Cherokee Insurance Co Top Holdings and 13F Report (2026)

About Cherokee Insurance Co

Investment Activity

Cherokee Insurance Co has $259.13 million in total holdings as of June 30, 2026.
Cherokee Insurance Co owns shares of 124 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 2.05% of the portfolio was purchased this quarter.
About 11.43% of the portfolio was sold this quarter.
This quarter, Cherokee Insurance Co has purchased 121 new stocks and bought additional shares in 8 stocks.
Cherokee Insurance Co sold shares of 21 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $15,596,504
Eli Lilly and Company: $12,953,844
CSX: $9,696,120
International Paper: $8,702,040
JPMorgan Chase & Co.: $7,859,193

Largest New Holdings this Quarter

314352105 - FEDEX FGHT HLDG CO INC: $1,815,775 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $427,150 Holding
007903107 - Advanced Micro Devices: $290,455 Holding
036752103 - Elevance Health: $251,375 Holding
747525103 - Qualcomm: $221,748 Holding

Largest Purchases this Quarter

FEDEX FGHT HLDG CO INC: 12,025 shares (about $1.82M)
Tractor Supply: 15,000 shares (about $474.15K)
SPACE EXPLORATION TECHN CORP: 2,500 shares (about $427.15K)
Home Depot: 1,000 shares (about $352.68K)
AutoZone: 100 shares (about $319.59K)

