Cherokee Insurance Co

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Cherokee Insurance Co reported 121 stock positions worth $246.7 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Eli Lilly (LLY, 4.7%) and Microsoft (MSFT, 4.0%). Compared with Q3 2025, it opened 6 new positions, sold out of 3, added to 9 and reduced 3. The biggest buy was FedEx (FDX, shares +21%) and the biggest sale an exit from Werner Enterprises (WERN).

Most Recent 13F
Q2 2026
Location
STERLING HEIGHTS, MI
CIK
0002077903
Portfolio Value
$246.7M (Q4 2025)
SEC Filing
0002077903-26-000001 ↗ filed Jan 29, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $220.7M Q4 2024 Q1 2025: $226.3M Q1 2025 Q2 2025: $229.2M Q2 2025 Q3 2025: $233.4M Q3 2025 Q4 2025: $246.7M $246.7M Q4 2025 Q1 2026: $263.5M Q1 2026 Q2 2026: $259.1M Q2 2026

Holdings 121 stocks · $246.7M
AAPL Apple Inc. 5.94% 53,900 $14.7M No change
LLY Eli Lilly & Co. 4.70% 10,800 $11.6M No change
MSFT Microsoft Corp. 3.96% 20,225 $9.8M No change
IP International Paper Co. 3.49% 218,400 $8.6M Add +7.4%
CVX Chevron Corp. 3.42% 55,299 $8.4M No change
JPM JPMorgan Chase & Co. 3.14% 24,010 $7.7M No change
CSX CSX Corp. 3.00% 204,000 $7.4M No change
FDX FedEx Corp. 2.93% 25,050 $7.2M Add +20.7%
MPC Marathon Petroleum Corp. 2.74% 41,558 $6.8M No change
UMH Umh Properties Inc. filed as UMH PPTYS INC 2.55% 395,724 $6.3M Add +1.5%
XOM Exxon Mobil Corp. 2.36% 48,400 $5.8M No change
OKE Oneok Inc. 2.34% 78,515 $5.8M No change
AZO AutoZone Inc. 2.20% 1,600 $5.4M Add +60.0%
EMN Eastman Chemical Co. 2.16% 83,300 $5.3M Add +15.2%
UNP Union Pacific Corp. 2.06% 22,000 $5.1M No change
NSC Norfolk Southern Corp. 2.05% 17,500 $5.1M No change
KNX Knight-Swift Transportation 1.77% 83,420 $4.4M No change
COP Conocophillips 1.75% 46,200 $4.3M No change
FHN First Horizon Corp. 1.65% 170,000 $4.1M No change
EPD Enterprise Products Partners 1.56% 120,000 $3.8M No change
HCA HCA Healthcare Inc. 1.53% 8,100 $3.8M No change
VLO Valero Energy Corp. 1.51% 22,850 $3.7M No change
ED Consolidated Edison Inc. 1.51% 37,400 $3.7M No change
BRK.B Berkshire Hathaway Inc. Class B 1.34% 6,600 $3.3M No change
PFE Pfizer Inc. 1.28% 126,947 $3.2M No change
ORI Old Republic Intl Corp. 1.22% 66,000 $3.0M No change
BTI British American Tob-SP ADR 1.22% 53,176 $3.0M No change
META Meta Platforms Inc. Class A 1.20% 4,500 $3.0M No change
CINF Cincinnati Financial Corp. 1.19% 18,000 $2.9M No change
MS Morgan Stanley 1.15% 16,000 $2.8M No change
CP Canadian Pacific Kansas City 1.14% 38,068 $2.8M No change
LOW Lowe's Cos Inc. 1.03% 10,500 $2.5M No change
PSX Phillips 66 0.95% 18,150 $2.3M No change
ABBV Abbvie Inc. 0.93% 10,000 $2.3M No change
NUE Nucor Corp. 0.87% 13,100 $2.1M No change
UNH Unitedhealth Group Inc. 0.78% 5,800 $1.9M No change
MO Altria Group Inc. 0.77% 33,139 $1.9M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.76% 16,230 $1.9M No change
SHEL Shell PLC-ADR 0.76% 25,439 $1.9M No change
CAT Caterpillar Inc. 0.75% 3,250 $1.9M No change
AEP American Electric Power 0.70% 15,000 $1.7M No change
SCCO Southern Copper Corp. 0.70% 11,968 $1.7M Add +0.8%
TSM Taiwan Semiconductor-SP ADR 0.68% 5,510 $1.7M No change
BMY Bristol-Myers Squibb Co. 0.67% 30,600 $1.7M No change
HD Home Depot Inc. 0.66% 4,700 $1.6M No change
MRK Merck & Co. Inc. 0.62% 14,498 $1.5M No change
WMB Williams Cos Inc. 0.60% 24,729 $1.5M No change
FE Firstenergy Corp. 0.60% 33,000 $1.5M No change
TTE Totalenergies SE 0.56% 20,960 $1.4M New
UPS United Parcel Service Class B 0.55% 13,800 $1.4M Reduce -15.1%
FCX Freeport-McMoran Inc. 0.55% 26,700 $1.4M No change
LSTR Landstar System Inc. 0.53% 9,100 $1.3M No change
DUK Duke Energy Corp. 0.51% 10,700 $1.3M No change
KMI Kinder Morgan Inc. 0.50% 45,000 $1.2M No change
TSCO Tractor Supply Company 0.50% 24,700 $1.2M Add +94.5%
BA The Boeing Co. 0.49% 5,550 $1.2M No change
NVDA Nvidia Corp. 0.45% 6,000 $1.1M No change
AZN Astrazeneca PLC-Spons ADR 0.45% 12,000 $1.1M No change
STX Seagate Technology Holdings 0.44% 3,900 $1.1M No change
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.43% 13,545 $1.1M No change
MU Micron Technology Inc. 0.42% 3,600 $1.0M No change
PM Philip Morris International 0.38% 5,900 $946K No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.38% 12,760 $940K No change
WMT Walmart Inc. 0.38% 8,400 $936K No change
ODFL Old Dominion Freight Line 0.36% 5,700 $894K Add +26.7%
CNI Canadian Natl Railway Co. 0.36% 9,000 $890K No change
GOOG Alphabet Inc. Class C 0.36% 2,800 $879K No change
JBHT Hunt (jb) Transprt SVCS Inc. 0.34% 4,300 $836K No change
AMZN Amazon.com Inc. 0.34% 3,600 $831K No change
LRCX Lam Research Corp. 0.31% 4,500 $770K No change
SO The Southern Co. 0.31% 8,800 $767K No change
VMC Vulcan Materials Co. 0.30% 2,600 $742K No change
INTC Intel Corp. 0.28% 19,000 $701K No change
BP BP PLC-Spons ADR 0.28% 19,854 $690K No change
XPO Xpo Inc. 0.28% 5,000 $680K No change
TSLA Tesla Inc. 0.26% 1,400 $630K No change
VZ Verizon Communications Inc. 0.24% 14,300 $582K No change
CX Cemex Sab-Spons ADR Part Cer 0.23% 49,000 $563K No change
CSCO Cisco Systems Inc. 0.23% 7,300 $562K No change
MCD McDonald's Corp. 0.22% 1,800 $550K No change
ENB Enbridge Inc. 0.22% 11,413 $546K No change
ETR Entergy Corp. 0.21% 5,600 $518K No change
NVS Novartis AG-Sponsored ADR 0.20% 3,500 $483K No change
EQNR Equinor ASA-Spon ADR 0.18% 18,944 $448K No change
CHRW C.H. Robinson Worldwide Inc. 0.17% 2,600 $418K No change
NI Nisource Inc. 0.17% 10,000 $418K No change
CMI Cummins Inc. 0.17% 800 $408K No change
PPL PPL Corp. 0.16% 11,500 $403K No change
MT Arcelormittal-NY Registered 0.16% 8,699 $396K No change
RY Royal Bank of Canada 0.14% 2,091 $356K No change
SNY Sanofi-ADR 0.14% 7,213 $350K No change
PBF PBF Energy Inc. Class A 0.14% 12,700 $344K No change
HUBG Hub Group Inc. Class A 0.14% 8,000 $341K No change
PLD Prologis Inc. 0.14% 2,665 $340K No change
BF.A Brown-Forman Corp. Class A 0.13% 12,000 $316K No change
DOW Dow Inc. 0.13% 13,391 $313K No change
SNDR Schneider National Inc. Class B 0.12% 11,400 $302K No change
T AT&T Inc. 0.12% 12,000 $298K No change
SPH Suburban Propane Partners LP 0.12% 16,000 $297K No change
KO The Coca-Cola Co. 0.12% 4,100 $287K No change

