BHK Investment Advisors, LLC

CIK 0001710539 · Q2 2026

13F Equity AUM

$334.7M

+11.9% QoQ

Positions

0 QoQ

AUM Rank

#6,180

Top 49%

Skill Alpha (FF)

-1.8%/yr

Underperformer

Rank #5,484 · Top 66%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 48.5%Top 10: 72.2%Top 20: 85.2%

MGV10.7%

MGK10.3%

VBK9.4%

VOE9.1%

VOT9.1%

VBR9.0%

BND8.6%

AAPL2.0%

MCI2.0%

VPL1.9%

Others (69)27.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.1%

Technology5.5%

Industrials2.9%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 79Median: 0.29%Avg: 1.27%

0–0.5%

52(10.5%)

0.5–1%

11(7.4%)

1–3%

9(15.8%)

3–5%

0(0.0%)

5%+

7(66.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 79vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased30Decreased29Exited4

New Positions

TSM0.4%

+3K

AMD0.1%

+771

MU0.1%

+264

DEEP FISSION INC0.1%

+15K

Increased

MGK10.3%

+313K(+399%)

IWF0.6%

+11K(+300%)

MCI2.0%

+9K(+3%)

PYLD0.5%

+8K(+13%)

ZTS0.3%

+7K(+82%)

CGVV0.3%

+6K(+26%)

BND8.6%

+5K(+1%)

CGGR0.2%

+4K(+32%)

GGG0.3%

+3K(+31%)

VOOG0.1%

+3K(+500%)

Decreased

PL0.6%

-10,000(-14%)

MINT1.8%

-3,466(-6%)

WFC0.1%

-2,821(-49%)

XOM0.1%

-2,303(-56%)

RF0.2%

-2,259(-9%)

VBK9.4%

-1,694(-2%)

AAPL2.0%

-1,529(-6%)

MGV10.7%

-1,454(-1%)

VPL1.9%

-1,428(-2%)

TFC0.3%

-895(-4%)

Exited

BLKCHF

-857

CHV

-1,960

-2,169

FANG

-1,279

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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