Bhk Investment Advisors, LLC Portfolio Holdings

Bhk Investment Advisors, LLC

  • $255 Million
  • Q2 2025

Bhk Investment Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $255 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $28.7M, Vanguard Mega Cap Value with a value of $26.7M, Vanguard Mid Cap Growth Index with a value of $25.2M, Vanguard Bd Index Fd Inc Total with a value of $25M, and Vanguard Small Cap Growth ETF with a value of $23.6M.

Examining the 13F form we can see an increase of $18.9M in the current position value, from $237M to 255M.

Below you can find more details about Bhk Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $221 Million
Financial Services: $14.4 Million
Technology: $9 Million
Industrials: $5.51 Million
Consumer Cyclical: $2.22 Million
Healthcare: $1.85 Million
Energy: $625,000
Communication Services: $384,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.7 Million 11.22% of portfolio
78,247
Q2 2025 Reduced 0.07%
$0
$26.7 Million 10.44% of portfolio
203,281
Q2 2025 Reduced 0.31%
$0
$25.2 Million 9.85% of portfolio
88,460
Q2 2025 Reduced 0.85%
$0
$25 Million 9.78% of portfolio
339,246
Q2 2025 Reduced 1.95%
$0
$23.6 Million 9.24% of portfolio
85,218
Q2 2025 Added 2.96%
$0
$23.2 Million 9.07% of portfolio
140,887
Q2 2025 Added 0.2%
$0
$22.9 Million 8.97% of portfolio
117,444
Q2 2025 Added 1.74%
$0
$7.85 Million 3.07% of portfolio
362,189
Q2 2025 Added 9.18%
$0
$6 Million 2.35% of portfolio
59,703
Q2 2025 Added 0.22%
$0
$4.85 Million 1.9% of portfolio
59,051
Q2 2025 Added 0.67%
$3.69T
$4.83 Million 1.89% of portfolio
23,522
Q2 2025 Added 0.3%
$0
$4.76 Million 1.86% of portfolio
7,704
Q2 2025 Added 55.98%
$0
$4.73 Million 1.85% of portfolio
61,094
Q2 2025 Added 0.31%
$0
$4.63 Million 1.81% of portfolio
93,602
Q2 2025 Reduced 0.14%
$0
$3.98 Million 1.56% of portfolio
41,850
Q2 2025 Added 1.95%
$0
$3.98 Million 1.56% of portfolio
50,585
Q2 2025 Reduced 3.34%
$0
$1.9 Million 0.74% of portfolio
12,037
Q2 2025 Added 2.01%
$0
$1.78 Million 0.7% of portfolio
13,506
Q2 2025 Added 9.02%
$0
$1.57 Million 0.61% of portfolio
3,686
Q2 2025 Added 2.79%
$2.26T
$1.51 Million 0.59% of portfolio
6,873
Q2 2025 Added 0.13%
$0
$1.5 Million 0.59% of portfolio
18,894
Q1 2025 Reduced 3.57%
$0
$1.49 Million 0.58% of portfolio
2,617
Q1 2024 New
$3.95T
$1.44 Million 0.56% of portfolio
2,889
Q2 2025 Reduced 2.46%
$0
$1.28 Million 0.5% of portfolio
9,255
Q2 2025 Added 2.21%
$0
$1.23 Million 0.48% of portfolio
6,349
Q2 2025 Added 0.02%
$19.9B
$958,000 0.38% of portfolio
2,568
Q2 2025 Added 1.99%
$58.4B
$937,000 0.37% of portfolio
21,817
Q2 2025 Reduced 1.22%
$124B
$851,000 0.33% of portfolio
2,761
Q2 2025 Added 3.18%
$162B
$807,000 0.32% of portfolio
4,412
Q2 2025 Added 7.95%
$175B
$808,000 0.32% of portfolio
771
Q1 2025 Reduced 2.53%
$152B
$763,000 0.3% of portfolio
2,734
Q2 2025 Added 2.82%
$60B
$689,000 0.27% of portfolio
3,033
Q2 2025 Added 7.06%
$70.1B
$654,000 0.26% of portfolio
4,197
Q2 2025 Added 21.58%
$40.5B
$652,000 0.26% of portfolio
2,686
Q2 2025 Added 0.56%
$80B
$670,000 0.26% of portfolio
2,713
Q2 2025 Added 2.3%
$14B
$649,000 0.25% of portfolio
1,471
Q2 2025 Added 13.5%
$69.2B
$625,000 0.24% of portfolio
5,229
Q2 2025 Added 4.52%
$23.2B
$614,000 0.24% of portfolio
1,505
Q2 2025 Reduced 1.38%
$23.7B
$584,000 0.23% of portfolio
24,850
Q2 2025 Reduced 0.58%
$14.4B
$569,000 0.22% of portfolio
6,619
Q2 2025 Added 1.53%
$456B
$524,000 0.21% of portfolio
3,318
Q2 2025 Added 21.63%
$4.46B
$511,000 0.2% of portfolio
5,695
Q2 2025 Added 0.9%
$24.3B
$479,000 0.19% of portfolio
4,968
Q2 2025 Added 0.75%
$0
$471,000 0.18% of portfolio
2,500
Q1 2024 New
$0
$426,000 0.17% of portfolio
33,500
Q2 2025 Added 8.06%
$608B
$434,000 0.17% of portfolio
557
Q2 2025 Added 1.83%
$152B
$421,000 0.16% of portfolio
1,900
Q2 2025 Added 4.74%
$67.4B
$413,000 0.16% of portfolio
22,335
Q1 2025 Reduced 1.97%
$0
$420,000 0.16% of portfolio
4,400
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $255 Million
  • Prior Value $237 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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