Show all 121 holdings

Portfolio Sells Q3 2025 → Q4 2025
WERN Werner Enterprises Inc. Sold out 0.00% −0.26
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.24
HTLD Heartland Express Inc. Reduce -61.5% 0.11% −0.18
DD Dupont DE Nemours Inc. Sold out 0.00% −0.13
DOUG Douglas Elliman Inc. Reduce -49.5% 0.02% −0.04
UPS United Parcel Service Class B Reduce -15.1% 0.55% −0.03

Portfolio Buys Q3 2025 → Q4 2025
FDX FedEx Corp. Add +20.7% 2.93% +0.84
TTE Totalenergies SE New 0.56% +0.56
AZO AutoZone Inc. Add +60.0% 2.20% +0.36
EMN Eastman Chemical Co. Add +15.2% 2.16% +0.20
TSCO Tractor Supply Company Add +94.5% 0.50% +0.19
GOOGL Alphabet Inc. Class A New 0.10% +0.10
ODFL Old Dominion Freight Line Add +26.7% 0.36% +0.09
MAR Marriott International Class A New 0.08% +0.08
RIO Rio Tinto PLC-Spon ADR New 0.08% +0.08
JNJ Johnson & Johnson New 0.08% +0.08
QCOM Qualcomm Inc. New 0.08% +0.08
SCCO Southern Copper Corp. Add +0.8% 0.70% +0.08
UMH Umh Properties Inc. Add +1.5% 2.55% +0.07
LMT Lockheed Martin Corp. Add +20.7% 0.11% +0.01
IP International Paper Co. Add +7.4% 3.49% −0.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$259.1MAAPL, LLY, CSX, IP, JPM
Q1 2026 121$263.5MAAPL, CVX, LLY, MPC, FDX
Q4 2025 121$246.7MAAPL, LLY, MSFT, IP, CVX
Q3 2025 118$233.4MAAPL, MSFT, IP, CVX, LLY
Q2 2025 122$229.2MAAPL, MSFT, IP, LLY, CVX
Q1 2025 123$226.3MAAPL, IP, CVX, LLY, OKE
Q4 2024 120$220.7MAAPL, IP, MSFT, LLY, CVX