Cherokee Insurance Co Diversified Active

Location: Sterling Heights, MI

CIK: 0002077903 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $263M (100.0% shares, 0.0% debt)

Holdings (121)

AAPL APPLE INC 5.2%
Value $13.68M Shares 53,900 Est. Cost $233.89 Unrealized +12.4%
CVX CHEVRON CORPORATION 4.3%
Value $11.44M Shares 55,299 Est. Cost $145.50 Unrealized +18.1%
LLY ELI LILLY & CO 3.8%
Value $9.934M Shares 10,800 Est. Cost $821.14 Unrealized +27.5%
MPC MARATHON PETE CORP 3.4%
Value $9.049M Shares 37,058 Est. Cost $148.83 Unrealized +24.1%
FDX FEDEX CORP 3.3%
Value $8.566M Shares 24,050 Est. Cost $258.34 Unrealized +31.2%
CSX CSX CORP 3.2%
Value $8.374M Shares 204,000 Est. Cost $33.62 Unrealized +14.6%
IP INTERNATIONAL PAPER CO 3.0%
Value $7.975M Shares 223,400 Est. Cost $50.21 Unrealized -12.8%
XOM EXXON MOBIL CORP 3.0%
Value $7.872M Shares 46,400 Est. Cost $112.36 Unrealized +23.5%
MSFT MICROSOFT CORP 2.9%
Value $7.709M Shares 20,825 Est. Cost $422.45 Unrealized +2.9%
OKE ONEOK INC NEW 2.7%
Value $7.097M Shares 78,515 Est. Cost $96.84 Unrealized -18.9%
JPM JPMORGAN CHASE & CO 2.7%
Value $7.063M Shares 24,010 Est. Cost $228.03 Unrealized +36.6%
EMN EASTMAN CHEM CO 2.5%
Value $6.51M Shares 85,300 Est. Cost $87.11 Unrealized -16.5%
COP CONOCOPHILLIPS 2.3%
Value $6.098M Shares 46,200 Est. Cost $102.31 Unrealized +0.3%
UMH UMH PPTYS INC 2.2%
Value $5.902M Shares 409,004 Est. Cost $18.56 Unrealized
AZO AUTOZONE INC 2.1%
Value $5.404M Shares 1,600 Est. Cost $3449.76 Unrealized +5.1%
UNP UNION PAC CORP 2.0%
Value $5.338M Shares 22,000 Est. Cost $230.22 Unrealized +5.7%
NSC NORFOLK SOUTHN CORP 1.9%
Value $5.022M Shares 17,500 Est. Cost $248.46 Unrealized +20.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.8%
Value $4.803M Shares 83,420 Est. Cost $52.84 Unrealized +9.5%
EPD ENTERPRISE PRODS PARTNERS L 1.7%
Value $4.541M Shares 120,000 Est. Cost $31.36 Unrealized
VLO VALERO ENERGY CORP 1.7%
Value $4.534M Shares 18,350 Est. Cost $129.14 Unrealized +47.2%
ED CONSOLIDATED EDISON INC 1.6%
Value $4.233M Shares 37,400 Est. Cost $94.78 Unrealized +11.1%
FHN FIRST HORIZON CORPORATION 1.5%
Value $3.869M Shares 170,000 Est. Cost $18.17 Unrealized +36.0%
HCA HCA HEALTHCARE INC 1.5%
Value $3.833M Shares 8,100 Est. Cost $346.27 Unrealized +43.8%
PFE PFIZER INC 1.4%
Value $3.565M Shares 126,947 Est. Cost $25.10 Unrealized +4.3%
PSX PHILLIPS 66 1.3%
Value $3.307M Shares 18,150 Est. Cost $122.03 Unrealized +20.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $3.163M Shares 6,600 Est. Cost $461.73 Unrealized +6.9%
BTI BRITISH AMERN TOB PLC 1.2%
Value $3.109M Shares 53,176 Est. Cost $36.32 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 1.1%
Value $2.994M Shares 38,068 Est. Cost $76.44 Unrealized +1.0%
