Cherokee Insurance Co 13F Filings, Portfolio & Analysis

CIK: 0002077903
Sterling Heights 34200 Mound Road
Zip Code: 48310
Latest Portfolio Value
$246.69 M
+5.68%
12/31/2025
Total Holdings
121
3
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
36.07%

Cherokee Insurance Co — Portfolio Overview & Company Profile

Cherokee Insurance Co (CIK: 0002077903) is a financial institution headquartered at 34200 Mound Road, , Sterling Heights, Michigan 48310. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $246,688,391, comprising 121 distinct securities. Over its filing history, it has submitted 5 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+5.09%
$245.32 M 99.44%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$1.37 M 0.56%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
53,900 $14.65 M 5.94%
10,800 $11.61 M 4.70%
20,225 $9.78 M 3.97%
218,400 $8.6 M 3.49% ▲ 15,000 Add 7.4%
55,299 $8.43 M 3.42%
24,010 $7.74 M 3.14%
204,000 $7.4 M 3.00%
25,050 $7.24 M 2.93% ▲ 4,300 Add 20.7%
41,558 $6.76 M 2.74%
395,724 $6.3 M 2.55% ▲ 5,729 Add 1.5%

Historical Portfolio Charts