BHK Investment Advisors, LLC

CIK 0001710539 • 6 13F filings • May 1, 2025 – Jul 28, 2026

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Filer information

Filed by: BHK Investment Advisors, LLC, CEO/CFO
Address: 2200 LAKESHORE DRIVE, SUITE 250, BIRMINGHAM, AL, 35209
Phone: 205-322-2025
AUM: $304.3M

AUM over time

$334.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $304.3M72 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$601K	0.2%Prev: 0.2%	1,921 SH	Increased-9 SH
AMAZON COM INC	COM	$1.6M	0.5%Prev: 0.6%	6,987 SH	Increased+130 SH
AMGEN INC	COM	$895K	0.3%Prev: 0.3%	2,735 SH	Increased+75 SH
APPLE INC	COM	$6.8M	2.2%Prev: 2.2%	25,173 SH	Increased+1,751 SH
APPLIED MATLS INC	COM	$1.4M	0.4%Prev: 0.3%	5,278 SH	Increased+815 SH
AUTOMATIC DATA PROCESSING IN	COM	$924K	0.3%Prev: 0.3%	3,593 SH	Increased+831 SH
BANK AMERICA CORP	COM	$476K	0.2%Prev: 0.1%	8,656 SH	Increased+3,907 SH
BARINGS CORPORATE INVS	COM	$6.7M	2.2%Prev: 2.8%	370,663 SH	Decreased+9,246 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.7%	3 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.8%	5,090 SH	New
BLACKROCK INC	COM	$947K	0.3%Prev: 0.3%	884 SH	Increased+118 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$685K	0.2%Prev: 0.2%	3,071 SH	Increased+385 SH
CAPITAL GROUP EQUITY ETF TR	US LRG VALUE ETF	$478K	0.2%	17,760 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$476K	0.2%	10,695 SH	New
CARLISLE COS INC	COM	$930K	0.3%Prev: 0.3%	2,908 SH	Increased+365 SH
CHEVRON CORP NEW	COM	$317K	0.1%	2,082 SH	New
EOG RES INC	COM	$864K	0.3%Prev: 0.2%	8,226 SH	Increased+2,996 SH
EXXON MOBIL CORP	COM	$558K	0.2%	4,639 SH	New
FEDEX CORP	COM	$936K	0.3%Prev: 0.3%	3,241 SH	Increased+167 SH
FRANKLIN ELEC INC	COM	$570K	0.2%Prev: 0.2%	5,971 SH	Increased+276 SH
GLOBE LIFE INC	COM	$303K	0.1%	2,169 SH	New
GRACO INC	COM	$703K	0.2%Prev: 0.2%	8,580 SH	Increased+1,960 SH
HOME DEPOT INC	COM	$350K	0.1%Prev: 0.1%	1,017 SH	Increased+232 SH
HUBBELL INC	COM	$753K	0.2%Prev: 0.2%	1,696 SH	Increased+191 SH
ILLINOIS TOOL WKS INC	COM	$744K	0.2%Prev: 0.3%	3,021 SH	Increased+308 SH
INVESCO QQQ TR	UNIT SER 1	$312K	0.1%Prev: 0.1%	508 SH	Decreased-2 SH
ISHARES TR	IBOXX INV CP ETF	$300K	0.1%Prev: 0.1%	2,727 SH	Decreased-28 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.6%Prev: 0.6%	3,851 SH	Increased+165 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.5%Prev: 0.5%	6,803 SH	Increased+452 SH
ISHARES TR	RUS 2000 GRW ETF	$380K	0.1%Prev: 0.1%	1,175 SH	Increased+16 SH
ISHARES TR	RUS 2000 VAL ETF	$2.3M	0.8%Prev: 0.8%	12,892 SH	Increased+852 SH
ISHARES TR	RUS MD CP GR ETF	$1.3M	0.4%Prev: 0.5%	9,351 SH	Decreased+96 SH
ISHARES TR	RUS MDCP VAL ETF	$1.9M	0.6%Prev: 0.7%	13,695 SH	Increased+537 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$815K	0.3%Prev: 0.1%	16,000 SH	Increased+10,000 SH
JPMORGAN CHASE & CO.	COM	$2.4M	0.8%Prev: 0.9%	7,476 SH	Decreased-452 SH
KAYNE ANDERSON ENERGY INFRST	COM	$452K	0.1%Prev: 0.1%	36,500 SH	Increased+6,000 SH
LOWES COS INC	COM	$475K	0.2%Prev: 0.2%	1,970 SH	Decreased+70 SH
MICROSOFT CORP	COM	$1.9M	0.6%Prev: 0.6%	4,020 SH	Increased+1,131 SH
NU HLDGS LTD	ORD SHS CL A	$502K	0.2%	30,000 SH	New
