DOSSIER · 13F-HR · Q1 2026
Sherrill & Hutchins Financial Advisory, Inc
Sherrill & Hutchins Financial Advisory's asset manager based in Omaha, NE — $169M in tracked AUM across 15 positions as of Q1 2026.
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Sherrill & Hutchins Financial Advisory·Omaha, NE·Asset Manager
CIK 0002005607 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Based on the SEC 13F filing data provided for Sherrill & Hutchins Financial Advisory, Inc. for the period ending December 31, 2025, here is a comprehensive institutional analysis.
1. Portfolio Overview
The most striking feature of this filing is the dramatic expansion of the portfolio's assets under management (AUM), which grew by 124.5% from approximately $62.82 million to $141.03 million in a single quarter. This substantial increase suggests significant net capital inflows f...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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