Cherry Tree Wealth Management, LLC
Top Portfolio Positions
279 positions ·
$36,719,236 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TITN |
Titan Machinery Inc.
Industrials
|
245,510 | $4,104,927 | 11.18% | |
| AAPL |
Apple Inc.
Technology
|
13,096 | $3,323,633 | 9.05% | |
| MSFT |
Microsoft Corp
Technology
|
7,985 | $2,955,807 | 8.05% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
28,172 | $2,539,424 | 6.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,128 | $2,034,263 | 5.54% | |
| NVDA |
Nvidia Corp
Technology
|
9,070 | $1,581,808 | 4.31% | |
| EMR |
Emerson Electric Co
Industrials
|
12,067 | $1,581,018 | 4.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,518 | $1,396,210 | 3.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,438 | $988,631 | 2.69% | |
| MMM |
3M Co
Industrials
|
6,800 | $987,564 | 2.69% |
Portfolio Trend
12 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,122 | 34 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,377 | 34 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,722 | 34 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $8,818 | 34 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,281 | 34 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,664 | 34 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,991 | 34 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,243 | 34 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,095 | 34 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,407 | 34 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,228 | 34 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,235 | 35 | Shares | Sole | 2023-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||