Stock Taper

CHERRY TREE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Pentair plcPNR137$11.94K
The Kraft Heinz CompanyKHC141$3.17K
Johnson Outdoors Inc.JOUT145$6.72K
F.N.B. CorporationFNB146$2.44K
Citigroup Inc.C150$17.01K
HA Sustainable Infrastructure Capital, Inc.HASI151$5.55K
Merck & Co., Inc.MRK160$19.25K
Prudential Financial, Inc.PRU160$15.63K
US Foods Holding Corp.USFD161$14.85K
Terex CorporationTEX165$9.75K
Amphenol CorporationAPH172$21.73K
Meta Platforms, Inc.META173$98.69K
Bank of America CorporationBAC179$8.73K
DuPont de Nemours, Inc.DD179$8.18K
Unum GroupUNM179$13.07K
nVent Electric plcNVT185$21.88K
Popular, Inc.BPOP190$25.49K
Waste Management, Inc.WM191$43.93K
CenterPoint Energy, Inc.CNP201$8.68K
CVS Health Corp.CVS202$14.51K