Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BHK Investment Advisors, LLC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001062993-25-016497

Total Value
$267.7M
Positions
67
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (67)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD92191081675,637$30.4M11.37%
2VANGUARD WORLD FD921910840202,231$27.9M10.41%
3VANGUARD INDEX FDS92290853886,057$25.3M9.45%
4VANGUARD BD INDEX FDS921937835339,589$25.3M9.43%
5VANGUARD INDEX FDS92290859583,424$24.8M9.28%
6VANGUARD INDEX FDS922908512140,041$24.4M9.13%
7VANGUARD INDEX FDS922908611116,464$24.3M9.08%
8BARINGS CORPORATE INVS06759X107361,417$7.5M2.80%
9PIMCO ETF TR72201R83360,166$6.1M2.26%
10APPLE INCAAPL23,422$6.0M2.23%
11SPDR S&P 500 ETF TRSPY7,954$5.3M1.98%
12VANGUARD INTL EQUITY INDEX F92204286657,967$5.1M1.90%
13VANGUARD INTL EQUITY INDEX F92204285891,791$5.0M1.86%
14VANGUARD INTL EQUITY INDEX F92204287459,560$4.8M1.78%
15VANGUARD BD INDEX FDS92193782751,736$4.1M1.53%
16PIMCO ETF TR72201R78341,850$4.0M1.50%
17JPMORGAN CHASE & CO.VYLD7,928$2.5M0.93%
18ISHARES TR46428763012,040$2.1M0.80%
19ISHARES TR46428747313,158$1.8M0.69%
20ISHARES TR4642876143,686$1.7M0.64%
21VANGUARD INDEX FDS9229083632,617$1.6M0.60%
22VANGUARD SCOTTSDALE FDS92206C40918,894$1.5M0.56%
23AMAZON COM INCAMZN6,857$1.5M0.56%
24MICROSOFT CORPMSFT2,889$1.5M0.56%
25ISHARES TR4642874819,255$1.3M0.49%
26ISHARES TR4642875986,351$1.3M0.48%
27TRUIST FINL CORP89832Q10921,670$990,7470.37%
28APPLIED MATLS INC0382221054,463$913,6940.34%
29BLACKROCK INCBLK766$893,4570.33%
30CARLISLE COS INC1423391002,543$836,6070.31%
31AUTOMATIC DATA PROCESSING INADP2,762$810,5500.30%
32AMGEN INCAMGN2,660$750,6310.28%
33FEDEX CORPFDX3,074$724,8340.27%
34ILLINOIS TOOL WKS INC4523081092,713$707,4640.26%
35HUBBELL INCHUBB1,505$647,6210.24%
36REGIONS FINANCIAL CORP NEWRF-PF24,355$642,2360.24%
37BROADRIDGE FINL SOLUTIONS IN11133T1032,686$639,7430.24%
38NVIDIA CORPORATIONNVDA3,397$633,8120.24%
39ZOETIS INCZTS4,244$621,0510.23%
40WATSCO INCWSO-B1,471$594,7580.22%
41EOG RES INCEOG5,230$586,3940.22%
42GRACO INCGGG6,620$562,4200.21%
43FRANKLIN ELEC INCFELE5,695$542,1910.20%
44PRICE T ROWE GROUP INCTROW4,919$504,8830.19%
45VANGUARD ADMIRAL FDS INC9219327032,500$498,6750.19%
46LOWES COS INC5486611071,900$477,4460.18%
47ALPHABET INCGOOG1,930$469,1830.18%
48PIMCO ETF TR72201R58516,681$447,7180.17%
49VANGUARD ADMIRAL FDS INC9219328444,400$443,3880.17%
50ELI LILLY & COLLY557$424,9910.16%
51PALANTIR TECHNOLOGIES INCPLTR2,225$405,8840.15%
52KAYNE ANDERSON ENERGY INFRST48660610630,500$377,2850.14%
53ISHARES TR4642876481,159$370,8580.14%
54INFOSYS LTDINFY22,343$363,5150.14%
55INVESCO QQQ TRIVZ510$354,2180.13%
56PNC FINL SVCS GROUP INC6934751051,705$342,5860.13%
57SUPER MICRO COMPUTER INCSMCI7,000$335,5800.13%
58HOME DEPOT INCHD785$318,0740.12%
59ISHARES TR4642872422,755$307,0790.11%
60J P MORGAN EXCHANGE TRADED F46641Q6546,000$306,2400.11%
61SPDR SERIES TRUST78464A3759,000$305,0100.11%
62VANGUARD ADMIRAL FDS INC9219327783,200$304,7040.11%
63VANGUARD STAR FDS9219097683,350$246,0910.09%
64BANK AMERICA CORP0605051044,749$245,0010.09%
65VISA INCV679$231,8340.09%
66VANGUARD ADMIRAL FDS INC921932505500$217,7300.08%
67WELLS FARGO CO NEW9497461012,596$217,5970.08%