Bolthouse Investments, LLC
Annual return '25
+31.3%
SPY '25
+17.7%
Alpha
+13.6ptsvs SPY
Invested
$110.6M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TCBK
TRICO BANCSHARES
Q4 2025: Exited (was 353.7k shares)
15.2%
02
$PRIM
PRIMORIS SVCS CORP
Q4 2025: Exited (was 80.0k shares)
9.7%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 51.7% (46.4k → 22.4k shares)
8.6%
04
$EFA
ISHARES TR
Q4 2025: Exited (was 78.9k shares)
7.0%
05
$AAPL
APPLE INC
Q1 2026: Increased +53.5% (6.6k → 10.1k shares)
5.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +97.1% (20.3k → 40.0k shares)
3.8%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +61.4% (6.3k → 10.2k shares)
3.2%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +98.9% (7.8k → 15.6k shares)
2.8%
09
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 56.2k shares)
2.4%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 7.3% (55.7k → 51.6k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:27 UTC.