The Analysis of Bolthouse Investments, LLC's Holdings
Currently, Bolthouse Investments, LLC holds 73 types of securities in its portfolio with a total value $110.3M. In the most recent quarter, they have increased their positions in MSI (+550 shares, valued at $251.5K), UNH (+636 shares, valued at $219.6K), VPU (+1.1K shares, valued at $204.1K); decreased their positions in PRIM (-5.0K shares, valued at $686.7K), MSFT (-1.3K shares, valued at $664.6K), COST (-353 shares, valued at $326.8K); initiated new positions in MSI (+550 shares, valued at $251.5K), UNH (+636 shares, valued at $219.6K), VPU (+1.1K shares, valued at $204.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TCBK TRICO BANCSHARES353.7K shares-0.70%2025-09-302025-10-28
PRIM PRIMORIS SVCS CORP80.0K shares-5.88%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR14.7K shares1.75%2025-09-302025-10-28 EFA ISHARES TR78.9K shares-0.09%2025-09-302025-10-28 MSFT MICROSOFT CORP11.4K shares-10.14%2025-09-302025-10-28 AAPL APPLE INC22.1K shares0.00%2025-09-302025-10-28 AVGO BROADCOM INC11.5K shares-7.64%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F56.2K shares0.00%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.8.3K shares0.00%2025-09-302025-10-28 GOOGL ALPHABET INC10.7K shares0.00%2025-09-302025-10-28 V VISA INC6.7K shares0.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION11.4K shares0.00%2025-09-302025-10-28 EEM ISHARES TR38.1K shares0.00%2025-09-302025-10-28 IVV ISHARES TR3.0K shares-0.23%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares0.00%2025-09-302025-10-28 SDVY FIRST TR EXCHANGE-TRADED FD44.3K shares-13.81%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW1.6K shares-17.75%2025-09-302025-10-28 AMZN AMAZON COM INC6.9K shares0.00%2025-09-302025-10-28 CVBF CVB FINL CORP58.7K shares-0.97%2025-09-302025-10-28 ABT ABBOTT LABS7.5K shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW6.3K shares-19.50%2025-09-302025-10-28 RTX RTX CORPORATION5.6K shares0.00%2025-09-302025-10-28 AIG AMERICAN INTL GROUP INC11.8K shares0.00%2025-09-302025-10-28 JMST J P MORGAN EXCHANGE TRADED F16.8K shares0.00%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.00%2025-09-302025-10-28 GOOG ALPHABET INC3.3K shares0.00%2025-09-302025-10-28 NKE NIKE INC10.7K shares0.00%2025-09-302025-10-28 SPDW SPDR INDEX SHS FDS17.4K shares0.00%2025-09-302025-10-28 META META PLATFORMS INC1.0K shares0.00%2025-09-302025-10-28 NEE NEXTERA ENERGY INC9.6K shares0.00%2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2025-09-302025-10-28 MCD MCDONALDS CORP2.3K shares0.00%2025-09-302025-10-28 JAAA JANUS DETROIT STR TR13.4K shares-3.10%2025-09-302025-10-28 HON HONEYWELL INTL INC3.2K shares0.00%2025-09-302025-10-28 HD HOME DEPOT INC1.6K shares0.00%2025-09-302025-10-28 XOM EXXON MOBIL CORP5.5K shares-10.29%2025-09-302025-10-28 MS MORGAN STANLEY3.8K shares0.00%2025-09-302025-10-28 NSC NORFOLK SOUTHN CORP2.0K shares0.00%2025-09-302025-10-28 CB CHUBB LIMITED2.0K shares0.00%2025-09-302025-10-28 IWR ISHARES TR5.9K shares0.00%2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-09-302025-10-28 LIN LINDE PLC1.1K shares0.00%2025-09-302025-10-28 AMGN AMGEN INC1.9K shares0.00%2025-09-302025-10-28 ABBV ABBVIE INC2.2K shares0.00%2025-09-302025-10-28 TSLA TESLA INC1.1K shares-2.16%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO3.1K shares0.00%2025-09-302025-10-28 CSCO CISCO SYS INC6.7K shares-1.48%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC535 shares0.00%2025-09-302025-10-28 DE DEERE & CO902 shares0.00%2025-09-302025-10-28 PEP PEPSICO INC2.9K shares-10.65%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2025-09-302025-10-28 XLV SELECT SECTOR SPDR TR2.8K shares-26.21%2025-09-302025-10-28 LLY ELI LILLY & CO481 shares0.00%2025-09-302025-10-28 KO COCA COLA CO5.4K shares-10.39%2025-09-302025-10-28 WMT WALMART INC3.5K shares-19.35%2025-09-302025-10-28 TJX TJX COS INC NEW2.4K shares0.00%2025-09-302025-10-28 SBUX STARBUCKS CORP4.0K shares0.00%2025-09-302025-10-28 WM WASTE MGMT INC DEL1.5K shares0.00%2025-09-302025-10-28 MMC MARSH & MCLENNAN COS INC1.4K shares0.00%2025-09-302025-10-28 SYK STRYKER CORPORATION771 shares0.00%2025-09-302025-10-28 EFAV ISHARES TR3.2K shares0.00%2025-09-302025-10-28 MRK MERCK & CO INC3.2K shares-5.63%2025-09-302025-10-28 O REALTY INCOME CORP4.3K shares0.00%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-09-302025-10-28 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares0.00%2025-09-302025-10-28 MSI MOTOROLA SOLUTIONS INC550 sharesnew addition2025-09-302025-10-28 YUM YUM BRANDS INC1.6K shares0.00%2025-09-302025-10-28 NFLX NETFLIX INC195 shares0.00%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP INC636 sharesnew addition2025-09-302025-10-28 VPU VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-10-28 MA MASTERCARD INCORPORATED357 shares0.00%2025-09-302025-10-28 ADBE ADOBE INC571 shares0.00%2025-09-302025-10-28 F FORD MTR CO10.2K shares-6.78%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available