Sherrill & Hutchins Financial Advisory, Inc holds a concentrated book of 20 reported positions worth $209.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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 reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.9 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 each quarter's actual reporting lag, ~23 days for the latest filing, with 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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sherrill & Hutchins Financial Advisory, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Freedom Together Foundation | 2 / 20 | $866.9M |
| Innovator Capital Management, LLC | 2 / 20 | $2.9B |
| Power Alpha Investment Ltd | 2 / 20 | $975.2M |
| Karnit Road Accident Victims Compensation Fund | 2 / 20 | $158.6M |
| Ramsey Quantitative Systems | 2 / 20 | $95.1M |
| Trans-Canada Capital Inc. | 3 / 20 | $1.5B |
| Dumac, Inc. | 2 / 20 | $851.7M |
| III Capital Management | 3 / 20 | $267.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Sherrill & Hutchins Financial Advisory, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2005607/holdings"
Use Arkolith to show Sherrill & Hutchins Financial Advisory, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 20 | $209.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 15 | $169.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 13 | $141.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 12 | $138.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 12 | $128.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 12 | $117.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 11 | $113.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 11 | $115.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.