CINF CINCINNATI FINL CORP 1.1%
Value $2.832M Shares 18,000 Est. Cost $142.02 Unrealized +14.7%
ORI OLD REP INTL CORP 1.0%
Value $2.633M Shares 66,000 Est. Cost $31.47 Unrealized +32.1%
MS MORGAN STANLEY 1.0%
Value $2.633M Shares 16,000 Est. Cost $119.51 Unrealized +50.3%
META META PLATFORMS INC 1.0%
Value $2.575M Shares 4,500 Est. Cost $584.74 Unrealized +12.1%
LOW LOWES COS INC 0.9%
Value $2.481M Shares 10,500 Est. Cost $261.54 Unrealized +3.8%
SHEL SHELL PLC 0.9%
Value $2.366M Shares 25,439 Est. Cost $62.65 Unrealized
NUE NUCOR CORP 0.8%
Value $2.215M Shares 13,100 Est. Cost $140.88 Unrealized +26.7%
MO ALTRIA GROUP INC 0.8%
Value $2.187M Shares 33,139 Est. Cost $48.82 Unrealized +29.1%
ABBV ABBVIE INC 0.8%
Value $2.175M Shares 10,000 Est. Cost $177.41 Unrealized +25.5%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value $1.966M Shares 15,000 Est. Cost $93.11 Unrealized +29.5%
BK BANK NEW YORK MELLON CORP 0.7%
Value $1.925M Shares 16,230 Est. Cost $75.52 Unrealized +59.1%
TTE TOTALENERGIES SE 0.7%
Value $1.907M Shares 20,960 Est. Cost $63.23 Unrealized +13.1%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.7%
Value $1.862M Shares 5,510 Est. Cost $197.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value $1.856M Shares 30,600 Est. Cost $52.58 Unrealized +9.2%
CAT CATERPILLAR INC 0.7%
Value $1.842M Shares 2,600 Est. Cost $381.74 Unrealized +79.3%
MRK MERCK & CO INC 0.7%
Value $1.744M Shares 14,498 Est. Cost $97.23 Unrealized +17.5%
SCCO SOUTHERN COPPER CORP 0.7%
Value $1.732M Shares 10,069 Est. Cost $98.10 Unrealized +91.0%
FE FIRSTENERGY CORP 0.6%
Value $1.672M Shares 33,000 Est. Cost $39.95 Unrealized +17.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $1.569M Shares 5,800 Est. Cost $552.89 Unrealized -44.2%
HD HOME DEPOT INC 0.6%
Value $1.546M Shares 4,700 Est. Cost $397.26 Unrealized -5.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.6%
Value $1.528M Shares 3,900 Est. Cost $98.15 Unrealized +283.5%
KMI KINDER MORGAN INC DEL 0.6%
Value $1.509M Shares 45,000 Est. Cost $24.88 Unrealized +19.6%
LSTR LANDSTAR SYS INC 0.6%
Value $1.459M Shares 9,100 Est. Cost $171.86 Unrealized
UPS UNITED PARCEL SVCS INC 0.6%
Value $1.456M Shares 14,800 Est. Cost $117.72 Unrealized -6.7%
WMB WILLIAMS COS INC 0.5%
Value $1.436M Shares 19,729 Est. Cost $51.72 Unrealized +28.3%
DUK DUKE ENERGY CORP NEW 0.5%
Value $1.401M Shares 10,700 Est. Cost $108.79 Unrealized +11.1%
FCX FREEPORT MCMORAN INC 0.5%
Value $1.276M Shares 21,700 Est. Cost $44.04 Unrealized +38.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $1.22M Shares 24,300 Est. Cost $41.24 Unrealized +6.3%
MU MICRON TECHNOLOGY INC 0.5%
Value $1.216M Shares 3,600 Est. Cost $101.25 Unrealized +282.3%
TSCO TRACTOR SUPPLY CO 0.5%
