Bolthouse Investments, LLC
88 holdingsFiling period: 2026-06-30Current AUM: $122.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TCBK | Trico Bancshares | 353.7K | $19.0M | $18.5M | 15.03% | -- | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 15.1K | $11.3M | $11.1M | 9.05% | +409 | 2026-06-30 |
| 3 | EFA | iShares TR | 79.3K | $8.2M | $8.1M | 6.58% | -- | 2026-06-30 |
| 4 | AAPL | Apple Inc | 22.5K | $6.5M | $7.7M | 6.27% | +66 | 2026-06-30 |
| 5 | PRIM | Primoris Svcs Corp | 63.0K | $6.2M | $4.1M | 3.36% | -12,000 | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 11.5K | $4.3M | $3.4M | 2.76% | +38 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 11.4K | $4.3M | $6.0M | 4.93% | +32 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 10.7K | $3.8M | $3.1M | 2.49% | -- | 2026-06-30 |
| 9 | EEM | iShares TR | 42.3K | $2.9M | $2.5M | 2.04% | -- | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 8.8K | $2.9M | $2.9M | 2.40% | -- | 2026-06-30 |
| 11 | V | Visa Inc | 8.3K | $2.8M | $3.5M | 2.86% | +1.0K | 2026-06-30 |
| 12 | JPST | J P Morgan Exchange Traded F | 49.4K | $2.5M | $2.5M | 2.03% | -2,554 | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 11.4K | $2.3M | $2.1M | 1.73% | -- | 2026-06-30 |
| 14 | IVV | iShares TR | 3.0K | $2.2M | $2.2M | 1.79% | -4 | 2026-06-30 |
| 15 | SDVY | First TR Exchange Traded FD | 50.4K | $2.2M | $2.1M | 1.72% | +3.0K | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 6.1K | $2.2M | $1.7M | 1.41% | +2.8K | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del | 3.8K | $1.9M | $1.9M | 1.55% | -- | 2026-06-30 |
| 18 | JMST | J P Morgan Exchange Traded F | 36.4K | $1.9M | $1.9M | 1.51% | -- | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 6.9K | $1.6M | $1.8M | 1.45% | -- | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 1.6K | $1.5M | $1.7M | 1.40% | -- | 2026-06-30 |
| 21 | CVBF | Cvb Finl Corp | 60.6K | $1.4M | $1.4M | 1.12% | +594 | 2026-06-30 |
| 22 | RTX | Rtx Corporation | 5.6K | $1.1M | $1.1M | 0.87% | +54 | 2026-06-30 |
| 23 | DGRO | iShares TR | 13.9K | $1.1M | $1.1M | 0.90% | +5.7K | 2026-06-30 |
| 24 | CVX | Chevron Corporation | 6.3K | $1.1M | $1.3M | 1.10% | -- | 2026-06-30 |
| 25 | VIG | Vanguard Specialized Funds | 3.8K | $910K | $936K | 0.76% | -- | 2026-06-30 |
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