Sponsored

The Analysis of Cherokee Insurance Co's Holdings & P&L

Currently, Cherokee Insurance Co holds 121 types of securities in its portfolio with a total value $263.5M. In the most recent quarter, they have increased their positions in N/A (+6.0K shares, valued at $1.2M), VZ (+10.0K shares, valued at $502.0K), N/A (+2.0K shares, valued at $226.1K); decreased their positions in VLO (-4.5K shares, valued at $1.1M), MPC (-4.5K shares, valued at $1.1M), CAT (-650 shares, valued at $460.5K); initiated new positions in N/A (+6.0K shares, valued at $1.2M), N/A (+2.0K shares, valued at $226.1K), SAIA (+600 shares, valued at $210.8K).

1M P&L

+7.9M+3.11%

3M P&L

+9.0M+3.55%

HY P&L

+38.5M+17.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas Integrated23.4M

9.5%

2Railroads19.7M

7.9%

3Drug Manufacturers - General18.7M

7.5%

Top Industries by Stock Count

1Drug Manufacturers - General7 stocks

6.4%

2Utilities - Regulated Electric6 stocks

5.5%

3Integrated Freight & Logistics6 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC53.9K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION55.3K shares0.00%2026-03-312026-04-28

LLY ELI LILLY & CO10.8K shares0.00%2026-03-312026-04-28

MPC MARATHON PETE CORP37.1K shares-10.83%2026-03-312026-04-28

FDX FEDEX CORP24.1K shares-3.99%2026-03-312026-04-28

CSX CSX CORP204.0K shares0.00%2026-03-312026-04-28

IP INTERNATIONAL PAPER CO223.4K shares2.29%2026-03-312026-04-28

XOM EXXON MOBIL CORP46.4K shares-4.13%2026-03-312026-04-28

Sponsored

MSFT MICROSOFT CORP20.8K shares2.97%2026-03-312026-04-28

OKE ONEOK INC NEW78.5K shares0.00%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO24.0K shares0.00%2026-03-312026-04-28

EMN EASTMAN CHEM CO85.3K shares2.40%2026-03-312026-04-28

COP CONOCOPHILLIPS46.2K shares0.00%2026-03-312026-04-28

UMH UMH PPTYS INC409.0K shares3.36%2026-03-312026-04-28

AZO AUTOZONE INC1.6K shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP22.0K shares0.00%2026-03-312026-04-28

Sponsored

NSC NORFOLK SOUTHN CORP17.5K shares0.00%2026-03-312026-04-28

KNX KNIGHT-SWIFT TRANSN HLDGS IN83.4K shares0.00%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L120.0K shares0.00%2026-03-312026-04-28

VLO VALERO ENERGY CORP18.4K shares-19.69%2026-03-312026-04-28

ED CONSOLIDATED EDISON INC37.4K shares0.00%2026-03-312026-04-28

FHN FIRST HORIZON CORPORATION170.0K shares0.00%2026-03-312026-04-28

HCA HCA HEALTHCARE INC8.1K shares0.00%2026-03-312026-04-28

PFE PFIZER INC126.9K shares0.00%2026-03-312026-04-28

Sponsored

PSX PHILLIPS 6618.1K shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares0.00%2026-03-312026-04-28

BTI BRITISH AMERN TOB PLC53.2K shares0.00%2026-03-312026-04-28

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY38.1K shares0.00%2026-03-312026-04-28

CINF CINCINNATI FINL CORP18.0K shares0.00%2026-03-312026-04-28

ORI OLD REP INTL CORP66.0K shares0.00%2026-03-312026-04-28

MS MORGAN STANLEY16.0K shares0.00%2026-03-312026-04-28

META META PLATFORMS INC4.5K shares0.00%2026-03-312026-04-28

Sponsored

LOW LOWES COS INC10.5K shares0.00%2026-03-312026-04-28

SHEL SHELL PLC25.4K shares0.00%2026-03-312026-04-28

NUE NUCOR CORP13.1K shares0.00%2026-03-312026-04-28

MO ALTRIA GROUP INC33.1K shares0.00%2026-03-312026-04-28

ABBV ABBVIE INC10.0K shares0.00%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC15.0K shares0.00%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP16.2K shares0.00%2026-03-312026-04-28

