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CIK: 0001710539
Total reported value
$334.7M
$334.7M
67 檔
39.9%
In Q3 2025, BHK Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $334.7M, distributed across 67 disclosed stock positions.
In Q3 2025, BHK Investment Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.37% | +0.64% | -3.34% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.41% | +0.02% | -0.52% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 9.45% | +0.64% | -2.72% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 9.43% | -0.94% | +0.10% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.28% | +0.53% | -2.11% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.13% | -0.34% | -0.60% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.08% | -0.06% | -0.83% | |
| 8 | MCI | Barings Corporate Investors | Stock-Other | 2.80% | -0.15% | -0.21% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.26% | -0.33% | +0.78% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.23% | -0.09% | -0.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | +0.04% | +3.25% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.90% | +0.06% | -1.84% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.03% | -1.93% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.78% | -0.06% | -2.51% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.53% | -0.13% | +2.28% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.50% | -0.13% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.02% | -0.61% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.80% | +0.04% | +0.02% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.69% | +0.02% | -2.58% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.02% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | — | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.56% | -0.06% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.02% | -0.23% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.12% | — | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.49% | — | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | +0.03% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | -0.02% | -0.67% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.36% | +1.16% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 0.33% | -0.28% | EXIT | |
| 30 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.31% | +0.01% | -0.97% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | +0.01% | +0.04% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.03% | -2.71% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.27% | -0.05% | +1.35% | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 0.26% | +0.02% | — | |
| 35 | HUBB | Hubbell Inc | Stock-Industrials | 0.24% | +0.02% | — | |
| 36 | RF | Regions Financial CORP | Stock-Financials | 0.24% | -0.01% | -1.99% | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.24% | -0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | +2.38% | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.23% | — | +1.12% | |
| 40 | WSO | Watsco Inc | Stock-Industrials | 0.22% | -0.01% | — | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.22% | -0.06% | +0.02% | |
| 42 | GGG | Graco Inc | Stock-Industrials | 0.21% | +0.01% | +0.02% | |
| 43 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.20% | -0.01% | — | |
| 44 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.19% | — | -0.99% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | -0.01% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | -11.47% | |
| 48 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.17% | +0.01% | — | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.17% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | — | — |
According to official SEC Form 13F filings, BHK Investment Advisors, LLC reported a total U.S. public equity portfolio value of $334.7M across 67 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, MGV, VOT) accounted for 39.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
PYLD
市值: $447.7K
Top Position Liquidated / Trimmed
MGV
前期市值: $26.3M
During Q3 2025, BHK Investment Advisors, LLC's top holdings by market value included MGK (11.4%)、MGV (10.4%)、VOT (9.4%). The largest single position, MGK, represented 11.4% of total portfolio value.
In Q3 2025, BHK Investment Advisors, LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 20 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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