Bolthouse Investments, LLC Portfolio Holdings

Bolthouse Investments, LLC

  • $95.9 Billion
  • Q1 2025

Bolthouse Investments, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $95.9 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trico Bancshares with a value of $14.1B, Spdr S&P 500 ETF Trust with a value of $7.72B, Ishares Tr Msci Eafe ETF with a value of $6.6B, Apple Inc. with a value of $4.93B, and Primoris Services Corp with a value of $4.88B.

Examining the 13F form we can see an decrease of $12.4B in the current position value, from $108B to 95.9B.

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 $95.9 Billion
ETFs: $30 Billion
Financial Services: $25 Billion
Technology: $14.1 Billion
Industrials: $8.34 Billion
Consumer Cyclical: $4.18 Billion
Consumer Defensive: $3.9 Billion
Healthcare: $3.89 Billion
Communication Services: $3.11 Billion
Other: $2.82 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $95.9 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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