Cherry Tree Wealth Management, LLC
Filing Date
Global Rank
#7,207
/ 8,605
▼ 28
· as of Mar 2026
Top Industry
Industrial Distribution
12.2%
3Y Alpha vs SPY
-10.3%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.1%
SPY
+72.2%
Annualised alpha
-10.2%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
279 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.2%
+1.9 pts
Top 5
40.7%
+1.6 pts
Top 10
58.5%
+1.9 pts
HHI
448
Diversified+31
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.8% | $9,103,416 |
| Industrials | 23.8% | $8,732,674 |
| Financial Services | 14.5% | $5,335,565 |
| Healthcare | 9.8% | $3,583,532 |
| Unclassified | 8.0% | $2,942,287 |
| Consumer Defensive | 6.8% | $2,511,842 |
| Consumer Cyclical | 4.1% | $1,512,607 |
| Communication Services | 3.9% | $1,419,344 |
| Energy | 2.1% | $763,862 |
| Real Estate | 1.2% | $437,769 |
| Utilities | 0.7% | $271,285 |
| Basic Materials | 0.3% | $101,212 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TITN | Titan Machinery Inc. | +3,471 | 245,510 | $4,104,927 | |
| DEO | Diageo PLC | +100 | 133 | $9,901 | |
| QQQ | Invesco Qqq Trust, Series 1 | +86 | 582 | $335,918 | |
| LII | Lennox International Inc | +75 | 836 | $388,012 | |
| GIS | General Mills Inc | +45 | 3,598 | $133,917 | |
| PFE | Pfizer Inc | +20 | 2,056 | $57,732 | |
| WMT | Walmart Inc. | +17 | 3,346 | $415,840 | |
| VTRS | Viatris Inc | +16 | 1,904 | $25,723 | |
| AMZN | Amazon Com Inc | +11 | 2,304 | $479,854 | |
| MSFT | Microsoft Corp | +8 | 7,985 | $2,955,807 | |
| V | Visa Inc. | +6 | 300 | $90,672 | |
| AVGO | Broadcom Inc. | +4 | 133 | $41,164 | |
| DUK | Duke Energy CORP | +4 | 500 | $65,470 | |
| META | Meta Platforms, Inc. | +3 | 173 | $98,978 | |
| KHC | Kraft Heinz Co | +3 | 141 | $3,171 | |
| MDLZ | Mondelez International, Inc. | +2 | 503 | $28,992 | |
| LLY | ELI LILLY & Co | +2 | 1,518 | $1,396,210 | |
| WM | Waste Management Inc | +1 | 191 | $43,889 | |
| JOUT | Johnson Outdoors Inc | +1 | 145 | $6,743 | |
| TGT | Target Corp | +1 | 1,421 | $172,225 | |
| QCOM | Qualcomm Inc/De | +1 | 222 | $28,589 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DNP | Dnp Select Income Fund Inc | −22,254 | 4,000 | $41,200 | |
| PSLV | Sprott Physical Silver Trust | −9,000 | 4,693 | $114,462 | |
| KMI | Kinder Morgan, Inc. | −7,400 | 237 | $7,946 | |
| T | At&T Inc. | −4,000 | 1,905 | $55,225 | |
| MDT | Medtronic plc | −2,750 | 8,364 | $724,740 | |
| JPM | Jpmorgan Chase & Co | −1,676 | 1,172 | $344,755 | |
| SRE | Sempra | −1,202 | 56 | $5,441 | |
| F | Ford Motor Co | −1,000 | 1,267 | $14,621 | |
| JNJ | Johnson & Johnson | −798 | 975 | $238,329 | |
| USB | US Bancorp De | −500 | 8,767 | $455,971 | |
| NVDA | Nvidia Corp | −494 | 9,070 | $1,581,808 | |
| PG | PROCTER & GAMBLE Co | −471 | 3,630 | $524,317 | |
| MRK | Merck & Co., Inc. | −460 | 160 | $19,246 | |
| HLN | Haleon plc | −400 | 111 | $1,111 | |
| O | Realty Income Corp | −380 | 1,597 | $97,704 | |
| MMM | 3M Co | −365 | 6,800 | $987,564 | |
| XEL | Xcel Energy Inc | −343 | 1,491 | $118,445 | |
| GSK | GSK plc | −320 | 90 | $4,967 | |
| SPY | Spdr S&P 500 ETF Trust | −245 | 3,128 | $2,034,263 | |
| AAPL | Apple Inc. | −187 | 13,096 | $3,323,633 | |
| MCD | Mcdonalds Corp | −153 | 738 | $229,363 | |
| DD | DuPont de Nemours, Inc. | −118 | 179 | $24,594 | |
| CTVA | Corteva, Inc. | −118 | 42 | $3,515 | |
| GOOGL | Alphabet Inc. | −76 | 3,438 | $988,631 | |
| Q | Qnity Electronics, Inc. | −58 | 87 | $10,038 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | 1,804 | $28,557 | |
| WAT | Waters Corp /De/ | 73 | $21,739 | |
| SPHR | Sphere Entertainment Co. | 100 | $11,740 | |
| PYPL | PayPal Holdings, Inc. | 84 | $3,799 | |
| GLDM | World Gold Trust | 38 | $3,522 | |
| HAL | Halliburton Co | 50 | $1,949 | |
| VSNT | Versant Media Group, Inc. | 36 | $1,332 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RGLD | Royal Gold Inc | 749 | $166,495 | |
| EXE | EXPAND ENERGY Corp | 848 | $93,585 | |
| FPI | Farmland Partners Inc. | 8,000 | $77,520 | |
| BMY | Bristol Myers Squibb Co | 800 | $43,152 | |
| ETH | Grayscale Ethereum Staking Mini ETF | 1,489 | $41,781 | |
| OKE | Oneok Inc /New/ | 525 | $38,587 | |
| NAT | NORDIC AMERICAN TANKERS Ltd | 7,000 | $24,080 | |
| AEE | Ameren Corp | 226 | $22,568 | |
| HWKN | Hawkins Inc | 148 | $21,024 | |
