CIK 1985414
Cherry Tree Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
586
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 551–586 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 3 | <$1K | SH |
| ROK | ROCKWELL AUTOMATION INC | 2 | <$1K | SH |
| LNG | CHENIERE ENERGY INC | 4 | <$1K | SH |
| EQIX | EQUINIX INC | 1 | <$1K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 31 | <$1K | SH |
| GRMN | GARMIN LTD | 4 | <$1K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 8 | <$1K | SH |
| WMB | WILLIAMS COS INC | 12 | <$1K | SH |
| HPQ | HP INC | 31 | <$1K | SH |
| TEL | TE CONNECTIVITY PLC | 3 | <$1K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2 | <$1K | SH |
| IDXX | IDEXX LABS INC | 1 | <$1K | SH |
| PCAR | PACCAR INC | 6 | <$1K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 4 | <$1K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1 | <$1K | SH |
| WHR | WHIRLPOOL CORP | 8 | <$1K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 67 | <$1K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3 | <$1K | SH |
| UAL | UNITED AIRLS HLDGS INC | 4 | <$1K | SH |
| ROP | ROPER TECHNOLOGIES INC | 1 | <$1K | SH |
| FTNT | FORTINET INC | 5 | <$1K | SH |
| STE | STERIS PLC | 2 | <$1K | SH |
| ANF | ABERCROMBIE & FITCH CO | 3 | <$1K | SH |
| CL | COLGATE PALMOLIVE CO | 5 | <$1K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1 | <$1K | SH |
| CDW | CDW CORP | 3 | <$1K | SH |
| OGN | ORGANON & CO | 46 | <$1K | SH |
| CPRT | COPART INC | 8 | <$1K | SH |
| BRSL | BRIGHTSTAR LOTTERY PLC | 20 | <$1K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3 | <$1K | SH |
| NOK | NOKIA CORP | 39 | <$1K | SH |
| SWK | STANLEY BLACK & DECKER INC | 3 | <$1K | SH |
| STZ | CONSTELLATION BRANDS INC | 1 | <$1K | SH |
| VLTO | VERALTO CORP | 1 | <$1K | SH |
| ADAM | ADAMAS TRUST INC. | 6 | <$1K | SH |
| ONL | ORION PROPERTIES INC | 5 | <$1K | SH |