Bolthouse Investments, LLC
Top Portfolio Positions
54 positions ·
$85,712,718 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TCBK |
Trico Bancshares /
Financial Services
|
353,718 | $16,815,753 | 19.62% |
| PRIM |
Primoris Services Corp
Industrials
|
75,000 | $10,728,000 | 12.52% |
| SPY |
Spdr S&P 500 ETF Trust
|
14,707 | $9,564,550 | 11.16% |
| AAPL |
Apple Inc.
Technology
|
22,406 | $5,686,418 | 6.63% |
| MSFT |
Microsoft Corp
Technology
|
11,365 | $4,206,982 | 4.91% |
| AVGO |
Broadcom Inc.
Technology
|
11,480 | $3,553,174 | 4.15% |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,748 | $3,090,694 | 3.61% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,802 | $2,589,196 | 3.02% |
| V |
Visa Inc.
Financial Services
|
7,286 | $2,202,120 | 2.57% |
| NVDA |
Nvidia Corp
Technology
|
11,396 | $1,987,462 | 2.32% |
Portfolio Trend
Holdings in PRIM
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,728,000 | 75,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,931,200 | 80,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,986,400 | 80,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,624,900 | 85,000 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $4,879,850 | 85,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,314,000 | 135,000 | Shares | Sole | 2025-02-14 | |
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