Bolthouse Investments, LLC holds a focused book of 86 stocks worth $123.4M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened TJX Companies Inc and trimmed Primoris Services Corp. Their largest long position is Trico Bancshares at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bolthouse Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $3.8B |
| Integrated Wealth Concepts LLC | 80 / 80 | $3.6B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.9B |
| Global Retirement Partners, LLC | 79 / 80 | $1.7B |
| IFP Advisors, Inc | 79 / 80 | $1.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $186.6B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $95.8B |
| LPL Financial LLC | 78 / 80 | $76.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Bolthouse Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Trico Bancshares COM | $19.0M | 353.7K | 15.4% | —Held | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $11.3M | 15.1K | 9.1% | ▲+2.8% Added · +409 sh | |
| 3 | Ishares TR MSCI EAFE ETF | $8.2M | 79.3K | 6.7% | —Held | |
| 4 | Apple Inc COM | $6.5M | 22.5K | 5.3% | ▲+0.3% Added · +66 sh | |
| 5 | Primoris Svcs Corp COM | $6.2M | 63.0K | 5.1% | ▼−16% Reduced · −12K sh | |
| 6 | Broadcom Inc COM | $4.4M | 11.5K | 3.5% | ▲+0.3% Added · +38 sh | |
| 7 | Microsoft Corp COM | $4.3M | 11.4K | 3.4% | ▲+0.3% Added · +32 sh | |
| 8 | Alphabet Inc CAP STK CL A | $3.8M | 10.7K | 3.1% | —Held | |
| 9 | Ishares TR MSCI EMG MKT ETF | $2.9M | 42.3K | 2.3% | —Held | |
| 10 | JPMorgan Chase & Co COM | $2.9M | 8.8K | 2.3% | —Held | |
| 11 | Visa Inc COM CL A | $2.8M | 8.3K | 2.3% | ▲+14% Added · +1K sh | |
| 12 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.5M | 49.4K | 2.0% | ▼−4.9% Reduced · −3K sh | |
| 13 | Nvidia Corporation COM | $2.3M | 11.4K | 1.8% | —Held | |
| 14 | Ishares TR CORE S&P500 ETF | $2.2M | 3.0K | 1.8% | ▼−0.1% Reduced · −4 sh | |
| 15 | First TR Exchange Traded FD SMID RISNG ETF | $2.2M | 50.4K | 1.8% | ▲+6.3% Added · +3K sh | |
| 16 | Alphabet Inc CAP STK CL C | $2.2M | 6.1K | 1.8% | ▲+87% Added · +3K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 1.5% | —Held | |
| 18 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.9M | 36.4K | 1.5% | —Held | |
| 19 | Amazon Com Inc COM | $1.6M | 6.9K | 1.3% | —Held | |
| 20 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 1.2% | —Held | |
| 21 | CVB Finl Corp COM | $1.4M | 60.6K | 1.1% | ▲+1.0% Added · +594 sh | |
| 22 | RTX Corporation COM | $1.1M | 5.6K | 0.9% | ▲+1.0% Added · +54 sh | |
| 23 | Ishares TR CORE DIV GRWTH | $1.1M | 13.9K | 0.9% | ▲+69% Added · +6K sh | |
| 24 | Chevron Corporation COM | $1.1M | 6.3K | 0.9% | —Held | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $910K | 3.8K | 0.7% | —Held | |
| 26 | SPDR Index SHS FDS ST STR PO EX ETF | $893K | 17.7K | 0.7% | ▼−0.7% Reduced · −125 sh | |
| 27 | American Intl Group Inc COM NEW | $881K | 11.8K | 0.7% | —Held | |
| 28 | NextEra Energy Inc COM | $843K | 9.6K | 0.7% | —Held | |
| 29 | TJX Cos Inc New COM | $813K | 5.4K | 0.7% | ▲New New position | |
| 30 | Cisco Sys Inc COM | $792K | 6.7K | 0.6% | —Held | |
| 31 | Exxon Mobil Corp COM | $754K | 5.5K | 0.6% | —Held | |
| 32 | Ross Stores Inc COM | $745K | 3.5K | 0.6% | ▲New New position | |
| 33 | Goldman Sachs Group Inc COM | $735K | 727 | 0.6% | —Held | |
| 34 | Chubb Limited COM | $699K | 2.0K | 0.6% | —Held | |
| 35 | McDonalds Corp COM | $682K | 2.5K | 0.6% | —Held | |
| 36 | Norfolk Southn Corp COM | $673K | 2.1K | 0.5% | —Held | |
| 37 | Amgen Inc COM | $670K | 1.9K | 0.5% | —Held | |
| 38 | Eli Lilly & Co COM | $591K | 493 | 0.5% | ▲+2.5% Added · +12 sh | |
| 39 | Linde PLC SHS | $589K | 1.1K | 0.5% | —Held | |
| 40 | Deere & Co COM | $572K | 902 | 0.5% | —Held | |
| 41 | Abbvie Inc COM | $572K | 2.3K | 0.5% | ▲+1.9% Added · +42 sh | |
| 42 | Meta Platforms Inc CL A | $567K | 1.0K | 0.5% | —Held | |
| 43 | Lockheed Martin Corp COM | $560K | 1.1K | 0.5% | —Held | |
| 44 | Tesla Inc COM | $559K | 1.3K | 0.5% | —Held | |
| 45 | Abbott Laboratories COM | $559K | 6.2K | 0.5% | ▼−23% Reduced · −2K sh | |
| 46 | Home Depot Inc COM | $549K | 1.6K | 0.4% | —Held | |
| 47 | Martin Marietta Matls Inc COM | $494K | 856 | 0.4% | ▲New New position | |
| 48 | Procter & Gamble Co COM | $455K | 3.1K | 0.4% | —Held | |
| 49 | Ametek Inc COM | $445K | 1.8K | 0.4% | ▲New New position | |
| 50 | Nike Inc CL B | $441K | 10.7K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1567013/holdings"
Use Arkolith to show Bolthouse Investments, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.