Sherrill & Hutchins Financial Advisory, Inc
Top Portfolio Positions
3 positions ·
$1,708,416 total
· as of Mar 31, 2026
Portfolio Trend
Holdings in MCBS
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,398 | 13,024 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $691,313 | 26,048 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $721,269 | 26,048 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $744,451 | 26,048 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $718,143 | 26,048 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $832,233 | 26,048 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $797,589 | 26,048 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $782,707 | 29,648 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $740,014 | 29,648 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $712,144 | 29,648 | Shares | Sole | 2024-01-17 | |
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