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Bolthouse Investments, LLC
Bolthouse Investments, LLC is an institution, managing $110.3M across 73 long positions as of Q3 2025 with 61% concentrated in top 10 holdings.
- Portfolio Value
- $110.3M
- Positions
- 73
- Top Holding
- TCBK at 14.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bolthouse Investments, LLC's portfolio (61% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Regional Financial Services | $15.7M | 14.24% | -$110.7K Sold | 1.09% 353.7K shares | |
Engineering & Construction Industrials | $11.0M | 9.96% | -$686.7K Sold | 0.15% 80.0K shares | |
ETF ETF | $9.8M | 8.89% | +$168.5K Bought | — 14.7K shares | |
ETF ETF | $7.4M | 6.68% | -$6.5K Sold | — 78.9K shares | |
Software - Infrastructure Technology | $5.9M | 5.34% | -$664.6K Sold | 0.00% 11.4K shares | |
Consumer Electronics Technology | $5.6M | 5.10% | — | 0.00% 22.1K shares | |
Semiconductors Technology | $3.8M | 3.43% | -$313.4K Sold | 0.00% 11.5K shares | |
ETF ETF | $2.9M | 2.58% | — | — 56.2K shares | |
Banks - Diversified Financial Services | $2.6M | 2.38% | — | 0.00% 8.3K shares | |
Internet Content & Information Communication Services | $2.6M | 2.37% | — | 0.00% 10.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bolthouse Investments, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+1.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Bolthouse Investments, LLC
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