StockDriftsStockDriftsTop 50 BHK Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | 10.7% | 219.1K | $35.8M | -0.66%(-1.45K) | $97.08(+73.46%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 10.27% | 391.1K | $34.4M | -0.30%(-1.17K) | $36.21(+149.94%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 9.4% | 86.1K | $31.5M | -1.93%(-1.69K) | $193.58(+89.30%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 9.09% | 154.0K | $30.4M | +0.61%(+937) | $125.36(+67.53%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 9.05% | 98.9K | $30.3M | +1.11%(+1.09K) | $187.62(+67.54%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 9.04% | 124.5K | $30.3M | -0.64%(-796) | $155.60(+60.98%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 8.63% | 393.7K | $28.9M | +1.23%(+4.77K) | $76.77(-5.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.05% | 23.7K | $6.9M | -6.05%(-1.53K) | $96.19(+217.49%) | 2026-06-30 | |
| MCI | BARINGS CORPORATE INVS | 2.03% | 387.0K | $6.8M | +2.51%(+9.46K) | $16.68(+0.29%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 1.93% | 55.9K | $6.5M | -2.49%(-1.43K) | $72.79(+57.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.61% | +6.42% | +36.52% |
| Top 20 Holdings Unweighted | +13.64% | +46.76% | +5.77% | +32.35% |
BHK Investment Advisors, LLC reports $334.72M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are MGV (10.7%), MGK (10.3%) and VBK (9.4%). The top 20 holdings account for 85.16% of reported assets. Its disclosed equity book has returned +46.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BHK Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1710539). View BHK Investment Advisors, LLC’s 13F filings on SEC