Sponsored

The Analysis of BHK Investment Advisors, LLC's Holdings & P&L

Currently, BHK Investment Advisors, LLC holds 79 types of securities in its portfolio with a total value $299.2M. In the most recent quarter, they have increased their positions in DELL (+5.8K shares, valued at $956.9K), DVY (+6.2K shares, valued at $933.5K), ZTS (+6.3K shares, valued at $750.1K); decreased their positions in MGV (-10.4K shares, valued at $1.5M), VBR (-6.2K shares, valued at $1.3M), VBK (-3.8K shares, valued at $1.1M); initiated new positions in DELL (+5.8K shares, valued at $956.9K), DVY (+6.2K shares, valued at $933.5K), EVI (+18.5K shares, valued at $380.7K).

1M P&L

+3.3M+1.08%

3M P&L

-116.0M-27.03%

HY P&L

-104.4M-24.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A259.5M

88.7%

2Consumer Electronics6.4M

2.2%

3Banks - Diversified3.0M

1.0%

Top Industries by Stock Count

1N/A36 stocks

50.0%

2Banks - Regional4 stocks

5.6%

3Banks - Diversified3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGV VANGUARD WORLD FD220.5K shares-4.51%2026-03-312026-04-29

MGK VANGUARD WORLD FD78.4K shares-0.55%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS388.9K shares0.46%2026-03-312026-04-29

VOE VANGUARD INDEX FDS153.1K shares-2.98%2026-03-312026-04-29

VBR VANGUARD INDEX FDS125.3K shares-4.71%2026-03-312026-04-29

VBK VANGUARD INDEX FDS87.8K shares-4.13%2026-03-312026-04-29

VOT VANGUARD INDEX FDS97.8K shares1.74%2026-03-312026-04-29

MCI BARINGS CORPORATE INVS377.5K shares1.85%2026-03-312026-04-29

Sponsored

AAPL APPLE INC25.3K shares0.34%2026-03-312026-04-29

MINT PIMCO ETF TR63.0K shares1.34%2026-03-312026-04-29

VPL VANGUARD INTL EQUITY INDEX F57.4K shares-4.91%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F103.1K shares3.06%2026-03-312026-04-29

VGK VANGUARD INTL EQUITY INDEX F67.3K shares2.85%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T7.8K shares0.37%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS61.0K shares0.86%2026-03-312026-04-29

HYS PIMCO ETF TR42.9K shares-1.72%2026-03-312026-04-29

Sponsored

IWN ISHARES TR13.0K shares0.59%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares0.20%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO7.5K shares0.79%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-29

IWS ISHARES TR13.6K shares-0.72%2026-03-312026-04-29

PL PLANET LABS PBC70.0K shares0.00%2026-03-312026-04-29

IWF ISHARES TR3.8K shares-2.34%2026-03-312026-04-29

MSFT MICROSOFT CORP4.3K shares6.12%2026-03-312026-04-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-29

PYLD PIMCO ETF TR59.2K shares0.00%2026-03-312026-04-29

AMZN AMAZON COM INC7.0K shares0.79%2026-03-312026-04-29

IWD ISHARES TR6.8K shares0.03%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS17.4K shares0.00%2026-03-312026-04-29

AMAT APPLIED MATLS INC4.0K shares-24.44%2026-03-312026-04-29

IWP ISHARES TR9.3K shares-0.53%2026-03-312026-04-29

FDX FEDEX CORP3.1K shares-5.06%2026-03-312026-04-29

Sponsored

ZTS ZOETIS INC8.4K shares307.86%2026-03-312026-04-29

CSL CARLISLE COS INC2.9K shares0.03%2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC5.8K sharesnew addition2026-03-312026-04-29

