The Analysis of Bolthouse Investments, LLC's Holdings
Currently, Bolthouse Investments, LLC holds 71 types of securities in its portfolio with a total value $112.5M. In the most recent quarter, they have increased their positions in JMST (+19.6K shares, valued at $1.0M), TUSI (+12.7K shares, valued at $322.0K), CAT (+391 shares, valued at $223.8K); decreased their positions in SPY (-513 shares, valued at $349.8K), N/A (-1.5K shares, valued at $288.3K), SDVY (-121 shares, valued at $4.6K); initiated new positions in TUSI (+12.7K shares, valued at $322.0K), CAT (+391 shares, valued at $223.8K), TT (+547 shares, valued at $212.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TCBK TRICO BANCSHARES353.7K shares0.00%2025-12-312026-01-27
PRIM PRIMORIS SVCS CORP80.0K shares0.00%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR14.2K shares-3.49%2025-12-312026-01-27 EFA ISHARES TR78.9K shares0.00%2025-12-312026-01-27 AAPL APPLE INC22.4K shares1.47%2025-12-312026-01-27 MSFT MICROSOFT CORP11.4K shares0.00%2025-12-312026-01-27 BROADCOM INC BROADCOM INC11.5K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC10.7K shares0.00%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F56.2K shares0.00%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.8.8K shares5.83%2025-12-312026-01-27 V VISA INC7.3K shares8.68%2025-12-312026-01-27 NVDA NVIDIA CORPORATION11.4K shares0.00%2025-12-312026-01-27 EEM ISHARES TR38.1K shares0.00%2025-12-312026-01-27 IVV ISHARES TR3.0K shares0.00%2025-12-312026-01-27 JMST J P MORGAN EXCHANGE TRADED F36.4K shares117.00%2025-12-312026-01-27 SDVY FIRST TR EXCHANGE-TRADED FD44.2K shares-0.27%2025-12-312026-01-27 AMZN AMAZON COM INC6.9K shares0.00%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW1.6K shares0.00%2025-12-312026-01-27 CVBF CVB FINL CORP59.4K shares1.08%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.3K shares0.00%2025-12-312026-01-27 RTX RTX CORPORATION5.6K shares0.00%2025-12-312026-01-27 AIG AMERICAN INTL GROUP INC11.8K shares0.00%2025-12-312026-01-27 ABT ABBOTT LABS8.0K shares7.05%2025-12-312026-01-27 CVX CHEVRON CORP NEW6.3K shares0.00%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.00%2025-12-312026-01-27 SPDW SPDR INDEX SHS FDS17.4K shares0.00%2025-12-312026-01-27 MCD MCDONALDS CORP2.5K shares11.94%2025-12-312026-01-27 NEE NEXTERA ENERGY INC9.6K shares0.00%2025-12-312026-01-27 NKE NIKE INC10.7K shares0.00%2025-12-312026-01-27 MS MORGAN STANLEY3.8K shares0.00%2025-12-312026-01-27 META META PLATFORMS INC1.0K shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP5.5K shares0.00%2025-12-312026-01-27 CB CHUBB LIMITED2.0K shares0.00%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC727 shares35.89%2025-12-312026-01-27 HON HONEYWELL INTL INC3.2K shares0.00%2025-12-312026-01-27 NSC NORFOLK SOUTHN CORP2.1K shares9.25%2025-12-312026-01-27 AMGN AMGEN INC1.9K shares0.00%2025-12-312026-01-27 TSLA TESLA INC1.3K shares17.70%2025-12-312026-01-27 HD HOME DEPOT INC1.6K shares0.00%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-12-312026-01-27 CSCO CISCO SYS INC6.7K shares0.00%2025-12-312026-01-27 LLY ELI LILLY & CO481 shares0.00%2025-12-312026-01-27 ABBV ABBVIE INC2.2K shares0.00%2025-12-312026-01-27 LINDE PLC LINDE PLC1.1K shares0.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO3.1K shares0.00%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR2.8K shares0.00%2025-12-312026-01-27 DE DEERE & CO902 shares0.00%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2025-12-312026-01-27 PEP PEPSICO INC2.9K shares0.00%2025-12-312026-01-27 WMT WALMART INC3.5K shares0.00%2025-12-312026-01-27 KO COCA COLA CO5.4K shares0.00%2025-12-312026-01-27 WM WASTE MGMT INC DEL1.5K shares0.00%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC989 shares55.50%2025-12-312026-01-27 TUSI TOUCHSTONE ETF TRUST12.7K sharesnew addition2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-12-312026-01-27 EFAV ISHARES TR3.2K shares0.00%2025-12-312026-01-27 SYK STRYKER CORPORATION771 shares0.00%2025-12-312026-01-27 MMC MARSH & MCLENNAN COS INC1.4K shares0.00%2025-12-312026-01-27 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares0.00%2025-12-312026-01-27 YUM YUM BRANDS INC1.6K shares0.00%2025-12-312026-01-27 O REALTY INCOME CORP4.3K shares0.00%2025-12-312026-01-27 CAT CATERPILLAR INC391 sharesnew addition2025-12-312026-01-27 TT TRANE TECHNOLOGIES PLC547 sharesnew addition2025-12-312026-01-27 MSI MOTOROLA SOLUTIONS INC550 shares0.00%2025-12-312026-01-27 PRU PRUDENTIAL FINL INC1.9K sharesnew addition2025-12-312026-01-27 PIZ INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2025-12-312026-01-27 MA MASTERCARD INCORPORATED357 shares0.00%2025-12-312026-01-27 F FORD MTR CO10.2K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available