
Q4 2024 New
$419B
$354 Million 0.33% of portfolio
910
Q4 2024 New
$234B
$310 Million 0.29% of portfolio
1,410
Q4 2024 New
$114B
$305 Million 0.28% of portfolio
1,436
Q4 2024 New
$93.5B
$302 Million 0.28% of portfolio
1,496
Q4 2024 New
$225B
$306 Million 0.28% of portfolio
535
Q4 2024 New
$208B
$288 Million 0.27% of portfolio
553
Q4 2024 New
$144B
$287 Million 0.27% of portfolio
2,378
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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