| VCV | Invesco California Value Municipal Income Trust | 1,625 | $18,086 | |
| ADX | Adams Diversified Equity Fund, Inc. | 252 | $5,876 | |
| PCG | PG&E Corp | 204 | $3,278 | |
| DOW | Dow Inc. | 118 | $2,758 | |
| FCO | Abrdn Global Income Fund, Inc. | 350 | $1,025 | |
| OGN | Organon & Co. | 46 | $329 | |
| No positions match the current search. | ||||
279 positions ·
$36,715,395 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 279 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TITN |
Titan Machinery Inc.
Industrials
|
Added | 245,510 | $4,104,927 | 11.18% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,096 | $3,323,633 | 9.05% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,985 | $2,955,807 | 8.05% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Held | 28,172 | $2,539,424 | 6.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,128 | $2,034,263 | 5.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,070 | $1,581,808 | 4.31% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 12,067 | $1,581,018 | 4.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,518 | $1,396,210 | 3.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,438 | $988,631 | 2.69% | |
| MMM |
3M Co
Industrials
|
Reduced | 6,800 | $987,564 | 2.69% | |
| AXP |
American Express Co
Financial Services
|
Held | 2,480 | $750,150 | 2.04% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 8,364 | $724,740 | 1.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,630 | $524,317 | 1.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,304 | $479,854 | 1.31% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 8,767 | $455,971 | 1.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,212 | $450,561 | 1.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,346 | $415,840 | 1.13% | |
| LII |
Lennox International Inc
Industrials
|
Added | 836 | $388,012 | 1.06% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 545 | $386,110 | 1.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,333 | $362,291 | 0.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,172 | $344,755 | 0.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 582 | $335,918 | 0.91% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,835 | $311,326 | 0.85% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Held | 13,732 | $311,029 | 0.85% | |
| PSX |
Phillips 66
Energy
|
Held | 1,629 | $296,771 | 0.81% | |
| GGG |
Graco Inc
Industrials
|
Held | 3,368 | $285,101 | 0.78% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,579 | $284,924 | 0.78% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Held | 4,000 | $271,840 | 0.74% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,380 | $266,202 | 0.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 975 | $238,329 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 738 | $229,363 | 0.62% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Held | 474 | $210,645 | 0.57% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 450 | $208,435 | 0.57% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,005 | $205,853 | 0.56% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 741 | $200,507 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,497 | $189,896 | 0.52% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 674 | $175,435 | 0.48% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 1,421 | $172,225 | 0.47% | |
| GLD |
Spdr Gold Trust
|
Reduced | 399 | $171,685 | 0.47% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 634 | $153,675 | 0.42% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Held | 9,332 | $146,045 | 0.40% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 1,874 | $145,403 | 0.40% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 1,138 | $134,522 | 0.37% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 3,598 | $133,917 | 0.36% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 1,390 | $133,648 | 0.36% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 392 | $128,924 | 0.35% | |
| SLV |
iShares Silver Trust
|
Held | 1,789 | $121,902 | 0.33% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 1,831 | $120,827 | 0.33% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 1,491 | $118,445 | 0.32% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 4,693 | $114,462 | 0.31% |