BHK Investment Advisors, LLC
CIK: 0001710539SEC EDGAR →
Portfolio Value
$304.3M
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 230,953 | $32.6M | 10.71% |
| 2 | VANGUARD WORLD FD | 78,877 | $32.6M | 10.70% |
| 3 | VANGUARD BD INDEX FDS | 387,158 | $28.7M | 9.42% |
| 4 | VANGUARD INDEX FDS | 157,777 | $28.0M | 9.20% |
| 5 | VANGUARD INDEX FDS | 131,510 | $27.9M | 9.15% |
| 6 | VANGUARD INDEX FDS | 91,558 | $27.7M | 9.09% |
| 7 | VANGUARD INDEX FDS | 96,154 | $26.8M | 8.82% |
| 8 | APPLE INC | 25,173 | $6.8M | 2.25% |
| 9 | BARINGS CORPORATE INVS | 370,663 | $6.7M | 2.21% |
| 10 | PIMCO ETF TR | 62,213 | $6.2M | 2.05% |
Quarterly Changes
New Positions (72)
$32.6M · 231K shares
$32.6M · 79K shares
$28.7M · 387K shares
$28.0M · 158K shares
$27.9M · 132K shares
$27.7M · 92K shares
$26.8M · 96K shares
$6.8M · 25K shares
$6.7M · 371K shares
$6.2M · 62K shares
$5.5M · 65K shares
$5.5M · 60K shares
$5.4M · 100K shares
$5.3M · 8K shares
$4.8M · 61K shares
$4.1M · 44K shares
$2.6M · 5K shares
$2.4M · 7K shares
$2.3M · 13K shares
$2.3M · 3 shares
$1.9M · 4K shares
$1.9M · 14K shares
$1.8M · 4K shares
$1.6M · 3K shares
$1.6M · 7K shares
$1.6M · 59K shares
$1.4M · 7K shares
$1.4M · 17K shares
$1.4M · 70K shares
$1.4M · 5K shares
$1.3M · 9K shares
$1.1M · 22K shares
$946K · 884 shares
$936K · 3K shares
$930K · 3K shares
$924K · 4K shares
$895K · 3K shares
$863K · 8K shares
$815K · 16K shares
$772K · 2K shares
$753K · 2K shares
$744K · 3K shares
$725K · 27K shares
$703K · 9K shares
$685K · 3K shares
$624K · 3K shares
$601K · 2K shares
$570K · 6K shares
$558K · 5K shares
$529K · 6K shares
$512K · 3K shares
$502K · 30K shares
$477K · 18K shares
$476K · 9K shares
$475K · 2K shares
$475K · 11K shares
$451K · 37K shares
$444K · 4K shares
$418K · 2K shares
$379K · 1K shares
$379K · 2K shares
$349K · 1K shares
$317K · 2K shares
$312K · 508 shares
$312K · 3K shares
$304K · 10K shares
$303K · 2K shares
$300K · 3K shares
$270K · 8K shares
$259K · 2K shares
$252K · 3K shares
$222K · 500 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $265.2M | 87.2% |
| Technology | 9 | $19.4M | 6.4% |
| Industrials | 9 | $7.7M | 2.5% |
| Unknown | 4 | $6.1M | 2.0% |
| Consumer Cyclical | 3 | $2.4M | 0.8% |
| Energy | 3 | $1.7M | 0.6% |
| Healthcare | 2 | $1.2M | 0.4% |
| Communication Services | 1 | $601K | 0.2% |