BHK Investment Advisors

BHK Investment Advisors as of March 31, 2026

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