Cherokee Insurance Co holds a diversified book of 124 reported positions worth $259.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Advanced Micro Devices and trimmed Chevron Corp. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +34% (+30.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Cherokee Insurance Co files as an insurer: this book is the equity sleeve of its general account.
The reported book (valued from quarter-end) returned +37.0%, a 3.3-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cherokee Insurance Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cherokee Insurance Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 54 / 80 | $43.7B |
| Outlook Capital Management, LLC | 14 / 80 | $282.2M |
| H&H International Investment, LLC | 8 / 80 | $17.1B |
| Hoey Investments, Inc | 51 / 80 | $596.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $356.6M |
| V. M. Manning & Co., Inc. | 22 / 80 | $89.4M |
| Independent Investors Inc | 22 / 80 | $388.6M |
| Sloy Dahl & Holst, LLC | 21 / 80 | $577.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Cherokee Insurance Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $15.6M | 53.9K | 6.0% | —Held | |
| 2 | Eli Lilly & Co COM | $13.0M | 10.8K | 5.0% | —Held | |
| 3 | CSX Corp COM | $9.7M | 204.0K | 3.7% | —Held | |
| 4 | International Paper Co COM | $8.7M | 228.4K | 3.4% | ▲+2.2% Added · +5K sh | |
| 5 | JPMorgan Chase & Co COM | $7.9M | 24.0K | 3.0% | —Held | |
| 6 | Chevron Corporation COM | $7.8M | 47.3K | 3.0% | ▼−14% Reduced · −8K sh | |
| 7 | Microsoft Corp COM | $7.8M | 20.8K | 3.0% | —Held | |
| 8 | Fedex Corp COM | $7.5M | 24.1K | 2.9% | —Held | |
| 9 | Oneok Inc New COM | $6.7M | 77.0K | 2.6% | ▼−1.9% Reduced · −2K sh | |
| 10 | Umh Pptys Inc COM | $6.3M | 415.2K | 2.4% | ▲+1.5% Added · +6K sh | |
| 11 | Knight-Swift Transn Hldgs In CL A | $6.2M | 79.4K | 2.4% | ▼−4.8% Reduced · −4K sh | |
| 12 | Union Pac Corp COM | $6.0M | 22.0K | 2.3% | —Held | |
| 13 | Eastman Chem Co COM | $5.9M | 88.3K | 2.3% | ▲+3.5% Added · +3K sh | |
| 14 | Norfolk Southn Corp COM | $5.5M | 17.5K | 2.1% | —Held | |
| 15 | Autozone Inc COM | $5.4M | 1.7K | 2.1% | ▲+6.3% Added · +100 sh | |
| 16 | Marathon Pete Corp COM | $5.3M | 20.8K | 2.0% | ▼−44% Reduced · −16K sh | |
| 17 | First Horizon Corporation COM | $4.4M | 170.0K | 1.7% | —Held | |
| 18 | Enterprise Prods Partners L COM | $4.2M | 115.0K | 1.6% | ▼−4.2% Reduced · −5K sh | |
| 19 | Consolidated Edison Inc COM | $4.1M | 37.4K | 1.6% | —Held | |
| 20 | ConocoPhillips COM | $4.0M | 38.7K | 1.6% | ▼−16% Reduced · −8K sh | |
| 21 | Morgan Stanley COM NEW | $3.3M | 16.0K | 1.3% | —Held | |
| 22 | Cincinnati Finl Corp COM | $3.3M | 18.0K | 1.3% | —Held | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.6K | 1.3% | —Held | |
| 24 | Canadian Pacific Kansas City COM | $3.3M | 38.1K | 1.3% | —Held | |
| 25 | British Amern Tob PLC SPONSORED ADR | $3.3M | 53.2K | 1.3% | —Held | |
| 26 | Hca Healthcare Inc COM | $3.2M | 8.1K | 1.2% | —Held | |
| 27 | Pfizer Inc COM | $3.1M | 126.9K | 1.2% | —Held | |
| 28 | Valero Energy Corp COM | $3.0M | 11.3K | 1.1% | ▼−38% Reduced · −7K sh | |
| 29 | Nucor Corp COM | $2.9M | 13.1K | 1.1% | —Held | |
| 30 | Caterpillar Inc COM | $2.8M | 2.6K | 1.1% | —Held | |
| 31 | Old Rep Intl Corp COM | $2.7M | 66.0K | 1.0% | —Held | |
| 32 | Phillips 66 COM | $2.6M | 15.4K | 1.0% | ▼−15% Reduced · −3K sh | |
| 33 | Meta Platforms Inc CL A | $2.5M | 4.5K | 1.0% | —Held | |
| 34 | Abbvie Inc COM | $2.5M | 10.0K | 1.0% | —Held | |
| 35 | Unitedhealth Group Inc COM | $2.4M | 5.8K | 0.9% | —Held | |
| 36 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.4M | 5.0K | 0.9% | ▼−9.3% Reduced · −510 sh | |
| 37 | Altria Group Inc COM | $2.4M | 33.1K | 0.9% | —Held | |
| 38 | Bank Of NY Mellon Corp COM | $2.3M | 16.2K | 0.9% | —Held | |
| 39 | Lowes Cos Inc COM | $2.3M | 10.5K | 0.9% | —Held | |
| 40 | Micron Technology Inc COM | $2.1M | 1.8K | 0.8% | ▼−50% Reduced · −2K sh | |
| 41 | American Elec PWR Co Inc COM | $2.1M | 15.0K | 0.8% | —Held | |
| 42 | Seagate Technology HLDNGS PL ORD SHS | $2.0M | 2.1K | 0.8% | ▼−46% Reduced · −2K sh | |
| 43 | Home Depot Inc COM | $2.0M | 5.7K | 0.8% | ▲+21% Added · +1K sh | |
| 44 | Landstar Sys Inc COM | $1.9M | 9.1K | 0.7% | —Held | |
| 45 | Merck & Co Inc COM | $1.9M | 14.5K | 0.7% | —Held | |
| 46 | Fedex FGHT Hldg Co Inc COMMON STOCK | $1.8M | 12.0K | 0.7% | →Listed Newly reportable | |
| 47 | Southern Copper Corp COM | $1.8M | 10.2K | 0.7% | ▲+1.0% Added · +100 sh | |
| 48 | Bristol-Myers Squibb Co COM | $1.8M | 30.6K | 0.7% | —Held | |
| 49 | United Parcel Svcs Inc CL B | $1.6M | 14.8K | 0.6% | —Held | |
| 50 | Firstenergy Corp COM | $1.6M | 33.0K | 0.6% | —Held |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2077903/holdings"
Use Arkolith to show Cherokee Insurance Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 124 | $259.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 121 | $263.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 121 | $246.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 118 | $233.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 122 | $229.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 21, 2025 | 143d | 123 | $226.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 21, 2025 | 233d | 120 | $220.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.