Largest Sales this Quarter

Marathon Petroleum: 16,300 shares (about $4.17M)
Micron Technology: 1,800 shares (about $2.08M)
Valero Energy: 7,000 shares (about $1.82M)
Seagate Technology: 1,800 shares (about $1.74M)
Intel: 12,000 shares (about $1.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$15,596,504		0.0%	53,900	6.0%	Technology
LLY Eli Lilly and Company	$12,953,844		0.0%	10,800	5.0%	Healthcare
CSX CSX	$9,696,120		0.0%	204,000	3.7%	Industrials
IP International Paper	$8,702,040	$190,500 â–²	2.2%	228,400	3.4%	Materials
JPM JPMorgan Chase & Co.	$7,859,193		0.0%	24,010	3.0%	Finance
CVX Chevron	$7,840,282	$1,326,080 â–¼	-14.5%	47,299	3.0%	Energy
MSFT Microsoft	$7,768,142		0.0%	20,825	3.0%	Technology
FDX FedEx	$7,530,777		0.0%	24,050	2.9%	Industrials
OKE ONEOK	$6,695,684	$130,410 â–¼	-1.9%	77,015	2.6%	Energy
UMH UMH Properties	$6,285,559	$93,232 â–²	1.5%	415,162	2.4%	Real Estate
KNX Knight-Swift Transportation	$6,184,435	$311,480 â–¼	-4.8%	79,420	2.4%	Industrials
UNP Union Pacific	$5,984,000		0.0%	22,000	2.3%	Industrials
EMN Eastman Chemical	$5,914,334	$200,940 â–²	3.5%	88,300	2.3%	Materials
NSC Norfolk Southern	$5,505,325		0.0%	17,500	2.1%	Industrials
AZO AutoZone	$5,433,098	$319,594 â–²	6.3%	1,700	2.1%	Consumer Discretionary
MPC Marathon Petroleum	$5,307,198	$4,167,421 â–¼	-44.0%	20,758	2.0%	Energy
FHN First Horizon	$4,358,800		0.0%	170,000	1.7%	Finance
EPD Enterprise Products Partners	$4,227,400	$183,800 â–¼	-4.2%	115,000	1.6%	Energy
ED Consolidated Edison	$4,137,562		0.0%	37,400	1.6%	Utilities
COP ConocoPhillips	$4,023,252	$779,700 â–¼	-16.2%	38,700	1.6%	Energy
MS Morgan Stanley	$3,344,640		0.0%	16,000	1.3%	Finance
CINF Cincinnati Financial	$3,332,520		0.0%	18,000	1.3%	Finance
BRK.B Berkshire Hathaway	$3,302,574		0.0%	6,600	1.3%	Finance
CP Canadian Pacific Kansas City	$3,298,592		0.0%	38,068	1.3%	Industrials
BTI British American Tobacco	$3,284,150		0.0%	53,176	1.3%	Consumer Staples
HCA HCA Healthcare	$3,158,109		0.0%	8,100	1.2%	Healthcare
PFE Pfizer	$3,056,884		0.0%	126,947	1.2%	Healthcare
VLO Valero Energy	$2,955,994	$1,823,080 â–¼	-38.1%	11,350	1.1%	Energy
NUE Nucor	$2,918,025		0.0%	13,100	1.1%	Materials
CAT Caterpillar	$2,768,740		0.0%	2,600	1.1%	Industrials
ORI Old Republic International	$2,700,720		0.0%	66,000	1.0%	Finance
PSX Phillips 66	$2,611,823	$456,435 â–¼	-14.9%	15,450	1.0%	Energy
META Meta Platforms	$2,534,805		0.0%	4,500	1.0%	Communication Services
ABBV AbbVie	$2,516,400		0.0%	10,000	1.0%	Healthcare
UNH UnitedHealth Group	$2,410,654		0.0%	5,800	0.9%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$2,387,850	$243,561 â–¼	-9.3%	5,000	0.9%	Technology
MO Altria Group	$2,384,351		0.0%	33,139	0.9%	Consumer Staples
BANK OF NY MELLON CORP	$2,347,020		0.0%	16,230	0.9%	COM
LOW Lowe's Companies	$2,315,145		0.0%	10,500	0.9%	Consumer Discretionary
MU Micron Technology	$2,077,722	$2,077,722 â–¼	-50.0%	1,800	0.8%	Technology
AEP American Electric Power	$2,052,150		0.0%	15,000	0.8%	Utilities
STX Seagate Technology	$2,026,500	$1,737,000 â–¼	-46.2%	2,100	0.8%	Technology
HD Home Depot	$2,010,276	$352,680 â–²	21.3%	5,700	0.8%	Consumer Discretionary
LSTR Landstar System	$1,881,971		0.0%	9,100	0.7%	Industrials
MRK Merck & Co., Inc.	$1,862,993		0.0%	14,498	0.7%	Healthcare
FEDEX FGHT HLDG CO INC	$1,815,775	$1,815,775 â–²	New Holding	12,025	0.7%	COMMON STOCK
SCCO Southern Copper	$1,772,050	$17,426 â–²	1.0%	10,169	0.7%	Materials
BMY Bristol Myers Squibb	$1,763,172		0.0%	30,600	0.7%	Healthcare
