1y return+17.0%S&P 500 +20.9%
3y return+45.7%S&P 500 +68.5%
5y return+37.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $188 against $280 in the S&P 500.2
BHK Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MGVVanguard World Fd | $35.8M | 10.7% | |
| MGKVanguard World Fd | $34.4M | 10.3% | |
| VBKVanguard Index Fds | $31.5M | 9.4% | −1.9% |
| VOEVanguard Index Fds | $30.4M | 9.1% | |
| VOTVanguard Index Fds | $30.3M | 9.1% | +1.1% |
| VBRVanguard Index Fds | $30.3M | 9.0% | |
| BNDVanguard Bd Index Fds | $28.9M | 8.6% | +1.2% |
| AAPLApple Inc | $6.9M | 2.1% | −6.1% |
| MCIBarings Corporate Invs | $6.8M | 2.0% | +2.5% |
| VPLVanguard Intl Equity Index F | $6.5M | 1.9% | −2.5% |
| VWOVanguard Intl Equity Index F | $6.1M | 1.8% | |
| MINTPimco Etf Tr | $6.0M | 1.8% | −5.5% |
| VGKVanguard Intl Equity Index F | $6.0M | 1.8% | |
| SPYState Str Spdr S&p 500 Etf T | $5.8M | 1.7% | |
| BSVVanguard Bd Index Fds | $4.9M | 1.5% | +3.3% |
| HYSPimco Etf Tr | $4.1M | 1.2% | +1.2% |
| IWNIshares Tr | $2.9M | 0.9% | |
| AMATApplied Matls Inc | $2.7M | 0.8% | −4.6% |
| BRK/BBerkshire Hathaway Inc Del | $2.5M | 0.8% | |
| JPMJpmorgan Chase & Co | $2.4M | 0.7% | −2.3% |
| DELLDell Technologies Inc | $2.4M | 0.7% | −6.4% |
| IWSIshares Tr | $2.3M | 0.7% | +2.0% |
| BRK/ABerkshire Hathaway Inc Del | $2.2M | 0.7% | |
| PLPlanet Labs Pbc | $2.0M | 0.6% | −14.3% |
| IWFIshares Tr | $1.9M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2024 | +257.8% | $2.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $2.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $6.9M |
| CSLCarlisle Cos Inc | June 30, 2020 | +203.1% | $1.1M |
| MGKVanguard World Fd | June 30, 2020 | +168.8% | $34.4M |
| DELLDell Technologies Inc | March 31, 2026 | +162.9% | $2.4M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $1.9M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $5.8M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $30.3M |
| IWNIshares Tr | June 30, 2020 | +127.0% | $2.9M |
Sold off last quarter
- Blackrock IncCUSIP 09247X101 was $825K
- CVXChevron Corporation was $405K
- GLGlobe Life Inc was $302K
- FANGDiamondback Energy Inc was $253K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BHK Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1710539&type=13F-HR&dateb=&owner=include&count=40CIK 1710539
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1710539/000106299326003860/Filed July 28, 2026 · accession 0001062993-26-003860