Bolthouse Investments, LLC

CIK

1567013

Location

Bakersfield, CA

Portfolio Value

Micro $16,537,677

Diversification

Diversified

Filing Date

Global Rank

#5,963 / 8,586 ▲ 121

Top Industry

Banks - Regional 23.1%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 28, 2026 · 49d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.2%

SPY

+25.8%

Annualised alpha

-2.6%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.2%

+0.6 pts

Top 5

53.7%

+0.5 pts

Top 10

69.0%

−0.7 pts

HHI

783

Diversified+33

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.1%	$27,252,788	10
Technology	18.9%	$16,537,677	7
Industrials	17.6%	$15,371,402	10
Unclassified	10.9%	$9,564,550	1
Consumer Cyclical	4.8%	$4,159,024	7
Communication Services	4.2%	$3,666,828	2
Healthcare	4.2%	$3,648,153	8
Consumer Defensive	3.8%	$3,368,524	5
Energy	2.6%	$2,246,762	2
Utilities	1.0%	$891,648	1
Basic Materials	0.6%	$562,687	1
Real Estate	0.3%	$264,114	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
CVBF	Cvb Financial Corp	+622	60,005	$1,163,496
SPY	Spdr S&P 500 ETF Trust	+503	14,707	$9,564,550
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
PRIM	Primoris Services Corp	−5,000	75,000	$10,728,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GEV	GE Vernova Inc.	247	$215,606
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	3,785	$671,951
PRU	Prudential Financial Inc	1,867	$210,746
MA	Mastercard Inc	357	$203,804
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $16,537,677 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	22,406	$5,686,418	−6.6%	34.38%
MSFT	Microsoft Corp Technology	Held	11,365	$4,206,982	−23.5%	25.44%
AVGO	Broadcom Inc. Technology	Held	11,480	$3,553,174	−10.6%	21.49%
NVDA	Nvidia Corp Technology	Held	11,396	$1,987,462	−6.5%	12.02%
CSCO	Cisco Systems, Inc. Technology	Held	6,743	$523,189	+0.7%	3.16%
IBM	International Business Machines Corp Technology	Held	1,410	$341,769	−18.2%	2.07%
MSI	Motorola Solutions, Inc. Technology	Held	550	$238,683	+13.2%	1.44%