Sherrill & Hutchins Financial Advisory, Inc - Portfolio Stock Holdings
Sherrill & Hutchins Financial Advisory, Inc disclosed 20 stock positions in a recent SEC 13F filing. $206,750,486 of stock holdings were filed, with the largest holdings including VONE, FBND, and QGRO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $623,701,821 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
20Est. Stock Holding Value:
$206,750,486Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sherrill & Hutchins Financial Advisory, Inc
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