Bolthouse Investments
Bolthouse Investments reported 86 stocks worth $123M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are TCBK (15.4%), SPY (9.2%) and EFA (6.7%). Compared with Q1 2026, the fund opened new positions in TJX, ROST and MLM, added to SPY, AAPL and AVGO, trimmed PRIM, JPST and IVV and sold out of ICE and XLE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TCBK Trico Bancshares | $19M | 15.4% | 354K | No change | 7 of 7 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $11.3M | 9.2% | 15K | +409 (+3%) | 7 of 7 | |
| 3 |  EFA Ishares TR | $8.2M | 6.7% | 79K | No change | 7 of 7 | |
| 4 |  AAPL Apple Inc | $6.5M | 5.3% | 22K | +66 (+0%) | 7 of 7 | |
| 5 |  PRIM Primoris Svcs Corp | $6.2M | 5.1% | 63K | −12K (−16%) | 7 of 7 | |
| 6 |  AVGO Broadcom Inc | $4.4M | 3.5% | 12K | +38 (+0%) | 7 of 7 | |
| 7 |  MSFT Microsoft Corp | $4.3M | 3.5% | 11K | +32 (+0%) | 7 of 7 | |
| 8 |  GOOGL Alphabet Inc | $3.8M | 3.1% | 11K | No change | 7 of 7 | |
| 9 |  EEM Ishares Msci Emerging | $2.9M | 2.4% | 42K | No change | 7 of 7 | |
| 10 |  JPM Jpmorgan Chase & Co. | $2.9M | 2.3% | 8,802 | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bolthouse Investments 13F FAQ
What does Bolthouse Investments own?
Bolthouse Investments reported 86 stocks worth $123M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are TCBK (15.4%), SPY (9.2%) and EFA (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Bolthouse Investments buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 16 added to, 6 trimmed and 3 sold out. New positions include TJX, ROST and MLM. It sold all of ICE and XLE.
When will Bolthouse Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bolthouse Investments's portfolio worth?
The Q2 2026 filing reports $123M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.