Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio
Sherrill & Hutchins Financial Advisory, Inc Performance:
2025 Q4: 1.14%YTD: 8.04%2024: 9.61%
Performance for 2025 Q4 is 1.14%, and YTD is 8.04%, and 2024 is 9.61%.
About Sherrill & Hutchins Financial Advisory, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $141 Millions as of 31 Dec, 2025.
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 35.1% of it's portfolio in VANGUARD SCOTTSDALE FDS and 29.3% of portfolio in FIDELITY MERRIMACK STR TR.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VB). Sherrill & Hutchins Financial Advisory, Inc opened new stock positions in ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON ETF TR (BUYZ), FIDELITY MERRIMACK STR TR (FBND) and INVESCO EXCHANGE TRADED FD T (CSD).
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 35.1% of it's portfolio in VANGUARD SCOTTSDALE FDS and 29.3% of portfolio in FIDELITY MERRIMACK STR TR.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VB). Sherrill & Hutchins Financial Advisory, Inc opened new stock positions in ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON ETF TR (BUYZ), FIDELITY MERRIMACK STR TR (FBND) and INVESCO EXCHANGE TRADED FD T (CSD).
Sherrill & Hutchins Financial Advisory, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Sherrill & Hutchins Financial Advisory, Inc made a return of 1.14% in the last quarter. In trailing 12 months, it's portfolio return was 8.04%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 231,056 |
New stocks bought by Sherrill & Hutchins Financial Advisory, Inc
Additions
| Ticker | % Inc. |
|---|---|
| franklin templeton etf tr | 9.37 |
| fidelity merrimack str tr | 1.91 |
| invesco exchange traded fd t | 0.75 |
| home depot inc | 0.35 |
| schwab strategic tr | 0.32 |
| american centy etf tr | 0.02 |
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -1.45 |
| vanguard index fds | -0.1 |
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock
Sold off
Sector Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 98% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98 |
Market Cap. Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 1.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 98 |
| MEGA-CAP | 1.4 |
Stocks belong to which Index?
About 1.6% of the stocks held by Sherrill & Hutchins Financial Advisory, Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98 |
| S&P 500 | 1.6 |
Sherrill & Hutchins Financial Advisory, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc
Sherrill & Hutchins Financial Advisory, Inc has 13 stocks in it's portfolio. About 99.4% of the portfolio is in top 10 stocks. FBND proved to be the most loss making stock for the portfolio. BNDW was the most profitable stock for Sherrill & Hutchins Financial Advisory, Inc last quarter.
Last Reported on: 12 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 22.59 | 312,358 | 31,854,300 | added | 0.02 | ||
| AFL | aflac inc | 0.17 | 2,158 | 237,963 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 35.08 | 160,106 | 49,479,100 | reduced | -1.45 | ||
| BUYZ | franklin templeton etf tr | 9.06 | 227,080 | 12,775,500 | added | 9.37 | ||
| CSD | invesco exchange traded fd t | 0.42 | 3,107 | 595,178 | added | 0.75 | ||
| FBND | fidelity merrimack str tr | 29.27 | 896,594 | 41,279,200 | added | 1.91 | ||
| FNDA | schwab strategic tr | 1.07 | 46,182 | 1,514,780 | added | 0.32 | ||
| HD | home depot inc | 0.42 | 1,743 | 599,620 | added | 0.35 | ||
| JNJ | johnson & johnson | 0.32 | 2,161 | 447,319 | unchanged | 0.00 | ||
| LLY | eli lilly & co | 0.16 | 215 | 231,056 | new | |||
| MCBS | metrocity bankshares inc | 0.49 | 26,048 | 691,314 | unchanged | 0.00 | ||
| TSLA | tesla inc | 0.48 | 1,515 | 681,326 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.46 | 1,032 | 647,086 | reduced | -0.1 | ||