Institutional
BHK Investment Advisors, LLC
CIK 0001710539
$334.7M
Reported AUM
79
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for BHK Investment Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MGV | VANGUARD WORLD FD | $162.62 | -1.69% | 30.47% | 81.54% | $35.8M | 10.70% | — | HELD |
| 2 | MGK | VANGUARD WORLD FD | $83.11 | -1.60% | 13.99% | 74.10% | $34.4M | 10.27% | — | HELD |
| 3 | VBK | VANGUARD INDEX FDS | $334.14 | -2.17% | 23.58% | 20.49% | $31.5M | 9.40% | — | HELD |
| 4 | VOE | VANGUARD INDEX FDS | $205.92 | -0.74% | 27.74% | 59.03% | $30.4M | 9.09% | — | HELD |
| 5 | VOT | VANGUARD INDEX FDS | $290.39 | -1.16% | 3.47% | 22.54% | $30.3M | 9.05% | — | HELD |
| 6 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | 28.14% | 56.49% | $30.3M | 9.04% | — | HELD |
| 7 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | 2.10% | -1.58% | $28.9M | 8.63% | — | HELD |
| 8 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $6.9M | 2.05% | — | HELD |
| 9 | MCI | BARINGS CORPORATE INVS | $16.76 | 0.54% | -12.02% | 62.65% | $6.8M | 2.03% | — | HELD |
| 10 | VPL | VANGUARD INTL EQUITY INDEX F | $104.91 | -1.52% | 33.97% | 50.87% | $6.5M | 1.93% | — | HELD |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $56.92 | -1.42% | 17.90% | 27.36% | $6.1M | 1.83% | — | HELD |
| 12 | MINT | PIMCO ETF TR | $100.75 | 0.02% | 4.40% | 19.25% | $6.0M | 1.79% | — | HELD |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $88.86 | -0.41% | 21.85% | 50.56% | $6.0M | 1.79% | — | HELD |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | 20.48% | 75.54% | $5.8M | 1.73% | — | HELD |
| 15 | BSV | VANGUARD BD INDEX FDS | $77.62 | 0.05% | 2.36% | 8.39% | $4.9M | 1.47% | — | HELD |
| 16 | HYS | PIMCO ETF TR | $92.42 | -0.26% | 4.71% | 26.76% | $4.1M | 1.21% | — | HELD |
| 17 | IWN | ISHARES TR | $221.60 | -1.12% | 45.06% | 50.39% | $2.9M | 0.86% | — | HELD |
| 18 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | 152.89% | 248.14% | $2.7M | 0.82% | — | HELD |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.5M | 0.75% | — | HELD |
| 20 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $2.4M | 0.72% | — | HELD |
| 21 | DELL | DELL TECHNOLOGIES INC | $369.64 | -5.73% | 194.02% | 723.75% | $2.4M | 0.70% | — | HELD |
| 22 | IWS | ISHARES TR | $167.97 | -0.85% | 28.79% | 55.12% | $2.3M | 0.68% | — | HELD |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.67% | — | HELD |
| 24 | PL | PLANET LABS PBC | $19.47 | -4.65% | 215.05% | 96.47% | $2.0M | 0.59% | — | HELD |
| 25 | IWF | ISHARES TR | $114.05 | -2.09% | 8.27% | 64.97% | $1.9M | 0.56% | — | HELD |
| 26 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | 18.74% | 73.44% | $1.8M | 0.54% | — | HELD |
| 27 | PYLD | PIMCO ETF TR | $26.15 | -0.29% | 4.94% | 24.24% | $1.8M | 0.53% | — | HELD |
| 28 | IWD | ISHARES TR | $249.52 | -1.00% | 31.56% | 68.43% | $1.6M | 0.49% | — | HELD |
| 29 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $1.6M | 0.47% | — | HELD |
| 30 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $1.4M | 0.41% | — | HELD |
| 31 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.01% | — | — | $1.3M | 0.40% | — | HELD |
| 32 | IWP | ISHARES TR | $134.32 | -1.34% | — | — | $1.3M | 0.40% | — | HELD |
| 33 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | — | — | $1.2M | 0.36% | — | HELD |
| 34 | CSL | CARLISLE COS INC | $334.54 | -3.79% | — | — | $1.1M | 0.33% | — | HELD |
| 35 | ZTS | ZOETIS INC | $77.93 | 0.54% | — | — | $1.1M | 0.33% | — | HELD |
| 36 | FDX | FEDEX CORP | $308.61 | -1.29% | — | — | $1.1M | 0.32% | — | HELD |
| 37 | HUBB | HUBBELL INC | $460.96 | -4.69% | — | — | $1.0M | 0.30% | — | HELD |
| 38 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | — | — | $981K | 0.29% | — | HELD |
