Stock Taper

CHERRY TREE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM634$153.68K
Illinois Tool Works Inc.ITW674$175.44K
Terrestrial Energy Inc.IMSR692$4.16K
McDonald's CorporationMCD738$229.27K
UnitedHealth Group IncorporatedUNH741$200.39K
Norwegian Cruise Line Holdings Ltd.NCLH750$14.03K
InvenTrust Properties Corp.IVT754$22.97K
Caesars Entertainment, Inc.CZR800$21.14K
The Kroger Co.KR823$59.55K
Sony Group CorporationSONY825$17.08K
Alerus Financial CorporationALRS830$19.68K
Lennox International Inc.LII836$388.01K
Verizon Communications Inc.VZ904$45.38K
Comcast CorporationCMCSA934$26.82K
Johnson & JohnsonJNJ975$238.24K
ST SKYWATER TECHNOLOGY INCSKYT1K$27.41K
Ryan Specialty Holdings, Inc.RYAN1K$33.74K
Otis Worldwide CorporationOTIS1.01K$77.93K
Zoetis Inc.ZTS1.14K$134.52K
JPMorgan Chase & Co.JPM1.17K$344.76K