Bolthouse Investments, LLC - Portfolio overview

Bolthouse Investments, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. TCBK - TRICO BANCSHARES, 14.71%
2. PRIM - PRIMORIS SVCS CORP, 9.38%
3. SPY - STATE STR SPDR S&P 500 ETF T, 8.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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