BHK Investment Advisors, LLC
Top Portfolio Positions
43 positions ·
$48,869,808 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MCI |
Barings Corporate Investors
Financial Services
|
377,530 | $6,508,617 | 13.32% | |
| AAPL |
Apple Inc.
Technology
|
25,258 | $6,410,227 | 13.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,782 | $5,060,945 | 10.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,100 | $2,443,920 | 5.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,535 | $2,216,495 | 4.54% | |
| PL |
Planet Labs PBC
Industrials
|
70,000 | $1,956,500 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
4,266 | $1,579,145 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,042 | $1,466,637 | 3.00% | |
| AMAT |
Applied Materials Inc /De
Technology
|
3,988 | $1,363,058 | 2.79% | |
| FDX |
Fedex Corp
Industrials
|
3,077 | $1,095,965 | 2.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,730 | 18,500 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||