You're signed outSign in or to get full access.
Bolthouse Investments, LLC
Bolthouse Investments, LLC is a Bakersfield, California-based asset management firm founded in 2011. The firm provides investment management and advisory services, managing over $544 million in assets for a variety of clients including high net worth individuals, pooled investment vehicles, pension plans, and charitable organizations. With a team of approximately 9 to 11 employees, Bolthouse Investments leverages local expertise and deep market knowledge to serve regional institutional and private investors.
Investment Strategy
Bolthouse Investments specializes in diversified portfolio management across equity and fixed income strategies, offering customized investment solutions for high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities. The firm focuses on long-term capital appreciation and preservation, utilizing both proprietary and external research to identify attractive risk-adjusted returns while prioritizing prudent risk management and client-specific objectives.
Latest 13F Filing Activity
Bolthouse Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $103M. The fund increased holdings in Primoris SVCS Corp., Microsoft Corp., Wells Fargo Co. New among other positions. Bolthouse Investments, LLC reduced exposure to Janus Detroit STR TR, First TR Exchange-traded FD, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCBK | TRICO BANCSHARES | 13.98% | $14.4M | 356,211 | $43.68 | $40.49 | +$284.9K |
S SPY | SPDR S&P 500 ETF TR | 8.66% | $8.9M | 14,464 | $585.60 | $617.85 | +$1.2M |
E EFA | ISHARES TR | 6.84% | $7.1M | 78,991 | $75.84 | $89.39 | +$464.3K |
P PRIM | PRIMORIS SVCS CORP | 6.42% | $6.6M | 85,000 | $76.40 | $77.94 | +$1.7M |
M MSFT | MICROSOFT CORP | 6.10% | $6.3M | 12,648 | $421.96 | $497.41 | +$1.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more