Sherrill & Hutchins Financial Advisory, Inc reported 5 positions worth $2.43M for the quarter ended Sep 30, 2026, down 13.8% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Home Depot, Inc. at 38.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | +6 | +0.2% | $1.71K | 38.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -295 | -15.1% | $101.51K | 23.58% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HD Home Depot, Inc. | Consumer Discretionary | 3,277 | $932.36K | 38.37% | +6 | +0.2% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 1,665 | $572.91K | 23.58% | -295 | -15.1% | Reduced | 0% |
| 3 | MCBS MetroCity Bankshares, Inc. | Financial Services | 13.0K | $446.46K | 18.37% | 0 | 0.0% | Unchanged | 0.05% |
| 4 | LLY ELI LILLY & Co | Healthcare | 215 | $248.77K | 10.24% | 0 | 0.0% | Unchanged | 0% |
| 5 | AFL Aflac Inc | Financial Services | 2,051 | $229.26K | 9.44% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sherrill & Hutchins Financial Advisory.
As of its Q3 2026 13F filing, Sherrill & Hutchins Financial Advisory, Inc’s five largest positions were Home Depot, Inc. (HD) at 38.4%, Alphabet Inc. (GOOGL) at 23.6%, MetroCity Bankshares, Inc. (MCBS) at 18.4%, ELI LILLY & Co (LLY) at 10.2%, Aflac Inc (AFL) at 9.4% of the reported portfolio.
Sherrill & Hutchins Financial Advisory, Inc reported a 13F portfolio worth $2.43M across 5 positions for Q3 2026. That is down 13.8% from the previous quarter.
Its largest purchases by value were Home Depot, Inc. ($1.71K). It opened 0 new positions.
Its largest sales by value were Alphabet Inc. ($101.51K). It exited 0 positions entirely.
From the Form 13F-HR reports Sherrill & Hutchins Financial Advisory, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.