13F COMBINATION REPORT
Bolthouse Investments, LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001941040-26-000047
Total Value
$112.5M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRICO BANCSHARES | TCBK | 353,718 | $16.8M | 14.90% |
| 2 | PRIMORIS SVCS CORP | 74164F103 | 80,000 | $9.9M | 8.83% |
| 3 | SPDR S&P 500 ETF TR | SPY | 14,204 | $9.7M | 8.61% |
| 4 | ISHARES TR | 464287465 | 78,921 | $7.6M | 6.74% |
| 5 | APPLE INC | AAPL | 22,406 | $6.1M | 5.41% |
| 6 | MICROSOFT CORP | MSFT | 11,365 | $5.5M | 4.89% |
| 7 | BROADCOM INC | AVGO | 11,480 | $4.0M | 3.53% |
| 8 | ALPHABET INC | GOOG | 10,748 | $3.4M | 2.99% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 56,198 | $2.8M | 2.53% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 8,802 | $2.8M | 2.52% |
| 11 | VISA INC | V | 7,286 | $2.6M | 2.27% |
| 12 | NVIDIA CORPORATION | NVDA | 11,396 | $2.1M | 1.89% |
| 13 | ISHARES TR | 464287234 | 38,113 | $2.1M | 1.85% |
| 14 | ISHARES TR | 464287200 | 2,992 | $2.0M | 1.82% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,801 | $1.9M | 1.70% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 36,445 | $1.9M | 1.65% |
| 17 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 44,171 | $1.7M | 1.50% |
| 18 | AMAZON COM INC | AMZN | 6,873 | $1.6M | 1.41% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 1,636 | $1.4M | 1.25% |
| 20 | CVB FINL CORP | 126600105 | 59,383 | $1.1M | 0.98% |
| 21 | ALPHABET INC | GOOG | 3,270 | $1.0M | 0.91% |
| 22 | RTX CORPORATION | RTX | 5,584 | $1.0M | 0.91% |
| 23 | AMERICAN INTL GROUP INC | 026874784 | 11,820 | $1.0M | 0.90% |
| 24 | ABBOTT LABS | ABLZF | 7,975 | $999,188 | 0.89% |
| 25 | CHEVRON CORP NEW | CVX | 6,336 | $965,607 | 0.86% |
| 26 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,846 | $845,352 | 0.75% |
| 27 | SPDR INDEX SHS FDS | 78463X889 | 17,438 | $774,423 | 0.69% |
| 28 | MCDONALDS CORP | MCD | 2,522 | $770,799 | 0.69% |
| 29 | NEXTERA ENERGY INC | NEE-PW | 9,600 | $770,688 | 0.69% |
| 30 | NIKE INC | NKE | 10,737 | $684,054 | 0.61% |
| 31 | MORGAN STANLEY | MS-PQ | 3,785 | $671,951 | 0.60% |
| 32 | META PLATFORMS INC | META | 1,007 | $664,711 | 0.59% |
| 33 | EXXON MOBIL CORP | XOM | 5,516 | $663,806 | 0.59% |
| 34 | CHUBB LIMITED | CB | 2,050 | $639,846 | 0.57% |
| 35 | GOLDMAN SACHS GROUP INC | GSCE | 727 | $639,033 | 0.57% |
| 36 | HONEYWELL INTL INC | 438516106 | 3,165 | $617,460 | 0.55% |
| 37 | NORFOLK SOUTHN CORP | 655844108 | 2,138 | $617,283 | 0.55% |
| 38 | AMGEN INC | AMGN | 1,850 | $605,488 | 0.54% |
| 39 | TESLA INC | TSLA | 1,330 | $598,128 | 0.53% |
| 40 | HOME DEPOT INC | HD | 1,556 | $535,434 | 0.48% |
| 41 | LOCKHEED MARTIN CORP | LMT | 1,100 | $532,037 | 0.47% |
| 42 | CISCO SYS INC | CSCO | 6,743 | $519,413 | 0.46% |
| 43 | ELI LILLY & CO | LLY | 481 | $516,921 | 0.46% |
| 44 | ABBVIE INC | ABBV | 2,230 | $509,533 | 0.45% |
| 45 | LINDE PLC | LIN | 1,135 | $483,952 | 0.43% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 3,101 | $444,400 | 0.40% |
| 47 | SELECT SECTOR SPDR TR | 81369Y209 | 2,770 | $428,796 | 0.38% |
| 48 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,215 | $424,305 | 0.38% |
| 49 | DEERE & CO | DE | 902 | $420,063 | 0.37% |
| 50 | INTERNATIONAL BUSINESS MACHS | INTR | 1,410 | $417,656 | 0.37% |
| 51 | PEPSICO INC | PEP | 2,862 | $410,809 | 0.37% |
| 52 | WALMART INC | WMT | 3,484 | $388,148 | 0.35% |
| 53 | COCA COLA CO | KO | 5,431 | $379,690 | 0.34% |
| 54 | MERCK & CO INC | MRK | 3,202 | $337,009 | 0.30% |
| 55 | WASTE MGMT INC DEL | 94106L109 | 1,496 | $328,686 | 0.29% |
| 56 | UNITEDHEALTH GROUP INC | UNH | 989 | $326,479 | 0.29% |
| 57 | TOUCHSTONE ETF TRUST | 89157W301 | 12,709 | $321,983 | 0.29% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,411 | $292,003 | 0.26% |
| 59 | ISHARES TR | 46429B689 | 3,220 | $277,725 | 0.25% |
| 60 | STRYKER CORPORATION | SYK | 771 | $270,983 | 0.24% |
| 61 | MARSH & MCLENNAN COS INC | 571748102 | 1,436 | $266,407 | 0.24% |
| 62 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,520 | $246,179 | 0.22% |
| 63 | YUM BRANDS INC | YUM | 1,625 | $245,810 | 0.22% |
| 64 | REALTY INCOME CORP | O | 4,317 | $243,323 | 0.22% |
| 65 | CATERPILLAR INC | CAT | 391 | $223,756 | 0.20% |
| 66 | TRANE TECHNOLOGIES PLC | TT | 547 | $212,893 | 0.19% |
| 67 | MOTOROLA SOLUTIONS INC | MSI | 550 | $210,826 | 0.19% |
| 68 | PRUDENTIAL FINL INC | PUKPF | 1,867 | $210,797 | 0.19% |
| 69 | INVESCO EXCH TRADED FD TR II | IVZ | 4,190 | $205,238 | 0.18% |
| 70 | MASTERCARD INCORPORATED | MA | 357 | $203,804 | 0.18% |
| 71 | FORD MTR CO | 345370860 | 10,209 | $133,948 | 0.12% |