Bolthouse Investments, LLC
•CIK: 1567013•Filing: Q4 2025
**Bolthouse Investments, LLC** manages $112M across a diversified portfolio of 71 positions. The fund exhibits notable concentration in technology and financial sectors, with TCBK representing the largest holding at $16.8M. Significant allocations are also directed toward broad market exposure via SPY ($9.7M) and established tech leaders like AAPL ($6.1M) and MSFT ($5.5M). This structure suggests a tactical approach combining high-conviction single names with core index exposure.
Total AUM
$112.5M
QoQ Performance
+1.0%
Positions
66
Top 10 Concentration
60.9%
Latest Filing
Q4 2025
Top Holdings Allocation
TCBK
PRIM
SPY
EFA
AAPL
TCBK14.9%
PRIM8.8%
SPY8.6%
EFA6.7%
AAPL5.4%
MSFT4.9%
AVGO3.5%
GOOGL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.9%
Technology21.0%
ETF10.4%
Financial8.0%
Consumer5.3%
Healthcare3.2%
Industrial2.5%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW4 new positions
↑11 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024