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Bolthouse Investments - Q1 2026 13F Filings

BO

Bolthouse Investments, LLC

CIK: 0001567013
Address: California Bakersfield 4605 Buena Vista Road Suite 600, Pmb 806
$110.62 M
Portfolio Value
70
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DGRO Ishares Core Dividend Growth Etf
+$576,459
2. SPY Spdr S&P 500 Etf Trust
+$327,121.08
3. EEM Ishares Msci Emerging Markets Etf
+$237,779.63
4. XLE Energy Select Sector Spdr Fund
+$220,536
5. GEV Ge Vernova
+$215,606

Top Sells

Q1 2026
1. PRIM Primoris Services Corporation
−$715,200
2. MS Morgan Stanley
−$671,951
3. EFAV Ishares Msci Eafe Min Vol Factor Etf
−$277,725
4. JPST Jpmorgan Ultra-Short Income Etf
−$212,562.1
5. PRU Prudential Financial
−$210,797

Asset Allocation

Stocks/ETFs
-1.67%
$110.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bolthouse Investments Q1 2026 Filing Summary

Bolthouse Investments, LLC filed its 13F report for Q1 2026 on April 28, 2026. The portfolio totaled 110.62 M reflecting a -1.67% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 60.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bolthouse Investments’s Q1 2026 Filing

Bolthouse Investments submitted their Form 13F-HR for the Q1 2026 period on 04/28/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bolthouse Investments reported a managed portfolio value of 110.62 M, consisting of 70 individual positions.

This page displays the raw filing documents. To see which stocks Bolthouse Investments bought or sold during Q1 2026, please visit Bolthouse Investments's Portfolio Analysis page.