Value $1.21M Shares 26,700 Est. Cost $54.02 Unrealized -2.4%
AZN ASTRAZENECA PLC 0.4%
Value $1.183M Shares 6,000 Est. Cost $190.39 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.4%
Value $1.117M Shares 13,545 Est. Cost $49.46 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value $1.114M Shares 5,700 Est. Cost $162.05 Unrealized +13.0%
BA BOEING CO 0.4%
Value $1.105M Shares 5,550 Est. Cost $167.27 Unrealized +42.6%
NVDA NVIDIA CORPORATION 0.4%
Value $1.046M Shares 6,000 Est. Cost $133.10 Unrealized +40.2%
WMT WALMART INC 0.4%
Value $1.044M Shares 8,400 Est. Cost $85.80 Unrealized +42.2%
PM PHILIP MORRIS INTL INC 0.4%
Value $976K Shares 5,900 Est. Cost $120.59 Unrealized +45.9%
XPO XPO INC 0.4%
Value $973K Shares 5,000 Est. Cost $135.16 Unrealized +26.1%
LRCX LAM RESEARCH CORP 0.4%
Value $961K Shares 4,500 Est. Cost $74.98 Unrealized +201.3%
AMZN AMAZON COM INC 0.4%
Value $958K Shares 4,600 Est. Cost $209.42 Unrealized +8.3%
BP BP PLC 0.4%
Value $933K Shares 19,854 Est. Cost $29.56 Unrealized
CNI CANADIAN NATL RY CO 0.4%
Value $925K Shares 9,000 Est. Cost $106.87 Unrealized -4.4%
JBHT HUNT J B TRANS SVCS INC 0.3%
Value $911K Shares 4,300 Est. Cost $171.95 Unrealized +24.4%
BNS BANK NOVA SCOTIA B C 0.3%
Value $884K Shares 12,760 Est. Cost $51.65 Unrealized +45.1%
SO SOUTHERN CO 0.3%
Value $849K Shares 8,800 Est. Cost $84.51 Unrealized +5.9%
INTC INTEL CORP 0.3%
Value $838K Shares 19,000 Est. Cost $22.54 Unrealized +106.0%
GOOG ALPHABET INC 0.3%
Value $803K Shares 2,800 Est. Cost $182.46 Unrealized +77.4%
EQNR EQUINOR ASA 0.3%
Value $799K Shares 18,944 Est. Cost $23.69 Unrealized
VMC VULCAN MATLS CO 0.3%
Value $708K Shares 2,600 Est. Cost $266.73 Unrealized +15.0%
ETR ENTERGY CORP NEW 0.2%
Value $629K Shares 5,600 Est. Cost $69.96 Unrealized +39.2%
ENB ENBRIDGE INC 0.2%
Value $618K Shares 11,413 Est. Cost $39.21 Unrealized +23.9%
PBF PBF ENERGY INC 0.2%
Value $605K Shares 12,700 Est. Cost $29.12 Unrealized +13.2%
CSCO CISCO SYS INC 0.2%
Value $566K Shares 7,300 Est. Cost $55.37 Unrealized +40.7%
CX CEMEX SA EURO MTN BE 144A 0.2%
Value $561K Shares 49,000 Est. Cost $5.64 Unrealized
MCD MCDONALDS CORP 0.2%
Value $559K Shares 1,800 Est. Cost $290.22 Unrealized +9.3%
DOW DOW HLDGS INC 0.2%
Value $558K Shares 13,391 Est. Cost $42.94 Unrealized -32.4%
NVS NOVARTIS AG 0.2%
Value $535K Shares 3,500 Est. Cost $97.31 Unrealized
TSLA TESLA INC 0.2%
Value $520K Shares 1,400 Est. Cost $321.74 Unrealized +32.4%
NI NISOURCE INC 0.2%
Value $467K Shares 10,000 Est. Cost $34.83 Unrealized +26.3%
PPL PPL CORP 0.2%
Value $439K Shares 11,500 Est. Cost $31.71 Unrealized +14.3%
CHRW C H ROBINSON WORLDWIDE IN 0.2%
Value $432K Shares 2,600 Est. Cost $104.85 Unrealized +72.9%
CMI CUMMINS INC 0.2%