TFC TRUIST FINL CORP20.4K shares-8.69%2026-03-312026-04-29

DVY ISHARES TR6.2K sharesnew addition2026-03-312026-04-29

AMGN AMGEN INC2.5K shares-8.01%2026-03-312026-04-29

HUBBELL INC HUBBELL INC1.7K shares0.29%2026-03-312026-04-29

WSO WATSCO INC2.3K shares0.00%2026-03-312026-04-29

Sponsored

ADP AUTOMATIC DATA PROCESSING IN4.1K shares13.80%2026-03-312026-04-29

BLK BLACKROCK INC857 shares-3.05%2026-03-312026-04-29

JMST J P MORGAN EXCHANGE TRADED F16.0K shares0.00%2026-03-312026-04-29

BR BROADRIDGE FINL SOLUTIONS IN5.0K shares62.91%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC3.0K shares-1.29%2026-03-312026-04-29

GGG GRACO INC8.5K shares-0.86%2026-03-312026-04-29

XOM EXXON MOBIL CORP4.1K shares-11.30%2026-03-312026-04-29

EOG EOG RES INC4.5K shares-45.02%2026-03-312026-04-29

Sponsored

NVDA NVIDIA CORPORATION3.6K shares8.36%2026-03-312026-04-29

RF REGIONS FINANCIAL CORP NEW24.2K shares-9.65%2026-03-312026-04-29

CAPITAL GROUP EQUITY ETF TR CAPITAL GROUP EQUITY ETF TR21.2K shares19.51%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.0K shares2.71%2026-03-312026-04-29

FELE FRANKLIN ELEC INC6.0K shares0.84%2026-03-312026-04-29

KYN KAYNE ANDERSON ENERGY INFRST36.5K shares0.00%2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF12.9K shares20.90%2026-03-312026-04-29

VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2026-03-312026-04-29

Sponsored

WFC WELLS FARGO & CO5.7K shares0.69%2026-03-312026-04-29

IVOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2026-03-312026-04-29

LOW LOWES COS INC1.8K shares-6.35%2026-03-312026-04-29

NU NU HLDGS LTD30.0K shares0.00%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.0K shares-5.86%2026-03-312026-04-29

EVI EVI INDS INC18.5K sharesnew addition2026-03-312026-04-29

IWO ISHARES TR1.2K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.5K shares4.25%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP7.2K shares-17.33%2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC1.6K shares-11.00%2026-03-312026-04-29

VIOV VANGUARD ADMIRAL FDS INC3.2K shares0.00%2026-03-312026-04-29

HD HOME DEPOT INC986 shares-3.05%2026-03-312026-04-29

GL GLOBE LIFE INC2.2K shares0.00%2026-03-312026-04-29

LQD ISHARES TR2.7K shares0.70%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR506 shares-0.39%2026-03-312026-04-29

SPIB SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-04-29

Sponsored

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC11.6K shares12.03%2026-03-312026-04-29

