BHK Investment Advisors, LLC
โขCIK: 1710539โขFiling: Q4 2025
**BHK Investment Advisors, LLC** manages $304M across a diversified portfolio of 72 positions. The fund exhibits significant concentration in specific sectors, notably with top holdings including MGV and MGK, each representing $32.6M. Core allocations are further weighted toward fixed income and broad market exposure, evidenced by substantial positions in BND ($28.7M) and VOE ($28.0M). This structure suggests a tactical approach balancing high-conviction equity plays with defensive, diversified asset classes.
Total AUM
$304.3M
QoQ Performance
+13.7%
Positions
52
Top 10 Concentration
73.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MGV
MGK
BND
VOE
VBR
VBK
VOT
MGV10.7%
MGK10.7%
BND9.4%
VOE9.2%
VBR9.2%
VBK9.1%
VOT8.8%
AAPL2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.3%
Technology3.3%
ETF2.3%
Financial1.1%
Consumer0.8%
Energy0.6%
Industrial0.3%
Healthcare0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
โ48 increased
โ9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022