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BHK Investment Advisors, LLC - Portfolio Stock Holdings

BHK Investment Advisors, LLC disclosed 85 stock positions in a recent SEC 13F filing. $340,431,185 of stock holdings were filed, with the largest holdings including MGK, MGV, and VOE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $794,064,525 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

85

Est. Stock Holding Value:

$340,431,185

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BHK Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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