BHK Investment Advisors

BHK Investment Advisors as of June 30, 2026

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 79 positions in its portfolio as reported in the June 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 $36M 219k 163.45
Vanguard World Mega Grwth Ind (MGK) 10.3 $34M 391k 87.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.4 $32M 86k 365.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.1 $30M 154k 197.60
Vanguard Index Fds Mcap Gr Idxvip (VOT) 9.1 $30M 99k 306.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.0 $30M 125k 242.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.6 $29M 394k 73.41
Apple (AAPL) 2.1 $6.9M 24k 289.36
Barings Corporate Investors (MCI) 2.0 $6.8M 387k 17.56
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.9 $6.5M 56k 115.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $6.1M 103k 59.69
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.8 $6.0M 60k 100.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $6.0M 68k 88.54
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.7 $5.8M 7.7k 746.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $4.9M 63k 77.91
Pimco Etf Tr 0-5 High Yield (HYS) 1.2 $4.1M 43k 93.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $2.9M 13k 221.20
Applied Materials (AMAT) 0.8 $2.7M 3.8k 723.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.5M 5.1k 500.39
JPMorgan Chase & Co. (JPM) 0.7 $2.4M 7.4k 327.33
Dell Technologies CL C (DELL) 0.7 $2.4M 5.5k 431.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $2.3M 14k 164.60
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.2M 3.00 748850.00
Planet Labs Pbc Com Cl A (PL) 0.6 $2.0M 60k 33.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.9M 15k 124.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 2.6k 686.81
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $1.8M 67k 26.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.6M 6.8k 242.42
Amazon (AMZN) 0.5 $1.6M 6.6k 238.34
Microsoft Corporation (MSFT) 0.4 $1.4M 3.7k 372.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.3M 17k 79.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.3M 9.1k 146.40
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $1.2M 2.6k 477.57
Carlisle Companies (CSL) 0.3 $1.1M 3.1k 362.72
Zoetis Cl A (ZTS) 0.3 $1.1M 15k 71.86
FedEx Corporation (FDX) 0.3 $1.1M 3.5k 313.12
Hubbell (HUBB) 0.3 $1.0M 1.9k 523.30
Automatic Data Processing (ADP) 0.3 $981k 4.4k 223.96
Truist Financial Corp equities (TFC) 0.3 $974k 20k 49.82
Ishares Tr Select Divid Etf (DVY) 0.3 $964k 6.2k 156.31
Illinois Tool Works (ITW) 0.3 $938k 3.5k 270.49
Amgen (AMGN) 0.3 $904k 2.5k 362.14
Watsco, Incorporated (WSO) 0.3 $900k 2.2k 416.65
Broadridge Financial Solutions (BR) 0.3 $867k 6.3k 136.96
Gra (GGG) 0.3 $842k 11k 75.61
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV) 0.2 $829k 27k 30.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $816k 16k 51.00
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.2 $803k 17k 47.20
NVIDIA Corporation (NVDA) 0.2 $742k 3.7k 200.09
Intel Corporation (INTC) 0.2 $698k 5.0k 139.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $664k 1.9k 357.37
Regions Financial Corporation (RF) 0.2 $662k 22k 30.20
Franklin Electric (FELE) 0.2 $619k 5.8k 107.18
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $548k 2.5k 219.21
EOG Resources (EOG) 0.2 $544k 4.2k 129.73
Lowe's Companies (LOW) 0.2 $534k 2.4k 220.46
Kayne Anderson MLP Investment (KYN) 0.2 $505k 37k 13.83
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $502k 4.4k 114.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $463k 1.2k 394.09
Advanced Micro Devices (AMD) 0.1 $448k 771.00 580.91
Bank of America Corporation (BAC) 0.1 $408k 7.2k 56.98
Nu Hldgs Ord Shs Cl A (NU) 0.1 $401k 30k 13.36
PNC Financial Services (PNC) 0.1 $398k 1.6k 246.22
Home Depot (HD) 0.1 $381k 1.1k 352.77
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $376k 3.2k 117.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $370k 503.00 736.40
Palantir Technologies Cl A (PLTR) 0.1 $339k 2.9k 116.67
Super Micro Computer Com New (SMCI) 0.1 $333k 11k 29.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $325k 3.0k 109.06
Micron Technology (MU) 0.1 $305k 264.00 1154.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $286k 3.4k 85.49
Spdr Series Trust St Inter Bd Etf (SPIB) 0.1 $268k 8.0k 33.46
Evi Industries (EVI) 0.1 $266k 18k 14.78
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $248k 3.0k 82.62
Exxon Mobil Corporation (XOM) 0.1 $248k 1.8k 136.75
Wells Fargo & Company (WFC) 0.1 $240k 2.9k 82.64
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $215k 7.0k 30.49
Deep Fission Ord 0.0 $166k 15k 11.04
BioCryst Pharmaceuticals (BCRX) 0.0 $150k 15k 10.00