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Sherrill & Hutchins Financial Advisory, Inc

13F filer · CIK 0002005607
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 20267 positions
SCHKSirona Dental Systems, Inc.$1.67M0.80%0.04%0.0%Q4 2023
HDHome Depot, Inc.$1.15M0.55%0.00%-3.1%Q4 2023
GOOGLAlphabet Inc.$700K0.33%0.00%NewQ2 2026
MCBSMetroCity Bankshares, Inc.$467K0.22%0.05%Not reportedQ4 2023
SPYSPDR S&P 500 ETF Trust$461K0.22%Not reportedNewQ2 2026
LLYELI LILLY & Co$258K0.12%0.00%Not reportedQ4 2025
AFLAflac Inc$240K0.11%0.00%Not reportedQ2 2024
Q1 2026Reported Apr 22, 20264 positions
SCHKSirona Dental Systems, Inc.$1.45M0.86%0.04%+0.3%Q4 2023
HDHome Depot, Inc.$1.11M0.66%0.00%+93.6%Q4 2023
MCBSMetroCity Bankshares, Inc.$373K0.22%0.05%-50.0%Q4 2023
AFLAflac Inc$225K0.13%0.00%-5.0%Q2 2024
Q4 2025Reported Jan 12, 20267 positions
SCHKSirona Dental Systems, Inc.$1.51M1.07%0.04%+0.3%Q4 2023
MCBSMetroCity Bankshares, Inc.$691K0.49%0.09%Not reportedQ4 2023
TSLATesla, Inc.$681K0.48%0.00%Not reportedQ4 2023
HDHome Depot, Inc.$600K0.43%0.00%+0.4%Q4 2023
JNJJohnson & Johnson$447K0.32%0.00%Not reportedQ4 2023
AFLAflac Inc$238K0.17%0.00%Not reportedQ2 2024
LLYELI LILLY & Co$231K0.16%0.00%NewQ4 2025
Q3 2025Reported Oct 8, 20256 positions
SCHKSirona Dental Systems, Inc.$1.48M1.07%0.04%+25.5%Q4 2023
MCBSMetroCity Bankshares, Inc.$721K0.52%0.10%Not reportedQ4 2023
HDHome Depot, Inc.$704K0.51%0.00%+0.2%Q4 2023
TSLATesla, Inc.$674K0.49%0.00%Not reportedQ4 2023
JNJJohnson & Johnson$401K0.29%0.00%Not reportedQ4 2023
AFLAflac Inc$241K0.17%0.00%Not reportedQ2 2024
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