Cherokee Insurance Co

13F filer · CIK 0002077903

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$259MU.S. long equity reported on 13F

Positions1247 new · 5 closed

Net flow last quarter-$24.6MBuys minus sells

Top 10 positions weight35.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026124 positions
AAPLApple Inc.	$15.6M	6.02%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$13M	5.00%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$9.7M	3.74%	0.01%	Not reported	Q4 2024
IPInternational Paper Co	$8.7M	3.36%	0.04%	+2.2%	Q4 2024
JPMJPMorgan Chase & Co	$7.86M	3.03%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$7.84M	3.03%	0.00%	-14.5%	Q4 2024
MSFTMicrosoft Corp	$7.77M	3.00%	0.00%	Not reported	Q4 2024
FDXFedex Corp	$7.53M	2.91%	0.01%	Not reported	Q4 2024
OKEOneok Inc	$6.7M	2.58%	0.01%	-1.9%	Q4 2024
UMHUmh Properties, Inc.	$6.29M	2.43%	0.49%	+1.5%	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$6.18M	2.39%	0.05%	-4.8%	Q4 2024
UNPUnion Pacific Corp	$5.98M	2.31%	0.00%	Not reported	Q4 2024
EMNEastman Chemical Co	$5.91M	2.28%	0.08%	+3.5%	Q4 2024
NSCNorfolk Southern Corp	$5.51M	2.12%	0.01%	Not reported	Q4 2024
AZOAutozone Inc	$5.43M	2.10%	0.01%	+6.3%	Q4 2024
MPCMarathon Petroleum Corp	$5.31M	2.05%	0.01%	-44.0%	Q4 2024
FHNFirst Horizon Corp	$4.36M	1.68%	0.04%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$4.23M	1.63%	0.01%	-4.2%	Q4 2024
EDConsolidated Edison Inc	$4.14M	1.60%	0.01%	Not reported	Q4 2024
COPConocophillips	$4.02M	1.55%	0.00%	-16.2%	Q4 2024
MSMorgan Stanley	$3.34M	1.29%	0.00%	Not reported	Q4 2024
CINFCincinnati Financial Corp	$3.33M	1.29%	0.01%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.3M	1.27%	Not reported	Not reported	Q4 2024
CPCanadian Pacific Kansas City Ltd	$3.3M	1.27%	0.00%	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$3.28M	1.27%	0.00%	Not reported	Q4 2024
HCAHCA Healthcare, Inc.	$3.16M	1.22%	0.00%	Not reported	Q4 2024
PFEPfizer Inc	$3.06M	1.18%	0.00%	Not reported	Q4 2024
VLOValero Energy Corp	$2.96M	1.14%	0.00%	-38.2%	Q4 2024
NUENucor Corp	$2.92M	1.13%	0.01%	Not reported	Q4 2024
CATCaterpillar Inc	$2.77M	1.07%	0.00%	Not reported	Q4 2024
ORIOld Republic International Corp	$2.7M	1.04%	0.03%	Not reported	Q4 2024
PSXPhillips 66	$2.61M	1.01%	0.00%	-14.9%	Q4 2024
METAMeta Platforms, Inc.	$2.53M	0.98%	Not reported	Not reported	Q4 2024
ABBVAbbVie Inc.	$2.52M	0.97%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$2.41M	0.93%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.39M	0.92%	0.00%	-9.3%	Q4 2024
MOAltria Group, Inc.	$2.38M	0.92%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$2.35M	0.91%	0.00%	Not reported	Q4 2024
LOWLowes Companies Inc	$2.32M	0.89%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$2.08M	0.80%	0.00%	-50.0%	Q4 2024
AEPAmerican Electric Power Co Inc	$2.05M	0.79%	0.00%	Not reported	Q4 2024
STXSeagate Technology Holdings plc	$2.03M	0.78%	0.00%	-46.2%	Q4 2024
HDHome Depot, Inc.	$2.01M	0.78%	0.00%	+21.3%	Q4 2024
LSTRLandstar System Inc	$1.88M	0.73%	0.03%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1.86M	0.72%	0.00%	Not reported	Q4 2024
FDXFFedEx Freight Holding Company, Inc.	$1.82M	0.70%	0.01%	New	Q2 2026
SCCOSouthern Copper Corp/	$1.77M	0.68%	0.00%	0.0%	Q4 2024
BMYBristol Myers Squibb Co	$1.76M	0.68%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$1.59M	0.61%	0.00%	Not reported	Q4 2024
FEFirstenergy Corp	$1.57M	0.61%	0.01%	Not reported	Q4 2024

