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The Analysis of Bolthouse Investments, LLC's Holdings & P&L

Currently, Bolthouse Investments, LLC holds 70 types of securities in its portfolio with a total value $110.6M. In the most recent quarter, they have increased their positions in DGRO (+8.2K shares, valued at $576.5K), SPY (+503 shares, valued at $327.1K), EEM (+4.2K shares, valued at $237.8K); decreased their positions in PRIM (-5.0K shares, valued at $715.2K), JPST (-4.2K shares, valued at $212.6K), N/A (-388 shares, valued at $74.5K); initiated new positions in DGRO (+8.2K shares, valued at $576.5K), XLE (+3.6K shares, valued at $220.5K), GEV (+247 shares, valued at $215.6K).

1M P&L

-1.7M-1.61%

3M P&L

-1.7M-1.58%

HY P&L

+6.5M+6.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A31.4M

31.4%

2Banks - Regional18.0M

18.0%

3Engineering & Construction10.7M

10.7%

Top Industries by Stock Count

1N/A14 stocks

22.2%

2Drug Manufacturers - General4 stocks

6.3%

3Medical Devices2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TCBK TRICO BANCSHARES353.7K shares0.00%2026-03-312026-04-28

PRIM PRIMORIS SVCS CORP75.0K shares-6.25%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T14.7K shares3.54%2026-03-312026-04-28

EFA ISHARES TR79.3K shares0.51%2026-03-312026-04-28

AAPL APPLE INC22.4K shares0.00%2026-03-312026-04-28

MSFT MICROSOFT CORP11.4K shares0.00%2026-03-312026-04-28

BROADCOM INC BROADCOM INC11.5K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC10.7K shares0.00%2026-03-312026-04-28

Sponsored

JPST J P MORGAN EXCHANGE TRADED F52.0K shares-7.47%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO8.8K shares0.00%2026-03-312026-04-28

EEM ISHARES TR42.3K shares10.99%2026-03-312026-04-28

V VISA INC7.3K shares0.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION11.4K shares0.00%2026-03-312026-04-28

IVV ISHARES TR3.0K shares-0.33%2026-03-312026-04-28

SDVY FIRST TR EXCHANGE TRADED FD47.4K shares7.36%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED F36.4K shares0.00%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares0.00%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION1.6K shares0.00%2026-03-312026-04-28

AMZN AMAZON COM INC6.9K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION6.3K shares0.00%2026-03-312026-04-28

CVBF CVB FINL CORP60.0K shares1.05%2026-03-312026-04-28

RTX RTX CORPORATION5.6K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.3K shares0.00%2026-03-312026-04-28

XOM EXXON MOBIL CORP5.5K shares0.00%2026-03-312026-04-28

Sponsored

NEE NEXTERA ENERGY INC9.6K shares0.00%2026-03-312026-04-28

AIG AMERICAN INTL GROUP INC11.8K shares0.00%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.00%2026-03-312026-04-28

ABT ABBOTT LABORATORIES8.0K shares0.00%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS17.8K shares2.32%2026-03-312026-04-28

MCD MCDONALDS CORP2.5K shares0.00%2026-03-312026-04-28

HON HONEYWELL INTL INC3.2K shares0.00%2026-03-312026-04-28

CB CHUBB LTD SWITZ2.0K shares0.00%2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2026-03-312026-04-28

AMGN AMGEN INC1.9K shares0.00%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC727 shares0.00%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP2.1K shares0.00%2026-03-312026-04-28

DGRO ISHARES TR8.2K sharesnew addition2026-03-312026-04-28

META META PLATFORMS INC1.0K shares0.00%2026-03-312026-04-28

NKE NIKE INC10.7K shares0.00%2026-03-312026-04-28

LINDE PLC LINDE PLC1.1K shares0.00%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC6.7K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC1.6K shares0.00%2026-03-312026-04-28

DE DEERE & CO902 shares0.00%2026-03-312026-04-28

TSLA TESLA INC1.3K shares0.00%2026-03-312026-04-28

ABBV ABBVIE INC2.2K shares0.00%2026-03-312026-04-28

PG PROCTER & GAMBLE CO3.1K shares0.00%2026-03-312026-04-28

PEP PEPSICO INC2.9K shares0.00%2026-03-312026-04-28

LLY ELI LILLY & CO481 shares0.00%2026-03-312026-04-28

Sponsored

WMT WALMART INC3.5K shares0.00%2026-03-312026-04-28

KO COCA COLA CO5.4K shares0.00%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR2.8K shares0.00%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC3.2K shares0.00%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares-17.52%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-03-312026-04-28

WM WASTE MGMT INC DEL1.5K shares0.00%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2026-03-312026-04-28

Sponsored

TUSI TOUCHSTONE ETF TRUST12.7K shares0.00%2026-03-312026-04-28

CAT CATERPILLAR INC391 shares0.00%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC989 shares0.00%2026-03-312026-04-28

O REALTY INCOME CORP4.3K shares0.00%2026-03-312026-04-28

SYK STRYKER CORPORATION771 shares0.00%2026-03-312026-04-28

YUM YUM BRANDS INC1.6K shares0.00%2026-03-312026-04-28

MMC MARSH & MCLENNAN COS INC1.4K shares0.00%2026-03-312026-04-28

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares0.00%2026-03-312026-04-28

Sponsored

MSI MOTOROLA SOLUTIONS INC550 shares0.00%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC547 shares0.00%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR3.6K sharesnew addition2026-03-312026-04-28

GEV GE VERNOVA INC247 sharesnew addition2026-03-312026-04-28

VPU VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-28

F FORD MTR CO10.2K shares0.00%2026-03-312026-04-28

TCBK

TRICO BANCSHARES

0.00%

Shares353.7K

Event2026-03-31

Filed2026-04-28

PRIM

PRIMORIS SVCS CORP

-6.25%

Shares75.0K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

3.54%

Shares14.7K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

0.51%

Shares79.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

-7.47%

Shares52.0K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-28

EEM

ISHARES TR

10.99%

Shares42.3K

Event2026-03-31

Filed2026-04-28

VISA INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-0.33%

Shares3.0K

Event2026-03-31

Filed2026-04-28

SDVY

FIRST TR EXCHANGE TRADED FD

7.36%

Shares47.4K

Event2026-03-31

Filed2026-04-28

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares36.4K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-28

CVBF

CVB FINL CORP

1.05%

Shares60.0K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-28

AIG

AMERICAN INTL GROUP INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

2.32%

Shares17.8K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

0.00%

Shares727

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES TR

New

Shares8.2K

Event2026-03-31

Filed2026-04-28