Bolthouse Investments, LLC

CIK 0001567013 • 7 13F filings • Apr 29, 2025 – Aug 11, 2026

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Filer information

Filed by: Bolthouse Investments, LLC, Chief Compliance Officer
Address: 4605 Buena Vista Road, Suite 600, PMB 806, Bakersfield, CA, 93311
Phone: 661-326-6357
AUM: $112.5M

AUM over time

$123.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $112.5M71 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$999K	0.9%Prev: 0.9%	7,975 SH	Increased+525 SH
ABBVIE INC	COM	$510K	0.5%Prev: 0.5%	2,230 SH	Decreased
ALPHABET INC	CAP STK CL A	$3.4M	3.0%Prev: 2.4%	10,748 SH	Increased
ALPHABET INC	CAP STK CL C	$1.0M	0.9%Prev: 0.7%	3,270 SH	Increased
AMAZON COM INC	COM	$1.6M	1.4%Prev: 1.4%	6,873 SH	Increased
AMERICAN INTL GROUP INC	COM NEW	$1.0M	0.9%Prev: 0.8%	11,820 SH	Increased
AMGEN INC	COM	$605K	0.5%Prev: 0.5%	1,850 SH	Increased
APPLE INC	COM	$6.1M	5.4%Prev: 5.1%	22,406 SH	Increased+324 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	1.7%Prev: 1.7%	3,801 SH	Decreased
BROADCOM INC	COM	$4.0M	3.5%Prev: 3.4%	11,480 SH	Increased
CATERPILLAR INC	COM	$224K	0.2%	391 SH	New
CHEVRON CORP NEW	COM	$966K	0.9%Prev: 0.9%	6,336 SH	Decreased
CHUBB LIMITED	COM	$640K	0.6%Prev: 0.5%	2,050 SH	Increased
CISCO SYS INC	COM	$519K	0.5%Prev: 0.4%	6,743 SH	Increased
COCA COLA CO	COM	$380K	0.3%Prev: 0.3%	5,431 SH	Increased
COSTCO WHSL CORP NEW	COM	$1.4M	1.3%Prev: 1.4%	1,636 SH	Decreased
CVB FINL CORP	COM	$1.1M	1.0%Prev: 1.0%	59,383 SH	Decreased+637 SH
DEERE & CO	COM	$420K	0.4%Prev: 0.4%	902 SH	Increased
ELI LILLY & CO	COM	$517K	0.5%Prev: 0.3%	481 SH	Increased
EXXON MOBIL CORP	COM	$664K	0.6%Prev: 0.6%	5,516 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.7M	1.5%Prev: 1.5%	44,171 SH	Increased-121 SH
FORD MTR CO	COM	$134K	0.1%Prev: 0.1%	10,209 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$639K	0.6%Prev: 0.4%	727 SH	Increased+192 SH
HOME DEPOT INC	COM	$535K	0.5%Prev: 0.6%	1,556 SH	Decreased
HONEYWELL INTL INC	COM	$617K	0.5%Prev: 0.6%	3,165 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$246K	0.2%Prev: 0.2%	1,520 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$418K	0.4%Prev: 0.4%	1,410 SH	Increased
INVESCO EXCH TRADED FD TR II	DORSEY WRGT DVLP	$205K	0.2%	4,190 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$424K	0.4%Prev: 0.6%	2,215 SH	Decreased-1,505 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	1.8%Prev: 1.8%	2,992 SH	Increased
ISHARES TR	MSCI EAFE ETF	$7.6M	6.7%Prev: 6.7%	78,921 SH	Increased
ISHARES TR	MSCI EAFE MIN VL	$278K	0.2%Prev: 0.2%	3,220 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$2.1M	1.9%Prev: 1.8%	38,113 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.8M	2.5%Prev: 2.6%	56,198 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.9M	1.7%Prev: 0.8%	36,445 SH	Increased+19,650 SH