TOTALENERGIES SE TOTALENERGIES SE21.0K shares0.00%2026-03-312026-04-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.5K shares0.00%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO30.6K shares0.00%2026-03-312026-04-28

CAT CATERPILLAR INC2.6K shares-20.00%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC14.5K shares0.00%2026-03-312026-04-28

SCCO SOUTHERN COPPER CORP10.1K shares-15.87%2026-03-312026-04-28

FE FIRSTENERGY CORP33.0K shares0.00%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC5.8K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC4.7K shares0.00%2026-03-312026-04-28

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.9K shares0.00%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL45.0K shares0.00%2026-03-312026-04-28

LSTR LANDSTAR SYS INC9.1K shares0.00%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC14.8K shares7.25%2026-03-312026-04-28

WMB WILLIAMS COS INC19.7K shares-20.22%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.7K shares0.00%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC21.7K shares-18.73%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC24.3K shares69.93%2026-03-312026-04-28

Sponsored

MU MICRON TECHNOLOGY INC3.6K shares0.00%2026-03-312026-04-28

TSCO TRACTOR SUPPLY CO26.7K shares8.10%2026-03-312026-04-28

ASTRAZENECA PLC ASTRAZENECA PLC6.0K sharesnew addition2026-03-312026-04-28

HSBC HSBC HLDGS PLC13.5K shares0.00%2026-03-312026-04-28

ODFL OLD DOMINION FREIGHT LINE IN5.7K shares0.00%2026-03-312026-04-28

BA BOEING CO5.5K shares0.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION6.0K shares0.00%2026-03-312026-04-28

WMT WALMART INC8.4K shares0.00%2026-03-312026-04-28

Sponsored

PM PHILIP MORRIS INTL INC5.9K shares0.00%2026-03-312026-04-28

XPO XPO INC5.0K shares0.00%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP4.5K shares0.00%2026-03-312026-04-28

AMZN AMAZON COM INC4.6K shares27.78%2026-03-312026-04-28

BP BP PLC19.9K shares0.00%2026-03-312026-04-28

CNI CANADIAN NATL RY CO9.0K shares0.00%2026-03-312026-04-28

JBHT HUNT J B TRANS SVCS INC4.3K shares0.00%2026-03-312026-04-28

BNS BANK NOVA SCOTIA B C12.8K shares0.00%2026-03-312026-04-28

Sponsored

SO SOUTHERN CO8.8K shares0.00%2026-03-312026-04-28

INTC INTEL CORP19.0K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.8K shares0.00%2026-03-312026-04-28

EQNR EQUINOR ASA18.9K shares0.00%2026-03-312026-04-28

VMC VULCAN MATLS CO2.6K shares0.00%2026-03-312026-04-28

ETR ENTERGY CORP NEW5.6K shares0.00%2026-03-312026-04-28

ENB ENBRIDGE INC11.4K shares0.00%2026-03-312026-04-28

PBF PBF ENERGY INC12.7K shares0.00%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC7.3K shares0.00%2026-03-312026-04-28

CX CEMEX SA EURO MTN BE 144A49.0K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP1.8K shares0.00%2026-03-312026-04-28

