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BHK Investment Advisors

Latest statistics and disclosures from BHK Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MGV, MGK, BND, VOE, VBR, and represent 48.42% of BHK Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DELL, DVY, ZTS, VOT, EVI, BR, FANG, INTC, PFF, VWO.
Started 7 new stock positions in BCRX, PFF, FANG, DELL, DVY, INTC, EVI.
Reduced shares in these 10 stocks: MGV, VBR, VBK, VOE, EOG, AMAT, VPL, MGK, TFC, XOM.
BHK Investment Advisors was a net seller of stock by $-1.2M.
BHK Investment Advisors has $299M in assets under management (AUM), dropping by -1.68%.
Central Index Key (CIK): 0001710539

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Positions held by BHK Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Cap Val Etf (MGV)	10.7	$32M	-4%	221k	144.95	View chart
Vanguard World Mega Grwth Ind (MGK)	9.6	$29M		78k	367.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.6	$29M		389k	73.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	9.4	$28M	-2%	153k	184.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	9.1	$27M	-4%	125k	217.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	8.9	$27M	-4%	88k	302.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	8.4	$25M		98k	257.35	View chart
Barings Corporate Investors (MCI)	2.2	$6.5M		378k	17.24	View chart
Apple (AAPL)	2.1	$6.4M		25k	253.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.1	$6.3M		63k	100.57	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.9	$5.6M	-4%	57k	97.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.6M	+3%	103k	54.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.9	$5.5M	+2%	67k	82.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$5.1M		7.8k	650.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$4.8M		61k	78.41	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.3	$4.0M		43k	93.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$2.5M		13k	189.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.4M		5.1k	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.2M		7.5k	294.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$2.2M		3.00	718140.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$2.0M		14k	145.74	View chart
Planet Labs Pbc Com Cl A (PL)	0.7	$2.0M		70k	27.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.6M	-2%	3.8k	426.41	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M	+6%	4.3k	370.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.6M		2.6k	597.55	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$1.6M		59k	26.20	View chart
Amazon (AMZN)	0.5	$1.5M		7.0k	208.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.5M		6.8k	213.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.4M		17k	79.27	View chart
Applied Materials (AMAT)	0.5	$1.4M	-24%	4.0k	341.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$1.2M		9.3k	128.12	View chart
FedEx Corporation (FDX)	0.4	$1.1M	-5%	3.1k	356.13	View chart
Zoetis Cl A (ZTS)	0.3	$994k	+307%	8.4k	118.22	View chart
Carlisle Companies (CSL)	0.3	$970k		2.9k	333.57	View chart
Dell Technologies CL C (DELL)	0.3	$957k	NEW	5.8k	164.13	View chart
Truist Financial Corp equities (TFC)	0.3	$940k	-8%	20k	45.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$934k	NEW	6.2k	151.41	View chart
Amgen (AMGN)	0.3	$885k	-8%	2.5k	351.81	View chart
Hubbell (HUBB)	0.3	$835k		1.7k	490.82	View chart
Watsco, Incorporated (WSO)	0.3	$835k		2.3k	363.82	View chart
Automatic Data Processing (ADP)	0.3	$831k	+13%	4.1k	203.16	View chart
BlackRock	0.3	$825k	-3%	857.00	962.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$816k		16k	50.98	View chart
Broadridge Financial Solutions (BR)	0.3	$813k	+62%	5.0k	162.47	View chart
Illinois Tool Works (ITW)	0.3	$776k		3.0k	260.28	View chart
Gra (GGG)	0.2	$720k		8.5k	84.65	View chart
Exxon Mobil Corporation (XOM)	0.2	$698k	-11%	4.1k	169.65	View chart
EOG Resources (EOG)	0.2	$654k	-45%	4.5k	144.58	View chart
NVIDIA Corporation (NVDA)	0.2	$633k	+8%	3.6k	174.40	View chart
Regions Financial Corporation (RF)	0.2	$631k	-9%	24k	26.12	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.2	$568k	+19%	21k	26.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$567k	+2%	2.0k	287.56	View chart
Franklin Electric (FELE)	0.2	$555k		6.0k	92.17	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$521k		37k	14.28	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$520k	+20%	13k	40.19	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$510k		2.5k	203.79	View chart
Wells Fargo & Company (WFC)	0.2	$455k		5.7k	79.61	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$449k		4.4k	101.95	View chart
Lowe's Companies (LOW)	0.1	$436k	-6%	1.8k	236.33	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$431k		30k	14.37	View chart
Chevron Corporation (CVX)	0.1	$405k	-5%	2.0k	206.85	View chart
Evi Industries (EVI)	0.1	$381k	NEW	19k	20.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$369k		1.2k	313.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$359k	+4%	2.5k	146.28	View chart
Bank of America Corporation (BAC)	0.1	$349k	-17%	7.2k	48.75	View chart
PNC Financial Services (PNC)	0.1	$337k	-11%	1.6k	208.09	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$326k		3.2k	101.74	View chart
Home Depot (HD)	0.1	$324k	-3%	986.00	328.93	View chart
Globe Life (GL)	0.1	$302k		2.2k	139.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$299k		2.7k	109.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$292k		506.00	577.18	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$268k		8.0k	33.54	View chart
Super Micro Computer Com New (SMCI)	0.1	$265k	+12%	12k	22.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$258k		3.4k	77.11	View chart
Diamondback Energy (FANG)	0.1	$253k	NEW	1.3k	197.73	View chart
Intel Corporation (INTC)	0.1	$221k	NEW	5.0k	44.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$214k	NEW	7.0k	30.32	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$204k		500.00	407.69	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$143k	NEW	15k	9.52	View chart

Past Filings by BHK Investment Advisors

SEC 13F filings are viewable for BHK Investment Advisors going back to 2017

BHK Investment Advisors 2026 Q1 filed April 29, 2026
BHK Investment Advisors 2025 Q4 filed Feb. 3, 2026
BHK Investment Advisors 2025 Q3 filed Nov. 5, 2025
BHK Investment Advisors 2025 Q2 filed Aug. 7, 2025
BHK Investment Advisors 2025 Q1 filed May 1, 2025
BHK Investment Advisors 2024 Q4 filed Feb. 4, 2025
BHK Investment Advisors 2024 Q3 filed Nov. 12, 2024
BHK Investment Advisors 2024 Q2 filed Aug. 6, 2024
BHK Investment Advisors 2024 Q1 filed May 8, 2024
BHK Investment Advisors 2023 Q4 filed Jan. 29, 2024
BHK Investment Advisors 2023 Q3 filed Nov. 13, 2023
BHK Investment Advisors 2023 Q2 filed Aug. 7, 2023
BHK Investment Advisors 2023 Q1 filed May 9, 2023
BHK Investment Advisors 2022 Q4 filed Feb. 2, 2023
BHK Investment Advisors 2022 Q3 filed Nov. 1, 2022
BHK Investment Advisors 2022 Q2 filed Aug. 4, 2022

View all past filings

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