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Manager record

Bolthouse Investments, LLC

Bakersfield, CA · CIK 1567013 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$123.40MReported 13F valueQ2 2026 · as filed
86Holdings listed
+11.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $100.9M$100.9MQ2 202574 holdingsQ3 2025: $110.3M$110.3MQ3 202573 holdingsQ4 2025: $112.5M$112.5MQ4 202571 holdingsQ1 2026: $110.6M$110.6MQ1 202670 holdingsQ2 2026: $123.4M$123.4MQ2 202686 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$123.40M · 86 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$110.62M · 70 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$112.49M · 71 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$110.32M · 73 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q2 2025

$100.94M · 74 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$103.20M · 75 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology