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BHK Investment Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001710539

$334.7M

disclosed book value

79

positions

10.7%

largest position share

Positions, as of 2026-06-30

top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MGVVANGUARD WORLD FD219,087$35.8M10.7%
2MGKVANGUARD WORLD FD391,052$34.4M10.3%
3VBKVANGUARD INDEX FDS86,081$31.5M9.4%
4VOEVANGUARD INDEX FDS154,011$30.4M9.1%
5VOTVANGUARD INDEX FDS98,916$30.3M9.1%
6VBRVANGUARD INDEX FDS124,520$30.3M9%
7BNDVANGUARD BD INDEX FDS393,714$28.9M8.6%
8AAPLAPPLE INC23,729$6.9M2.1%
9MCIBARINGS CORPORATE INVS386,988$6.8M2%
10VPLVANGUARD INTL EQUITY INDEX F55,922$6.5M1.9%
11VWOVANGUARD INTL EQUITY INDEX F102,779$6.1M1.8%
12MINTPIMCO ETF TR59,582$6.0M1.8%
13VGKVANGUARD INTL EQUITY INDEX F67,769$6.0M1.8%
14SPYSTATE STR SPDR S&P 500 ETF T7,747$5.8M1.7%
15BSVVANGUARD BD INDEX FDS63,042$4.9M1.5%
16HYSPIMCO ETF TR43,400$4.1M1.2%
17IWNISHARES TR13,021$2.9M0.9%
18AMATAPPLIED MATLS INC3,803$2.7M0.8%
19BRK/BBERKSHIRE HATHAWAY INC DEL5,050$2.5M0.8%
20JPMJPMORGAN CHASE & CO7,361$2.4M0.7%
21DELLDELL TECHNOLOGIES INC5,455$2.4M0.7%
22IWSISHARES TR13,873$2.3M0.7%
23BRK/ABERKSHIRE HATHAWAY INC DEL3$2.2M0.7%
24PLPLANET LABS PBC60,000$2.0M0.6%
25IWFISHARES TR15,045$1.9M0.6%
26VOOVANGUARD INDEX FDS2,617$1.8M0.5%
27PYLDPIMCO ETF TR66,880$1.8M0.5%
28IWDISHARES TR6,806$1.6M0.5%
29AMZNAMAZON COM INC6,642$1.6M0.5%
30MSFTMICROSOFT CORP3,652$1.4M0.4%
31VCSHVANGUARD SCOTTSDALE FDS17,044$1.3M0.4%
32IWPISHARES TR9,102$1.3M0.4%
33TSMTAIWAN SEMICONDUCTOR MANUFAC2,550$1.2M0.4%
34CSLCARLISLE COS INC3,089$1.1M0.3%
35ZTSZOETIS INC15,268$1.1M0.3%
36FDXFEDEX CORP3,457$1.1M0.3%
37HUBBHUBBELL INC1,916$1.0M0.3%
38ADPAUTOMATIC DATA PROCESSING IN4,379$980,7220.3%
39TFCTRUIST FINL CORP19,553$974,1490.3%
40DVYISHARES TR6,167$963,9670.3%
41ITWILLINOIS TOOL WKS INC3,467$937,7780.3%
42AMGNAMGEN INC2,496$903,8980.3%
43WSOWATSCO INC2,160$899,9680.3%
44BRBROADRIDGE FINL SOLUTIONS IN6,328$866,6610.3%
45GGGGRACO INC11,132$841,6670.3%
46CGVVCAPITAL GROUP EQUITY ETF TR26,820$828,7380.2%
47JMSTJ P MORGAN EXCHANGE TRADED F16,000$816,0000.2%
48CGGRCAPITAL GROUP GROWTH ETF17,010$802,8720.2%
49NVDANVIDIA CORPORATION3,708$741,9340.2%
50INTCINTEL CORP5,000$698,1500.2%
51GOOGLALPHABET INC1,857$663,6360.2%
52RFREGIONS FINANCIAL CORP NEW21,915$661,8460.2%
53FELEFRANKLIN ELEC INC5,772$618,6640.2%
54VOOVVANGUARD ADMIRAL FDS INC2,500$548,0250.2%
55EOGEOG RES INC4,189$543,4570.2%
56LOWLOWES COS INC2,421$533,7280.2%
57KYNKAYNE ANDERSON ENERGY INFRST36,500$504,7950.2%
58IVOVVANGUARD ADMIRAL FDS INC4,400$501,9080.1%
59IWOISHARES TR1,175$463,0510.1%
60AMDADVANCED MICRO DEVICES INC771$447,8820.1%
61BACBANK OF AMER CORP7,156$407,7490.1%
62NU HLDGS LTD30,000$400,8000.1%
63PNCPNC FINL SVCS GROUP INC1,618$398,3840.1%
64HDHOME DEPOT INC1,081$381,3420.1%
65VIOVVANGUARD ADMIRAL FDS INC3,200$375,4560.1%
66QQQINVESCO QQQ TR503$370,4090.1%
67PLTRPALANTIR TECHNOLOGIES INC2,905$338,9260.1%
68SMCISUPER MICRO COMPUTER INC11,345$332,7490.1%
69LQDISHARES TR2,983$325,3130.1%
70MUMICRON TECHNOLOGY INC264$304,7330.1%
71VXUSVANGUARD STAR FDS3,350$286,3920.1%
72SPIBSPDR SERIES TRUST8,000$267,6800.1%
73EVIEVI INDS INC18,000$266,0400.1%
74VOOGVANGUARD ADMIRAL FDS INC3,000$247,8600.1%
75EXMOCEXXON MOBIL CORP1,812$247,7930.1%
76WFCWELLS FARGO & CO2,899$239,5730.1%
77PFFISHARES TR7,040$214,6500.1%
78FISNDEEP FISSION INC15,000$165,6000%
79BCRXBIOCRYST PHARMACEUTICALS INC15,000$150,0000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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