BHK Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1710539 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$299.2M
Long-equity book
Holdings
79
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+7 / −0 / ↑12 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ZOETIS INC$734.4K +283.3%
- PLANET LABS PBC$576.1K +41.7%
- FEDEX CORP$159.5K +17.0%
- EXXON MOBIL CORP$139.9K +25.1%
- BROADRIDGE FINL SOLUTIONS IN$127.4K +18.6%
Top Trims
- VANGUARD WORLD FD-$3.7M -11.5%
- VANGUARD INDEX FDS-$1.7M -6.2%
- APPLE INC-$433.4K -6.3%
- MICROSOFT CORP-$365.4K -18.8%
- ISHARES TR-$218.9K -12.0%
New Positions
- DELL TECHNOLOGIES INC$956.9K
- ISHARES TR$933.5K
- EVI INDS INC$380.7K
- DIAMONDBACK ENERGY INC$252.9K
- INTEL CORP$220.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | MGV | 921910840 | $32.0M | 10.68% | 220,541 | SH |
| 2 | VANGUARD WORLD FD | MGK | 921910816 | $28.8M | 9.63% | 78,444 | SH |
| 3 | VANGUARD BD INDEX FDS | BND | 921937835 | $28.6M | 9.57% | 388,947 | SH |
| 4 | VANGUARD INDEX FDS | VOE | 922908512 | $28.2M | 9.43% | 153,074 | SH |
| 5 | VANGUARD INDEX FDS | VBR | 922908611 | $27.2M | 9.10% | 125,316 | SH |
| 6 | VANGUARD INDEX FDS | VBK | 922908595 | $26.5M | 8.87% | 87,775 | SH |
| 7 | VANGUARD INDEX FDS | VOT | 922908538 | $25.2M | 8.41% | 97,828 | SH |
| 8 | BARINGS CORPORATE INVS | MCI | 06759X107 | $6.5M | 2.18% | 377,530 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $6.4M | 2.14% | 25,258 | SH |
| 10 | PIMCO ETF TR | MINT | 72201R833 | $6.3M | 2.12% | 63,048 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $5.6M | 1.87% | 57,350 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.6M | 1.86% | 103,119 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $5.5M | 1.85% | 67,266 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.1M | 1.69% | 7,782 | SH |
| 15 | VANGUARD BD INDEX FDS | BSV | 921937827 | $4.8M | 1.60% | 61,032 | SH |
| 16 | PIMCO ETF TR | HYS | 72201R783 | $4.0M | 1.34% | 42,900 | SH |
| 17 | ISHARES TR | IWN | 464287630 | $2.5M | 0.82% | 12,968 | SH |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.4M | 0.82% | 5,100 | SH |
| 19 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.2M | 0.74% | 7,535 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.72% | 3 | SH |
| 21 | ISHARES TR | IWS | 464287473 | $2.0M | 0.66% | 13,596 | SH |
| 22 | PLANET LABS PBC | PL | 72703X106 | $2.0M | 0.65% | 70,000 | SH |
| 23 | ISHARES TR | IWF | 464287614 | $1.6M | 0.54% | 3,761 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 0.53% | 4,266 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $1.6M | 0.52% | 2,617 | SH |
| 26 | PIMCO ETF TR | PYLD | 72201R585 | $1.6M | 0.52% | 59,210 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.49% | 7,042 | SH |
| 28 | ISHARES TR | IWD | 464287598 | $1.5M | 0.49% | 6,805 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.4M | 0.46% | 17,444 | SH |
| 30 | APPLIED MATLS INC | AMAT | 038222105 | $1.4M | 0.46% | 3,988 | SH |
| 31 | ISHARES TR | IWP | 464287481 | $1.2M | 0.40% | 9,301 | SH |
| 32 | FEDEX CORP | FDX | 31428X106 | $1.1M | 0.37% | 3,077 | SH |
| 33 | ZOETIS INC | ZTS | 98978V103 | $993.7K | 0.33% | 8,406 | SH |
| 34 | CARLISLE COS INC | CSL | 142339100 | $970.4K | 0.32% | 2,909 | SH |
| 35 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $956.9K | 0.32% | 5,830 | SH |
| 36 | TRUIST FINL CORP | TFC | 89832Q109 | $940.0K | 0.31% | 20,448 | SH |
| 37 | ISHARES TR | DVY | 464287168 | $933.5K | 0.31% | 6,165 | SH |
| 38 | AMGEN INC | AMGN | 031162100 | $885.2K | 0.30% | 2,516 | SH |
| 39 | HUBBELL INC | HUBB | 443510607 | $834.9K | 0.28% | 1,701 | SH |
| 40 | WATSCO INC | WSO | 942622200 | $834.6K | 0.28% | 2,294 | SH |
| 41 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $830.7K | 0.28% | 4,089 | SH |
| 42 | BLACKROCK INC | BLK | 09247X101 | $824.6K | 0.28% | 857 | SH |
| 43 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $815.7K | 0.27% | 16,000 | SH |
| 44 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $812.8K | 0.27% | 5,003 | SH |
| 45 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $776.1K | 0.26% | 2,982 | SH |
| 46 | GRACO INC | GGG | 384109104 | $720.0K | 0.24% | 8,506 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $698.1K | 0.23% | 4,115 | SH |
| 48 | EOG RES INC | EOG | 26875P101 | $653.9K | 0.22% | 4,523 | SH |
| 49 | NVIDIA CORPORATION | NVDA | 67066G104 | $632.7K | 0.21% | 3,628 | SH |
| 50 | REGIONS FINANCIAL CORP NEW | RF | 7591EP100 | $631.4K | 0.21% | 24,174 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $299.2M | 79 | 0001062993-26-002202 |
| 2025-12-31 | 2026-02-03 | $304.3M | 72 | 0001062993-26-000570 |