Cherokee Insurance Co
InsuranceCIK
2077903
Location
STERLING HEIGHTS, MI
Portfolio Value
Small
$262,653,511
Diversification
Diversified
Filing Date
Global Rank
#3,660
/ 8,623
▲ 250
· as of Mar 2026
Top Industry
Oil & Gas Integrated
9.6%
3Y Alpha vs SPY
+5.3%
Period ended 4 months ago
Filed Apr 28, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+30.9%
SPY
+21.4%
Annualised alpha
+6.1%
Max drawdown
−15.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
120 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.2%
−0.8 pts
Top 5
20.1%
−1.6 pts
Top 10
34.9%
−1.3 pts
HHI
206
Diversified−10
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 24.4% | $64,111,804 |
| Industrials | 18.1% | $47,445,998 |
| Technology | 11.4% | $29,858,274 |
| Healthcare | 10.4% | $27,188,245 |
| Financial Services | 10.3% | $27,086,083 |
| Consumer Cyclical | 8.1% | $21,148,991 |
| Basic Materials | 5.6% | $14,705,703 |
| Utilities | 4.6% | $11,971,502 |
| Consumer Defensive | 3.1% | $8,236,985 |
| Real Estate | 2.5% | $6,527,553 |
| Communication Services | 1.7% | $4,372,373 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UWMC | UWM Holdings Corp | +25,000 | 41,000 | $148,420 | |
| UMH | Umh Properties, Inc. | +13,280 | 409,004 | $5,901,927 | |
| VZ | Verizon Communications Inc | +10,000 | 24,300 | $1,219,860 | |
| IP | International Paper Co /New/ | +5,000 | 223,400 | $7,975,380 | |
| EMN | Eastman Chemical Co | +2,000 | 85,300 | $6,510,096 | |
| TSCO | Tractor Supply Co /De/ | +2,000 | 26,700 | $1,209,510 | |
| UPS | United Parcel Service Inc | +1,000 | 14,800 | $1,456,024 | |
| AMZN | Amazon Com Inc | +1,000 | 4,600 | $958,042 | |
| MSFT | Microsoft Corp | +600 | 20,825 | $7,708,790 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FCX | Freeport-Mcmoran Inc | −5,000 | 21,700 | $1,275,526 | |
| WMB | Williams Companies, Inc. | −5,000 | 19,729 | $1,435,876 | |
| VLO | Valero Energy Corp/Tx | −4,500 | 18,350 | $4,533,918 | |
| MPC | Marathon Petroleum Corp | −4,500 | 37,058 | $9,048,822 | |
| XOM | ExxonMobil Holdings Corp | −2,000 | 46,400 | $7,872,224 | |
| SCCO | Southern Copper Corp/ | −1,899 | 10,069 | $1,732,471 | |
| MT | ArcelorMittal | −1,700 | 6,999 | $363,808 | |
| BHP | BHP Group Ltd | −1,000 | 3,700 | $269,138 | |
| FDX | Fedex Corp | −1,000 | 24,050 | $8,566,129 | |
| CAT | Caterpillar Inc | −650 | 2,600 | $1,841,996 | |
| DE | Deere & Co | −100 | 500 | $281,650 | |
| LMT | Lockheed Martin Corp | −98 | 486 | $293,733 | |
| No positions match the current search. | |||||
120 tracked positions ·
$262,653,511 total
· filing declares
121 positions · $263,456,737
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 120 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 53,900 | $13,679,281 | 5.21% | |
| CVX |
Chevron Corp
Energy
|
Held | 55,299 | $11,441,363 | 4.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 10,800 | $9,933,516 | 3.78% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 37,058 | $9,048,822 | 3.45% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 24,050 | $8,566,129 | 3.26% | |
| CSX |
Csx Corp
Industrials
|
Held | 204,000 | $8,374,200 | 3.19% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Added | 223,400 | $7,975,380 | 3.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 46,400 | $7,872,224 | 3.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,825 | $7,708,790 | 2.93% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 78,515 | $7,096,970 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 24,010 | $7,062,781 | 2.69% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 85,300 | $6,510,096 | 2.48% | |
| COP |
Conocophillips
Energy
|
Held | 46,200 | $6,098,400 | 2.32% | |
| UMH |
Umh Properties, Inc.
Real Estate
|
Added | 409,004 | $5,901,927 | 2.25% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 1,600 | $5,404,448 | 2.06% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 22,000 | $5,337,640 | 2.03% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 17,500 | $5,022,500 | 1.91% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Held | 83,420 | $4,803,323 | 1.83% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 120,000 | $4,540,800 | 1.73% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 18,350 | $4,533,918 | 1.73% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 37,400 | $4,232,932 | 1.61% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 170,000 | $3,869,200 | 1.47% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 8,100 | $3,833,244 | 1.46% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 126,947 | $3,564,671 | 1.36% | |
| PSX |
Phillips 66
Energy
|
Held | 18,150 | $3,306,567 | 1.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,600 | $3,162,720 | 1.20% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 53,176 | $3,109,200 | 1.18% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 38,068 | $2,994,428 | 1.14% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 18,000 | $2,832,300 | 1.08% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 66,000 | $2,633,400 | 1.00% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 16,000 | $2,633,120 | 1.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 4,500 | $2,574,585 | 0.98% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 10,500 | $2,480,940 | 0.94% | |
| SHEL |
Shell plc
Energy
|
Held | 25,439 | $2,365,827 | 0.90% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 13,100 | $2,215,210 | 0.84% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 33,139 | $2,186,842 | 0.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 10,000 | $2,174,900 | 0.83% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 15,000 | $1,966,200 | 0.75% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 16,230 | $1,925,364 | 0.73% | |
| TTE |
TotalEnergies SE
Energy
|
Held | 20,960 | $1,906,940 | 0.73% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 5,510 | $1,862,104 | 0.71% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 30,600 | $1,855,890 | 0.71% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,600 | $1,841,996 | 0.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 14,498 | $1,743,964 | 0.66% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 10,069 | $1,732,471 | 0.66% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 33,000 | $1,671,780 | 0.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 5,800 | $1,569,422 | 0.60% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 4,700 | $1,545,783 | 0.59% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 3,900 | $1,527,864 | 0.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 45,000 | $1,508,850 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.