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CIK: 0002077903
Total reported value
$259.1M
$259.1M
120 檔
18.7%
The Q4 2024 SEC filing reveals that Cherokee Insurance Co held a total portfolio value of $259.1M, covering 120 public equity positions.
During Q4 2024, Cherokee Insurance Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IP, MSFT) accounted for 18.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.83% | — | |
| 2 | IP | International Paper Co | Stock-Consumer Disc | 4.72% | +0.33% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | +0.07% | — | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.78% | +1.23% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 3.63% | -1.31% | — | |
| 6 | OKE | Oneok Inc | Stock-Energy | 3.57% | -0.11% | — | |
| 7 | UMH | Umh Properties Inc | Stock-Other | 3.16% | +0.19% | — | |
| 8 | CSX | Csx CORP | Stock-Industrials | 2.94% | +0.56% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.88% | +0.35% | — | |
| 10 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.63% | -1.38% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.36% | -2.99% | EXIT | |
| 12 | EMN | Eastman Chemical Co | Stock-Materials | 2.28% | -0.19% | — | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.27% | +0.28% | — | |
| 14 | COP | Conocophillips | Stock-Energy | 2.08% | -0.76% | — | |
| 15 | FDX | Fedex CORP | Stock-Industrials | 1.94% | -0.34% | — | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.86% | +0.21% | — | |
| 17 | KNX | Knight-swift Transportation | Stock-Industrials | 1.84% | +0.57% | — | |
| 18 | ED | Consolidated Edison Inc | Stock-Utilities | 1.78% | -0.01% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.71% | -0.09% | — | |
| 20 | AZO | Autozone Inc | Stock-Consumer Disc | 1.60% | +0.05% | — | |
| 21 | FHN | First Horizon CORP | Stock-Financials | 1.55% | +0.21% | — | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.48% | -0.17% | — | |
| 23 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.37% | -0.24% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | +0.07% | — | |
| 25 | ORI | Old Republic Intl CORP | Stock-Financials | 1.34% | +0.04% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.33% | +0.33% | — | |
| 27 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.30% | +0.21% | — | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 1.27% | -0.58% | — | |
| 29 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.25% | +0.13% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | — | — | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.05% | — | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.99% | +0.09% | — | |
| 33 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.97% | +0.09% | — | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.94% | -0.25% | — | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.91% | +0.29% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | +0.19% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.14% | — | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.78% | -0.02% | — | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | +0.06% | — | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.72% | -0.51% | — | |
| 41 | LSTR | Landstar System Inc | Stock-Industrials | 0.71% | +0.18% | — | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.70% | +0.18% | — | |
| 43 | NUE | Nucor CORP | Stock-Materials | 0.69% | +0.29% | — | |
| 44 | AEP | American Electric Power | Stock-Utilities | 0.63% | +0.04% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.06% | — | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.55% | EXIT | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.37% | — | |
| 48 | FE | Firstenergy CORP | Stock-Utilities | 0.59% | -0.02% | — | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.56% | -0.11% | — | |
| 50 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.53% | — | — |
According to official SEC Form 13F filings, Cherokee Insurance Co reported a total U.S. public equity portfolio value of $259.1M across 120 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Cherokee Insurance Co's top holdings by market value included AAPL (6.0%)、IP (4.7%)、MSFT (3.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2024, Cherokee Insurance Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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