Q1 2026Reported Apr 28, 2026121 positions
AAPLApple Inc.	$13.7M	5.19%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$11.4M	4.34%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$9.93M	3.77%	0.00%	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$9.05M	3.43%	0.01%	-10.8%	Q4 2024
FDXFedex Corp	$8.57M	3.25%	0.01%	-4.0%	Q4 2024
CSXCSX Corp	$8.37M	3.18%	0.01%	Not reported	Q4 2024
IPInternational Paper Co	$7.98M	3.03%	0.04%	+2.3%	Q4 2024
XOMExxonMobil Holdings Corp	$7.87M	2.99%	0.00%	-4.1%	Q4 2024
MSFTMicrosoft Corp	$7.71M	2.93%	0.00%	+3.0%	Q4 2024
OKEOneok Inc	$7.1M	2.69%	0.01%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$7.06M	2.68%	0.00%	Not reported	Q4 2024
EMNEastman Chemical Co	$6.51M	2.47%	0.07%	+2.4%	Q4 2024
COPConocophillips	$6.1M	2.31%	0.00%	Not reported	Q4 2024
UMHUmh Properties, Inc.	$5.9M	2.24%	0.48%	+3.4%	Q4 2024
AZOAutozone Inc	$5.4M	2.05%	0.01%	Not reported	Q4 2024
UNPUnion Pacific Corp	$5.34M	2.03%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$5.02M	1.91%	0.01%	Not reported	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$4.8M	1.82%	0.05%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$4.54M	1.72%	0.01%	Not reported	Q4 2024
VLOValero Energy Corp	$4.53M	1.72%	0.01%	-19.7%	Q4 2024
EDConsolidated Edison Inc	$4.23M	1.61%	0.01%	Not reported	Q4 2024
FHNFirst Horizon Corp	$3.87M	1.47%	0.04%	Not reported	Q4 2024
HCAHCA Healthcare, Inc.	$3.83M	1.45%	0.00%	Not reported	Q4 2024
PFEPfizer Inc	$3.56M	1.35%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$3.31M	1.26%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.16M	1.20%	Not reported	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$3.11M	1.18%	0.00%	Not reported	Q4 2024
CPCanadian Pacific Kansas City Ltd	$2.99M	1.14%	0.00%	Not reported	Q4 2024
CINFCincinnati Financial Corp	$2.83M	1.08%	0.01%	Not reported	Q4 2024
ORIOld Republic International Corp	$2.63M	1.00%	0.03%	Not reported	Q4 2024
MSMorgan Stanley	$2.63M	1.00%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$2.57M	0.98%	Not reported	Not reported	Q4 2024
LOWLowes Companies Inc	$2.48M	0.94%	0.00%	Not reported	Q4 2024
SHELShell plc	$2.37M	0.90%	0.00%	Not reported	Q4 2024
NUENucor Corp	$2.22M	0.84%	0.01%	Not reported	Q4 2024
MOAltria Group, Inc.	$2.19M	0.83%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$2.17M	0.83%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$1.97M	0.75%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.93M	0.73%	0.00%	Not reported	Q4 2024
TTETotalEnergies SE	$1.91M	0.72%	0.00%	Not reported	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.86M	0.71%	0.00%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$1.86M	0.70%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.84M	0.70%	0.00%	-20.0%	Q4 2024
MRKMerck & Co., Inc.	$1.74M	0.66%	0.00%	Not reported	Q4 2024
SCCOSouthern Copper Corp/	$1.73M	0.66%	0.00%	-16.5%	Q4 2024
FEFirstenergy Corp	$1.67M	0.63%	0.01%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$1.57M	0.60%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.55M	0.59%	0.00%	Not reported	Q4 2024
STXSeagate Technology Holdings plc	$1.53M	0.58%	0.00%	Not reported	Q4 2024
KMIKinder Morgan, Inc.	$1.51M	0.57%	0.00%	Not reported	Q4 2024

