Sherrill & Hutchins Financial Advisory, Inc

CIK

2005607

Location

ATLANTA, GA

Portfolio Value

Micro $3,280,605

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,563 / 8,700 ▼ 766

Top Industry

Home Improvement Retail 40.9%

3Y Alpha vs SPY

-8.3%

Period ended 2 months ago

Filed Jul 23, 2026 · 52d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.8%

SPY

+53.3%

Annualised alpha

-8.7%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

35.2%

−21.4 pts

Top 5

92.7%

−4.7 pts

Top 10

100.0%

+0.4 pts

HHI

2,208

Moderately concentrated−2,414

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	35.2%	$1,153,616	1
Financial Services	21.6%	$707,910	2
Communication Services	21.4%	$700,445	1
Unclassified	14.0%	$460,757	1
Healthcare	7.9%	$257,877	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
HD	Home Depot, Inc.	−104	3,271	$1,153,616
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	1,960	$700,445
SPY	Spdr S&P 500 ETF Trust	617	$460,757
LLY	ELI LILLY & Co	215	$257,877
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	573,944	$61,946,613
FAAA	Fidelity AAA CLO ETF	905,462	$41,307,176
FNDA	Schwab Fundamental U.S. Small Company ETF	46,316	$1,451,080
DCOR	Dimensional US Core Equity 1 ETF	26,752	$900,739
VB	Vanguard Morningstar Small-Cap ETF	1,032	$616,671
ABI	VictoryShares Pioneer Asset-Based Income ETF	3,107	$596,295
BILZ	PIMCO Ultra Short Government Active ETF	5,624	$518,982
AFGR	First Trust Active Factor Large Cap Growth ETF	7,355	$320,604
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,030	$204,615
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 tracked positions · $3,280,605 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,271	-104	$1,153,616	+3.9%	35.16%
GOOGL	Alphabet Inc. Communication Services	NEW	1,960	NEW	$700,445	NEW	21.35%
MCBS	MetroCity Bankshares, Inc. Financial Services	Held	13,024	0	$467,431	+25.2%	14.25%
SPY	Spdr S&P 500 ETF Trust	NEW	617	NEW	$460,757	NEW	14.04%
LLY	ELI LILLY & Co Healthcare	NEW	215	NEW	$257,877	NEW	7.86%
AFL	Aflac Inc Financial Services	Held	2,051	0	$240,479	+6.9%	7.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.