Bolthouse Investments, LLC
71 holdingsFiling period: 2026-03-31Current AUM: $120.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | 353.7K | $16.8M | $20.4M | 16.94% | -- | 2026-03-31 |
| 2 | PRIM | PRIMORIS SVCS CORP | 75.0K | $10.7M | $6.3M | 5.27% | -5,000 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 14.7K | $9.6M | $11.0M | 9.15% | +503 | 2026-03-31 |
| 4 | EFA | ISHARES TR | 79.3K | $7.7M | $8.4M | 6.97% | +400 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 22.4K | $5.7M | $6.9M | 5.76% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 11.4K | $4.2M | $5.3M | 4.40% | -- | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 11.5K | $3.6M | $4.5M | 3.72% | -- | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 10.7K | $3.1M | $3.8M | 3.19% | -- | 2026-03-31 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 52.0K | $2.6M | $2.6M | 2.19% | -4,200 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 8.8K | $2.6M | $3.1M | 2.58% | -- | 2026-03-31 |
| 11 | EEM | ISHARES TR | 42.3K | $2.4M | $2.7M | 2.26% | +4.2K | 2026-03-31 |
| 12 | V | VISA INC | 7.3K | $2.2M | $2.7M | 2.22% | -- | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 11.4K | $2.0M | $2.3M | 1.90% | -- | 2026-03-31 |
| 14 | IVV | ISHARES TR | 3.0K | $1.9M | $2.2M | 1.86% | -10 | 2026-03-31 |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | 47.4K | $1.9M | $2.1M | 1.73% | +3.3K | 2026-03-31 |
| 16 | JMST | J P MORGAN EXCHANGE TRADED F | 36.4K | $1.9M | $1.9M | 1.54% | -- | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.8K | $1.8M | $1.8M | 1.52% | -- | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.6M | $1.6M | 1.30% | -- | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 6.9K | $1.4M | $1.9M | 1.55% | -- | 2026-03-31 |
| 20 | CVX | CHEVRON CORPORATION | 6.3K | $1.3M | $1.2M | 1.04% | -- | 2026-03-31 |
| 21 | CVBF | CVB FINL CORP | 60.0K | $1.2M | $1.3M | 1.12% | +622 | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 5.6K | $1.1M | $1.2M | 1.00% | -- | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 3.3K | $938K | $1.2M | 0.97% | -- | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 5.5K | $935K | $857K | 0.71% | -- | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 5.5K | $935K | $857K | 0.71% | -- | 2026-03-31 |
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