Cherokee Insurance Co
InsuranceCIK
2077903
Location
STERLING HEIGHTS, MI
Portfolio Value
Small
$253,100,607
Diversification
Diversified
Filing Date
Global Rank
#3,706
/ 8,603
▲ 263
· as of Mar 2026
Top Industry
Railroads
9.0%
3Y Alpha vs SPY
+1.5%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.9%
SPY
+24.0%
Annualised alpha
+1.9%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
−0.8 pts
Top 5
20.7%
−1.6 pts
Top 10
35.3%
−1.4 pts
HHI
208
Diversified−12
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 22.2% | $56,239,580 |
| Industrials | 18.1% | $45,782,471 |
| Technology | 11.8% | $29,858,274 |
| Healthcare | 10.7% | $27,188,245 |
| Financial Services | 10.7% | $27,086,083 |
| Consumer Cyclical | 8.4% | $21,148,991 |
| Basic Materials | 5.8% | $14,688,550 |
| Utilities | 4.7% | $11,971,502 |
| Consumer Defensive | 3.3% | $8,236,985 |
| Real Estate | 2.6% | $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
11 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 | |
| SCCO | Southern Copper Corp/ | −1,899 | 10,069 | $1,715,318 | |
| 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 | $6,902,602 | |
| 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. | |||||
119 positions ·
$253,100,607 total
· 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 119 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 | 5.40% | |
| CVX |
Chevron Corp
Energy
|
Held | 55,299 | $11,441,363 | 4.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 10,800 | $9,933,516 | 3.92% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 37,058 | $9,048,822 | 3.58% | |
| CSX |
Csx Corp
Industrials
|
Held | 204,000 | $8,374,200 | 3.31% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Added | 223,400 | $7,975,380 | 3.15% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,825 | $7,708,790 | 3.05% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 78,515 | $7,096,970 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 24,010 | $7,062,781 | 2.79% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 24,050 | $6,902,602 | 2.73% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 85,300 | $6,510,096 | 2.57% | |
| COP |
Conocophillips
Energy
|
Held | 46,200 | $6,098,400 | 2.41% | |
| UMH |
Umh Properties, Inc.
Real Estate
|
Added | 409,004 | $5,901,927 | 2.33% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 1,600 | $5,404,448 | 2.14% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 22,000 | $5,337,640 | 2.11% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 17,500 | $5,022,500 | 1.98% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Held | 83,420 | $4,803,323 | 1.90% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 120,000 | $4,540,800 | 1.79% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 18,350 | $4,533,918 | 1.79% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 37,400 | $4,232,932 | 1.67% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 170,000 | $3,869,200 | 1.53% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 8,100 | $3,833,244 | 1.51% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 126,947 | $3,564,671 | 1.41% | |
| PSX |
Phillips 66
Energy
|
Held | 18,150 | $3,306,567 | 1.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,600 | $3,162,720 | 1.25% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 53,176 | $3,109,200 | 1.23% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 38,068 | $2,994,428 | 1.18% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 18,000 | $2,832,300 | 1.12% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 66,000 | $2,633,400 | 1.04% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 16,000 | $2,633,120 | 1.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 4,500 | $2,574,585 | 1.02% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 10,500 | $2,480,940 | 0.98% | |
| SHEL |
Shell plc
Energy
|
Held | 25,439 | $2,365,827 | 0.93% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 13,100 | $2,215,210 | 0.88% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 33,139 | $2,186,842 | 0.86% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 10,000 | $2,174,900 | 0.86% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 15,000 | $1,966,200 | 0.78% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 16,230 | $1,925,364 | 0.76% | |
| TTE |
TotalEnergies SE
Energy
|
Held | 20,960 | $1,906,940 | 0.75% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 5,510 | $1,862,104 | 0.74% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 30,600 | $1,855,890 | 0.73% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,600 | $1,841,996 | 0.73% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 14,498 | $1,743,964 | 0.69% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 10,069 | $1,715,318 | 0.68% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 33,000 | $1,671,780 | 0.66% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 5,800 | $1,569,422 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 4,700 | $1,545,783 | 0.61% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 3,900 | $1,527,864 | 0.60% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 45,000 | $1,508,850 | 0.60% | |
| LSTR |
Landstar System Inc
Industrials
|
Held | 9,100 | $1,458,821 | 0.58% |