Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio
Sherrill & Hutchins Financial Advisory, Inc Performance:
2026 Q1: -0.21%YTD: -0.21%2025: 8.04%
Performance for 2026 Q1 is -0.21%, and YTD is -0.21%, and 2025 is 8.04%.
About Sherrill & Hutchins Financial Advisory, Inc and 13F Hedge Fund Stock Holdings
On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $169.3 Millions as of 31 Mar, 2026.
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 27.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 24.4% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off TESLA INC (TSLA), JOHNSON & JOHNSON (JNJ) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in METROCITY BANKSHARES INC (MCBS), AFLAC INC (AFL) and AMERICAN CENTY ETF TR (AEMB). Sherrill & Hutchins Financial Advisory, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to HOME DEPOT INC (HD), FRANKLIN TEMPLETON ETF TR (BUYZ) and FIDELITY MERRIMACK STR TR (FBND).
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 27.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 24.4% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off TESLA INC (TSLA), JOHNSON & JOHNSON (JNJ) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in METROCITY BANKSHARES INC (MCBS), AFLAC INC (AFL) and AMERICAN CENTY ETF TR (AEMB). Sherrill & Hutchins Financial Advisory, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to HOME DEPOT INC (HD), FRANKLIN TEMPLETON ETF TR (BUYZ) and FIDELITY MERRIMACK STR TR (FBND).
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 -0.21% in the last quarter. In trailing 12 months, it's portfolio return was 12.05%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 28,129,800 |
| dimensional etf trust | 900,740 |
| pimco etf tr | 519,014 |
| first tr exchng traded fd vi | 320,590 |
| ishares tr | 204,616 |
New stocks bought by Sherrill & Hutchins Financial Advisory, Inc
Additions
| Ticker | % Inc. |
|---|---|
| home depot inc | 93.63 |
| franklin templeton etf tr | 6.17 |
| fidelity merrimack str tr | 0.99 |
| schwab strategic tr | 0.29 |
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| metrocity bankshares inc | -50.00 |
| aflac inc | -4.96 |
| american centy etf tr | -2.00 |
| vanguard scottsdale fds | -1.62 |
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| johnson & johnson | -447,319 |
| tesla inc | -681,326 |
| eli lilly & co | -231,056 |
Sherrill & Hutchins Financial Advisory, Inc got rid off the above stocks
Sector Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 99% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Sherrill & Hutchins Financial Advisory, Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99 |
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 15 stocks in it's portfolio. About 99% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Sherrill & Hutchins Financial Advisory, Inc last quarter.
Last Reported on: 22 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 19.97 | 306,117 | 33,816,800 | reduced | -2.00 | ||
| AEMB | american centy etf tr | 16.61 | 267,827 | 28,129,800 | new | |||
| AFL | aflac inc | 0.13 | 2,051 | 225,015 | reduced | -4.96 | ||
| AFLG | first tr exchng traded fd vi | 0.19 | 7,355 | 320,590 | new | |||
| BNDW | vanguard scottsdale fds | 27.45 | 157,505 | 46,483,000 | reduced | -1.62 | ||
| BOND | pimco etf tr | 0.31 | 5,624 | 519,014 | new | |||
| BUYZ | franklin templeton etf tr | 7.82 | 241,098 | 13,243,500 | added | 6.17 | ||
| CSD | invesco exchange traded fd t | 0.35 | 3,107 | 596,296 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 0.53 | 26,752 | 900,740 | new | |||
| FBND | fidelity merrimack str tr | 24.40 | 905,462 | 41,312,500 | added | 0.99 | ||
| FNDA | schwab strategic tr | 0.86 | 46,316 | 1,451,070 | added | 0.29 | ||
| HD | home depot inc | 0.66 | 3,375 | 1,110,110 | added | 93.63 | ||
| IJR | ishares tr | 0.12 | 3,030 | 204,616 | new | |||
| JNJ | johnson & johnson | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| LLY | eli lilly & co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MCBS | metrocity bankshares inc | 0.22 | 13,024 | 373,398 | reduced | -50.00 | ||
| TSLA | tesla inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.36 | 1,032 | 616,565 | unchanged | 0.00 | ||