NVIDIA CORPORATION	COM	$624K	0.2%Prev: 0.2%	3,348 SH	Decreased-49 SH
PALANTIR TECHNOLOGIES INC	CL A	$419K	0.1%Prev: 0.2%	2,355 SH	Increased+130 SH
PIMCO ETF TR	0-5 HIGH YIELD	$4.1M	1.4%Prev: 1.5%	43,650 SH	Increased+1,800 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.2M	2.1%Prev: 2.3%	62,213 SH	Increased+2,047 SH
PIMCO ETF TR	MULTISECTOR BD	$1.6M	0.5%Prev: 0.2%	59,210 SH	Increased+42,529 SH
PLANET LABS PBC	COM CL A	$1.4M	0.5%	70,000 SH	New
PNC FINL SVCS GROUP INC	COM	$379K	0.1%Prev: 0.1%	1,818 SH	Increased+113 SH
REGIONS FINANCIAL CORP NEW	COM	$725K	0.2%Prev: 0.2%	26,757 SH	Increased+2,402 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.3M	1.7%Prev: 2.0%	7,753 SH	Decreased-201 SH
SPDR SERIES TRUST	STATE STREET SPD	$270K	0.1%	8,000 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$304K	0.1%Prev: 0.1%	10,395 SH	Decreased+3,395 SH
TRUIST FINL CORP	COM	$1.1M	0.4%Prev: 0.4%	22,395 SH	Increased+725 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$222K	0.1%Prev: 0.1%	500 SH	Increased
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$512K	0.2%Prev: 0.2%	2,500 SH	Increased
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$444K	0.1%Prev: 0.2%	4,400 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$313K	0.1%Prev: 0.1%	3,200 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.8M	1.6%Prev: 1.5%	60,509 SH	Increased+8,773 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.7M	9.4%Prev: 9.4%	387,158 SH	Increased+47,569 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$26.8M	8.8%Prev: 9.4%	96,154 SH	Increased+10,097 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$28.0M	9.2%Prev: 9.1%	157,777 SH	Increased+17,736 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.5%Prev: 0.6%	2,617 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$27.9M	9.2%Prev: 9.1%	131,510 SH	Increased+15,046 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$27.7M	9.1%Prev: 9.3%	91,558 SH	Increased+8,134 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.4M	1.8%Prev: 1.9%	100,058 SH	Increased+8,267 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.5M	1.8%Prev: 1.8%	65,404 SH	Increased+5,844 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$5.5M	1.8%Prev: 1.9%	60,309 SH	Increased+2,342 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	0.5%Prev: 0.6%	17,444 SH	Decreased-1,450 SH
VANGUARD STAR FDS	VG TL INTL STK F	$253K	0.1%Prev: 0.1%	3,350 SH	Increased
VANGUARD WORLD FD	MEGA CAP VAL ETF	$32.6M	10.7%Prev: 10.4%	230,953 SH	Increased+28,722 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$32.6M	10.7%Prev: 11.4%	78,877 SH	Increased+3,240 SH
WATSCO INC	COM	$773K	0.3%Prev: 0.2%	2,294 SH	Increased+823 SH
WELLS FARGO CO NEW	COM	$529K	0.2%Prev: 0.1%	5,681 SH	Increased+3,085 SH
ZOETIS INC	CL A	$259K	0.1%Prev: 0.2%	2,061 SH	Decreased-2,183 SH

Sold (vs prior filing)

ELI LILLY & CO — $425K
INFOSYS LTD — $364K
PRICE T ROWE GROUP INC — $505K
SPDR SERIES TRUST — $305K
VISA INC — $232K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001062993-26-000570	$304.3M	View
Nov 5, 2025	Q3 2025	13F-HR	0001062993-25-016497	$267.7M	View
Jul 28, 2026	Q2 2026