Cherokee Insurance Co

CIK: 0002077903Latest portfolio: $246.7M · Q4 2025

Holdings

121

Total Value

$246.7M

New Positions

6

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
53,900$14.7M5.94%
2
LLYELI LILLY & CO
10,800$11.6M4.70%
3
MSFTMICROSOFT CORP
20,225$9.8M3.96%
4
IPINTERNATIONAL PAPER CO
218,400$8.6M3.49%+15K
5
CVXCHEVRON CORP NEW
55,299$8.4M3.42%
6
JPMJPMORGAN CHASE & CO.
24,010$7.7M3.14%
7
CSXCSX CORP
204,000$7.4M3.00%
8
FDXFEDEX CORP
25,050$7.2M2.93%+4K
9
MPCMARATHON PETE CORP
41,558$6.8M2.74%
10
UMHUMH PPTYS INC
395,724$6.3M2.55%+6K
11
XOMEXXON MOBIL CORP
48,400$5.8M2.36%
12
OKEONEOK INC NEW
78,515$5.8M2.34%
13
AZOAUTOZONE INC
1,600$5.4M2.20%+600
14
EMNEASTMAN CHEM CO
83,300$5.3M2.16%+11K
15
UNPUNION PAC CORP
22,000$5.1M2.06%
16
NSCNORFOLK SOUTHN CORP
17,500$5.1M2.05%
17
KNXKNIGHT-SWIFT TRANSN HLDGS IN
83,420$4.4M1.77%
18
COPCONOCOPHILLIPS
46,200$4.3M1.75%
19
FT2FIRST HORIZON CORPORATION
170,000$4.1M1.65%
20
EPDENTERPRISE PRODS PARTNERS L
120,000$3.8M1.56%
21
HCAHCA HEALTHCARE INC
8,100$3.8M1.53%
22
VLOVALERO ENERGY CORP
22,850$3.7M1.51%
23
EDCONSOLIDATED EDISON INC
37,400$3.7M1.51%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
6,600$3.3M1.34%
25
PFEPFIZER INC
126,947$3.2M1.28%

Quarterly Changes

New Positions

Closed Positions

  • WERNCLOSED
    $606.8M
  • STZCLOSED
    $565.6M
  • DDCLOSED
    $305.4M

Increased Positions

NameSharesChange
IP218K+15K
TSCO25K+12K
EMN83K+11K
UMH396K+6K
FDX25K+4K
ODFL6K+1K
AZO2K+600
SCCO12K+100
LMT584+100

Decreased Positions

NameSharesChange
HTLD31K-50164
DOUG26K-25118
UPS14K-2450

Sector Breakdown

Industrials0.0% ($7.395723550895052e+60T)
Energy0.0% ($8.42867585824577e+53T)
Healthcare0.0% ($1.1606378131602284e+35T)
Technology0.0% ($1.4653978116741123e+30T)
Consumer Cyclical0.0% ($8.602542625321617e+27T)
Basic Materials0.0% ($5.317213617171357e+27T)
Financial Services0.0% ($7.736301229391886e+23T)
Utilities0.0% ($3.7141729147712543e+21T)
Unknown0.0% ($40633317301028405248.0T)
Communication Services0.0% ($2970.9T)
Consumer Defensive0.0% ($1910.9T)
Real Estate0.0% ($629.5T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$246.7M121
Q3 2025Nov 7, 2025$233.4B118
Q2 2025Aug 21, 2025$220.7B120
Q2 2025Aug 21, 2025$226.3B123
Q2 2025Aug 8, 2025$229.2B122

Fund Information

CIK0002077903
Most Recent FilingJan 29, 2026
Number of Filings5

Cherokee Insurance Co is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $246.7M across 121 holdings. The largest position is APPLE INC (AAPL), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.