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CIK: 0001710539
Total reported value
$334.7M
$334.7M
72 檔
44.7%
According to the latest 13F quarterly dataset, BHK Investment Advisors, LLC managed an equity portfolio of $334.7M at the end of Q4 2025, spanning 72 distinct U.S. exchange-listed positions.
In Q4 2025, BHK Investment Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.71% | +0.02% | +14.20% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 10.70% | +0.64% | +4.28% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.42% | -0.94% | +14.01% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.20% | -0.34% | +12.66% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.15% | -0.06% | +12.92% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.09% | +0.53% | +9.75% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 8.82% | +0.64% | +11.73% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.09% | +7.48% | |
| 9 | MCI | Barings Corporate Investors | Stock-Other | 2.21% | -0.15% | +2.56% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.05% | -0.33% | +3.40% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.80% | -0.06% | +9.81% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.79% | +0.06% | +4.04% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.77% | -0.03% | +9.01% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.04% | -2.53% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.57% | -0.13% | +16.96% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.36% | -0.13% | +4.30% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.07% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | -5.70% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.77% | +0.04% | +7.08% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.05% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.12% | +39.15% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.63% | +0.02% | +4.08% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.02% | +4.48% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | +1.90% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | +0.01% | +254.95% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | — | +7.12% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | -0.06% | -7.67% | |
| 29 | PL | Planet Labs Pbc | Stock-Industrials | 0.45% | -0.06% | — | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.36% | +18.26% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | — | +1.04% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 0.36% | -0.02% | +3.35% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 0.31% | -0.28% | EXIT | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.31% | -0.05% | +5.43% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.31% | +0.01% | +14.35% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | +0.01% | +30.09% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.29% | -0.03% | +2.82% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.28% | -0.06% | +57.28% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.27% | -0.03% | +166.67% | |
| 40 | WSO | Watsco Inc | Stock-Industrials | 0.25% | -0.01% | +55.95% | |
| 41 | HUBB | Hubbell Inc | Stock-Industrials | 0.25% | +0.02% | +12.69% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.24% | +0.02% | +11.35% | |
| 43 | RF | Regions Financial CORP | Stock-Financials | 0.24% | -0.01% | +9.86% | |
| 44 | GGG | Graco Inc | Stock-Industrials | 0.23% | +0.01% | +29.61% | |
| 45 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | -0.01% | +14.33% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.01% | -1.44% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | -0.47% | |
| 48 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.19% | -0.01% | +4.85% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.16% | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.08% | +118.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +0.4% | +254.95% | Add |
| 2 | MGV | Vanguard Mega Cap Value ETF | +0.3% | +14.20% | Add |
| 3 | JMST | JPM Ultra-short Muni Income | +0.2% | +166.67% | Add |
| 4 | AMAT | Applied Materials Inc | +0.1% | +18.26% | Add |
| 5 | WFC | Wells Fargo & Co | +0.1% | +118.84% | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +39.15% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.1% | +12.92% | Add |
| 8 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +12.66% | Add |
| 9 | BAC | Bank Of America CORP | +0.1% | +82.27% | Add |
| 10 | EOG | Eog Resources Inc | +0.1% | +57.28% | Add |
| 11 | BSV | Vanguard Short-term Bond ETF | 0% | +16.96% | Add |
| 12 | FDX | Fedex CORP | 0% | +5.43% | Add |
| 13 | WSO | Watsco Inc | 0% | +55.95% | Add |
| 14 | AAPL | Apple Inc | 0% | +7.48% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | 0% | +9.81% | Add |
| 16 | GGG | Graco Inc | 0% | +29.61% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -0.47% | Trim |
| 18 | AMGN | Amgen Inc | 0% | +2.82% | Add |
| 19 | HUBB | Hubbell Inc | 0% | +12.69% | Add |
| 20 | ADP | Automatic Data Processing | — | +30.09% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | 0% | +7.12% | Add |
| 22 | TFC | Truist Financial CORP | 0% | +3.35% | Add |
| 23 | BND | Vanguard Total Bond Market | 0% | +14.01% | Add |
| 24 | IWN | Ishares Russell 2000 Value E | 0% | +7.08% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +1.90% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | +4.48% | Add |
| 27 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +4.08% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +9.01% | Add |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -7.67% | Trim |
| 30 | VPL | Vanguard Ftse Pacific ETF | -0.1% | +4.04% | Add |
| 31 | ZTS | Zoetis Inc | -0.1% | -51.44% | Trim |
| 32 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | +4.30% | Add |
| 33 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | +9.75% | Add |
| 34 | MINT | Pimco Enhanced Short Maturit | -0.2% | +3.40% | Add |
| 35 | MCI | Barings Corporate Investors | -0.6% | +2.56% | Add |
| 36 | VOT | Vanguard Mid-cap Growth ETF | -0.6% | +11.73% | Add |
| 37 | MGK | Vanguard Mega Cap Growth ETF | -0.7% | +4.28% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 40 | PL | Planet Labs Pbc | — | NEW | New buy |
| 41 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 42 | TROW | T Rowe Price Group Inc | — | EXIT | Sold out |
| 43 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 44 | CGVV | Cap Group Large Value | — | NEW | New buy |
| 45 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 47 | INFY | Infosys Ltd-sp Adr | — | EXIT | Sold out |
| 48 | CVX | Chevron CORP | — | NEW | New buy |
| 49 | GL | Globe Life Inc | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
According to official SEC Form 13F filings, BHK Investment Advisors, LLC reported a total U.S. public equity portfolio value of $334.7M across 72 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 MGV, MGK, BND) accounted for 44.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-B
市值: $2.6M
Top Position Liquidated / Trimmed
TROW
前期市值: $504.9K
During Q4 2025, BHK Investment Advisors, LLC's top holdings by market value included MGV (10.7%)、MGK (10.7%)、BND (9.4%). The largest single position, MGV, represented 10.7% of total portfolio value.
In Q4 2025, BHK Investment Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 34 positions, trimming 3 holdings, and fully liquidating 4 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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