Fund HoldingsCherokee Insurance Co

Total Portfolio Value
$229.22M
Total Bought
$5.66M
Total Sold
$224.4K
Net Transaction
+$5.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)020,225+20,225010,0604.39%+10,060
JPMORGAN CHASE & CO.(JPM)26,51026,51006,5037,6863.35%+1,183
FEDEX CORP(FDX)020,750+20,75004,7172.06%+4,717
MARATHON PETE CORP(MPC)41,55841,55806,0556,9033.01%+849
CSX CORP(CSX)0204,000+204,00006,6572.90%+6,657
META PLATFORMS INC(META)4,5004,50002,5943,3211.45%+728
AUTOZONE INC(AZO)1,0001,200+2003,8134,4551.94%+642
MORGAN STANLEY(MS)016,000+16,00002,2540.98%+2,254
HCA HEALTHCARE INC(HCA)10,10010,10003,4903,8691.69%+379
BRITISH AMERN TOB PLC(BTI)59,17659,17602,4482,8011.22%+353
NVIDIA CORPORATION(NVDA)5,5006,000+5005969480.41%+352
CANADIAN PACIFIC KANSAS CITY(CP)038,068+38,06803,0181.32%+3,018
NORFOLK SOUTHN CORP(NSC)17,50017,50004,1454,4791.95%+335
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,510+5,51001,2480.54%+1,248
FIRST HORIZON CORPORATION(FHN)0170,000+170,00003,6041.57%+3,604
CANADIAN IMPERIAL BK COMM(CM)018,471+18,47101,3080.57%+1,308
OLD DOMINION FREIGHT LINE IN(ODFL)2,0003,500+1,5003315680.25%+237
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)083,420+83,42003,6901.61%+3,690
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,9003,90003315630.25%+232
BOEING CO(BA)5,5505,55009471,1630.51%+216
CATERPILLAR INC(CAT)03,650+3,65001,4170.62%+1,417
PHILIP MORRIS INTL INC(PM)6,9006,90001,0951,2570.55%+161
GE VERNOVA INC(GEV)65665602003470.15%+147
FREEPORT-MCMORAN INC(FCX)26,70026,70001,0111,1570.50%+147
BANK NEW YORK MELLON CORP20,23020,23001,6971,8430.80%+146
TORONTO DOMINION BK ONT(TD)10,39510,39506237650.33%+142
MICRON TECHNOLOGY INC(MU)3,6003,60003134440.19%+131
TRACTOR SUPPLY CO(TSCO)13,00016,000+3,0007168440.37%+128
NUCOR CORP(NUE)13,10013,10001,5761,6970.74%+121
LAM RESEARCH CORP(LRCX)4,5004,50003274380.19%+111
WALMART INC(WMT)10,50010,50009221,0270.45%+105
AMAZON COM INC(AMZN)03,600+3,60007900.34%+790
SOUTHERN COPPER CORP(SCCO)11,63511,750+1151,0871,1890.52%+101
BANK NOVA SCOTIA HALIFAX12,76012,76006057050.31%+100
XPO INC(XPO)05,000+5,00006310.28%+631
TESLA INC(TSLA)01,400+1,40004450.19%+445
VULCAN MATLS CO(VMC)2,9002,90006777560.33%+80
WILLIAMS COS INC(WMB)24,72924,72901,4781,5530.68%+75
CISCO SYS INC(CSCO)9,1009,10005626310.28%+70
UWM HOLDINGS CORPORATION(UWMC)016,000+16,0000660.03%+66
CEMEX SAB DE CV(CX)49,00049,00002753400.15%+65
ALPHABET INC(GOOG)2,8002,80004374970.22%+59
CANADIAN NATL RY CO(CNI)9,0009,00008779360.41%+59
HUNT J B TRANS SVCS INC(JBHT)04,300+4,30006170.27%+617
VALERO ENERGY CORP(VLO)22,85022,85003,0183,0711.34%+54
