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CIK: 0002077903
Total reported value
$259.1M
$259.1M
121 檔
20.5%
As reported in its official Q4 2025 Form 13F filing, Cherokee Insurance Co's tracked investment portfolio stood at $259.1M with 121 total positions.
In Q4 2025, Cherokee Insurance Co displayed an active expansion posture, initiating 6 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.94% | +0.83% | — | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.70% | +1.23% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | +0.07% | — | |
| 4 | IP | International Paper Co | Stock-Consumer Disc | 3.49% | +0.33% | +7.37% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 3.42% | -1.31% | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.14% | +0.35% | — | |
| 7 | CSX | Csx CORP | Stock-Industrials | 3.00% | +0.56% | — | |
| 8 | FDX | Fedex CORP | Stock-Industrials | 2.93% | -0.34% | +20.72% | |
| 9 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.74% | -1.38% | — | |
| 10 | UMH | Umh Properties Inc | Stock-Other | 2.55% | +0.19% | +1.47% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.36% | -2.99% | EXIT | |
| 12 | OKE | Oneok Inc | Stock-Energy | 2.34% | -0.11% | — | |
| 13 | AZO | Autozone Inc | Stock-Consumer Disc | 2.20% | +0.05% | +60.00% | |
| 14 | EMN | Eastman Chemical Co | Stock-Materials | 2.16% | -0.19% | +15.21% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 2.06% | +0.28% | — | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.05% | +0.21% | — | |
| 17 | KNX | Knight-swift Transportation | Stock-Industrials | 1.77% | +0.57% | — | |
| 18 | COP | Conocophillips | Stock-Energy | 1.75% | -0.76% | — | |
| 19 | FHN | First Horizon CORP | Stock-Financials | 1.65% | +0.21% | — | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 1.56% | -0.09% | — | |
| 21 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.53% | -0.24% | — | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 1.51% | -0.58% | — | |
| 23 | ED | Consolidated Edison Inc | Stock-Utilities | 1.51% | -0.01% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +0.07% | — | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.28% | -0.17% | — | |
| 26 | ORI | Old Republic Intl CORP | Stock-Financials | 1.22% | +0.04% | — | |
| 27 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.22% | +0.09% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | — | — | |
| 29 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.19% | +0.21% | — | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.15% | +0.29% | — | |
| 31 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.14% | +0.13% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.05% | — | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.95% | -0.25% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.14% | — | |
| 35 | NUE | Nucor CORP | Stock-Materials | 0.87% | +0.29% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.33% | — | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | +0.09% | — | |
| 38 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.76% | +0.18% | — | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.76% | -0.51% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.37% | — | |
| 41 | AEP | American Electric Power | Stock-Utilities | 0.70% | +0.04% | — | |
| 42 | SCCO | Southern Copper CORP | Stock-Materials | 0.70% | +0.02% | +0.84% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.68% | +0.21% | — | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.67% | -0.02% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | +0.19% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | +0.06% | — | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.60% | -0.55% | EXIT | |
| 48 | FE | Firstenergy CORP | Stock-Utilities | 0.60% | -0.02% | — | |
| 49 | TTE | TotalEnergies SE | Stock-Other | 0.56% | -0.39% | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.55% | +0.06% | -15.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | — | Unchanged |
| 2 | FDX | Fedex CORP | +0.8% | +20.72% | Add |
| 3 | AZO | Autozone Inc | +0.4% | +60.00% | Add |
| 4 | KNX | Knight-swift Transportation | +0.4% | — | Unchanged |
| 5 | EMN | Eastman Chemical Co | +0.2% | +15.21% | Add |
| 6 | TSCO | Tractor Supply Company | +0.2% | +94.49% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | — | Unchanged |
| 8 | NUE | Nucor CORP | +0.1% | — | Unchanged |
| 9 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 10 | FCX | Freeport-mcmoran Inc | +0.1% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 12 | ODFL | Old Dominion Freight Line | +0.1% | +26.67% | Add |
| 13 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | — | Unchanged |
| 14 | SCCO | Southern Copper CORP | +0.1% | +0.84% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 16 | UMH | Umh Properties Inc | +0.1% | +1.47% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 18 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 19 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 20 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | Unchanged |
| 21 | HCA | Hca Healthcare Inc | +0.1% | — | Unchanged |
| 22 | LSTR | Landstar System Inc | +0.1% | — | Unchanged |
| 23 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 24 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 26 | ORI | Old Republic Intl CORP | 0% | — | Unchanged |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 28 | BTI | British American Tob-sp Adr | 0% | — | Unchanged |
| 29 | FHN | First Horizon CORP | — | — | Unchanged |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 31 | CSX | Csx CORP | -0.1% | — | Unchanged |
| 32 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 33 | VLO | Valero Energy CORP | -0.2% | — | Unchanged |
| 34 | MO | Altria Group Inc | -0.2% | — | Unchanged |
| 35 | HTLD | Heartland Express Inc | -0.2% | -61.51% | Trim |
| 36 | NSC | Norfolk Southern CORP | -0.2% | — | Unchanged |
| 37 | META | Meta Platforms Inc-class A | -0.2% | — | Unchanged |
| 38 | CVX | Chevron CORP | -0.3% | — | Unchanged |
| 39 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 40 | IP | International Paper Co | -0.6% | +7.37% | Add |
| 41 | MPC | Marathon Petroleum CORP | -0.7% | — | Unchanged |
| 42 | TTE | TotalEnergies SE | — | NEW | New buy |
| 43 | WERN | Werner Enterprises Inc | — | EXIT | Sold out |
| 44 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 45 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 47 | MAR | Marriott International -cl A | — | NEW | New buy |
| 48 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 49 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 50 | QCOM | Qualcomm Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cherokee Insurance Co reported a total U.S. public equity portfolio value of $259.1M across 121 disclosed positions in Q4 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, LLY, MSFT) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $1.4M
Top Position Liquidated / Trimmed
WERN
前期市值: $606.8K
During Q4 2025, Cherokee Insurance Co's top holdings by market value included AAPL (5.9%)、LLY (4.7%)、MSFT (4.0%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q4 2025, Cherokee Insurance Co made 18 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 3 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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