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Sherrill & Hutchins Financial Advisory, Inc
13F filer · CIK 0002005607Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$209MU.S. long equity reported on 13F
Positions73 new · 0 closed
Net flow last quarter+$1.38MBuys minus sells
Top 10 positions weight2.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 23, 20267 positions | |||||
| $1.67M | 0.80% | 0.04% | 0.0% | Q4 2023 | |
| $1.15M | 0.55% | 0.00% | -3.1% | Q4 2023 | |
| $700K | 0.33% | 0.00% | New | Q2 2026 | |
| $467K | 0.22% | 0.05% | Not reported | Q4 2023 | |
| $461K | 0.22% | Not reported | New | Q2 2026 | |
| $258K | 0.12% | 0.00% | Not reported | Q4 2025 | |
| $240K | 0.11% | 0.00% | Not reported | Q2 2024 | |
| Q1 2026Reported Apr 22, 20264 positions | |||||
| $1.45M | 0.86% | 0.04% | +0.3% | Q4 2023 | |
| $1.11M | 0.66% | 0.00% | +93.6% | Q4 2023 | |
| $373K | 0.22% | 0.05% | -50.0% | Q4 2023 | |
| $225K | 0.13% | 0.00% | -5.0% | Q2 2024 | |
| Q4 2025Reported Jan 12, 20267 positions | |||||
| $1.51M | 1.07% | 0.04% | +0.3% | Q4 2023 | |
| $691K | 0.49% | 0.09% | Not reported | Q4 2023 | |
| $681K | 0.48% | 0.00% | Not reported | Q4 2023 | |
| $600K | 0.43% | 0.00% | +0.4% | Q4 2023 | |
| $447K | 0.32% | 0.00% | Not reported | Q4 2023 | |
| $238K | 0.17% | 0.00% | Not reported | Q2 2024 | |
| $231K | 0.16% | 0.00% | New | Q4 2025 | |
| Q3 2025Reported Oct 8, 20256 positions | |||||
| $1.48M | 1.07% | 0.04% | +25.5% | Q4 2023 | |
| $721K | 0.52% | 0.10% | Not reported | Q4 2023 | |
| $704K | 0.51% | 0.00% | +0.2% | Q4 2023 | |
| $674K | 0.49% | 0.00% | Not reported | Q4 2023 | |
| $401K | 0.29% | 0.00% | Not reported | Q4 2023 | |
| $241K | 0.17% | 0.00% | Not reported | Q2 2024 | |
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