# EDGAR Filing Document

**Accession Number:** 0001567013
**File Stem:** 0001941040-25-000392
**Filing Date:** 2025-8
**Character Count:** 11521
**Document Hash:** 3750be83a75f9fd93efb1d5b5c448b17
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001941040-25-000392.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001941040-25-000392

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bolthouse Investments, LLC
- **CENTRAL INDEX KEY:** 0001567013

**ORGANIZATION NAME:**
- **EIN:** 262375682
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25235
- **FILM NUMBER:** 251173083

**BUSINESS ADDRESS:**
- **STREET 1:** 11601 BOLTHOUSE DRIVE
- **STREET 2:** SUITE 210
- **CITY:** BAKERSFIELD
- **STATE:** CA
- **ZIP:** 93311
- **BUSINESS PHONE:** 661-326-6357

**MAIL ADDRESS:**
- **STREET 1:** 4605 BUENA VISTA ROAD
- **STREET 2:** SUITE 600, PMB 806
- **CITY:** BAKERSFIELD
- **STATE:** CA
- **ZIP:** 93311

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bolthouse Investments LLC<br>**Address:** 4605 Buena Vista Road<br>Suite 600 PMB 806<br>Bakersfield, CA 93311

**Form 13F File Number:** 028-25235

**CRD Number (if applicable):** 000148531

**SEC File Number (if applicable):** 801-73757

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle Campbell<br>**Title:** Chief Compliance Officer<br>**Phone:** 661-326-6357

**Signature, Place, and Date of Signing:**

Michelle Campbell  Bakersfield, CA  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $103201737

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                 | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | ATLANTA CAPITAL MANAGEMENT CO L L C  | 028-05936              |  |  |
|     2 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 028-02903              | 000107003    | 801-8825          |
|     3 | Cannell  Spears LLC                  | 028-12956              | 000142633    | 801-67401         |
|     4 | EverSource Wealth Advisors LLC       | 028-21626              | 000286340    | 801-119192        |
|     5 | INVESTMENT HOUSE LLC                 | 028-15213              | 000163493    | 801-76547         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1013274 | 7450 | SH |  | SOLE |  | 7450 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 413933 | 2230 | SH |  | SOLE |  | 2230 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 220908 | 571 | SH |  | SOLE |  | 571 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1894120 | 10748 | SH |  | SOLE |  | 10748 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 580065 | 3270 | SH |  | SOLE |  | 3270 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1507868 | 6873 | SH |  | SOLE |  | 6873 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 1011621 | 11820 | SH |  | SOLE |  | 11820 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 516508 | 1850 | SH |  | SOLE |  | 1850 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4530565 | 22082 | SH |  | SOLE |  | 22082 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1846413 | 3801 | SH |  | SOLE |  | 3801 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 3426330 | 12430 | SH |  | SOLE |  | 12430 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1126938 | 7871 | SH |  | SOLE |  | 7871 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 593926 | 2050 | SH |  | SOLE |  | 2050 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 474813 | 6844 | SH |  | SOLE |  | 6844 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 428855 | 6061 | SH |  | SOLE |  | 6061 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1969057 | 1989 | SH |  | SOLE |  | 1989 | 0 | 0 |
| CVB FINL CORP | COM | 126600105 |  | 1173944 | 59320 | SH |  | SOLE |  | 59320 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 458787 | 902 | SH |  | SOLE |  | 902 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 451394 | 3640 | SH |  | SOLE |  | 3640 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 374954 | 481 | SH |  | SOLE |  | 481 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 662841 | 6149 | SH |  | SOLE |  | 6149 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1812971 | 51388 | SH |  | SOLE |  | 51388 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 118820 | 10951 | SH |  | SOLE |  | 10951 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 378647 | 535 | SH |  | SOLE |  | 535 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 570507 | 1556 | SH |  | SOLE |  | 1556 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 737065 | 3165 | SH |  | SOLE |  | 3165 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 278874 | 1520 | SH |  | SOLE |  | 1520 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 415640 | 1410 | SH |  | SOLE |  | 1410 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 222899 | 283 | SH |  | SOLE |  | 283 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 676073 | 3720 | SH |  | SOLE |  | 3720 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1862080 | 2999 | SH |  | SOLE |  | 2999 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1838571 | 38113 | SH |  | SOLE |  | 38113 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 544371 | 5919 | SH |  | SOLE |  | 5919 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 7061004 | 78991 | SH |  | SOLE |  | 78991 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 270673 | 3220 | SH |  | SOLE |  | 3220 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 855201 | 16795 | SH |  | SOLE |  | 16795 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 2848115 | 56198 | SH |  | SOLE |  | 56198 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 699694 | 13787 | SH |  | SOLE |  | 13787 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 215528 | 1411 | SH |  | SOLE |  | 1411 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2411240 | 8317 | SH |  | SOLE |  | 8317 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 532520 | 1135 | SH |  | SOLE |  | 1135 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 509454 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 313967 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 200613 | 357 | SH |  | SOLE |  | 357 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 658259 | 2253 | SH |  | SOLE |  | 2253 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 268529 | 3393 | SH |  | SOLE |  | 3393 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 743257 | 1007 | SH |  | SOLE |  | 1007 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 6291311 | 12648 | SH |  | SOLE |  | 12648 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 533155 | 3785 | SH |  | SOLE |  | 3785 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 261130 | 195 | SH |  | SOLE |  | 195 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 666432 | 9600 | SH |  | SOLE |  | 9600 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 762757 | 10737 | SH |  | SOLE |  | 10737 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 500933 | 1957 | SH |  | SOLE |  | 1957 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1800454 | 11396 | SH |  | SOLE |  | 11396 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 422953 | 3203 | SH |  | SOLE |  | 3203 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 381792 | 2096 | SH |  | SOLE |  | 2096 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 6624900 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 494046 | 3101 | SH |  | SOLE |  | 3101 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 200638 | 1867 | SH |  | SOLE |  | 1867 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 248676 | 4317 | SH |  | SOLE |  | 4317 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 815376 | 5584 | SH |  | SOLE |  | 5584 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 506002 | 3754 | SH |  | SOLE |  | 3754 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 706063 | 17438 | SH |  | SOLE |  | 17438 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 8936582 | 14464 | SH |  | SOLE |  | 14464 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 366795 | 4003 | SH |  | SOLE |  | 4003 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 305031 | 771 | SH |  | SOLE |  | 771 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 366898 | 1155 | SH |  | SOLE |  | 1155 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 293659 | 2378 | SH |  | SOLE |  | 2378 | 0 | 0 |
| TRICO BANCSHARES | COM | 896095106 |  | 14422985 | 356211 | SH |  | SOLE |  | 0 | 0 | 356211 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 787234 | 3846 | SH |  | SOLE |  | 3846 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2380323 | 6704 | SH |  | SOLE |  | 6704 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 422387 | 4320 | SH |  | SOLE |  | 4320 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 342315 | 1496 | SH |  | SOLE |  | 1496 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1398451 | 17454 | SH |  | SOLE |  | 17454 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 240773 | 1625 | SH |  | SOLE |  | 1625 | 0 | 0 |

---