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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31B
$14.1 Billion 14.75% of portfolio
353,718
Q4 2024 New
$0
$7.72 Billion 8.05% of portfolio
13,804
Q1 2025 Added 8.18%
$0
$6.6 Billion 6.88% of portfolio
80,713
Q1 2025 Added 3.86%
$3.14T
$4.93 Billion 5.14% of portfolio
22,200
Q1 2025 Added 0.09%
$3.78B
$4.88 Billion 5.09% of portfolio
85,000
Q1 2025 Reduced 37.04%
$3.36T
$4.69 Billion 4.89% of portfolio
12,497
Q1 2025 Added 0.99%
$0
$3.48 Billion 3.63% of portfolio
68,648
Q1 2025 Added 7.18%
$0
$2.53 Billion 2.64% of portfolio
75,440
Q1 2025 Added 0.22%
$0
$2.43 Billion 2.54% of portfolio
47,991
Q1 2025 Added 14.27%
$92.6B
$2.26 Billion 2.36% of portfolio
13,512
Q1 2025 Reduced 12.15%
$578B
$2.15 Billion 2.24% of portfolio
6,122
Q4 2024 New
$765B
$2.04 Billion 2.13% of portfolio
8,317
Q4 2024 New
$660B
$2.02 Billion 2.11% of portfolio
3,801
Q4 2024 New
$446B
$1.88 Billion 1.96% of portfolio
1,989
Q1 2025 Reduced 3.73%
$0
$1.68 Billion 1.75% of portfolio
2,993
Q4 2024 New
$0
$1.67 Billion 1.74% of portfolio
38,113
Q1 2025 Added 17.88%
$2.05T
$1.31 Billion 1.36% of portfolio
6,873
Q1 2025 Added 0.37%
$327B
$1.24 Billion 1.29% of portfolio
11,396
Q1 2025 Added 0.76%
$267B
$1.23 Billion 1.28% of portfolio
7,346
Q1 2025 Added 62.99%
$2.65B
$1.06 Billion 1.11% of portfolio
57,524
Q1 2025 Added 0.96%
$62.1B
$1.03 Billion 1.07% of portfolio
11,820
Q1 2025 Added 7.07%
$230B
$988 Million 1.03% of portfolio
7,450
Q4 2024 New
$0
$867 Million 0.9% of portfolio
17,056
Q1 2025 Reduced 0.12%
$0
$792 Million 0.83% of portfolio
4,574
Q1 2025 Reduced 0.91%
$0
$767 Million 0.8% of portfolio
5,254
Q4 2024 New
$0
$746 Million 0.78% of portfolio
3,846
Q1 2025 New
$195B
$740 Million 0.77% of portfolio
5,584
Q4 2024 New
$231B
$704 Million 0.73% of portfolio
2,253
Q4 2024 New
$133B
$681 Million 0.71% of portfolio
9,600
Q4 2024 New
$149B
$670 Million 0.7% of portfolio
3,165
Q4 2024 New
$429B
$656 Million 0.68% of portfolio
5,516
Q1 2025 Reduced 17.63%
$119B
$619 Million 0.65% of portfolio
2,050
Q4 2024 New
$178B
$618 Million 0.64% of portfolio
4,118
Q4 2024 New
$1.43T
$580 Million 0.61% of portfolio
1,007
Q1 2025 Added 18.75%
$310B
$571 Million 0.6% of portfolio
7,973
Q4 2024 New
$145B
$576 Million 0.6% of portfolio
1,850
Q4 2024 New
$678B
$578 Million 0.6% of portfolio
700
Q4 2024 New
$197B
$549 Million 0.57% of portfolio
6,119
Q4 2024 New
$393B
$528 Million 0.55% of portfolio
3,101
Q4 2024 New
Linde PLC
-
$529 Million 0.55% of portfolio
-
Q4 2024 New
$0
$504 Million 0.53% of portfolio
5,919
Q4 2024 New
$1.03T
$511 Million 0.53% of portfolio
3,270
Q4 2024 New
$75.6B
$496 Million 0.52% of portfolio
7,820
Q4 2024 New
$123B
$491 Million 0.51% of portfolio
1,100
Q4 2024 New
$324B
$467 Million 0.49% of portfolio
2,230
Q4 2024 New
$55.6B
$464 Million 0.48% of portfolio
1,957
Q4 2024 New
$214B
$442 Million 0.46% of portfolio
3,785
Q4 2024 New
$154B
$423 Million 0.44% of portfolio
902
Q1 2025 New
$259B
$416 Million 0.43% of portfolio
6,743
Q4 2024 New

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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