DOUGLAS ELLIMAN INC81,20781,20701401880.08%+49
HSBC HLDGS PLC(HSBC)13,54513,54507788230.36%+46
BANK MONTREAL QUE3,0053,00502873320.15%+45
MARRIOTT INTL INC NEW(MAR)1,1751,17502803210.14%+41
ROYAL BK CDA(RY)2,0912,09102362750.12%+39
KINDER MORGAN INC DEL(KMI)45,00045,00001,2841,3230.58%+39
NOVARTIS AG(NVS)3,5003,50003904240.18%+33
PBF ENERGY INC(PBF)12,70012,70002422750.12%+33
CINCINNATI FINL CORP(CINF)20,00020,00002,9542,9781.30%+24
ARCELORMITTAL SA LUXEMBOURG(MT)8,6998,69902512750.12%+24
DEERE & CO(DE)60060002823050.13%+23
MOODYS CORP(MCO)65065003033260.14%+23
KROGER CO(KR)5,5005,50003723950.17%+22
HONEYWELL INTL INC(HON)1,0501,05002222450.11%+22
EASTMAN CHEM CO(EMN)065,300+65,30004,8752.13%+4,875
KEYCORP(KEY)13,00013,00002082260.10%+19
SCHNEIDER NATIONAL INC(SNDR)11,40011,40002602750.12%+15
ENBRIDGE INC(ENB)11,41311,41305065170.23%+12
CUMMINS INC(CMI)80080002512620.11%+11
LOCKHEED MARTIN CORP(LMT)48448402162240.10%+8
AT&T INC(T)12,00012,00003393470.15%+8
HEARTLAND EXPRESS INC(HTLD)75,98581,560+5,5757017050.31%+4
VIATRIS INC(VTRS)15,00615,00601311340.06%+3
NISOURCE INC(NI)10,00010,00004014030.18%+3
WELLTOWER INC(WELL)1,6001,60002452460.11%+1
HOME DEPOT INC(HD)04,700+4,70001,7230.75%+1,723
SOUTHERN CO(SO)11,00011,00001,0111,0100.44%-1
MONDELEZ INTL INC(MDLZ)5,0005,00003393370.15%-2
BHP GROUP LTD4,7004,70002282260.10%-2
NOKIA CORP(NOK)28,00028,00001481450.06%-3
COCA COLA CO(KO)4,1004,10002942900.13%-4
FIRSTENERGY CORP(FE)33,00033,00001,3341,3290.58%-5
INTEL CORP(INTC)19,00019,00004314260.19%-6
MAIDEN HOLDINGS LTD(MHLA)15,0000-15,00090-9
ENTERGY CORP NEW(ETR)5,6005,60004794650.20%-13
C H ROBINSON WORLDWIDE INC(CHRW)2,6002,60002662490.11%-17
PROLOGIS INC.(PLD)2,6652,66502982800.12%-18
WERNER ENTERPRISES INC(WERN)023,056+23,05606310.28%+631
DUPONT DE NEMOURS INC(DD)3,9203,92002932690.12%-24
EQUINOR ASA(EQNR)18,94418,94405014760.21%-25
VERIZON COMMUNICATIONS INC(VZ)14,30014,30006496190.27%-30
ELEVANCE HEALTH INC(ELV)65065002832530.11%-30
HUB GROUP INC(HUBG)8,0008,00002972670.12%-30
PPL CORP(PPL)14,30014,30005164850.21%-32
SUBURBAN PROPANE PARTNERS L(SPH)16,00016,00003362960.13%-40
MCDONALDS CORP(MCD)2,0002,00006255840.25%-40
DUKE ENERGY CORP NEW(DUK)10,70010,70001,3051,2630.55%-42
ASTRAZENECA PLC(AZN)12,00012,00008828390.37%-43
SANOFI(SNY)7,2137,21304003480.15%-52
ALTRIA GROUP INC(MO)41,83941,83902,5112,4531.07%-58
MERCK & CO INC(MRK)014,498+14,49801,1480.50%+1,148
OLD REP INTL CORP(ORI)82,00082,00003,2163,1521.38%-64
BROWN FORMAN CORP(BF-A)12,00012,00004023300.14%-72
SHELL PLC(SHEL)25,43925,43901,8641,7910.78%-73
PHILLIPS 66(PSX)18,15018,15002,2412,1650.94%-76
Page 1 of 1