Data as of Q4 2025 (Dec 31, 2025)

BHK Investment Advisors, LLC

โ€ขCIK: 1710539โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

MGV
VANGUARD WORLD FD
+14.2%
10.7% of portfolio
BND
VANGUARD BD INDEX FDS
+14.0%
9.4% of portfolio
VBR
VANGUARD INDEX FDS
+12.9%
9.2% of portfolio
VOE
VANGUARD INDEX FDS
+12.7%
9.2% of portfolio
VOT
VANGUARD INDEX FDS
+11.7%
8.8% of portfolio

๐Ÿ“‰ Biggest Sells

ZTS
ZOETIS INC
-51.4%
0.1% of portfolio
JPM
JPMORGAN CHASE & CO.
-5.7%
0.8% of portfolio
SPY
SPDR S&P 500 ETF TR
-2.5%
1.7% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
-7.7%
0.5% of portfolio
SPIB
SPDR SERIES TRUST
-11.1%
0.1% of portfolio

Sector Breakdown

Other89.9%
Technology3.3%
Financial2.7%
ETF2.3%
Consumer0.8%
Energy0.5%
Industrial0.3%
Healthcare0.3%

๐Ÿšช Exited Positionssold since Q3 2025

TROW
PRICE T ROWE GROUP INC
SOLD
$504.9K
LLY
ELI LILLY & CO
SOLD
$425.0K
INFY
INFOSYS LTD
SOLD
$363.5K
V
VISA INC
SOLD
$231.8K

Changes from Q3 2025

NEW9 new positions
โ†‘48 increased
โ†“9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023