Investor
Cherokee Insurance Co
CIK 0002077903 · filed 2026-04-28 · SEC filing
13F book
$263.5M
Positions
121
3 new · 3 sold
Largest name
5.2%
Apple Inc. · AAPL
Est. mark
$18.4M
Price effect on 118 names still held. Flow −$1.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 53.9K | $13.7M | 5.2% | −$974K | Held |
| Chevron Corp New | CVX | 55.3K | $11.4M | 4.3% | $3.01M | Held |
| Eli Lilly & Co | LLY | 10.8K | $9.93M | 3.8% | −$1.67M | Held |
| Marathon Pete Corp | — | 37.1K | $9.05M | 3.4% | $3.02M | Cut$2.29M |
| Fedex Corp | FDX | 24.1K | $8.57M | 3.3% | $1.62M | Cut$1.33M |
| Csx Corp | CSX | 204K | $8.37M | 3.2% | $979.2K | Held |
| International Paper Co | — | 223.4K | $7.98M | 3.0% | −$805.9K | Added−$627.4K |
| Exxon Mobil Corp | — | 46.4K | $7.87M | 3.0% | $2.29M | Cut$2.05M |
| Microsoft Corp | MSFT | 20.8K | $7.71M | 2.9% | −$2.29M | Added−$2.07M |
| Oneok Inc /New/ | OKE | 78.5K | $7.1M | 2.7% | $1.33M | Held |
| Jpmorgan Chase & Co. | — | 24K | $7.06M | 2.7% | −$673.7K | Held |
| Eastman Chem Co | — | 85.3K | $6.51M | 2.5% | $1.04M | Added$1.19M |
| Conocophillips | COP | 46.2K | $6.1M | 2.3% | $1.77M | Held |
| Umh Pptys Inc | — | 409K | $5.9M | 2.2% | −$585.7K | Added−$394.1K |
| Autozone Inc | AZO | 1.6K | $5.4M | 2.1% | −$22K | Held |
| Union Pac Corp | — | 22K | $5.34M | 2.0% | $248.6K | Held |
| Norfolk Southn Corp | — | 17.5K | $5.02M | 1.9% | −$30.1K | Held |
| Knight-Swift Transn Hldgs In | — | 83.4K | $4.8M | 1.8% | $442.1K | Held |
| Enterprise Prods Partners L | — | 120K | $4.54M | 1.7% | $693.6K | Held |
| Valero Energy Corp | — | 18.4K | $4.53M | 1.7% | $1.55M | Cut$814.2K |
| Consolidated Edison Inc | ED | 37.4K | $4.23M | 1.6% | $518.4K | Held |
| First Horizon Corporation | — | 170K | $3.87M | 1.5% | −$193.8K | Held |
| HCA Healthcare, Inc. | HCA | 8.1K | $3.83M | 1.5% | $51.7K | Held |
| Pfizer Inc | PFE | 126.9K | $3.56M | 1.4% | $403.7K | Held |
| Phillips 66 | PSX | 18.1K | $3.31M | 1.3% | $964.5K | Held |
| Berkshire Hathaway Inc Del | — | 6.6K | $3.16M | 1.2% | −$154.8K | Held |
| British Amern Tob Plc | — | 53.2K | $3.11M | 1.2% | $98.4K | Held |
| Canadian Pacific Kansas City | — | 38.1K | $2.99M | 1.1% | $191.5K | Held |
| Cincinnati Finl Corp | — | 18K | $2.83M | 1.1% | −$107.5K | Held |
| Old Rep Intl Corp | — | 66K | $2.63M | 1.0% | −$378.8K | Held |
| Morgan Stanley | — | 16K | $2.63M | 1.0% | −$207.4K | Held |
| Meta Platforms, Inc. | META | 4.5K | $2.57M | 1.0% | −$395.8K | Held |
| Lowes Cos Inc | — | 10.5K | $2.48M | 0.9% | −$51.2K | Held |
| Shell Plc | — | 25.4K | $2.37M | 0.9% | $496.6K | Held |
| Nucor Corp | NUE | 13.1K | $2.22M | 0.8% | $78.5K | Held |
| Altria Group, Inc. | MO | 33.1K | $2.19M | 0.8% | $276K | Held |
| AbbVie Inc. | ABBV | 10K | $2.17M | 0.8% | −$110K | Held |
