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CIK: 0001710539
Total reported value
$334.7M
$334.7M
59 檔
39.9%
During the Q1 2024 filing period, BHK Investment Advisors, LLC (CIK: 0001710539) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $334.7M across 59 reported positions.
During Q1 2024, BHK Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.02% | +0.64% | +23.89% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.95% | +0.02% | +28.43% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.88% | -0.06% | +32.27% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.76% | +0.53% | +32.35% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.65% | -0.34% | +34.05% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 9.64% | +0.64% | +32.71% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 9.60% | -0.94% | +89.50% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.82% | -0.09% | +3.61% | |
| 9 | MCI | Barings Corporate Investors | Stock-Other | 2.42% | -0.15% | +66.73% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.82% | -0.06% | +21.88% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | -0.03% | +31.70% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.79% | +0.06% | +22.65% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.69% | -0.33% | +88.95% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.65% | -0.13% | +87.53% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.29% | -0.13% | +111.14% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.04% | +576.13% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.02% | +56.32% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.75% | +0.04% | +43.36% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 0.64% | -0.02% | +70.54% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.63% | +0.02% | +37.90% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.06% | +152.12% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.02% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | +50.04% | |
| 24 | RF | Regions Financial CORP | Stock-Financials | 0.51% | -0.01% | +44.47% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.12% | +77.88% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | +34.71% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | — | +55.02% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.44% | — | +25.42% | |
| 30 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.40% | +0.01% | +52.09% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.35% | -0.05% | +90.42% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.03% | +63.47% | |
| 33 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.27% | — | +68.08% | |
| 34 | CE | Celanese CORP | Stock-Materials | 0.25% | — | +48.61% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.25% | -0.06% | +54.71% | |
| 36 | BLKCHF | Blackrock Inc | Stock-Other | 0.25% | -0.28% | EXIT | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | +0.01% | +85.29% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.23% | +0.02% | +85.52% | |
| 39 | HUBB | Hubbell Inc | Stock-Industrials | 0.23% | +0.02% | +73.62% | |
| 40 | WSO | Watsco Inc | Stock-Industrials | 0.22% | -0.01% | +46.49% | |
| 41 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.22% | -0.01% | +81.46% | |
| 42 | GGG | Graco Inc | Stock-Industrials | 0.21% | +0.01% | +63.55% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | +0.01% | +80.65% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | — | +63.87% | |
| 45 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.18% | — | +66.39% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.18% | — | +63.87% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | — | +54.34% | |
| 49 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.16% | -0.02% | — | |
| 50 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, BHK Investment Advisors, LLC reported a total U.S. public equity portfolio value of $334.7M across 59 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, MGV, VBR) accounted for 39.9% of total reported equity market value during Q1 2024.
During Q1 2024, BHK Investment Advisors, LLC's top holdings by market value included MGK (11.0%)、MGV (10.9%)、VBR (9.9%). The largest single position, MGK, represented 11.0% of total portfolio value.
In Q1 2024, BHK Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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