Q4 2025Reported Jan 29, 2026121 positions
AAPLApple Inc.	$14.7M	5.94%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$11.6M	4.70%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$9.78M	3.97%	0.00%	Not reported	Q4 2024
IPInternational Paper Co	$8.6M	3.49%	0.03%	+7.4%	Q4 2024
CVXChevron Corp	$8.43M	3.42%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$7.74M	3.14%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$7.4M	3.00%	0.01%	Not reported	Q4 2024
FDXFedex Corp	$7.24M	2.93%	0.01%	+20.7%	Q4 2024
MPCMarathon Petroleum Corp	$6.76M	2.74%	0.01%	Not reported	Q4 2024
UMHUmh Properties, Inc.	$6.3M	2.55%	0.47%	+1.5%	Q4 2024
XOMExxonMobil Holdings Corp	$5.82M	2.36%	0.00%	Not reported	Q4 2024
OKEOneok Inc	$5.77M	2.34%	0.01%	Not reported	Q4 2024
AZOAutozone Inc	$5.43M	2.20%	0.01%	+60.0%	Q4 2024
EMNEastman Chemical Co	$5.32M	2.16%	0.07%	+15.2%	Q4 2024
UNPUnion Pacific Corp	$5.09M	2.06%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$5.05M	2.05%	0.01%	Not reported	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$4.36M	1.77%	0.05%	Not reported	Q4 2024
COPConocophillips	$4.32M	1.75%	0.00%	Not reported	Q4 2024
FHNFirst Horizon Corp	$4.06M	1.65%	0.03%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$3.85M	1.56%	0.01%	Not reported	Q4 2024
HCAHCA Healthcare, Inc.	$3.78M	1.53%	0.00%	Not reported	Q4 2024
VLOValero Energy Corp	$3.72M	1.51%	0.01%	Not reported	Q4 2024
EDConsolidated Edison Inc	$3.71M	1.51%	0.01%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.32M	1.34%	Not reported	Not reported	Q4 2024
PFEPfizer Inc	$3.16M	1.28%	0.00%	Not reported	Q4 2024
ORIOld Republic International Corp	$3.01M	1.22%	0.03%	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$3.01M	1.22%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$2.97M	1.20%	Not reported	Not reported	Q4 2024
CINFCincinnati Financial Corp	$2.94M	1.19%	0.01%	Not reported	Q4 2024
MSMorgan Stanley	$2.84M	1.15%	0.00%	Not reported	Q4 2024
CPCanadian Pacific Kansas City Ltd	$2.8M	1.14%	0.00%	Not reported	Q4 2024
LOWLowes Companies Inc	$2.53M	1.03%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$2.34M	0.95%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$2.28M	0.93%	0.00%	Not reported	Q4 2024
NUENucor Corp	$2.14M	0.87%	0.01%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$1.91M	0.78%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$1.91M	0.77%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.88M	0.76%	0.00%	Not reported	Q4 2024
SHELShell plc	$1.87M	0.76%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.86M	0.75%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$1.73M	0.70%	0.00%	Not reported	Q4 2024
SCCOSouthern Copper Corp/	$1.72M	0.70%	0.00%	0.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.67M	0.68%	0.00%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$1.65M	0.67%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.62M	0.66%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1.53M	0.62%	0.00%	Not reported	Q4 2024
WMBWilliams Companies, Inc.	$1.49M	0.60%	0.00%	Not reported	Q4 2024
FEFirstenergy Corp	$1.48M	0.60%	0.01%	Not reported	Q4 2024
TTETotalEnergies SE	$1.37M	0.56%	0.00%	New	Q4 2025
UPSUnited Parcel Service Inc	$1.37M	0.55%	0.00%	-15.1%	Q4 2024

