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Manager record

Sherrill & Hutchins Financial Advisory, Inc

Atlanta, GA · CIK 2005607 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$206.76MReported 13F valueQ3 2026 · as filed
19Holdings listed
-1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $128.7M$128.7MQ2 202512 holdingsQ3 2025: $138.0M$138.0MQ3 202512 holdingsQ4 2025: $141.0M$141.0MQ4 202513 holdingsQ1 2026: $169.3M$169.3MQ1 202615 holdingsQ2 2026: $209.2M$209.2MQ2 202620 holdingsQ3 2026: $206.8M$206.8MQ3 202619 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$206.76M · 19 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$209.20M · 20 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$169.30M · 15 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$141.03M · 13 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$138.04M · 12 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$128.67M · 12 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology