Stock Taper

CHERRY TREE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Citigroup Inc.C150$17.01K
F.N.B. CorporationFNB146$2.44K
Johnson Outdoors Inc.JOUT145$6.72K
The Kraft Heinz CompanyKHC141$3.17K
Pentair plcPNR137$11.94K
The Timken CompanyTKR136$13.68K
Broadcom Inc.AVGO133$41.16K
Diageo plcDEO133$9.9K
Cigna CorporationCI132$35.21K
Johnson Controls International plcJCI125$16.37K
Kimberly-Clark CorporationKMB124$11.96K
Nasdaq, Inc.NDAQ114$9.68K
Capital One Financial CorporationCOF113$20.52K
Chubb LimitedCB112$36.51K
Haleon plcHLN111$1.11K
Costco Wholesale CorporationCOST109$108.11K
W. R. Berkley CorporationWRB108$7.16K
Embecta Corp.EMBC108$955
Starbucks CorporationSBUX106$9.45K
Canadian Pacific Kansas City Ltd.CP105$8.26K