13F Filings History of Bolthouse Investments, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$112,491,063
Signature - Title
Michelle Campbell - Chief Compliance Officer
Location
Bakersfield, CA
Summary
This page shows a list of all the recent 13F filings made by Bolthouse Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bolthouse Investments, LLC reported 71 stock holdings with total value $112,491,063 as of Q4 2025. Top holdings included TCBK, PRIM, SPY, EFA, and AAPL.

Notify me when Bolthouse Investments, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for Bolthouse Investments, LLC:

Name Holdings Value Location File Number
CAMPBELL NEWMAN ASSET MANAGEMENT INC $1,366,272,404 Milwaukee, WI 028-02903
ATLANTA CAPITAL MANAGEMENT CO L L C Atlanta, GA 028-05936
Cannell & Spears LLC $5,345,233,942 New York, NY 028-12956
INVESTMENT HOUSE LLC $2,104,005,133 Redondo Beach, CA 028-15213
EverSource Wealth Advisors, LLC $2,713,009,152 Birmingham, AL 028-21626
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $112,491,063 +$3,211,458 -$3,214,293 -$2,835 TCBK, PRIM, SPY, EFA, AAPL 13F-HR 27 Jan 2026, 17:05
Q3 2025 73 $110,317,214 +$854,377 -$3,444,595 -$2,590,218 TCBK, PRIM, SPY, EFA, MSFT 13F-HR 27 Oct 2025, 17:44
Q2 2025 74 $100,939,479 +$2,680,384 -$5,853,999 -$3,173,615 TCBK, SPY, EFA, PRIM, MSFT Restatement 27 Oct 2025, 14:58
Q1 2025 72 $95,876,765 +$4,285,311 -$10,607,194 -$6,321,883 TCBK, SPY, EFA, AAPL, PRIM 13F-HR 29 Apr 2025, 13:36
Q4 2024 79 $108,260,405 $0 $0 $0 TCBK, PRIM, SPY, EFA, AAPL 13F-HR 14 Feb 2025, 13:57