Bolthouse Investments, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$112.5B
Holdings
71
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TCBKTRICO BANCSHARES | 353,718 | $16.8B | 14.89% | |
| 2 | PRIMPRIMORIS SVCS CORP | 80,000 | $9.9B | 8.83% | |
| 3 | SPYSPDR S&P 500 ETF TR | 14,204 | $9.7B | 8.61% | |
| 4 | EFAISHARES TR | 78,921 | $7.6B | 6.74% | |
| 5 | AAPLAPPLE INC | 22,406 | $6.1B | 5.41% | |
| 6 | MSFTMICROSOFT CORP | 11,365 | $5.5B | 4.89% | |
| 7 | AVGOBROADCOM INC | 11,480 | $4.0B | 3.53% | |
| 8 | GOOGLALPHABET INC | 10,748 | $3.4B | 2.99% | |
| 9 | JPSTJ P MORGAN EXCHANGE TRADED F | 56,198 | $2.8B | 2.53% | |
| 10 | JPMJPMORGAN CHASE & CO. | 8,802 | $2.8B | 2.52% | |
| 11 | VVISA INC | 7,286 | $2.6B | 2.27% | |
| 12 | NVDANVIDIA CORPORATION | 11,396 | $2.1B | 1.89% | |
| 13 | EEMISHARES TR | 38,113 | $2.1B | 1.85% | |
| 14 | IVVISHARES TR | 2,992 | $2.0B | 1.82% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,801 | $1.9B | 1.70% | |
| 16 | JMSTJ P MORGAN EXCHANGE TRADED F | 36,445 | $1.9B | 1.65% | |
| 17 | SDVYFIRST TR EXCHANGE-TRADED FD | 44,171 | $1.7B | 1.50% | |
| 18 | AMZNAMAZON COM INC | 6,873 | $1.6B | 1.41% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 1,636 | $1.4B | 1.25% | |
| 20 | CVBFCVB FINL CORP | 59,383 | $1.1B | 0.98% | |
| 21 | GOOGALPHABET INC | 3,270 | $1.0B | 0.91% | |
| 22 | RTXRTX CORPORATION | 5,584 | $1.0B | 0.91% | |
| 23 | AIGAMERICAN INTL GROUP INC | 11,820 | $1.0B | 0.90% | |
| 24 | ABTABBOTT LABS | 7,975 | $999.0M | 0.89% | |
| 25 | CVXCHEVRON CORP NEW | 6,336 | $965.0M | 0.86% | |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 3,846 | $845.0M | 0.75% | |
| 27 | SPDWSPDR INDEX SHS FDS | 17,438 | $774.0M | 0.69% | |
| 28 | NEENEXTERA ENERGY INC | 9,600 | $770.0M | 0.68% | |
| 29 | MCDMCDONALDS CORP | 2,522 | $770.0M | 0.68% | |
| 30 | NKENIKE INC | 10,737 | $684.0M | 0.61% | |
| 31 | DWDMORGAN STANLEY | 3,785 | $671.0M | 0.60% | |
| 32 | METAMETA PLATFORMS INC | 1,007 | $664.0M | 0.59% | |
| 33 | XOMEXXON MOBIL CORP | 5,516 | $663.0M | 0.59% | |
| 34 | GSGOLDMAN SACHS GROUP INC | 727 | $639.0M | 0.57% | |
| 35 | CBCHUBB LIMITED | 2,050 | $639.0M | 0.57% | |
| 36 | NSCNORFOLK SOUTHN CORP | 2,138 | $617.0M | 0.55% | |
| 37 | HONHONEYWELL INTL INC | 3,165 | $617.0M | 0.55% | |
| 38 | AMGNAMGEN INC | 1,850 | $605.0M | 0.54% | |
| 39 | TSLATESLA INC | 1,330 | $598.0M | 0.53% | |
| 40 | HDHOME DEPOT INC | 1,556 | $535.0M | 0.48% | |
| 41 | LMTLOCKHEED MARTIN CORP | 1,100 | $532.0M | 0.47% | |
| 42 | CSCOCISCO SYS INC | 6,743 | $519.0M | 0.46% | |
| 43 | LLYELI LILLY & CO | 481 | $516.0M | 0.46% | |
| 44 | ABBVABBVIE INC | 2,230 | $509.0M | 0.45% | |
| 45 | LINLINDE PLC | 1,135 | $483.0M | 0.43% | |
| 46 | PGPROCTER AND GAMBLE CO | 3,101 | $444.0M | 0.39% | |
| 47 | XLVSELECT SECTOR SPDR TR | 2,770 | $428.0M | 0.38% | |
| 48 | RSPINVESCO EXCHANGE TRADED FD T | 2,215 | $424.0M | 0.38% | |
| 49 | DEDEERE & CO | 902 | $420.0M | 0.37% | |
| 50 | IBMINTERNATIONAL BUSINESS MACHS | 1,410 | $417.0M | 0.37% | |
| 51 | PEPPEPSICO INC | 2,862 | $410.0M | 0.36% | |
| 52 | WMTWALMART INC | 3,484 | $388.0M | 0.34% | |
| 53 | KOCOCA COLA CO | 5,431 | $379.0M | 0.34% | |
| 54 | MRKMERCK & CO INC | 3,202 | $337.0M | 0.30% | |
| 55 | WMWASTE MGMT INC DEL | 1,496 | $328.0M | 0.29% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 989 | $326.0M | 0.29% | |
| 57 | TUSITOUCHSTONE ETF TRUST | 12,709 | $321.0M | 0.29% | |
| 58 | JNJJOHNSON & JOHNSON | 1,411 | $292.0M | 0.26% | |
| 59 | EFAVISHARES TR | 3,220 | $277.0M | 0.25% | |
| 60 | SYKSTRYKER CORPORATION | 771 | $270.0M | 0.24% | |
| 61 | MRSHMARSH & MCLENNAN COS INC | 1,436 | $266.0M | 0.24% | |
| 62 | ICEINTERCONTINENTAL EXCHANGE IN | 1,520 | $246.0M | 0.22% | |
| 63 | YUMYUM BRANDS INC | 1,625 | $245.0M | 0.22% | |
| 64 | OREALTY INCOME CORP | 4,317 | $243.0M | 0.22% | |
| 65 | CATCATERPILLAR INC | 391 | $223.0M | 0.20% | |
| 66 | TTTRANE TECHNOLOGIES PLC | 547 | $212.0M | 0.19% | |
| 67 | MSIMOTOROLA SOLUTIONS INC | 550 | $210.0M | 0.19% | |
| 68 | PRUPRUDENTIAL FINL INC | 1,867 | $210.0M | 0.19% | |
| 69 | PIZINVESCO EXCH TRADED FD TR II | 4,190 | $205.0M | 0.18% | |
| 70 | MAMASTERCARD INCORPORATED | 357 | $203.0M | 0.18% | |
| 71 | FFORD MTR CO | 10,209 | $133.0M | 0.12% |