| American Elec Pwr Co Inc | — | 15K | $1.97M | 0.7% | $236.6K | Held |
| Bank New York Mellon Corp | — | 16.2K | $1.93M | 0.7% | $41.2K | Held |
| Totalenergies Se | TTE | 21K | $1.91M | 0.7% | $535.7K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 5.51K | $1.86M | 0.7% | $187.7K | Held |
| Bristol-Myers Squibb Co | — | 30.6K | $1.86M | 0.7% | $205.3K | Held |
| Caterpillar Inc | CAT | 2.6K | $1.84M | 0.7% | $352.5K | Cut−$19.8K |
| Merck & Co., Inc. | MRK | 14.5K | $1.74M | 0.7% | $217.9K | Held |
| Southern Copper Corp/ | SCCO | 10.1K | $1.73M | 0.7% | $287.9K | Cut$15.4K |
| Firstenergy Corp | FE | 33K | $1.67M | 0.6% | $194.4K | Held |
| Unitedhealth Group Inc | UNH | 5.8K | $1.57M | 0.6% | −$345.2K | Held |
| Home Depot, Inc. | HD | 4.7K | $1.55M | 0.6% | −$71.5K | Held |
| Seagate Technology Hldngs Pl | — | 3.9K | $1.53M | 0.6% | $453.8K | Held |
| Kinder Morgan Inc Del | — | 45K | $1.51M | 0.6% | $271.8K | Held |
| Landstar Sys Inc | — | 9.1K | $1.46M | 0.6% | $151.2K | Held |
| United Parcel Service Inc | UPS | 14.8K | $1.46M | 0.6% | −$11.2K | Added$87.2K |
| Williams Cos Inc | — | 19.7K | $1.44M | 0.5% | $250K | Cut−$50.6K |
| Duke Energy Corp New | — | 10.7K | $1.4M | 0.5% | $146.9K | Held |
| Freeport-Mcmoran Inc | FCX | 21.7K | $1.28M | 0.5% | $173.4K | Cut−$80.6K |
| Verizon Communications Inc | VZ | 24.3K | $1.22M | 0.5% | $135.4K | Added$637.4K |
| Micron Technology Inc | MU | 3.6K | $1.22M | 0.5% | $188.7K | Held |
| Tractor Supply Co | — | 26.7K | $1.21M | 0.5% | −$116.3K | Added−$25.7K |
| Astrazeneca Plc Ord | AZN | 6K | $1.18M | 0.4% | — | New |
| Hsbc Hldgs Plc | — | 13.5K | $1.12M | 0.4% | $51.7K | Held |
| Old Dominion Freight Line In | — | 5.7K | $1.11M | 0.4% | $220K | Held |
| Boeing Co | — | 5.55K | $1.1M | 0.4% | −$100.4K | Held |
| Nvidia Corp | NVDA | 6K | $1.05M | 0.4% | −$72.6K | Held |
| Walmart Inc. | WMT | 8.4K | $1.04M | 0.4% | $108.1K | Held |
| Philip Morris Intl Inc | — | 5.9K | $975.5K | 0.4% | $29.1K | Held |
| XPO, Inc. | XPO | 5K | $972.8K | 0.4% | $293.2K | Held |
| Lam Research Corp | LRCX | 4.5K | $961.5K | 0.4% | $191.2K | Held |
| Amazon Com Inc | AMZN | 4.6K | $958K | 0.4% | −$81.2K | Added$127.1K |
| Bp Plc | — | 19.9K | $933.1K | 0.4% | $243.6K | Held |
| Canadian Natl Ry Co | — | 9K | $924.9K | 0.4% | $35.3K | Held |
| Hunt J B Trans Svcs Inc | — | 4.3K | $911.2K | 0.3% | $75.5K | Held |
| Bank Nova Scotia Halifax | — | 12.8K | $884.4K | 0.3% | −$55.9K | Held |
| Southern Co | — | 8.8K | $849.4K | 0.3% | $82K | Held |
| Intel Corp | INTC | 19K | $838.5K | 0.3% | $137.4K | Held |
| Alphabet Inc | — | 2.8K | $803.2K | 0.3% | −$75.4K | Held |
| Equinor Asa | — | 18.9K | $799.4K | 0.3% | $351.8K | Held |
| Vulcan Matls Co | — | 2.6K | $708K | 0.3% | −$33.6K | Held |
| Entergy Corp New | — | 5.6K | $629.2K | 0.2% | $111.6K | Held |