| 39 | TFC | TRUIST FINL CORP | $52.31 | -1.28% | — | — | $974K | 0.29% | — | HELD |
| 40 | DVY | ISHARES TR | $163.72 | -1.03% | — | — | $964K | 0.29% | — | HELD |
| 41 | ITW | ILLINOIS TOOL WKS INC | $292.45 | -0.92% | — | — | $938K | 0.28% | — | HELD |
| 42 | AMGN | AMGEN INC | $387.64 | -1.39% | — | — | $904K | 0.27% | — | HELD |
| 43 | WSO | WATSCO INC | $320.02 | -12.92% | — | — | $900K | 0.27% | — | HELD |
| 44 | BR | BROADRIDGE FINL SOLUTIONS IN | $159.20 | 0.64% | — | — | $867K | 0.26% | — | HELD |
| 45 | GGG | GRACO INC | $81.21 | -1.28% | — | — | $842K | 0.25% | — | HELD |
| 46 | CGVV | CAPITAL GROUP EQUITY ETF TR | $30.42 | -1.20% | — | — | $829K | 0.25% | — | HELD |
| 47 | JMST | J P MORGAN EXCHANGE TRADED F | $50.93 | 0.08% | — | — | $816K | 0.24% | — | HELD |
| 48 | CGGR | CAPITAL GROUP GROWTH ETF | $43.79 | -1.75% | — | — | $803K | 0.24% | — | HELD |
| 49 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | — | — | $742K | 0.22% | — | HELD |
| 50 | INTC | INTEL CORP | $81.88 | -5.12% | — | — | $698K | 0.21% | — | HELD |
| 51 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $664K | 0.20% | — | HELD |
| 52 | RF | REGIONS FINANCIAL CORP NEW | $30.94 | -1.06% | — | — | $662K | 0.20% | — | HELD |
| 53 | FELE | FRANKLIN ELEC INC | $105.38 | -3.95% | — | — | $619K | 0.18% | — | HELD |
| 54 | VOOV | VANGUARD ADMIRAL FDS INC | $224.32 | -0.82% | — | — | $548K | 0.16% | — | HELD |
| 55 | EOG | EOG RES INC | $145.94 | 4.51% | — | — | $543K | 0.16% | — | HELD |
| 56 | LOW | LOWES COS INC | $215.68 | -1.17% | — | — | $534K | 0.16% | — | HELD |
| 57 | KYN | KAYNE ANDERSON ENERGY INFRST | $14.33 | -0.21% | — | — | $505K | 0.15% | — | HELD |
| 58 | IVOV | VANGUARD ADMIRAL FDS INC | $114.39 | -1.14% | — | — | $502K | 0.15% | — | HELD |
| 59 | IWO | ISHARES TR | $363.70 | -2.14% | — | — | $463K | 0.14% | — | HELD |
| 60 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $448K | 0.13% | — | HELD |
| 61 | BAC | BANK OF AMER CORP | $61.07 | -2.48% | — | — | $408K | 0.12% | — | HELD |
| 62 | NU | NU HLDGS LTD | $14.04 | -4.36% | — | — | $401K | 0.12% | — | HELD |
| 63 | PNC | PNC FINL SVCS GROUP INC | $248.49 | -1.24% | — | — | $398K | 0.12% | — | HELD |
| 64 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $381K | 0.11% | — | HELD |
| 65 | VIOV | VANGUARD ADMIRAL FDS INC | $116.65 | -1.02% | — | — | $375K | 0.11% | — | HELD |
| 66 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | — | — | $370K | 0.11% | — | HELD |
| 67 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | — | — | $339K | 0.10% | — | HELD |
| 68 | SMCI | SUPER MICRO COMPUTER INC | $25.70 | -9.67% | — | — | $333K | 0.10% | — | HELD |
| 69 | LQD | ISHARES TR | $106.22 | -0.57% | — | — | $325K | 0.10% | — | HELD |
| 70 | MU | MICRON TECHNOLOGY INC | $739.00 | -9.94% | — | — | $305K | 0.09% | — | HELD |
| 71 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | — | — | $286K | 0.09% | — | HELD |
| 72 | SPIB | SPDR SERIES TRUST | $33.13 | -0.12% | — | — | $268K | 0.08% | — | HELD |
| 73 | EVI | EVI INDS INC | $15.19 | 0.60% | — | — | $266K | 0.08% | — | HELD |
| 74 | VOOG | VANGUARD ADMIRAL FDS INC | $77.63 | -2.09% | — | — | $248K | 0.07% | — | HELD |
| 75 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $248K | 0.07% | — | HELD |
| 76 | WMT2 | WELLS FARGO & CO | — | — | — | — | $240K | 0.07% | — | HELD |
| 77 | PFF | ISHARES TR | $30.10 | -0.86% | — | — | $215K | 0.06% | — | HELD |
| 78 | FISN | DEEP FISSION INC | $9.72 | -1.72% | — | — | $166K | 0.05% | — | HELD |
| 79 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.53 | -2.16% | — | — | $150K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001062993-26-003860. 13F discloses long positions only — shorts, foreign equities, and options are excluded.