Cherokee Insurance Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 21, 2025), Cherokee Insurance Co reported 120 stock positions worth $220.7 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by International Paper (IP, 4.7%) and Microsoft (MSFT, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- STERLING HEIGHTS, MI
- CIK
- 0002077903
- Portfolio Value
- $220.7M (Q4 2024)
- SEC Filing
- 0001085146-25-005395 ↗ filed Aug 21, 2025
Holdings Value
Holdings 120 stocks · $220.7M
| AAPL Apple Inc. | 6.00% | 52,900 | $13.2M | — |
| IP International Paper Co. | 4.72% | 193,400 | $10.4M | — |
| MSFT Microsoft Corp. | 3.81% | 19,925 | $8.4M | — |
| LLY Eli Lilly & Co. | 3.78% | 10,800 | $8.3M | — |
| CVX Chevron Corp. | 3.63% | 55,299 | $8.0M | — |
| OKE Oneok Inc. | 3.57% | 78,515 | $7.9M | — |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 3.16% | 369,391 | $7.0M | — |
| CSX CSX Corp. | 2.94% | 201,000 | $6.5M | — |
| JPM JPMorgan Chase & Co. | 2.88% | 26,510 | $6.4M | — |
| MPC Marathon Petroleum Corp. | 2.63% | 41,558 | $5.8M | — |
| XOM Exxon Mobil Corp. | 2.36% | 48,400 | $5.2M | — |
| EMN Eastman Chemical Co. | 2.28% | 55,100 | $5.0M | — |
| UNP Union Pacific Corp. | 2.27% | 22,000 | $5.0M | — |
| COP Conocophillips | 2.08% | 46,200 | $4.6M | — |
| FDX FedEx Corp. | 1.94% | 15,250 | $4.3M | — |
| NSC Norfolk Southern Corp. | 1.86% | 17,500 | $4.1M | — |
| KNX Knight-Swift Transportation | 1.84% | 76,420 | $4.1M | — |
| ED Consolidated Edison Inc. | 1.78% | 44,000 | $3.9M | — |
| EPD Enterprise Products Partners | 1.71% | 120,000 | $3.8M | — |
| AZO AutoZone Inc. | 1.60% | 1,100 | $3.5M | — |
| FHN First Horizon Corp. | 1.55% | 170,000 | $3.4M | — |
| PFE Pfizer Inc. | 1.48% | 122,947 | $3.3M | — |
| HCA HCA Healthcare Inc. | 1.37% | 10,100 | $3.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 6,600 | $3.0M | — |
| ORI Old Republic Intl Corp. | 1.34% | 82,000 | $3.0M | — |
| UNH Unitedhealth Group Inc. | 1.33% | 5,800 | $2.9M | — |
| CINF Cincinnati Financial Corp. | 1.30% | 20,000 | $2.9M | — |
| VLO Valero Energy Corp. | 1.27% | 22,850 | $2.8M | — |
| CP Canadian Pacific Kansas City | 1.25% | 38,068 | $2.8M | — |
| META Meta Platforms Inc. Class A | 1.19% | 4,500 | $2.6M | — |
| LOW Lowe's Cos Inc. | 1.17% | 10,500 | $2.6M | — |
| MO Altria Group Inc. | 0.99% | 41,839 | $2.2M | — |
| BTI British American Tob-SP ADR | 0.97% | 59,176 | $2.1M | — |
| PSX Phillips 66 | 0.94% | 18,150 | $2.1M | — |
| MS Morgan Stanley | 0.91% | 16,000 | $2.0M | — |
| HD Home Depot Inc. | 0.83% | 4,700 | $1.8M | — |
| ABBV Abbvie Inc. | 0.81% | 10,000 | $1.8M | — |
| BMY Bristol-Myers Squibb Co. | 0.78% | 30,600 | $1.7M | — |
| UPS United Parcel Service Class B | 0.76% | 13,250 | $1.7M | — |
| SHEL Shell PLC-ADR | 0.72% | 25,439 | $1.6M | — |
| LSTR Landstar System Inc. | 0.71% | 9,100 | $1.6M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.70% | 20,230 | $1.6M | — |
| NUE Nucor Corp. | 0.69% | 13,100 | $1.5M | — |
| AEP American Electric Power | 0.63% | 15,000 | $1.4M | — |
| MRK Merck & Co. Inc. | 0.61% | 13,498 | $1.3M | — |
| WMB Williams Cos Inc. | 0.61% | 24,729 | $1.3M | — |
| CAT Caterpillar Inc. | 0.60% | 3,650 | $1.3M | — |
| FE Firstenergy Corp. | 0.59% | 33,000 | $1.3M | — |
| KMI Kinder Morgan Inc. | 0.56% | 45,000 | $1.2M | — |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.53% | 18,471 | $1.2M | — |
| DUK Duke Energy Corp. | 0.52% | 10,700 | $1.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 5,510 | $1.1M | — |
| SCCO Southern Copper Corp. | 0.48% | 11,551 | $1.1M | — |
| FCX Freeport-McMoran Inc. | 0.46% | 26,700 | $1.0M | — |
| WMT Walmart Inc. | 0.43% | 10,500 | $949K | — |
| CNI Canadian Natl Railway Co. | 0.41% | 9,000 | $914K | — |
| SO The Southern Co. | 0.41% | 11,000 | $906K | — |
| PM Philip Morris International | 0.38% | 6,900 | $830K | — |
| WERN Werner Enterprises Inc. | 0.36% | 22,300 | $801K | — |
