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Home > Institutional Investor > Bolthouse Investments, Llc > Profile

Instuitional Investor - Bolthouse Investments, Llc

Fund Profile
Filing Period:
Fund Name: Bolthouse Investments, Llc
Portfolio Value $108,260,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Trico Bancshares
TCBK 353,718 $15,457,478 14.27%
2.
Primoris Services Corp
 PRIM 135,000 $10,314,000 9.52%
3.
Spdr S & P 500 Etf Trust
 SPY 12,760 $7,478,383 6.9%
4.
Ishares Trust
 IEF 77,713 $5,875,881 5.42%
5.
Apple Inc.
 AAPL 22,181 $5,554,566 5.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)