Position in ADI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,543
+$2,441 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $1,805,932 across 9 Semiconductors names. ADI ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,070 | $1,581,808 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
235 | $47,806 | |
| 3 | AVGO |
Broadcom Inc.
|
133 | $41,164 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
303 | $30,012 | |
| 5 | QCOM |
Qualcomm Inc/De
|
222 | $28,589 | |
| 6 | 1,000 | $27,410 | |||
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
62 | $20,952 | |
| 8 | ADI |
Analog Devices Inc
This page
|
52 | $16,543 |
All Filings in ADI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,543 | 52 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,102 | 52 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,776 | 52 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $12,377 | 52 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,486 | 52 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,047 | 52 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,968 | 52 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,869 | 52 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,285 | 52 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $14,693 | 74 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,956 | 74 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,415 | 74 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||