DOSSIER · 13F-HR · Q1 2026
Bolthouse Investments, LLC
$111M in tracked AUM across 70 positions as of Q1 2026.
BI
CIK 0001567013 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Bolthouse Investments, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm executed a major capital deployment strategy, growing the total portfolio value by 117.4% from approximately $51.75 million to $112.49 million. This growth was driven not only by market appreciation but by a substantial influx of capital and aggressive repositioning, evidenced by the creation of 26 new positions and the exit from 10 previous holdings.
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Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.