Cherokee Insurance Co

data from 30/09/2025

Capitalization

$ 233.440 M 1.84 %

Average holding period

3 ans

Performance

$ 14.980 M 6.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cherokee Insurance Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 5.88% 13.725 M $ 53900 2024/12/31 2.666 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 4.49% 10.476 M $ 20225 2024/12/31 415.421 K $ 4.13 %
2025/09/30 IP INTERNATIONAL PAPER CO 4.04% 9.438 M $ 203400 2024/12/31 -87.461 K $ -0.92 %
2025/09/30 CVX CHEVRON CORP NEW 3.68% 8.587 M $ 55299 2024/12/31 669.117 K $ 8.45 %
2025/09/30 LLY ELI LILLY & CO 3.53% 8.240 M $ 10800 2024/12/31 -178.523 K $ -2.12 %
2025/09/30 MPC MARATHON PETE CORP 3.43% 8.010 M $ 41558 2024/12/31 1.107 M $ 16.03 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.24% 7.573 M $ 24010 2024/12/31 676.535 K $ 8.80 %
2025/09/30 CSX CSX CORP 3.10% 7.244 M $ 204000 2024/12/31 587.519 K $ 8.83 %
2025/09/30 UMH UMH PPTYS INC 2.48% 5.791 M $ 389995 2024/12/31 -735.527 K $ -11.55 %
2025/09/30 OKE ONEOK INC NEW 2.45% 5.729 M $ 78515 2024/12/31 -679.939 K $ -10.61 %
2025/09/30 XOM EXXON MOBIL CORP 2.34% 5.457 M $ 48400 2024/12/31 239.580 K $ 4.59 %
2025/09/30 NSC NORFOLK SOUTHN CORP 2.25% 5.257 M $ 17500 2024/12/31 777.700 K $ 17.36 %
2025/09/30 UNP UNION PAC CORP 2.23% 5.200 M $ 22000 2024/12/31 138.379 K $ 2.73 %
2025/09/30 FDX FEDEX CORP 2.10% 4.893 M $ 20750 2024/12/31 176.375 K $ 3.74 %
2025/09/30 EMN EASTMAN CHEM CO 1.95% 4.559 M $ 72300 2024/12/31 -758.133 K $ -15.55 %
2025/09/30 COP CONOCOPHILLIPS 1.87% 4.370 M $ 46200 2024/12/31 224.070 K $ 5.40 %
2025/09/30 AZO AUTOZONE INC 1.84% 4.290 M $ 1000 2024/12/31 693.611 K $ 15.57 %
2025/09/30 VLO VALERO ENERGY CORP 1.67% 3.890 M $ 22850 2024/12/31 818.944 K $ 26.66 %
2025/09/30 FHN FIRST HORIZON CORPORATION 1.65% 3.844 M $ 170000 2024/12/31 239.700 K $ 6.65 %
2025/09/30 ED CONSOLIDATED EDISON INC 1.61% 3.759 M $ 37400 2024/12/31 7.480 K $ 0.17 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.61% 3.752 M $ 120000 2024/12/31 31.199 K $ 0.84 %
2025/09/30 HCA HCA HEALTHCARE INC 1.48% 3.452 M $ 8100 2024/12/31 435.309 K $ 11.25 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.42% 3.318 M $ 6600 2024/12/31 112.002 K $ 3.49 %
2025/09/30 META META PLATFORMS INC 1.42% 3.305 M $ 4500 2024/12/31 -16.695 K $ -0.50 %
2025/09/30 KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.41% 3.296 M $ 83420 2024/12/31 -393.742 K $ -10.67 %
2025/09/30 PFE PFIZER INC 1.39% 3.235 M $ 126947 2024/12/31 157.414 K $ 5.12 %
2025/09/30 CINF CINCINNATI FINL CORP 1.22% 2.846 M $ 18000 2024/12/31 183.600 K $ 6.16 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 1.21% 2.836 M $ 38068 2024/12/31 -181.965 K $ -6.03 %
2025/09/30 BTI BRITISH AMERN TOB PLC 1.21% 2.823 M $ 53176 2024/12/31 340.262 K $ 12.15 %
2025/09/30 ORI OLD REP INTL CORP 1.20% 2.803 M $ 66000 2024/12/31 330.460 K $ 10.48 %
2025/09/30 LOW LOWES COS INC 1.13% 2.639 M $ 10500 2024/12/31 309.120 K $ 13.27 %
2025/09/30 MS MORGAN STANLEY 1.09% 2.543 M $ 16000 2024/12/31 289.599 K $ 12.85 %
