13F 机构持仓

Cherokee Insurance Co

STERLING HEIGHTS MI · SEC CIK 0002077903

2026Q22026Q1 更早 9 个季度 🔒
$2.63亿2026Q1 申报市值
121持仓数
34.8%前十大占比 · 第一大 5.2%
3 / 1新建仓 / 清仓
申报市值走势$2.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.2%
CVX 4.3%
LLY 3.8%
MPC 3.4%
FDX 3.3%
CSX 3.2%
IP 3.0%
EXXON MOBIL CO 3.0%
MSFT 2.9%
OKE 2.7%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$118.33万
VZ 加仓+$50.20万
Q 新建仓+$22.61万
MSFT 加仓+$22.21万
SAIA 新建仓+$21.08万

2026Q1 卖出最多 按季末市值估算

VLO 减仓-$111.19万
AZN 清仓-$110.32万
MPC 减仓-$109.88万
CAT 减仓-$46.05万
WMB 减仓-$36.39万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AZN ASTRAZENECA PLC $00.00%0 -6,000-100.0% -$110.32万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 —— — 申报中断
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
— DOUGLAS ELLIMAN INC $4.20万0.02%25,590 00.0% — 不变
WEN WENDYS CO $6.95万0.03%10,000 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $14.84万0.06%41,000 25,000156.2% $9.05万 加仓
VTRS VIATRIS INC $20.27万0.08%15,006 00.0% — 不变
LVS LAS VEGAS SANDS CORP $20.47万0.08%3,800 00.0% — 不变
SAIA SAIA INC $21.08万0.08%600 600— $21.08万 新建仓
MCO MOODYS CORP $21.81万0.08%500 00.0% — 不变
MAR MARRIOTT INTL INC NEW $22.08万0.08%675 00.0% — 不变
NOK NOKIA CORP $22.51万0.09%28,000 00.0% — 不变
Q QNITY ELECTRONICS INC $22.61万0.09%1,960 1,960— $22.61万 新建仓
GOOGL ALPHABET INC $23.00万0.09%800 00.0% — 不变
FR FIRST INDL RLTY TR INC $23.14万0.09%4,000 00.0% — 不变
RIO RIO TINTO PLC $24.26万0.09%2,600 00.0% — 不变
JNJ JOHNSON & JOHNSON $24.44万0.09%1,000 00.0% — 不变
KEY KEYCORP $26.07万0.10%13,000 00.0% — 不变
BHP BHP BILLITON LIMITED $26.91万0.10%3,700 -1,000-21.3% -$7.27万 减仓
NEM NEWMONT CORP $27.06万0.10%2,500 00.0% — 不变
DE DEERE & CO $28.16万0.11%500 -100-16.7% -$5.63万 减仓
MDLZ MONDELEZ INTL INC $28.82万0.11%5,000 00.0% — 不变
HUBG HUB GROUP INC $28.83万0.11%8,000 00.0% — 不变
LMT LOCKHEED MARTIN CORP $29.37万0.11%486 -98-16.8% -$5.92万 减仓
SNDR SCHNEIDER NATIONAL INC $30.05万0.11%11,400 00.0% — 不变
KO COCA COLA CO $31.18万0.12%4,100 00.0% — 不变
SPH SUBURBAN PROPANE PARTNERS L $31.50万0.12%16,000 00.0% — 不变
BF/A BROWN FORMAN CORP $32.15万0.12%12,000 00.0% — 不变
HTLD HEARTLAND EXPRESS INC $32.65万0.12%31,396 00.0% — 不变
RY ROYAL BK CDA $33.83万0.13%2,091 00.0% — 不变
SNY SANOFI SA $34.75万0.13%7,213 00.0% — 不变
T AT&T INC $34.79万0.13%12,000 00.0% — 不变
PLD PROLOGIS INC. $35.23万0.13%2,665 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $36.38万0.14%6,999 -1,700-19.5% -$8.84万 减仓
CMI CUMMINS INC $43.04万0.16%800 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $43.18万0.16%2,600 00.0% — 不变
PPL PPL CORP $43.93万0.17%11,500 00.0% — 不变
NI NISOURCE INC $46.66万0.18%10,000 00.0% — 不变
TSLA TESLA INC $52.05万0.20%1,400 00.0% — 不变
NVS NOVARTIS AG $53.46万0.20%3,500 00.0% — 不变
DOW DOW HLDGS INC $55.77万0.21%13,391 00.0% — 不变
MCD MCDONALDS CORP $55.94万0.21%1,800 00.0% — 不变
CX CEMEX SA EURO MTN BE 144A $56.06万0.21%49,000 00.0% — 不变
CSCO CISCO SYS INC $56.64万0.21%7,300 00.0% — 不变
PBF PBF ENERGY INC $60.48万0.23%12,700 00.0% — 不变
ENB ENBRIDGE INC $61.79万0.23%11,413 00.0% — 不变
ETR ENTERGY CORP NEW $62.92万0.24%5,600 00.0% — 不变
