Cherokee Insurance Co
InsuranceCIK
2077903
Location
STERLING HEIGHTS, MI
Portfolio Value
Small
$259,127,530
Diversification
Diversified
Reports for
OAKLAND FINANCIAL CORP
Filing Date
Global Rank
#5,661
/ 8,794
▼ 842
· as of Jun 2026
Top Industry
Railroads
9.9%
Period ended 3 months ago
Filed Aug 3, 2026 · 2mo
7 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
123 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.0%
+0.8 pts
Top 5
21.2%
+1.2 pts
Top 10
35.1%
+0.3 pts
HHI
209
Diversified+4
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 21.3% | $55,210,030 |
| Energy | 14.6% | $37,900,904 |
| Technology | 13.5% | $34,966,075 |
| Financial Services | 11.9% | $30,751,563 |
| Healthcare | 11.8% | $30,666,541 |
| Consumer Cyclical | 8.6% | $22,283,505 |
| Basic Materials | 5.7% | $14,763,769 |
| Utilities | 4.5% | $11,765,527 |
| Consumer Defensive | 3.3% | $8,637,980 |
| Real Estate | 2.7% | $7,094,349 |
| Communication Services | 2.0% | $5,087,287 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UWMC | UWM Holdings Corp | +25,000 | 66,000 | $151,140 | |
| TSCO | Tractor Supply Co /De/ | +15,000 | 41,700 | $1,318,137 | |
| UMH | Umh Properties, Inc. | +6,158 | 415,162 | $6,285,552 | |
| IP | International Paper Co /New/ | +5,000 | 228,400 | $8,702,040 | |
| EMN | Eastman Chemical Co | +3,000 | 88,300 | $5,914,334 | |
| HD | Home Depot, Inc. | +1,000 | 5,700 | $2,010,276 | |
| AZO | Autozone Inc | +100 | 1,700 | $5,433,097 | |
| SCCO | Southern Copper Corp/ | +100 | 10,169 | $1,772,050 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MPC | Marathon Petroleum Corp | −16,300 | 20,758 | $5,307,197 | |
| SHEL | Shell plc | −12,500 | 12,939 | $1,003,290 | |
| INTC | Intel Corp | −12,000 | 7,000 | $977,410 | |
| EQNR | Equinor ASA | −12,000 | 6,944 | $218,041 | |
| BP | Bp PLC | −10,000 | 9,854 | $364,105 | |
| TTE | TotalEnergies SE | −10,000 | 10,960 | $852,249 | |
| CVX | Chevron Corp | −8,000 | 47,299 | $7,840,282 | |
| KMI | Kinder Morgan, Inc. | −8,000 | 37,000 | $1,182,890 | |
| COP | Conocophillips | −7,500 | 38,700 | $4,023,252 | |
| VLO | Valero Energy Corp/Tx | −7,000 | 11,350 | $2,955,994 | |
| DOW | Dow Inc. | −5,000 | 8,391 | $229,577 | |
| EPD | Enterprise Products Partners L.P. | −5,000 | 115,000 | $4,227,400 | |
| KNX | Knight-Swift Transportation Holdings Inc. | −4,000 | 79,420 | $6,184,435 | |
| PSX | Phillips 66 | −2,700 | 15,450 | $2,611,822 | |
| LRCX | Lam Research Corp | −2,250 | 2,250 | $974,992 | |
| JBHT | Hunt J B Transport Services Inc | −2,000 | 2,300 | $665,689 | |
| MU | Micron Technology Inc | −1,800 | 1,800 | $2,077,722 | |
| STX | Seagate Technology Holdings plc | −1,800 | 2,100 | $2,026,500 | |
| OKE | Oneok Inc /New/ | −1,500 | 77,015 | $6,695,684 | |
| Q | Qnity Electronics, Inc. | −644 | 1,316 | $214,915 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −510 | 5,000 | $2,387,850 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 12,025 | $1,815,775 | |
| SPCX | Space Exploration Technologies Corp | 2,500 | $427,150 | |
| AMD | Advanced Micro Devices Inc | 500 | $290,455 | |
| ELV | Elevance Health, Inc. | 650 | $251,374 | |
| QCOM | Qualcomm Inc/De | 1,200 | $221,748 | |
| CVS | CVS HEALTH Corp | 2,000 | $206,900 | |
| EGP | Eastgroup Properties Inc | 1,000 | $202,530 | |
| WNC | WABASH NATIONAL Corp | 15,000 | $202,500 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
123 tracked positions ·
$259,127,530 total
· filing declares
124 positions · $259,127,555
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 123 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 53,900 | $15,596,504 | 6.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 10,800 | $12,953,845 | 5.00% | |
| CSX |
Csx Corp
Industrials
|
Held | 204,000 | $9,696,120 | 3.74% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Added | 228,400 | $8,702,040 | 3.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 24,010 | $7,859,193 | 3.03% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 47,299 | $7,840,282 | 3.03% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 20,825 | $7,768,141 | 3.00% | |
| FDX |
Fedex Corp
Industrials
|
Held | 24,050 | $7,530,776 | 2.91% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 77,015 | $6,695,684 | 2.58% | |
| UMH |
Umh Properties, Inc.
Real Estate
|
Added | 415,162 | $6,285,552 | 2.43% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Reduced | 79,420 | $6,184,435 | 2.39% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 22,000 | $5,984,000 | 2.31% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 88,300 | $5,914,334 | 2.28% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 17,500 | $5,505,325 | 2.12% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 1,700 | $5,433,097 | 2.10% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 20,758 | $5,307,197 | 2.05% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 170,000 | $4,358,800 | 1.68% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 115,000 | $4,227,400 | 1.63% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 37,400 | $4,137,562 | 1.60% | |
| COP |
Conocophillips
Energy
|
Reduced | 38,700 | $4,023,252 | 1.55% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 16,000 | $3,344,640 | 1.29% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 18,000 | $3,332,520 | 1.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,600 | $3,302,574 | 1.27% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 38,068 | $3,298,592 | 1.27% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 53,176 | $3,284,149 | 1.27% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 8,100 | $3,158,109 | 1.22% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 126,947 | $3,056,883 | 1.18% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 11,350 | $2,955,994 | 1.14% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 13,100 | $2,918,025 | 1.13% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,600 | $2,768,740 | 1.07% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 66,000 | $2,700,720 | 1.04% | |
| PSX |
Phillips 66
Energy
|
Reduced | 15,450 | $2,611,822 | 1.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 4,500 | $2,534,805 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 10,000 | $2,516,400 | 0.97% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 5,800 | $2,410,654 | 0.93% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,000 | $2,387,850 | 0.92% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 33,139 | $2,384,351 | 0.92% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 16,230 | $2,347,020 | 0.91% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 10,500 | $2,315,145 | 0.89% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,800 | $2,077,722 | 0.80% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 15,000 | $2,052,150 | 0.79% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 2,100 | $2,026,500 | 0.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,700 | $2,010,276 | 0.78% | |
| LSTR |
Landstar System Inc
Industrials
|
Held | 9,100 | $1,881,971 | 0.73% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 14,498 | $1,862,993 | 0.72% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 12,025 | $1,815,775 | 0.70% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 10,169 | $1,772,050 | 0.68% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 30,600 | $1,763,172 | 0.68% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 14,800 | $1,591,000 | 0.61% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 33,000 | $1,568,820 | 0.61% |
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.