Bolthouse Investments, LLC Portfolio Holdings

Bolthouse Investments, LLC

  • $103 Billion
  • Q2 2025

Bolthouse Investments, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trico Bancshares with a value of $14.4B, Spdr S&P 500 ETF Trust with a value of $8.94B, Ishares Tr Msci Eafe ETF with a value of $7.06B, Primoris Services Corp with a value of $6.62B, and Microsoft Corp with a value of $6.29B.

Examining the 13F form we can see an increase of $7.32B in the current position value, from $95.9B to 103B.

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 $103 Billion
ETFs: $29.4 Billion
Financial Services: $27.1 Billion
Technology: $17.4 Billion
Industrials: $9.99 Billion
Consumer Cyclical: $4.89 Billion
Consumer Defensive: $4.12 Billion
Communication Services: $3.93 Billion
Healthcare: $3.11 Billion
Other: $2.7 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 75
  • Current Value $103 Billion
  • Prior Value $95.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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