Skip to Main Content

Sherrill & Hutchins Financial Advisory, Inc - Portfolio Stock Holdings

Sherrill & Hutchins Financial Advisory, Inc disclosed 20 stock positions in a recent SEC 13F filing. $209,186,552 of stock holdings were filed, with the largest holdings including VONE, FBND, and QGRO. This filing represented positions held on June 30, 2026, and was filed today.

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:

June 30, 2026

No. of Stocks:

20

Est. Stock Holding Value:

$209,186,552

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Sherrill & Hutchins Financial Advisory, Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...