2025/09/30 PSX PHILLIPS 66 1.06% 2.469 M $ 18150 2024/12/31 303.468 K $ 14.02 %
2025/09/30 ABBV ABBVIE INC 0.99% 2.315 M $ 10000 2024/12/31 459.199 K $ 24.74 %
2025/09/30 MO ALTRIA GROUP INC 0.94% 2.189 M $ 33139 2024/12/31 310.863 K $ 12.67 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.86% 2.003 M $ 5800 2024/12/31 193.313 K $ 10.68 %
2025/09/30 HD HOME DEPOT INC 0.82% 1.904 M $ 4700 2024/12/31 181.185 K $ 10.51 %
2025/09/30 SHEL SHELL PLC 0.78% 1.820 M $ 25439 2024/12/31 28.491 K $ 1.59 %
2025/09/30 NUE NUCOR CORP 0.76% 1.774 M $ 13100 2024/12/31 77.159 K $ 4.55 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.76% 1.768 M $ 16230 2024/12/31 361.105 K $ 19.59 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.72% 1.688 M $ 15000 2024/12/31 131.099 K $ 8.42 %
2025/09/30 WMB WILLIAMS COS INC 0.67% 1.567 M $ 24729 2024/12/31 13.353 K $ 0.86 %
2025/09/30 CAT CATERPILLAR INC 0.66% 1.551 M $ 3250 2024/12/31 324.631 K $ 22.91 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.66% 1.539 M $ 5510 2024/12/31 290.928 K $ 23.31 %
2025/09/30 FE FIRSTENERGY CORP 0.65% 1.512 M $ 33000 2024/12/31 183.480 K $ 13.81 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.62% 1.440 M $ 11868 2024/12/31 237.232 K $ 19.96 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.59% 1.380 M $ 30600 2024/12/31 -36.413 K $ -2.57 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.58% 1.357 M $ 16250 2024/12/31 -256.797 K $ -17.25 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.57% 1.324 M $ 10700 2024/12/31 61.525 K $ 4.87 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.55% 1.274 M $ 45000 2024/12/31 -49.049 K $ -3.71 %
2025/09/30 MRK MERCK & CO INC 0.52% 1.217 M $ 14498 2024/12/31 69.155 K $ 6.03 %
2025/09/30 BA BOEING CO 0.51% 1.198 M $ 5550 2024/12/31 34.965 K $ 3.01 %
2025/09/30 NVDA NVIDIA CORPORATION 0.48% 1.119 M $ 6000 2024/12/31 171.540 K $ 18.10 %
2025/09/30 LSTR LANDSTAR SYS INC 0.48% 1.115 M $ 9100 2024/12/31 -149.786 K $ -11.84 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.45% 1.047 M $ 26700 2024/12/31 -110.271 K $ -9.53 %
2025/09/30 HSBC HSBC HLDGS PLC 0.41% 961.424 K $ 13545 2024/12/31 138.023 K $ 16.76 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.41% 956.980 K $ 5900 2024/12/31 -137.517 K $ -10.94 %
2025/09/30 AZN ASTRAZENECA PLC 0.39% 920.640 K $ 12000 2024/12/31 82.080 K $ 9.79 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.39% 920.634 K $ 3900 2024/12/31 357.746 K $ 63.56 %
2025/09/30 WMT WALMART INC 0.37% 865.704 K $ 8400 2024/12/31 55.440 K $ 5.40 %
2025/09/30 CNI CANADIAN NATL RY CO 0.36% 848.700 K $ 9000 2024/12/31 -87.660 K $ -9.36 %
2025/09/30 SO SOUTHERN CO 0.36% 833.976 K $ 8800 2024/12/31 32.339 K $ 3.20 %
2025/09/30 BNS BANK NOVA SCOTIA HALIFAX 0.35% 824.934 K $ 12760 2024/12/31 119.688 K $ 16.97 %
2025/09/30 VMC VULCAN MATLS CO 0.34% 799.812 K $ 2600 2024/12/31 135.720 K $ 17.94 %
2025/09/30 AMZN AMAZON COM INC 0.34% 790.452 K $ 3600 2024/12/31 648.000 $ 0.08 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.31% 722.249 K $ 12700 2024/12/31 65.599 K $ 7.77 %
