Sherrill & Hutchins Financial Advisory, Inc holds a concentrated book of 20 stocks worth $209.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed Vanguard Russell 1000. Their largest long position is Vanguard Russell 1000 at 25% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Sherrill & Hutchins Financial Advisory, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.5 points over this window.
Growth of $10,000 cloning Sherrill & Hutchins Financial Advisory, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sherrill & Hutchins Financial Advisory, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 22 / 20 | $137.2B |
| FMR LLC | 22 / 20 | $124.0B |
| JPMORGAN CHASE & CO | 22 / 20 | $113.8B |
| BANK OF AMERICA CORP /DE/ | 22 / 20 | $98.1B |
| WELLS FARGO & COMPANY/MN | 22 / 20 | $36.7B |
| ROYAL BANK OF CANADA | 22 / 20 | $33.2B |
| Mariner, LLC | 22 / 20 | $6.5B |
| FIFTH THIRD BANCORP | 22 / 20 | $6.2B |
Ranked by how many of Sherrill & Hutchins Financial Advisory, Inc's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000IDX | $52.8M | 155.8K | 25.2% | ▼−1.1% Reduced · −2K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $42.9M | 943.9K | 20.5% | ▲+4.2% Added · +38K sh | |
| 3 | American Centy ETF TR US QUALITY GROW | $36.1M | 305.6K | 17.2% | ▲+14% Added · +38K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $36.0M | 288.7K | 17.2% | ▼−5.7% Reduced · −17K sh | |
| 5 | Dimensional ETF Trust INTL SMALL CAP E | $19.3M | 550.7K | 9.2% | ▲21× Added · +524K sh | |
| 6 | Franklin Templeton ETF TR US MID CP MLTFCT | $14.3M | 246.2K | 6.8% | ▲+2.1% Added · +5K sh | |
| 7 | Schwab Strategic TR 1000 INDEX ETF | $1.7M | 46.3K | 0.8% | ▲~0% Added · +9 sh | |
| 8 | Home Depot Inc COM | $1.2M | 3.3K | 0.6% | ▼−3.1% Reduced · −104 sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $709K | 1.0K | 0.3% | —Held | |
| 10 | Alphabet Inc CAP STK CL A | $700K | 2.0K | 0.3% | ▲New New position | |
| 11 | Invesco Exchange Traded FD T S&P500 EQL WGT | $668K | 3.1K | 0.3% | ▲+1.1% Added · +34 sh | |
| 12 | Pimco ETF TR ACTIVE BD ETF | $525K | 5.7K | 0.3% | ▲+1.3% Added · +71 sh | |
| 13 | Metrocity Bankshares Inc COM | $467K | 13.0K | 0.2% | —Held | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $461K | 617 | 0.2% | ▲New New position | |
| 15 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $324K | 7.4K | 0.2% | ▲+1.1% Added · +83 sh | |
| 16 | Eli Lilly & Co COM | $258K | 215 | 0.1% | ▲New New position | |
| 17 | Aflac Inc COM | $240K | 2.1K | 0.1% | —Held | |
| 18 | Ishares TR CORE S&P MCP ETF | $234K | 3.0K | 0.1% | —Held | |
| 19 | Vanguard Intl Equity Index F TT WRLD ST ETF | $220K | 1.4K | 0.1% | ▲New New position | |
| 20 | Ishares U S ETF TR SHOR DURA BD ETF | $212K | 4.2K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 20 | $209.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 15 | $169.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 13 | $141.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 12 | $138.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 12 | $128.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 12 | $117.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 11 | $113.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 11 | $115.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.