BHK Investment Advisors, LLC

BHK Investment Advisors, LLC reported 79 holdings worth US$335M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

BHK Investment Advisors, LLC reported 79 holdings worth US$335M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Applied Materials, Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
79
Value as reported
US$335M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc23,729US$6.87M2.1%
Berkshire Hathaway Inc.9,540US$4.77M1.4%
Applied Materials, Inc.3,803US$2.75M0.82%
Jp Morgan Chase & Co.7,361US$2.41M0.72%
Dell Technologies Inc.5,455US$2.35M0.70%
Planet Labs Pbc60,000US$1.99M0.59%
Amazon.com, Inc.6,642US$1.58M0.47%
Microsoft Corp.3,652US$1.36M0.41%
Taiwan Semiconductor Manufacturing Co., Ltd.2,550US$1.22M0.36%
Carlisle Companies Incorporated3,089US$1.12M0.33%
Zoetis Inc.15,268US$1.1M0.33%
Fedex Corporation3,457US$1.08M0.32%
Hubbell Inc1,916US$1M0.30%
Automatic Data Processing, Inc.4,379US$981K0.29%
Truist Financial Corporation19,553US$974K0.29%
Illinois Tool Works Inc.3,467US$938K0.28%
Amgen Inc.2,496US$904K0.27%
Watsco, Inc.2,160US$900K0.27%
Broadridge Financial Solutions, Inc.6,328US$867K0.26%
Graco Inc.11,132US$842K0.25%
Nvidia Corporation3,708US$742K0.22%
Intel Corporation5,000US$698K0.21%
Alphabet Inc (google) Class C1,857US$664K0.20%
Regions Financial Corporation21,915US$662K0.20%
Franklin Electric Co., Inc.5,772US$619K0.18%
Eog Resources, Inc.4,189US$543K0.16%
Lowe's Companies, Inc.2,421US$534K0.16%
Advanced Micro Devices Inc771US$448K0.13%
Bank Of America Corporation7,156US$408K0.12%
Nu Holdings Ltd.30,000US$401K0.12%
Pnc Financial Services Group, Inc. (the)1,618US$398K0.12%
Home Depot, Inc. (the)1,081US$381K0.11%
Palantir Technologies Inc.2,905US$339K0.10%
Super Micro Computer, Inc.11,345US$333K0.10%
Micron Technology, Inc.264US$305K0.09%
Evi Industries, Inc.18,000US$266K0.08%
Exxon Mobil Corporation1,812US$248K0.07%
Wells Fargo & Company2,899US$240K0.07%
Deep Fission, Inc.15,000US$166K0.05%
Biocryst Pharmaceuticals, Inc.15,000US$150K0.04%
Chevron Corporation0US$00.00%
Diamondback Energy, Inc.0US$00.00%
Globe Life Inc.0US$00.00%

Source

View original at SEC

Related