2025/09/30 BP BP PLC 0.29% 684.169 K $ 19854 2024/12/31 89.938 K $ 15.14 %
2025/09/30 HTLD HEARTLAND EXPRESS INC 0.29% 683.473 K $ 81560 2024/12/31 -21.205 K $ -3.01 %
2025/09/30 GOOG ALPHABET INC 0.29% 681.940 K $ 2800 2025/03/31 185.248 K $ 37.30 %
2025/09/30 XPO XPO INC 0.28% 646.350 K $ 5000 2024/12/31 14.900 K $ 2.36 %
2025/09/30 INTC INTEL CORP 0.27% 637.450 K $ 19000 2024/12/31 211.849 K $ 49.78 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.27% 633.510 K $ 4500 2025/03/31 -75.320 K $ -13.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.27% 628.485 K $ 14300 2024/12/31 9.723 K $ 1.57 %
2025/09/30 TSLA TESLA INC 0.27% 622.608 K $ 1400 2024/12/31 177.884 K $ 40.00 %
2025/09/30 WERN WERNER ENTERPRISES INC 0.26% 606.834 K $ 23056 2024/12/31 -23.978 K $ -3.80 %
2025/09/30 LRCX LAM RESEARCH CORP 0.26% 602.550 K $ 4500 2024/12/31 164.520 K $ 37.56 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.26% 602.352 K $ 3600 2024/12/31 158.651 K $ 35.76 %
2025/09/30 JBHT HUNT J B TRANS SVCS INC 0.25% 576.931 K $ 4300 2024/12/31 -40.549 K $ -6.57 %
2025/09/30 ENB ENBRIDGE INC 0.25% 575.900 K $ 11413 2024/12/31 58.662 K $ 11.34 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.24% 565.614 K $ 4200 2024/12/31 -117.642 K $ -17.22 %
2025/09/30 MCD MCDONALDS CORP 0.23% 547.002 K $ 1800 2024/12/31 23.439 K $ 4.01 %
2025/09/30 ETR ENTERGY CORP NEW 0.22% 521.864 K $ 5600 2024/12/31 56.391 K $ 12.12 %
2025/09/30 CSCO CISCO SYS INC 0.21% 499.466 K $ 7300 2024/12/31 -8.735 K $ -1.38 %
2025/09/30 EQNR EQUINOR ASA 0.20% 461.855 K $ 18944 2024/12/31 -14.397 K $ -3.02 %
2025/09/30 NVS NOVARTIS AG 0.19% 448.840 K $ 3500 2024/12/31 25.305 K $ 5.97 %
2025/09/30 CX CEMEX SAB DE CV 0.19% 440.510 K $ 49000 2024/12/31 100.940 K $ 29.73 %
2025/09/30 NI NISOURCE INC 0.19% 433.000 K $ 10000 2024/12/31 29.599 K $ 7.34 %
2025/09/30 PPL PPL CORP 0.18% 427.340 K $ 11500 2024/12/31 46.760 K $ 9.65 %
2025/09/30 PBF PBF ENERGY INC 0.16% 383.159 K $ 12700 2024/12/31 107.950 K $ 39.22 %
2025/09/30 CHRW C H ROBINSON WORLDWIDE INC 0.15% 344.240 K $ 2600 2024/12/31 94.770 K $ 37.99 %
2025/09/30 SNY SANOFI SA 0.15% 340.454 K $ 7213 2024/12/31 -8.006 K $ -2.30 %
2025/09/30 T AT&T INC 0.15% 338.880 K $ 12000 2024/12/31 -8.400 K $ -2.42 %
2025/09/30 CMI CUMMINS INC 0.14% 337.896 K $ 800 2024/12/31 75.896 K $ 28.97 %
2025/09/30 BF-A BROWN FORMAN CORP 0.14% 322.920 K $ 12000 2025/03/31 -6.719 K $ -2.04 %
2025/09/30 MT ARCELORMITTAL SA LUXEMBOURG 0.13% 314.469 K $ 8699 2024/12/31 39.754 K $ 14.47 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.13% 312.350 K $ 5000 2024/12/31 -24.849 K $ -7.37 %
2025/09/30 RY ROYAL BK CDA 0.13% 308.046 K $ 2091 2024/12/31 32.975 K $ 11.99 %
2025/09/30 DOW DOW INC 0.13% 307.056 K $ 13391 2024/12/31 -47.538 K $ -13.41 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.13% 305.368 K $ 3920 2024/12/31 36.495 K $ 13.57 %
2025/09/30 PLD PROLOGIS INC. 0.13% 305.196 K $ 2665 2024/12/31 25.050 K $ 8.94 %