Manager × security

Sherrill & Hutchins Financial Advisory, Inc HD holdings history

Who else holds this security? →

HOME DEPOT INC · CUSIP 437076102 · CIK 2005607

Citable facts

As of 2026-06-30, Sherrill & Hutchins Financial Advisory, Inc reported 3.27K HD (shares), valued at $1.15M, or 0.55% of its reported non-derivative portfolio. Filed 2026-07-23.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.55%
Shares
3.27K
3,271
Reported value
$1.15M
USD

Shares decreased 3.08%; reported value increased 3.92%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.55%3,271SEC filing ↗Filed Jul 23, 2026
Q1 20260.66%3,375SEC filing ↗Filed Apr 22, 2026
Q4 20250.43%1,743SEC filing ↗Filed Jan 12, 2026
Q3 20250.51%1,737SEC filing ↗Filed Oct 8, 2025
Q2 20250.49%1,733SEC filing ↗Filed Jul 11, 2025
Q1 20250.53%1,711SEC filing ↗Filed Apr 10, 2025
Q4 20240.62%1,806SEC filing ↗Filed Jan 14, 2025
Q3 20240.63%1,801SEC filing ↗Filed Oct 7, 2024
Q2 20240.56%1,795SEC filing ↗Filed Jul 12, 2024
Q1 20240.63%1,790SEC filing ↗Filed Apr 18, 2024
Q4 20230.58%1,785SEC filing ↗Filed Jan 17, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20230.58%1,785$618.44KA comparable prior-quarter record is unavailable; changes are not inferred.SEC filing ↗
Filed Jan 17, 2024
Q1 20240.63%1,790$686.49KShares increased 0.28%; reported value increased 11.00%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 18, 2024
Q2 20240.56%1,795$618.05KShares increased 0.28%; reported value decreased 9.97%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 12, 2024
Q3 20240.63%1,801$729.69KShares increased 0.33%; reported value increased 18.06%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 7, 2024
Q4 20240.62%1,806$702.40KShares increased 0.28%; reported value decreased 3.74%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 14, 2025
Q1 20250.53%1,711$626.97KShares decreased 5.26%; reported value decreased 10.74%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2025
Q2 20250.49%1,733$635.39KShares increased 1.29%; reported value increased 1.34%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 11, 2025
Q3 20250.51%1,737$703.99KShares increased 0.23%; reported value increased 10.80%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 8, 2025
Q4 20250.43%1,743$599.62KShares increased 0.35%; reported value decreased 14.83%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 12, 2026
Q1 20260.66%3,375$1.11MShares increased 93.63%; reported value increased 85.14%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2026
Q2 20260.55%3,271$1.15MShares decreased 3.08%; reported value increased 3.92%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2026
Sherrill & Hutchins Financial Advisory, Inc · HOME DEPOT INC

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"2005607","quarter":"2026Q2","cusip":"437076102"}

get_institutional_manager_history
{"cik":"2005607","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.