VMC VULCAN MATLS CO $70.80万0.27%2,600 00.0% — 不变
EQNR EQUINOR ASA $79.94万0.30%18,944 00.0% — 不变
GOOG ALPHABET INC $80.32万0.30%2,800 00.0% — 不变
INTC INTEL CORP $83.85万0.32%19,000 00.0% — 不变
SO SOUTHERN CO $84.94万0.32%8,800 00.0% — 不变
BNS BANK NOVA SCOTIA B C $88.44万0.34%12,760 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $91.12万0.35%4,300 00.0% — 不变
CNI CANADIAN NATL RY CO $92.49万0.35%9,000 00.0% — 不变
BP BP PLC $93.31万0.35%19,854 00.0% — 不变
AMZN AMAZON COM INC $95.80万0.36%4,600 1,00027.8% $20.83万 加仓
LRCX LAM RESEARCH CORP $96.15万0.36%4,500 00.0% — 不变
XPO XPO INC $97.28万0.37%5,000 00.0% — 不变
PM PHILIP MORRIS INTL INC $97.55万0.37%5,900 00.0% — 不变
WMT WALMART INC $104.40万0.40%8,400 00.0% — 不变
NVDA NVIDIA CORPORATION $104.64万0.40%6,000 00.0% — 不变
BA BOEING CO $110.46万0.42%5,550 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $111.38万0.42%5,700 00.0% — 不变
HSBC HSBC HLDGS PLC $111.73万0.42%13,545 00.0% — 不变
AZN ASTRAZENECA PLC $118.33万0.45%6,000 6,000— $118.33万 新建仓
TSCO TRACTOR SUPPLY CO $120.95万0.46%26,700 2,0008.1% $9.06万 加仓
MU MICRON TECHNOLOGY INC $121.62万0.46%3,600 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $121.99万0.46%24,300 10,00069.9% $50.20万 加仓
FCX FREEPORT MCMORAN INC $127.55万0.48%21,700 -5,000-18.7% -$29.39万 减仓
DUK DUKE ENERGY CORP NEW $140.11万0.53%10,700 00.0% — 不变
WMB WILLIAMS COS INC $143.59万0.55%19,729 -5,000-20.2% -$36.39万 减仓
UPS UNITED PARCEL SVCS INC $145.60万0.55%14,800 1,0007.2% $9.84万 加仓
LSTR LANDSTAR SYS INC $145.88万0.55%9,100 00.0% — 不变
KMI KINDER MORGAN INC DEL $150.88万0.57%45,000 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $152.79万0.58%3,900 00.0% — 不变
HD HOME DEPOT INC $154.58万0.59%4,700 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $156.94万0.60%5,800 00.0% — 不变
FE FIRSTENERGY CORP $167.18万0.63%33,000 00.0% — 不变
SCCO SOUTHERN COPPER CORP $173.25万0.66%10,069 -1,899-15.9% -$32.67万 减仓
MRK MERCK & CO INC $174.40万0.66%14,498 00.0% — 不变
CAT CATERPILLAR INC $184.20万0.70%2,600 -650-20.0% -$46.05万 减仓
BMY BRISTOL-MYERS SQUIBB CO $185.59万0.70%30,600 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $186.21万0.71%5,510 00.0% — 不变
TTE TOTALENERGIES SE $190.69万0.72%20,960 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $192.54万0.73%16,230 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $196.62万0.75%15,000 00.0% — 不变
ABBV ABBVIE INC $217.49万0.83%10,000 00.0% — 不变
MO ALTRIA GROUP INC $218.68万0.83%33,139 00.0% — 不变
NUE NUCOR CORP $221.52万0.84%13,100 00.0% — 不变
SHEL SHELL PLC $236.58万0.90%25,439 00.0% — 不变
LOW LOWES COS INC $248.09万0.94%10,500 00.0% — 不变
META META PLATFORMS INC $257.46万0.98%4,500 00.0% — 不变
MS MORGAN STANLEY $263.31万1.00%16,000 00.0% — 不变
ORI OLD REP INTL CORP $263.34万1.00%66,000 00.0% — 不变
CINF CINCINNATI FINL CORP $283.23万1.08%18,000 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $299.44万1.14%38,068 00.0% — 不变
BTI BRITISH AMERN TOB PLC $310.92万1.18%53,176 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $316.27万1.20%6,600 00.0% — 不变
PSX PHILLIPS 66 $330.66万1.26%18,150 00.0% — 不变