Q3 2025Reported Nov 7, 2025118 positions
AAPLApple Inc.	$13.7M	5.88%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$10.5M	4.49%	0.00%	Not reported	Q4 2024
IPInternational Paper Co	$9.44M	4.04%	0.03%	Not reported	Q4 2024
CVXChevron Corp	$8.59M	3.68%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$8.24M	3.53%	0.00%	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$8.01M	3.43%	0.01%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$7.57M	3.24%	0.00%	-9.4%	Q4 2024
CSXCSX Corp	$7.24M	3.10%	0.01%	Not reported	Q4 2024
UMHUmh Properties, Inc.	$5.79M	2.48%	0.46%	+2.9%	Q4 2024
OKEOneok Inc	$5.73M	2.45%	0.01%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$5.46M	2.34%	0.00%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$5.26M	2.25%	0.01%	Not reported	Q4 2024
UNPUnion Pacific Corp	$5.2M	2.23%	0.00%	Not reported	Q4 2024
FDXFedex Corp	$4.89M	2.10%	0.01%	Not reported	Q4 2024
EMNEastman Chemical Co	$4.56M	1.95%	0.06%	+10.7%	Q4 2024
COPConocophillips	$4.37M	1.87%	0.00%	Not reported	Q4 2024
AZOAutozone Inc	$4.29M	1.84%	0.01%	-16.7%	Q4 2024
VLOValero Energy Corp	$3.89M	1.67%	0.01%	Not reported	Q4 2024
FHNFirst Horizon Corp	$3.84M	1.65%	0.03%	Not reported	Q4 2024
EDConsolidated Edison Inc	$3.76M	1.61%	0.01%	-15.0%	Q4 2024
EPDEnterprise Products Partners L.P.	$3.75M	1.61%	0.01%	Not reported	Q4 2024
HCAHCA Healthcare, Inc.	$3.45M	1.48%	0.00%	-19.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.32M	1.42%	Not reported	Not reported	Q4 2024
METAMeta Platforms, Inc.	$3.3M	1.42%	Not reported	Not reported	Q4 2024
KNXKnight-Swift Transportation Holdings Inc.	$3.3M	1.41%	0.05%	Not reported	Q4 2024
PFEPfizer Inc	$3.23M	1.39%	0.00%	Not reported	Q4 2024
CINFCincinnati Financial Corp	$2.85M	1.22%	0.01%	-10.0%	Q4 2024
CPCanadian Pacific Kansas City Ltd	$2.84M	1.21%	0.00%	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$2.82M	1.21%	0.00%	-10.1%	Q4 2024
ORIOld Republic International Corp	$2.8M	1.20%	0.03%	-19.5%	Q4 2024
LOWLowes Companies Inc	$2.64M	1.13%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$2.54M	1.09%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$2.47M	1.06%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$2.32M	0.99%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$2.19M	0.94%	0.00%	-20.8%	Q4 2024
UNHUnitedhealth Group Inc	$2M	0.86%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.9M	0.82%	0.00%	Not reported	Q4 2024
SHELShell plc	$1.82M	0.78%	0.00%	Not reported	Q4 2024
NUENucor Corp	$1.77M	0.76%	0.01%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.77M	0.76%	0.00%	-19.8%	Q4 2024
AEPAmerican Electric Power Co Inc	$1.69M	0.72%	0.00%	Not reported	Q4 2024
WMBWilliams Companies, Inc.	$1.57M	0.67%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.55M	0.66%	0.00%	-11.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.54M	0.66%	0.00%	Not reported	Q4 2024
FEFirstenergy Corp	$1.51M	0.65%	0.01%	Not reported	Q4 2024
SCCOSouthern Copper Corp/	$1.44M	0.62%	0.00%	0.0%	Q4 2024
BMYBristol Myers Squibb Co	$1.38M	0.59%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$1.36M	0.58%	0.00%	+10.2%	Q4 2024
DUKDuke Energy CORP	$1.32M	0.57%	0.00%	Not reported	Q4 2024
KMIKinder Morgan, Inc.	$1.27M	0.55%	0.00%	Not reported	Q4 2024

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