1y return+18.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Bolthouse Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TCBKTrico Bancshares | $19.0M | 15.4% | |
| SPYState Str Spdr S&p 500 Etf T | $11.3M | 9.1% | +2.8% |
| EFAIshares Tr | $8.2M | 6.7% | |
| AAPLApple Inc | $6.5M | 5.3% | |
| PRIMPrimoris Svcs Corp | $6.2M | 5.1% | −16.0% |
| AVGOBroadcom Inc | $4.4M | 3.5% | |
| MSFTMicrosoft Corp | $4.3M | 3.4% | |
| GOOGLAlphabet Inc | $3.8M | 3.1% | |
| EEMIshares Tr | $2.9M | 2.3% | |
| JPMJpmorgan Chase & Co | $2.9M | 2.3% | |
| VVisa Inc | $2.8M | 2.3% | +13.9% |
| JPSTJ P Morgan Exchange Traded F | $2.5M | 2.0% | −4.9% |
| NVDANvidia Corporation | $2.3M | 1.8% | |
| IVVIshares Tr | $2.2M | 1.8% | |
| SDVYFirst Tr Exchange Traded Fd | $2.2M | 1.8% | +6.3% |
| GOOGAlphabet Inc | $2.2M | 1.8% | +87.0% |
| BRK/BBerkshire Hathaway Inc Del | $1.9M | 1.5% | |
| JMSTJ P Morgan Exchange Traded F | $1.9M | 1.5% | |
| AMZNAmazon Com Inc | $1.6M | 1.3% | |
| COSTCostco Wholesale Corporation | $1.5M | 1.2% | |
| CVBFCvb Finl Corp | $1.4M | 1.1% | |
| RTXRtx Corporation | $1.1M | 0.9% | |
| DGROIshares Tr | $1.1M | 0.9% | +69.1% |
| CVXChevron Corporation | $1.1M | 0.9% | |
| VIGVanguard Specialized Funds | $910K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $792K |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $3.8M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $2.2M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $735K |
| RTXRtx Corporation | December 31, 2024 | +64.0% | $1.1M |
| EEMIshares Tr | December 31, 2024 | +63.6% | $2.9M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $4.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $591K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $2.3M |
| AMGNAmgen Inc | December 31, 2024 | +38.9% | $670K |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $715K
- ICEIntercontinental Exchange In was $239K
- XLESelect Sector Spdr Tr was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +11.8% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bolthouse Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1567013&type=13F-HR&dateb=&owner=include&count=40CIK 1567013
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1567013/000194104026000560/Filed August 11, 2026 · accession 0001941040-26-000560