Bolthouse Investments, LLC
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,397
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 86 | 123,397 | 13F-HR | Bolthouse Investments, LLC |
| Q1 2026 | 4/28/2026 | 70 | 110,617 | 13F-HR | Bolthouse Investments, LLC |
| Q4 2025 | 1/27/2026 | 71 | 112,491 | 13F-HR | Bolthouse Investments, LLC |
| Q3 2025 | 10/28/2025 | 73 | 110,317 | 13F-HR | Bolthouse Investments, LLC |
| Q2 2025 | 10/27/2025 | 74 | 100,939 | 13F-HR/A - RESTATEMENT | Bolthouse Investments, LLC |
| Q2 2025 | 8/1/2025 | 75 | 103,202 | 13F-HR | Bolthouse Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.37 K | 70.8% | 8.458 K | 0 | 8.458 K |
| ETFs | 36.03 K | 29.2% | 4.322 K | 0 | 4.322 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
123,397
Holdings
86
QoQ value change ($000)
12,780
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.