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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 $123,396,636
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Trico Bancshares
TCBK 353,718 $19,047,715 15.44%
2.
Spdr S & P 500 Etf Trust
 SPY 15,116 $11,288,176 9.15%
3.
Ishares Trust
 HYG 79,321 $8,239,866 6.68%
4.
Apple Inc.
 AAPL 22,472 $6,502,499 5.27%
5.
Primoris Services Corp
 PRIM 63,000 $6,244,560 5.06%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.