# BHK Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1710539. Source: https://holderbook.com/funds/1710539-bhk-investment-advisors-llc/

- Reported value: $334.7M
- Positions: 79
- Weight of the ten largest: 72.2%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $35.8M | 219,087 | 10.7% | 31 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $34.4M | 391,052 | 10.3% | 31 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $31.5M | 86,081 | 9.4% | 31 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $30.4M | 154,011 | 9.1% | 31 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $30.3M | 98,916 | 9.1% | 31 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $30.3M | 124,520 | 9.0% | 31 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $28.9M | 393,714 | 8.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.9M | 23,729 | 2.1% | 31 |
| BARINGS CORPORATE INVS | [MCI](https://holderbook.com/stocks/MCI/) | $6.8M | 386,988 | 2.0% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VPL](https://holderbook.com/stocks/VPL/) | $6.5M | 55,922 | 1.9% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $6.1M | 102,779 | 1.8% | 31 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $6.0M | 59,582 | 1.8% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $6.0M | 67,769 | 1.8% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.8M | 7,747 | 1.7% | 26 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $4.9M | 63,042 | 1.5% | 31 |
| PIMCO ETF TR | [HYS](https://holderbook.com/stocks/HYS/) | $4.1M | 43,400 | 1.2% | 31 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $2.9M | 13,021 | 0.9% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.7M | 3,803 | 0.8% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.5M | 5,050 | 0.8% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.4M | 7,361 | 0.7% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $2.4M | 5,455 | 0.7% | 2 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $2.3M | 13,873 | 0.7% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.7% | 3 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $2.0M | 60,000 | 0.6% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.9M | 15,045 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.8M | 2,617 | 0.5% | 10 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $1.8M | 66,880 | 0.5% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $1.6M | 6,806 | 0.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 6,642 | 0.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.4M | 3,652 | 0.4% | 25 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.3M | 17,044 | 0.4% | 31 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $1.3M | 9,102 | 0.4% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.2M | 2,550 | 0.4% | 1 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $1.1M | 3,089 | 0.3% | 25 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $1.1M | 15,268 | 0.3% | 6 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.1M | 3,457 | 0.3% | 25 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $1.0M | 1,916 | 0.3% | 12 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $980.7K | 4,379 | 0.3% | 27 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $974.1K | 19,553 | 0.3% | 27 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $964.0K | 6,167 | 0.3% | 2 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $937.8K | 3,467 | 0.3% | 28 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $903.9K | 2,496 | 0.3% | 31 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $900.0K | 2,160 | 0.3% | 11 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $866.7K | 6,328 | 0.3% | 9 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $841.7K | 11,132 | 0.3% | 14 |
| CAPITAL GROUP EQUITY ETF TR | [CGVV](https://holderbook.com/stocks/CGVV/) | $828.7K | 26,820 | 0.2% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $816.0K | 16,000 | 0.2% | 10 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $802.9K | 17,010 | 0.2% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $741.9K | 3,708 | 0.2% | 9 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $698.1K | 5,000 | 0.2% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $663.6K | 1,857 | 0.2% | 23 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $661.8K | 21,915 | 0.2% | 14 |
| FRANKLIN ELEC INC | [FELE](https://holderbook.com/stocks/FELE/) | $618.7K | 5,772 | 0.2% | 17 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $548.0K | 2,500 | 0.2% | 10 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $543.5K | 4,189 | 0.2% | 16 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $533.7K | 2,421 | 0.2% | 25 |
| KAYNE ANDERSON ENERGY INFRST | [KYN](https://holderbook.com/stocks/KYN/) | $504.8K | 36,500 | 0.2% | 31 |
| VANGUARD ADMIRAL FDS INC | [IVOV](https://holderbook.com/stocks/IVOV/) | $501.9K | 4,400 | 0.1% | 10 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $463.1K | 1,175 | 0.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $447.9K | 771 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $407.7K | 7,156 | 0.1% | 31 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $400.8K | 30,000 | 0.1% | 3 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $398.4K | 1,618 | 0.1% | 10 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $381.3K | 1,081 | 0.1% | 10 |
| VANGUARD ADMIRAL FDS INC | [VIOV](https://holderbook.com/stocks/VIOV/) | $375.5K | 3,200 | 0.1% | 10 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $370.4K | 503 | 0.1% | 4 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $338.9K | 2,905 | 0.1% | 6 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $332.7K | 11,345 | 0.1% | 4 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $325.3K | 2,983 | 0.1% | 21 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $304.7K | 264 | 0.1% | 1 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $286.4K | 3,350 | 0.1% | 6 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $267.7K | 8,000 | 0.1% | 31 |
| EVI INDS INC | [EVI](https://holderbook.com/stocks/EVI/) | $266.0K | 18,000 | 0.1% | 2 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $247.9K | 3,000 | 0.1% | 4 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $247.8K | 1,812 | 0.1% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $239.6K | 2,899 | 0.1% | 5 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $214.7K | 7,040 | 0.1% | 2 |
| DEEP FISSION INC | [FISN](https://holderbook.com/stocks/FISN/) | $165.6K | 15,000 | 0.0% | 1 |
| BIOCRYST PHARMACEUTICALS INC | [BCRX](https://holderbook.com/stocks/BCRX/) | $150.0K | 15,000 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.9% | +14.8% | -2.9% | 100% |
| Q1 2026 | -1.3% | -4.6% | +3.3% | 100% |
| Q4 2025 | +0.6% | +2.4% | -1.8% | 100% |
| Q3 2025 | +5.5% | +7.8% | -2.4% | 100% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2024 | +0.1% | +2.1% | -2.1% | 100% |
| Q3 2024 | +6.6% | +5.4% | +1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $334.7M | 79 |
| Q1 2026 | $299.2M | 79 |
| Q4 2025 | $304.3M | 72 |
| Q3 2025 | $267.7M | 67 |
| Q2 2025 | $255.4M | 63 |
| Q1 2025 | $236.5M | 62 |
| Q4 2024 | $266.4M | 59 |
| Q3 2024 | $268.0M | 63 |
| Q2 2024 | $254.8M | 64 |
| Q1 2024 | $260.2M | 59 |
| Q4 2023 | $174.3M | 53 |
| Q3 2023 | $217.5M | 54 |