§ 13F · FUND PROFILE
Cherokee Insurance Co.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $229.2T (13F)Positions · 122Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 54K | $14.7T | 5.9% | ±0% |
| 2 | LLY | ELI LILLY & CO | 11K | $11.6T | 4.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 20K | $9.8T | 4.0% | ±0% |
| 4 | IP | INTERNATIONAL PAPER CO | 218K | $8.6T | 3.5% | +7% |
| 5 | CVX | CHEVRON CORP NEW | 55K | $8.4T | 3.4% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO. | 24K | $7.7T | 3.1% | ±0% |
| 7 | CSX | CSX CORP | 204K | $7.4T | 3.0% | ±0% |
| 8 | FDX | FEDEX CORP | 25K | $7.2T | 2.9% | +21% |
| 9 | MPC | MARATHON PETE CORP | 42K | $6.8T | 2.7% | ±0% |
| 10 | UMH | UMH PPTYS INC | 396K | $6.3T | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHEROKEE SIGNAL
AC read
Cherokee Insurance Co is a Income / Defensive fund managing $229221.6 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed