Bolthouse Investments, LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Michelle Campbell - Chief Compliance Officer
Location
Bakersfield, CA
Holdings as of
31 Dec 2024
Value $
$108,260,405
Num holdings
79
Filing time
14 Feb 2025, 13:57:01 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included TCBK, PRIM, SPY, EFA, and AAPL.
Next filing
Q1 2025 - 29 Apr 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michelle Campbell Chief Compliance Officer Bakersfield, California 14 Feb 2025

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