JOHNSON & JOHNSON	COM	$292K	0.3%Prev: 0.2%	1,411 SH	Increased
JPMORGAN CHASE & CO.	COM	$2.8M	2.5%Prev: 2.4%	8,802 SH	Increased+485 SH
LINDE PLC	SHS	$484K	0.4%Prev: 0.5%	1,135 SH	Decreased
LOCKHEED MARTIN CORP	COM	$532K	0.5%Prev: 0.5%	1,100 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$266K	0.2%Prev: 0.3%	1,436 SH	Decreased
MASTERCARD INCORPORATED	CL A	$204K	0.2%Prev: 0.2%	357 SH	Increased
MCDONALDS CORP	COM	$771K	0.7%Prev: 0.6%	2,522 SH	Increased+269 SH
MERCK & CO INC	COM	$337K	0.3%Prev: 0.2%	3,202 SH	Increased
META PLATFORMS INC	CL A	$665K	0.6%Prev: 0.7%	1,007 SH	Decreased
MICROSOFT CORP	COM	$5.5M	4.9%Prev: 5.3%	11,365 SH	Decreased
MORGAN STANLEY	COM NEW	$672K	0.6%Prev: 0.5%	3,785 SH	Increased
MOTOROLA SOLUTIONS INC	COM NEW	$211K	0.2%Prev: 0.2%	550 SH	Decreased
NEXTERA ENERGY INC	COM	$771K	0.7%Prev: 0.7%	9,600 SH	Increased
NIKE INC	CL B	$684K	0.6%Prev: 0.7%	10,737 SH	Decreased
NORFOLK SOUTHN CORP	COM	$617K	0.5%Prev: 0.5%	2,138 SH	Increased+181 SH
NVIDIA CORPORATION	COM	$2.1M	1.9%Prev: 1.9%	11,396 SH	Decreased
PEPSICO INC	COM	$411K	0.4%Prev: 0.4%	2,862 SH	Increased
PRIMORIS SVCS CORP	COM	$9.9M	8.8%Prev: 10.0%	80,000 SH	Decreased
PROCTER AND GAMBLE CO	COM	$444K	0.4%Prev: 0.4%	3,101 SH	Decreased
PRUDENTIAL FINL INC	COM	$211K	0.2%	1,867 SH	New
REALTY INCOME CORP	COM	$243K	0.2%Prev: 0.2%	4,317 SH	Decreased
RTX CORPORATION	COM	$1.0M	0.9%Prev: 0.8%	5,584 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET HEA	$429K	0.4%	2,770 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$774K	0.7%Prev: 0.7%	17,438 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$9.7M	8.6%Prev: 8.9%	14,204 SH	Decreased-513 SH
STRYKER CORPORATION	COM	$271K	0.2%Prev: 0.3%	771 SH	Decreased
TESLA INC	COM	$598K	0.5%Prev: 0.5%	1,330 SH	Increased+200 SH
TOUCHSTONE ETF TRUST	ULTRA SHORT INCM	$322K	0.3%	12,709 SH	New
TRANE TECHNOLOGIES PLC	SHS	$213K	0.2%	547 SH	New
TRICO BANCSHARES	COM	$16.8M	14.9%Prev: 14.2%	353,718 SH	Increased
UNITEDHEALTH GROUP INC	COM	$326K	0.3%Prev: 0.2%	989 SH	Increased+353 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$845K	0.8%Prev: 0.8%	3,846 SH	Increased
VISA INC	COM CL A	$2.6M	2.3%Prev: 2.1%	7,286 SH	Increased+582 SH
WALMART INC	COM	$388K	0.3%Prev: 0.3%	3,484 SH	Increased
WASTE MGMT INC DEL	COM	$329K	0.3%Prev: 0.3%	1,496 SH	Decreased
YUM BRANDS INC	COM	$246K	0.2%Prev: 0.2%	1,625 SH	Decreased

Sold (vs prior filing)

ADOBE INC — $201K
ISHARES TR — $571K
JANUS DETROIT STR TR — $678K
NETFLIX INC — $234K
SELECT SECTOR SPDR TR — $386K
STARBUCKS CORP — $339K
TJX COS INC NEW — $344K
VANGUARD WORLD FD — $204K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001941040-26-000047	$112.5M	View
Oct 28, 2025	Q3 2025	13F-HR	0001941040-25-000573	$110.3M	View
Aug 11, 2026	Q2 2026