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
Other89.9%
Technology3.3%
Financial2.7%
ETF2.3%
Consumer0.8%
Energy0.5%
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 2023