BHK Investment Advisors

BHK Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 11.4 $30M 76k 402.42
Vanguard World Mega Cap Val Etf (MGV) 10.4 $28M 202k 137.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 9.4 $25M 86k 293.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.4 $25M 340k 74.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.3 $25M 83k 297.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.1 $24M 140k 174.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.1 $24M 117k 208.71
Barings Corporate Investors (MCI) 2.8 $7.5M 361k 20.76
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.3 $6.1M 60k 100.69
Apple (AAPL) 2.2 $6.0M 23k 254.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $5.3M 8.0k 666.17
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.9 $5.1M 58k 87.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $5.0M 92k 54.18
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $4.8M 60k 79.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $4.1M 52k 78.91
Pimco Etf Tr 0-5 High Yield (HYS) 1.5 $4.0M 42k 95.68
JPMorgan Chase & Co. (JPM) 0.9 $2.5M 7.9k 315.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $2.1M 12k 176.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.8M 13k 139.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 3.7k 468.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.6M 2.6k 612.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.5M 19k 79.93
Amazon (AMZN) 0.6 $1.5M 6.9k 219.57
Microsoft Corporation (MSFT) 0.6 $1.5M 2.9k 517.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.3M 9.3k 142.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.3M 6.4k 203.59
Truist Financial Corp equities (TFC) 0.4 $991k 22k 45.72
Applied Materials (AMAT) 0.3 $914k 4.5k 204.73
BlackRock 0.3 $894k 766.00 1166.39
Carlisle Companies (CSL) 0.3 $837k 2.5k 328.98
Automatic Data Processing (ADP) 0.3 $811k 2.8k 293.46
Amgen (AMGN) 0.3 $751k 2.7k 282.19
FedEx Corporation (FDX) 0.3 $725k 3.1k 235.80
Illinois Tool Works (ITW) 0.3 $708k 2.7k 260.77
Hubbell (HUBB) 0.2 $648k 1.5k 430.31
Regions Financial Corporation (RF) 0.2 $642k 24k 26.37
Broadridge Financial Solutions (BR) 0.2 $640k 2.7k 238.18
NVIDIA Corporation (NVDA) 0.2 $634k 3.4k 186.58
Zoetis Cl A (ZTS) 0.2 $621k 4.2k 146.34
Watsco, Incorporated (WSO) 0.2 $595k 1.5k 404.32
EOG Resources (EOG) 0.2 $586k 5.2k 112.12
Gra (GGG) 0.2 $562k 6.6k 84.96
Franklin Electric (FELE) 0.2 $542k 5.7k 95.20
T. Rowe Price (TROW) 0.2 $505k 4.9k 102.64
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $499k 2.5k 199.47
Lowe's Companies (LOW) 0.2 $477k 1.9k 251.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $469k 1.9k 243.10
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $448k 17k 26.84
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $443k 4.4k 100.77
Eli Lilly & Co. (LLY) 0.2 $425k 557.00 763.00
Palantir Technologies Cl A (PLTR) 0.2 $406k 2.2k 182.42
Kayne Anderson MLP Investment (KYN) 0.1 $377k 31k 12.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $371k 1.2k 319.98
Infosys Sponsored Adr (INFY) 0.1 $364k 22k 16.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $354k 510.00 694.55
PNC Financial Services (PNC) 0.1 $343k 1.7k 200.93
Super Micro Computer Com New (SMCI) 0.1 $336k 7.0k 47.94
Home Depot (HD) 0.1 $318k 785.00 405.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $307k 2.8k 111.46
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $306k 6.0k 51.04
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $305k 9.0k 33.89
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $305k 3.2k 95.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $246k 3.4k 73.46
Bank of America Corporation (BAC) 0.1 $245k 4.7k 51.59
Visa Com Cl A (V) 0.1 $232k 679.00 341.43
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $218k 500.00 435.46
Wells Fargo & Company (WFC) 0.1 $218k 2.6k 83.82