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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 $103,201,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Trico Bancshares
TCBK 356,211 $14,422,985 13.98%
2.
Spdr S & P 500 Etf Trust
 SPY 14,464 $8,936,582 8.66%
3.
Ishares Trust
 VLUE 78,991 $7,061,004 6.84%
4.
Primoris Services Corp
 PRIM 85,000 $6,624,900 6.42%
5.
Microsoft Corp
 MSFT 12,648 $6,291,311 6.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)