Sherrill & Hutchins Financial Advisory, Inc
CIK
2005607
Location
ATLANTA, GA
Portfolio Value
Micro
$1,708,416
Diversification
Highly concentrated
Filing Date
Global Rank
#8,125
/ 8,232
▲ 152
Top Industry
Home Improvement Retail
65.0%
3Y Alpha vs SPY
+2.1%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.1%
SPY
+52.9%
Annualised alpha
+2.1%
Max drawdown
−28.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
65.0%
+41.0 pts
Top 5
100.0%
+8.0 pts
Top 10
100.0%
0.0 pts
HHI
4,873
Highly concentrated+2,941
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 65.0% | $1,110,003 |
| Financial Services | 35.0% | $598,413 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HD | Home Depot, Inc. | +1,632 | 3,375 | $1,110,003 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
3 positions ·
$1,708,416 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,375 | $1,110,003 | 64.97% | |
| MCBS |
MetroCity Bankshares, Inc.
Financial Services
|
Reduced | 13,024 | $373,398 | 21.86% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 2,051 | $225,015 | 13.17% |