| Enbridge Inc | — | 11.4K | $617.9K | 0.2% | $72K | Held |
| PBF Energy Inc. | PBF | 12.7K | $604.8K | 0.2% | $260.3K | Held |
| Cisco Sys Inc | — | 7.3K | $566.4K | 0.2% | $4.09K | Held |
| Cemex Sab De Cv | — | 49K | $560.6K | 0.2% | −$2.45K | Held |
| Mcdonalds Corp | MCD | 1.8K | $559.4K | 0.2% | $9.29K | Held |
| Dow Inc. | DOW | 13.4K | $557.7K | 0.2% | $244.7K | Held |
| Novartis Ag | — | 3.5K | $534.6K | 0.2% | $52.1K | Held |
| Tesla, Inc. | TSLA | 1.4K | $520.5K | 0.2% | −$109.2K | Held |
| Nisource Inc. | NI | 10K | $466.6K | 0.2% | $49K | Held |
| Ppl Corp | — | 11.5K | $439.3K | 0.2% | $36.6K | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 2.6K | $431.8K | 0.2% | $13.8K | Held |
| Cummins Inc | CMI | 800 | $430.4K | 0.2% | $22.1K | Held |
| Arcelormittal Sa Luxembourg | — | 7K | $363.8K | 0.1% | $44.9K | Cut−$32.6K |
| Prologis Inc. | — | 2.67K | $352.3K | 0.1% | $12K | Held |
| At&T Inc | — | 12K | $347.9K | 0.1% | $49.8K | Held |
| Sanofi Sa | — | 7.21K | $347.5K | 0.1% | −$2.02K | Held |
| Royal Bk Cda | — | 2.09K | $338.3K | 0.1% | −$18.2K | Held |
| Heartland Express Inc | HTLD | 31.4K | $326.5K | 0.1% | $43K | Held |
| Brown Forman Corp | — | 12K | $321.5K | 0.1% | $5.76K | Held |
| Suburban Propane Partners L | — | 16K | $315K | 0.1% | $18.4K | Held |
| Coca Cola Co | KO | 4.1K | $311.8K | 0.1% | $25.2K | Held |
| Schneider National, Inc. | SNDR | 11.4K | $300.5K | 0.1% | −$1.94K | Held |
| Lockheed Martin Corp | LMT | 486 | $293.7K | 0.1% | $58.7K | Cut$11.3K |
| Hub Group, Inc. | HUBG | 8K | $288.3K | 0.1% | −$52.6K | Held |
| Mondelez Intl Inc | — | 5K | $288.2K | 0.1% | $19.1K | Held |
| Deere & Co | DE | 500 | $281.6K | 0.1% | $48.9K | Cut$2.31K |
| Newmont Corp | — | 2.5K | $270.6K | 0.1% | $21K | Held |
| Bhp Group Ltd | — | 3.7K | $269.1K | 0.1% | $45.8K | Cut−$14.6K |
| Keycorp | — | 13K | $260.6K | 0.1% | −$7.67K | Held |
| Johnson & Johnson | JNJ | 1K | $244.4K | 0.1% | $37.5K | Held |
| Rio Tinto Plc | — | 2.6K | $242.6K | 0.1% | $34.5K | Held |
| First Indl Rlty Tr Inc | — | 4K | $231.4K | 0.1% | $2.32K | Held |
| Alphabet Inc | — | 800 | $230K | 0.1% | −$20.4K | Held |
| Qnity Electronics, Inc. | Q | 1.96K | $226.1K | 0.1% | — | New |
| Nokia Corp | — | 28K | $225.1K | 0.1% | $44K | Held |
| Marriott Intl Inc New | — | 675 | $220.8K | 0.1% | $11.4K | Held |
| Moodys Corp | — | 500 | $218.1K | 0.1% | −$37.3K | Held |
| Saia Inc | SAIA | 600 | $210.8K | 0.1% | — | New |
| Las Vegas Sands Corp | LVS | 3.8K | $204.7K | 0.1% | −$42.6K | Held |
| Viatris Inc | VTRS | 15K | $202.7K | 0.1% | $15.9K | Held |
| UWM Holdings Corp | UWMC | 41K | $148.4K | 0.1% | −$12.2K | Added$78.3K |
| Wendys Co | — | 10K | $69.5K | 0.0% | −$13.8K | Held |
| Douglas Elliman Inc. | DOUG | 25.6K | $42K | 0.0% | −$18.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.