Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Orion Properties Inc.	—	$12	5	0.0%
ADAMAS TRUST, INC.	—	$44	6	0.0%
Veralto Corp	—	$100	1	0.0%
CONSTELLATION BRANDS, INC.	—	$138	1	0.0%
STANLEY BLACK & DECKER, INC.	—	$186	3	0.0%
NOKIA CORP	—	$253	39	0.0%
United Parcel Service Inc	—	$298	3	0.0%
Brightstar Lottery PLC	—	$310	20	0.0%
Copart Inc	—	$314	8	0.0%
Organon & Co.	—	$330	46	0.0%
CDW Corp	—	$341	3	0.0%
Elevance Health Inc	—	$351	1	0.0%
COLGATE PALMOLIVE CO	—	$356	5	0.0%
Abercrombie & Fitch Co	—	$378	3	0.0%
STERIS plc	—	$381	2	0.0%
Fortinet Inc	—	$398	5	0.0%
ROPER TECHNOLOGIES INC	—	$446	1	0.0%
United Airlines Holdings Inc	—	$448	4	0.0%
Intercontinental Exchange, Inc.	—	$486	3	0.0%
Lumen Technologies, Inc.	—	$521	67	0.0%
Whirlpool Corp	—	$578	8	0.0%
MARTIN MARIETTA MATERIALS INC	—	$623	1	0.0%
OLD DOMINION FREIGHT LINE, INC.	—	$628	4	0.0%
PACCAR INC	—	$658	6	0.0%
IDEXX LABORATORIES INC /DE	—	$677	1	0.0%
VERTEX PHARMACEUTICALS INC / MA	—	$681	2	0.0%
TE Connectivity PLC	—	$683	3	0.0%
HP INC	—	$691	31	0.0%
Williams Cos Inc/The	—	$692	12	0.0%
Principal Financial Group Inc	—	$706	8	0.0%
Garmin Ltd	—	$710	4	0.0%
Hewlett Packard Enterprise Co	—	$745	31	0.0%
Equinix Inc	—	$767	1	0.0%
Cheniere Energy, Inc.	—	$778	4	0.0%
Rockwell Automation Inc	—	$779	2	0.0%
Salesforce Inc	—	$795	3	0.0%
DANAHER CORP /DE	—	$802	4	0.0%
Union Pacific Corp	—	$810	4	0.0%
AMERICAN INTERNATIONAL GROUP, INC.	—	$813	10	0.0%
ISHARES TR	—	$814	17	0.0%
Brighthouse Financial, Inc.	—	$843	13	0.0%
Chemours Co	—	$897	76	0.0%
ISHARES TR	—	$935	11	0.0%
CADENCE DESIGN SYSTEMS INC	—	$938	3	0.0%
SHERWIN WILLIAMS CO	—	$973	3	0.0%
Marathon Petroleum Corp	—	$976	6	0.0%
J P MORGAN EXCHANGE TRADED F	—	$991	11	0.0%
CITIZENS FINANCIAL GROUP INC/RI	—	$1.0K	18	0.0%
ABRDN GLOBAL INCOME FUND INC	—	$1.0K	350	0.0%
HEALTHPEAK PROPERTIES, INC.	—	$1.1K	67	0.0%