| AMZN Amazon.com Inc. | 0.36% | 3,600 | $790K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.36% | 12,000 | $786K | — |
| VMC Vulcan Materials Co. | 0.34% | 2,900 | $746K | — |
| HTLD Heartland Express Inc. | 0.34% | 65,985 | $740K | — |
| TSCO Tractor Supply Company | 0.31% | 13,000 | $690K | — |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.31% | 12,760 | $685K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.30% | 13,545 | $670K | — |
| XPO Xpo Inc. | 0.30% | 5,000 | $656K | — |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.29% | 3,800 | $649K | — |
| STZ Constellation Brands Inc. Class A | 0.27% | 2,700 | $597K | — |
| BP BP PLC-Spons ADR | 0.27% | 19,854 | $587K | — |
| MCD McDonald's Corp. | 0.26% | 2,000 | $580K | — |
| TSLA Tesla Inc. | 0.26% | 1,400 | $565K | — |
| TD Toronto-Dominion Bank | 0.25% | 10,395 | $553K | — |
| CSCO Cisco Systems Inc. | 0.24% | 9,100 | $539K | — |
| DOW Dow Inc. | 0.24% | 13,391 | $537K | — |
| ENB Enbridge Inc. | 0.22% | 11,413 | $484K | — |
| NVDA Nvidia Corp. | 0.21% | 3,500 | $470K | — |
| PPL PPL Corp. | 0.21% | 14,300 | $464K | — |
| VZ Verizon Communications Inc. | 0.20% | 11,300 | $452K | — |
| EQNR Equinor ASA-Spon ADR | 0.20% | 18,944 | $449K | — |
| ETR Entergy Corp. | 0.19% | 5,600 | $425K | — |
| INTC Intel Corp. | 0.17% | 19,000 | $381K | — |
| NI Nisource Inc. | 0.17% | 10,000 | $368K | — |
| HUBG Hub Group Inc. Class A | 0.16% | 8,000 | $356K | — |
| BA The Boeing Co. | 0.16% | 2,000 | $354K | — |
| SNY Sanofi-ADR | 0.16% | 7,213 | $348K | — |
| NVS Novartis AG-Sponsored ADR | 0.15% | 3,500 | $341K | — |
| STX Seagate Technology Holdings | 0.15% | 3,900 | $337K | — |
| KR Kroger Co. | 0.15% | 5,500 | $336K | — |
| SNDR Schneider National Inc. Class B | 0.15% | 11,400 | $334K | — |
| MAR Marriott International Class A | 0.15% | 1,175 | $328K | — |
| LRCX Lam Research Corp. | 0.15% | 4,500 | $325K | — |
| MCO Moody's Corp. | 0.14% | 650 | $308K | — |
| MU Micron Technology Inc. | 0.14% | 3,600 | $303K | — |
| DD Dupont DE Nemours Inc. | 0.14% | 3,920 | $299K | — |
| MDLZ Mondelez International Inc. Class A | 0.14% | 5,000 | $299K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.13% | 3,005 | $292K | — |
| PLD Prologis Inc. | 0.13% | 2,665 | $282K | — |
| CMI Cummins Inc. | 0.13% | 800 | $279K | — |
| CX Cemex Sab-Spons ADR Part Cer | 0.13% | 49,000 | $276K | — |
| SPH Suburban Propane Partners LP | 0.12% | 16,000 | $275K | — |
| T AT&T Inc. | 0.12% | 12,000 | $273K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.12% | 2,600 | $269K | — |
| PBF PBF Energy Inc. Class A | 0.12% | 9,700 | $258K | — |
| KO The Coca-Cola Co. | 0.12% | 4,100 | $255K | — |
| DE Deere & Co. | 0.12% | 600 | $254K | — |
| RY Royal Bank of Canada | 0.11% | 2,091 | $252K | — |
| ELV Elevance Health Inc. | 0.11% | 650 | $240K | — |
| HON Honeywell International Inc. | 0.11% | 1,050 | $237K | — |
| LMT Lockheed Martin Corp. | 0.11% | 484 | $235K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.10% | 4,700 | $230K | — |
| KEY Keycorp | 0.10% | 13,000 | $223K | — |
| GEV GE Vernova Inc. | 0.10% | 656 | $216K | — |
| WELL Welltower Inc. | 0.09% | 1,600 | $202K | — |
| MT Arcelormittal-NY Registered | 0.09% | 8,699 | $201K | — |
| FR First Industrial Realty TR | 0.09% | 4,000 | $201K | — |
| VTRS Viatris Inc. | 0.08% | 15,006 | $187K | — |
| DOUG Douglas Elliman Inc. | 0.06% | 81,207 | $136K | — |
| NOK Nokia Corp.-Spon ADR | 0.06% | 28,000 | $124K | — |
| MHLD Maiden Holdings Ltd. | 0.01% | 15,000 | $25K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $259.1M | AAPL, LLY, CSX, IP, JPM |
| Q1 2026 | 121 | $263.5M | AAPL, CVX, LLY, MPC, FDX |
| Q4 2025 | 121 | $246.7M | AAPL, LLY, MSFT, IP, CVX |
| Q3 2025 | 118 | $233.4M | AAPL, MSFT, IP, CVX, LLY |
| Q2 2025 | 122 | $229.2M | AAPL, MSFT, IP, LLY, CVX |
| Q1 2025 | 123 | $226.3M | AAPL, IP, CVX, LLY, OKE |
| Q4 2024 | 120 | $220.7M | AAPL, IP, MSFT, LLY, CVX |