Value $430K Shares 800 Est. Cost $343.44 Unrealized +67.6%
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value $364K Shares 6,999 Est. Cost $23.13 Unrealized
PLD PROLOGIS INC. 0.1%
Value $352K Shares 2,665 Est. Cost $110.17 Unrealized +17.1%
T AT&T INC 0.1%
Value $348K Shares 12,000 Est. Cost $21.51 Unrealized +19.7%
SNY SANOFI SA 0.1%
Value $348K Shares 7,213 Est. Cost $48.23 Unrealized
RY ROYAL BK CDA 0.1%
Value $338K Shares 2,091 Est. Cost $123.44 Unrealized +37.7%
HTLD HEARTLAND EXPRESS INC 0.1%
Value $327K Shares 31,396 Est. Cost $11.40 Unrealized -5.3%
BF/A BROWN FORMAN CORP 0.1%
Value $321K Shares 12,000 Est. Cost $32.63 Unrealized -13.3%
SPH SUBURBAN PROPANE PARTNERS L 0.1%
Value $315K Shares 16,000 Est. Cost $17.20 Unrealized
KO COCA COLA CO 0.1%
Value $312K Shares 4,100 Est. Cost $63.09 Unrealized +18.5%
SNDR SCHNEIDER NATIONAL INC 0.1%
Value $301K Shares 11,400 Est. Cost $29.74 Unrealized -2.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value $294K Shares 486 Est. Cost $518.46 Unrealized +15.9%
HUBG HUB GROUP INC 0.1%
Value $288K Shares 8,000 Est. Cost $46.66 Unrealized -3.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $288K Shares 5,000 Est. Cost $63.61 Unrealized -8.6%
DE DEERE & CO 0.1%
Value $282K Shares 500 Est. Cost $413.99 Unrealized +33.2%
NEM NEWMONT CORP 0.1%
Value $271K Shares 2,500 Est. Cost $69.39 Unrealized +70.2%
BHP BHP BILLITON LIMITED 0.1%
Value $269K Shares 3,700 Est. Cost $48.83 Unrealized
KEY KEYCORP 0.1%
Value $261K Shares 13,000 Est. Cost $16.99 Unrealized +27.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $244K Shares 1,000 Est. Cost $197.01 Unrealized +15.7%
RIO RIO TINTO PLC 0.1%
Value $243K Shares 2,600 Est. Cost $80.03 Unrealized
FR FIRST INDL RLTY TR INC 0.1%
Value $231K Shares 4,000 Est. Cost $51.47 Unrealized
GOOGL ALPHABET INC 0.1%
Value $230K Shares 800 Est. Cost $285.60 Unrealized +13.2%
Q QNITY ELECTRONICS INC 0.1%
Value $226K Shares 1,960 Est. Cost $101.21 Unrealized 0.0%
NOK NOKIA CORP 0.1%
Value $225K Shares 28,000 Est. Cost $4.43 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $221K Shares 675 Est. Cost $285.32 Unrealized +15.9%
MCO MOODYS CORP 0.1%
Value $218K Shares 500 Est. Cost $473.16 Unrealized +3.5%
SAIA SAIA INC 0.1%
Value $211K Shares 600 Est. Cost $372.09 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value $205K Shares 3,800 Est. Cost $52.28 Unrealized +11.7%
VTRS VIATRIS INC 0.1%
Value $203K Shares 15,006 Est. Cost $11.63 Unrealized +21.1%
UWMC UWM HOLDINGS CORPORATION 0.1%
Value $148K Shares 41,000 Est. Cost $4.81 Unrealized +5.5%
WEN WENDYS CO 0.0%
Value $69,500 Shares 10,000 Est. Cost $10.27 Unrealized -21.8%
DOUG DOUGLAS ELLIMAN INC 0.0%
Value $41,968 Shares 25,590 Est. Cost $1.92 Unrealized +32.1%