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CIK: 0001710539
Total reported value
$334.7M
$334.7M
64 檔
38.5%
In Q2 2024, BHK Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $334.7M, distributed across 64 disclosed stock positions.
During Q2 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 | 11.59% | +0.64% | -6.08% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.67% | +0.02% | -3.76% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.76% | -0.94% | +0.36% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.28% | -0.06% | -3.30% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 9.26% | +0.64% | -3.35% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.26% | +0.53% | -3.21% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.17% | -0.34% | -3.55% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.09% | -5.17% | |
| 9 | MCI | Barings Corporate Investors | Stock-Other | 2.68% | -0.15% | -0.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | -0.03% | -1.04% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.82% | -0.06% | -0.95% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.80% | -0.33% | +3.73% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.77% | +0.06% | -0.98% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.69% | -0.13% | +0.06% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.29% | -0.13% | -1.39% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.04% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | -4.22% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.73% | +0.04% | -0.38% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.02% | +14.66% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.62% | +0.02% | +0.01% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.12% | +10.95% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.06% | -7.64% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | — | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.02% | -3.74% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 0.54% | -0.02% | -17.51% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | -1.98% | |
| 28 | RF | Regions Financial CORP | Stock-Financials | 0.44% | -0.01% | -11.87% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.43% | — | -0.50% | |
| 30 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.40% | +0.01% | -5.08% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.36% | -0.05% | -1.44% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.03% | -2.13% | |
| 33 | WSO | Watsco Inc | Stock-Industrials | 0.26% | -0.01% | +4.28% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 0.24% | -0.06% | -2.74% | |
| 35 | BLKCHF | Blackrock Inc | Stock-Other | 0.24% | -0.28% | EXIT | |
| 36 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.23% | — | -8.73% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.23% | +0.01% | -1.98% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.22% | +0.02% | +7.03% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | — | +5.13% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.20% | +0.01% | +6.72% | |
| 41 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.20% | -0.01% | -3.96% | |
| 42 | HUBB | Hubbell Inc | Stock-Industrials | 0.20% | +0.02% | -3.53% | |
| 43 | CE | Celanese CORP | Stock-Materials | 0.19% | — | -4.39% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.01% | +7.66% | |
| 45 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.19% | — | -3.95% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.18% | — | -4.45% | |
| 47 | GGG | Graco Inc | Stock-Industrials | 0.18% | +0.01% | -4.81% | |
| 48 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 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 64 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, MGV, BND) accounted for 38.5% of total reported equity market value during Q2 2024.
During Q2 2024, BHK Investment Advisors, LLC's top holdings by market value included MGK (11.6%)、MGV (10.7%)、BND (9.8%). The largest single position, MGK, represented 11.6% of total portfolio value.
In Q2 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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