Sherrill & Hutchins Financial Advisory, Inc
Strategy in plain words
auto-generated from filingsSherrill & Hutchins Financial Advisory, Inc is a wealth-management firm allocating client money, specialised in consumer_discretionary (65% of the long book), running a $169.3M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD RUSSELL 1000, FIDELITY TOTAL BOND ETF, AVANTIS US SMALL CAP VALUE, AMERICAN CENTURY US QUALITY, FRANKLIN U.S. MID CAP MULTIF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Sherrill & own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 15 | $169.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 13 | $141.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 8, 2025 | 12 | $138.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 12 | $128.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 12 | $117.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 11 | $113.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 11 | $115.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 12 | $110.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 8 | $109.8M | canonical | SEC ↗ |