DOW DOW HLDGS INC13.4K shares0.00%2026-03-312026-04-28

NVS NOVARTIS AG3.5K shares0.00%2026-03-312026-04-28

TSLA TESLA INC1.4K shares0.00%2026-03-312026-04-28

NI NISOURCE INC10.0K shares0.00%2026-03-312026-04-28

PPL PPL CORP11.5K shares0.00%2026-03-312026-04-28

Sponsored

CHRW C H ROBINSON WORLDWIDE IN2.6K shares0.00%2026-03-312026-04-28

CMI CUMMINS INC800 shares0.00%2026-03-312026-04-28

MT ARCELORMITTAL SA LUXEMBOURG7.0K shares-19.54%2026-03-312026-04-28

PLD PROLOGIS INC.2.7K shares0.00%2026-03-312026-04-28

T AT&T INC12.0K shares0.00%2026-03-312026-04-28

SNY SANOFI SA7.2K shares0.00%2026-03-312026-04-28

RY ROYAL BK CDA2.1K shares0.00%2026-03-312026-04-28

HTLD HEARTLAND EXPRESS INC31.4K shares0.00%2026-03-312026-04-28

Sponsored

BF.A BROWN FORMAN CORP12.0K shares0.00%2026-03-312026-04-28

SPH SUBURBAN PROPANE PARTNERS L16.0K shares0.00%2026-03-312026-04-28

KO COCA COLA CO4.1K shares0.00%2026-03-312026-04-28

SNDR SCHNEIDER NATIONAL INC11.4K shares0.00%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP486 shares-16.78%2026-03-312026-04-28

HUBG HUB GROUP INC8.0K shares0.00%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC5.0K shares0.00%2026-03-312026-04-28

DE DEERE & CO500 shares-16.67%2026-03-312026-04-28

Sponsored

NEM NEWMONT CORP2.5K shares0.00%2026-03-312026-04-28

BHP BHP BILLITON LIMITED3.7K shares-21.28%2026-03-312026-04-28

KEY KEYCORP13.0K shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.0K shares0.00%2026-03-312026-04-28

RIO RIO TINTO PLC2.6K shares0.00%2026-03-312026-04-28

FR FIRST INDL RLTY TR INC4.0K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC800 shares0.00%2026-03-312026-04-28

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.0K sharesnew addition2026-03-312026-04-28

Sponsored

NOK NOKIA CORP28.0K shares0.00%2026-03-312026-04-28

MAR MARRIOTT INTL INC NEW675 shares0.00%2026-03-312026-04-28

MCO MOODYS CORP500 shares0.00%2026-03-312026-04-28

SAIA SAIA INC600 sharesnew addition2026-03-312026-04-28

LVS LAS VEGAS SANDS CORP3.8K shares0.00%2026-03-312026-04-28

VTRS VIATRIS INC15.0K shares0.00%2026-03-312026-04-28

UWMC UWM HOLDINGS CORPORATION41.0K shares156.25%2026-03-312026-04-28

WEN WENDYS CO10.0K shares0.00%2026-03-312026-04-28

Sponsored

DOUG DOUGLAS ELLIMAN INC25.6K shares0.00%2026-03-312026-04-28

AAPL

APPLE INC

0.00%

Shares53.9K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

0.00%

Shares55.3K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

-10.83%

Shares37.1K

Event2026-03-31

Filed2026-04-28

FDX

FEDEX CORP

-3.99%

Shares24.1K

Event2026-03-31

Filed2026-04-28

CSX

CSX CORP

0.00%

Shares204.0K

Event2026-03-31

Filed2026-04-28

INTERNATIONAL PAPER CO

2.29%

Shares223.4K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-4.13%

Shares46.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

2.97%

Shares20.8K

Event2026-03-31

Filed2026-04-28

OKE

ONEOK INC NEW

0.00%

Shares78.5K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-28

EMN

EASTMAN CHEM CO

2.40%

Shares85.3K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

0.00%

Shares46.2K

Event2026-03-31

Filed2026-04-28

UMH

UMH PPTYS INC

3.36%

Shares409.0K

Event2026-03-31

Filed2026-04-28

AZO

AUTOZONE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-28

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

0.00%

Shares83.4K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares120.0K

Event2026-03-31

Filed2026-04-28

VLO

VALERO ENERGY CORP

-19.69%

Shares18.4K

Event2026-03-31

Filed2026-04-28

CONSOLIDATED EDISON INC

0.00%

Shares37.4K

Event2026-03-31

Filed2026-04-28

FHN

FIRST HORIZON CORPORATION

0.00%

Shares170.0K

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

0.00%

Shares126.9K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-28

BTI

BRITISH AMERN TOB PLC

0.00%

Shares53.2K

Event2026-03-31

Filed2026-04-28

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares38.1K

Event2026-03-31

Filed2026-04-28

CINF

CINCINNATI FINL CORP

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-28

ORI

OLD REP INTL CORP

0.00%

Shares66.0K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-28