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BOLTHOUSE INVESTMENTS, LLC
BOLTHOUSE INVESTMENTS, LLC
Latest filing: 2026-06-30
BOLTHOUSE INVESTMENTS, LLC runs BOLTHOUSE INVESTMENTS, LLC and currently holds 86 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $123.40M. Their top holdings are TCBK, SPY, EFA, AAPL, PRIM. The top five represent 41.6% of reported portfolio weight. BOLTHOUSE INVESTMENTS, LLC ranks #927 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOLTHOUSE INVESTMENTS, LLC initiated 16 new positions. They added to 17 existing positions. They trimmed 6 positions. Their current best-performing preview position is UNH with returns of +53.60%.
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86 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TCBK TRICO BANCSHARES | 15.44% | $43.70 | $55.07 | +26.02% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 9.15% | $593.42 | $765.62 | +29.02% | Added +2.78% |
 EFA ISHARES TR | 6.68% | $75.94 | $108.26 | +42.55% | Held |
 AAPL APPLE INC | 5.27% | $250.82 | $309.35 | +23.34% | Added +0.29% |
 PRIM PRIMORIS SVCS CORP | 5.06% | $76.40 | $77.13 | +0.96% | Trimmed -16.00% |
 AVGO BROADCOM INC | 3.53% | $232.32 | $368.45 | +58.60% | Added +0.33% |
 MSFT MICROSOFT CORP | 3.45% | $420.91 | $483.24 | +14.81% | Added +0.28% |
 GOOGL ALPHABET INC | 3.11% | $189.30 | $344.82 | +82.16% | Held |
 EEM ISHARES TR | 2.35% | $43.56 | $67.12 | +54.09% | Held |
 JPM JPMORGAN CHASE & CO | 2.33% | $244.26 | $351.64 | +43.96% | Held |
Showing 1-10 of 86