Stock Taper

CHERRY TREE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH741$200.39K
McDonald's CorporationMCD738$229.27K
Terrestrial Energy Inc.IMSR692$4.16K
Illinois Tool Works Inc.ITW674$175.44K
International Business Machines CorporationIBM634$153.68K
Harley-Davidson, Inc.HOG600$12.13K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA578$12.52K
Caterpillar Inc.CAT545$386.11K
Becton, Dickinson and CompanyBDX540$84.91K
Freeport-McMoRan Inc.FCX534$31.39K
Sumitomo Mitsui Financial Group, Inc.SMFG533$10.53K
WEC Energy Group, Inc.WEC521$60.32K
Mondelez International, Inc.MDLZ503$29.01K
Duke Energy CorporationDUK500$65.43K
Chevron CorporationCVX482$99.73K
Ameriprise Financial, Inc.AMP474$210.65K
Stratasys Ltd.SSYS463$3.62K
Automatic Data Processing, Inc.ADP454$92.24K
Otter Tail CorporationOTTR454$39.85K
NIKE, Inc.NKE451$23.8K