VXUS VANGUARD STAR FDS3.4K shares0.00%2026-03-312026-04-29

FANG DIAMONDBACK ENERGY INC1.3K sharesnew addition2026-03-312026-04-29

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-04-29

PFF ISHARES TR7.0K sharesnew addition2026-03-312026-04-29

VOOG VANGUARD ADMIRAL FDS INC500 shares0.00%2026-03-312026-04-29

BCRX BIOCRYST PHARMACEUTICALS INC15.0K sharesnew addition2026-03-312026-04-29

MGV

VANGUARD WORLD FD

-4.51%

Shares220.5K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

-0.55%

Shares78.4K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

0.46%

Shares388.9K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

-2.98%

Shares153.1K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

-4.71%

Shares125.3K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

-4.13%

Shares87.8K

Event2026-03-31

Filed2026-04-29

VOT

VANGUARD INDEX FDS

1.74%

Shares97.8K

Event2026-03-31

Filed2026-04-29

MCI

BARINGS CORPORATE INVS

1.85%

Shares377.5K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.34%

Shares25.3K

Event2026-03-31

Filed2026-04-29

MINT

PIMCO ETF TR

1.34%

Shares63.0K

Event2026-03-31

Filed2026-04-29

VPL

VANGUARD INTL EQUITY INDEX F

-4.91%

Shares57.4K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

3.06%

Shares103.1K

Event2026-03-31

Filed2026-04-29

VGK

VANGUARD INTL EQUITY INDEX F

2.85%

Shares67.3K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.37%

Shares7.8K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

0.86%

Shares61.0K

Event2026-03-31

Filed2026-04-29

HYS

PIMCO ETF TR

-1.72%

Shares42.9K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

0.59%

Shares13.0K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.20%

Shares5.1K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.79%

Shares7.5K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

-0.72%

Shares13.6K

Event2026-03-31

Filed2026-04-29

PLANET LABS PBC

0.00%

Shares70.0K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-2.34%

Shares3.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

6.12%

Shares4.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

0.00%

Shares59.2K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

0.79%

Shares7.0K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

0.03%

Shares6.8K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

-24.44%

Shares4.0K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

-0.53%

Shares9.3K

Event2026-03-31

Filed2026-04-29

FDX

FEDEX CORP

-5.06%

Shares3.1K

Event2026-03-31

Filed2026-04-29

ZTS

ZOETIS INC

307.86%

Shares8.4K

Event2026-03-31

Filed2026-04-29

CSL

CARLISLE COS INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-29

DELL

DELL TECHNOLOGIES INC

New

Shares5.8K

Event2026-03-31

Filed2026-04-29

TFC

TRUIST FINL CORP

-8.69%

Shares20.4K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

New

Shares6.2K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

-8.01%

Shares2.5K

Event2026-03-31

Filed2026-04-29

HUBBELL INC

0.29%

Shares1.7K

Event2026-03-31

Filed2026-04-29

WSO

WATSCO INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

13.80%

Shares4.1K

Event2026-03-31

Filed2026-04-29

BLK

BLACKROCK INC

-3.05%

Shares857

Event2026-03-31

Filed2026-04-29

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-29

BROADRIDGE FINL SOLUTIONS IN

62.91%

Shares5.0K

Event2026-03-31

Filed2026-04-29

ITW

ILLINOIS TOOL WKS INC

-1.29%

Shares3.0K

Event2026-03-31

Filed2026-04-29

GGG

GRACO INC

-0.86%

Shares8.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-11.30%

Shares4.1K

Event2026-03-31

Filed2026-04-29

EOG

EOG RES INC

-45.02%

Shares4.5K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

8.36%

Shares3.6K

Event2026-03-31

Filed2026-04-29

REGIONS FINANCIAL CORP NEW

-9.65%

Shares24.2K

Event2026-03-31

Filed2026-04-29

CAPITAL GROUP EQUITY ETF TR

19.51%

Shares21.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

2.71%

Shares2.0K

Event2026-03-31

Filed2026-04-29

FELE

FRANKLIN ELEC INC

0.84%

Shares6.0K

Event2026-03-31

Filed2026-04-29

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares36.5K

Event2026-03-31

Filed2026-04-29

CGGR

CAPITAL GROUP GROWTH ETF

20.90%

Shares12.9K

Event2026-03-31

Filed2026-04-29

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

0.69%

Shares5.7K

Event2026-03-31

Filed2026-04-29

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

-6.35%

Shares1.8K

Event2026-03-31

Filed2026-04-29

NU HLDGS LTD

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-5.86%

Shares2.0K

Event2026-03-31

Filed2026-04-29

EVI

EVI INDS INC

New

Shares18.5K

Event2026-03-31

Filed2026-04-29

IWO

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

4.25%

Shares2.5K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-17.33%

Shares7.2K

Event2026-03-31

Filed2026-04-29

PNC

PNC FINL SVCS GROUP INC

-11.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

-3.05%

Shares986

Event2026-03-31

Filed2026-04-29

GLOBE LIFE INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

0.70%

Shares2.7K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-0.39%

Shares506

Event2026-03-31

Filed2026-04-29

SPIB

SPDR SERIES TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-29

SUPER MICRO COMPUTER INC

12.03%

Shares11.6K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-29

FANG

DIAMONDBACK ENERGY INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

New

Shares5.0K

Event2026-03-31

Filed2026-04-29

PFF

ISHARES TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-29

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-29

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares15.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available