Bhk Investment Advisors, LLC Portfolio Holdings

Bhk Investment Advisors, LLC

  • $267 Million
  • Q3 2025

Bhk Investment Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $267 Million distributed in 67 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 $30.4M, Vanguard Mega Cap Value with a value of $27.9M, Vanguard Mid Cap Growth Index with a value of $25.3M, Vanguard Bd Index Fd Inc Total with a value of $25.3M, and Vanguard Small Cap Growth ETF with a value of $24.8M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $255M to 267M.

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

Portfolio value $267 Million
ETFs: $231 Million
Financial Services: $14.4 Million
Technology: $10.4 Million
Industrials: $5.42 Million
Consumer Cyclical: $2.3 Million
Healthcare: $1.79 Million
Energy: $586,000
Communication Services: $469,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$370,000 0.14% of portfolio
1,159
Q2 2025 Added 13.18%
$69.8B
$363,000 0.14% of portfolio
22,343
Q3 2025 Added 0.04%
$0
$377,000 0.14% of portfolio
30,500
Q3 2025 Reduced 8.96%
$74.3B
$342,000 0.13% of portfolio
1,705
Q1 2025 Reduced 16.34%
$0
$307,000 0.12% of portfolio
2,755
Q3 2025 Added 8.25%
$371B
$318,000 0.12% of portfolio
785
Q2 2025 Added 12.46%
$0
$306,000 0.11% of portfolio
510
Q3 2025 New
$0
$304,000 0.11% of portfolio
3,200
Q1 2024 New
$0
$306,000 0.11% of portfolio
6,000
Q1 2024 New
$0
$305,000 0.11% of portfolio
9,000
Q3 2023 Reduced 18.18%
$0
$246,000 0.09% of portfolio
3,350
Q1 2025 New
$422B
$245,000 0.09% of portfolio
4,749
Q3 2025 Reduced 1.08%
$540B
$231,000 0.09% of portfolio
679
Q3 2025 Reduced 1.59%
$0
$217,000 0.08% of portfolio
500
Q3 2025 New
$323B
$217,000 0.08% of portfolio
2,596
Q3 2025 Reduced 1.89%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $267 Million
  • Prior Value $255 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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