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Home > Institutional Investor > Bolthouse Investments, Llc > Profile

Instuitional Investor - Bolthouse Investments, Llc

Fund Profile
Filing Period:
Fund Name: Bolthouse Investments, Llc
Portfolio Value $110,317,214
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Trico Bancshares
TCBK 353,718 $15,708,617 14.24%
2.
Primoris Services Corp
 PRIM 80,000 $10,986,400 9.96%
3.
Spdr S & P 500 Etf Trust
 SPY 14,717 $9,804,171 8.89%
4.
Ishares Trust
 VLUE 78,921 $7,368,851 6.68%
5.
Microsoft Corp
 MSFT 11,365 $5,886,790 5.34%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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