Cherokee Insurance Co 13F Holdings

CIK 0002077903 · STERLING HEIGHTS, MI

As of Sep 30, 2025, Cherokee Insurance Co reported 118 positions worth $233.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology53,900 3.7M5.88%
MICROSOFT CORPMSFTTechnology20,225 0.5M4.49%
INTERNATIONAL PAPER COIPConsumer Cyclical203,400$9.4M4.04%
CHEVRON CORPCHVEnergy55,299$8.6M3.68%
ELI LILLY & COLLYHealthcare10,800$8.2M3.53%
MARATHON PETROLEUM CORPMPCEnergy41,558$8.0M3.43%
JPMORGAN CHASE & COJPMFinancial Services24,010$7.6M3.24%
CSX CORPCSXIndustrials204,000$7.2M3.10%
UMH PROPERTIES INCUMHReal Estate389,995$5.8M2.48%
ONEOK INCOKEEnergy78,515$5.7M2.45%
EXXON MOBIL CORPXOMEnergy48,400$5.5M2.34%
NORFOLK SOUTHERN CORPNSCIndustrials17,500$5.3M2.25%
UNION PACIFIC CORPUNPIndustrials22,000$5.2M2.23%
FEDEX CORPFDXIndustrials20,750$4.9M2.10%
EASTMAN CHEMICAL COEMNBasic Materials72,300$4.6M1.95%
CONOCOPHILLIPSCOPEnergy46,200$4.4M1.87%
AUTOZONE INCAZOConsumer Cyclical1,000$4.3M1.84%
VALERO ENERGY CORPVLOEnergy22,850$3.9M1.67%
FIRST HORIZON CORPFHNFinancial Services170,000$3.8M1.65%
CONSOLIDATED EDISON INCEDUtilities37,400$3.8M1.61%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy120,000$3.8M1.61%
HCA HEALTHCARE INCHCAHealthcare8,100$3.5M1.48%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,600$3.3M1.42%
META PLATFORMS INCMETACommunication Services4,500$3.3M1.42%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INCKNXIndustrials83,420$3.3M1.41%