UPS United Parcel Service	$1,591,000		0.0%	14,800	0.6%	Industrials
FE FirstEnergy	$1,568,820		0.0%	33,000	0.6%	Utilities
FCX Freeport-McMoRan	$1,364,713		0.0%	21,700	0.5%	Materials
DUK Duke Energy	$1,354,406		0.0%	10,700	0.5%	Utilities
TSCO Tractor Supply	$1,318,137	$474,150 â–²	56.2%	41,700	0.5%	Consumer Discretionary
HSBC HSBC	$1,287,994		0.0%	13,545	0.5%	Finance
ODFL Old Dominion Freight Line	$1,234,620		0.0%	5,700	0.5%	Industrials
BA Boeing	$1,201,409		0.0%	5,550	0.5%	Industrials
NVDA NVIDIA	$1,200,540		0.0%	6,000	0.5%	Technology
KMI Kinder Morgan	$1,182,890	$255,760 â–¼	-17.8%	37,000	0.5%	Energy
AZNCF AstraZeneca	$1,137,720		0.0%	6,000	0.4%	Healthcare
BNS Bank of Nova Scotia	$1,108,078		0.0%	12,760	0.4%	Finance
AMZN Amazon.com	$1,096,364		0.0%	4,600	0.4%	Consumer Discretionary
CNI Canadian National Railway	$1,073,160		0.0%	9,000	0.4%	Industrials
PM Philip Morris International	$1,067,369		0.0%	5,900	0.4%	Consumer Staples
VZ Verizon Communications	$1,028,862		0.0%	24,300	0.4%	Communication Services
XPO XPO	$1,026,450		0.0%	5,000	0.4%	Industrials
SHEL Shell	$1,003,290	$969,250 â–¼	-49.1%	12,939	0.4%	Energy
GOOG Alphabet	$989,324		0.0%	2,800	0.4%	Communication Services
INTC Intel	$977,410	$1,675,560 â–¼	-63.2%	7,000	0.4%	Technology
LAM RESEARCH CORP	$974,993	$974,993 â–¼	-50.0%	2,250	0.4%	COM NEW
WALMART INC	$951,384		0.0%	8,400	0.4%	COM
CSCO Cisco Systems	$857,458		0.0%	7,300	0.3%	Technology
TOTALENERGIES SE	$852,250	$777,600 â–¼	-47.7%	10,960	0.3%	ACT
SO Southern	$842,248		0.0%	8,800	0.3%	Utilities
VMC Vulcan Materials	$767,026		0.0%	2,600	0.3%	Materials
JBHT J.B. Hunt Transport Services	$665,689	$578,860 â–¼	-46.5%	2,300	0.3%	Industrials
ETR Entergy	$643,216		0.0%	5,600	0.2%	Utilities
ENB Enbridge	$618,699		0.0%	11,413	0.2%	Energy
TSLA Tesla	$588,840		0.0%	1,400	0.2%	Consumer Discretionary
CX Cemex	$588,000		0.0%	49,000	0.2%	Materials
CMI Cummins	$570,568		0.0%	800	0.2%	Industrials
NVS Novartis	$548,520		0.0%	3,500	0.2%	Healthcare
CHRW C.H. Robinson Worldwide	$489,684		0.0%	2,600	0.2%	Industrials
MCD McDonald's	$486,558		0.0%	1,800	0.2%	Consumer Discretionary
HTLD Heartland Express	$477,847		0.0%	31,396	0.2%	Industrials
NI NiSource	$475,500		0.0%	10,000	0.2%	Utilities
RY Royal Bank Of Canada	$432,774		0.0%	2,091	0.2%	Finance
SPACE EXPLORATION TECHN CORP	$427,150	$427,150 â–²	New Holding	2,500	0.2%	CLASS A COM STK
MT ArcelorMittal	$421,480		0.0%	6,999	0.2%	Materials
PPL PPL	$418,025		0.0%	11,500	0.2%	Utilities
SNDR Schneider National	$416,442		0.0%	11,400	0.2%	Industrials
NOK Nokia	$371,840		0.0%	28,000	0.1%	Technology
BP BP	$364,105	$369,500 â–¼	-50.4%	9,854	0.1%	Energy
PLD Prologis	$361,028		0.0%	2,665	0.1%	Real Estate
HUBG Hub Group	$350,320		0.0%	8,000	0.1%	Industrials
KO CocaCola	$333,207		0.0%	4,100	0.1%	Consumer Staples
BF.A Brown Forman	$328,320		0.0%	12,000	0.1%	Consumer Staples
DE Deere & Company	$317,165		0.0%	500	0.1%	Industrials
BHP BHP Group	$308,247		0.0%	3,700	0.1%	Materials
SNY Sanofi	$307,707		0.0%	7,213	0.1%	Healthcare
KEY KeyCorp	$299,650		0.0%	13,000	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Cherokee Insurance Co Top Holdings and 13F Report (2026)

About Cherokee Insurance Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cherokee Insurance Co Top Holdings and 13F Report (2026)

About Cherokee Insurance Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCherokee Insurance Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools