Bolthouse Investments, LLC Portfolio Holdings

Bolthouse Investments, LLC

  • $110 Billion
  • Q3 2025

Bolthouse Investments, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trico Bancshares with a value of $15.7B, Primoris Services Corp with a value of $11B, Spdr S&P 500 ETF Trust with a value of $9.8B, Ishares Tr Msci Eafe ETF with a value of $7.37B, and Microsoft Corp with a value of $5.89B.

Examining the 13F form we can see an increase of $9.38B in the current position value, from $101B to 110B.

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 $110 Billion
ETFs: $31 Billion
Financial Services: $26.9 Billion
Technology: $18.7 Billion
Industrials: $14.5 Billion
Consumer Cyclical: $5.13 Billion
Communication Services: $4.38 Billion
Healthcare: $3.44 Billion
Consumer Defensive: $3.11 Billion
Other: $2.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$15.7 Billion 14.24% of portfolio
353,718
Q2 2025 Reduced 0.7%
$6.28B
$11 Billion 9.96% of portfolio
80,000
Q3 2025 Reduced 5.88%
$0
$9.8 Billion 8.89% of portfolio
14,717
Q3 2025 Added 1.75%
$0
$7.37 Billion 6.68% of portfolio
78,921
Q3 2025 Reduced 0.09%
$3.78T
$5.89 Billion 5.34% of portfolio
11,365
Q3 2025 Reduced 9.06%
$4.3T
$5.62 Billion 5.1% of portfolio
22,082
Q2 2025 Reduced 0.53%
$139B
$3.79 Billion 3.43% of portfolio
11,480
Q3 2025 Reduced 7.64%
$0
$2.85 Billion 2.58% of portfolio
56,198
Q2 2025 Reduced 18.14%
$881B
$2.62 Billion 2.38% of portfolio
8,317
Q4 2024 New
$1.65T
$2.61 Billion 2.37% of portfolio
10,748
Q4 2024 New
$533B
$2.29 Billion 2.07% of portfolio
6,704
Q2 2025 Added 9.51%
$465B
$2.13 Billion 1.93% of portfolio
11,396
Q1 2025 Added 0.76%
$0
$2.04 Billion 1.84% of portfolio
38,113
Q1 2025 Added 17.88%
$0
$2 Billion 1.82% of portfolio
2,992
Q3 2025 Reduced 0.23%
$662B
$1.91 Billion 1.73% of portfolio
3,801
Q4 2024 New
$0
$1.68 Billion 1.53% of portfolio
44,292
Q3 2025 Reduced 13.81%
$2.39T
$1.51 Billion 1.37% of portfolio
6,873
Q1 2025 Added 0.37%
$2.64B
$1.11 Billion 1.01% of portfolio
58,746
Q3 2025 Added 0.96%
$228B
$998 Million 0.9% of portfolio
7,450
Q4 2024 New
$303B
$984 Million 0.89% of portfolio
6,336
Q2 2025 Reduced 19.5%
$258B
$934 Million 0.85% of portfolio
5,584
Q4 2024 New
$59.1B
$928 Million 0.84% of portfolio
11,820
Q1 2025 Added 7.07%
$0
$857 Million 0.78% of portfolio
16,795
Q2 2025 Reduced 1.53%
$0
$830 Million 0.75% of portfolio
3,846
Q1 2025 New
$1.74T
$796 Million 0.72% of portfolio
3,270
Q4 2024 New
$0
$746 Million 0.68% of portfolio
17,438
Q2 2025 New
$79.2B
$749 Million 0.68% of portfolio
10,737
Q2 2025 Added 37.3%
$1.37T
$740 Million 0.67% of portfolio
1,007
Q1 2025 Added 18.75%
$168B
$725 Million 0.66% of portfolio
9,600
Q4 2024 New
$0
$706 Million 0.64% of portfolio
3,720
Q2 2025 Reduced 18.67%
$224B
$685 Million 0.62% of portfolio
2,253
Q4 2024 New
$0
$678 Million 0.61% of portfolio
13,359
Q3 2025 Reduced 3.1%
$132B
$666 Million 0.6% of portfolio
3,165
Q4 2024 New
$367B
$630 Million 0.57% of portfolio
1,556
Q2 2025 Added 70.99%
$490B
$622 Million 0.56% of portfolio
5,516
Q2 2025 Reduced 10.29%
$270B
$602 Million 0.55% of portfolio
3,785
Q4 2024 New
$65.7B
$588 Million 0.53% of portfolio
1,957
Q4 2024 New
$123B
$579 Million 0.52% of portfolio
2,050
Q4 2024 New
$0
$571 Million 0.52% of portfolio
5,919
Q4 2024 New
$123B
$549 Million 0.5% of portfolio
1,100
Q4 2024 New
Linde PLC
-
$539 Million 0.49% of portfolio
-
Q4 2024 New
$414B
$516 Million 0.47% of portfolio
2,230
Q4 2024 New
$183B
$522 Million 0.47% of portfolio
1,850
Q4 2024 New
$1.29T
$503 Million 0.46% of portfolio
1,130
Q3 2025 Reduced 2.16%
$346B
$476 Million 0.43% of portfolio
3,101
Q4 2024 New
$319B
$461 Million 0.42% of portfolio
6,743
Q2 2025 Reduced 1.48%
$265B
$426 Million 0.39% of portfolio
535
Q4 2024 New
$144B
$413 Million 0.37% of portfolio
902
Q1 2025 New
$266B
$398 Million 0.36% of portfolio
1,410
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $110 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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