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Portfolio (Quarterly) Guide ↗

Cherokee Insurance Co

· CIK 0002077903
13F Portfolio $247M AUM 121 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 9 Added 3 Reduced
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DOUG DOUGLAS ELLIMAN INC Real Estate 25,590.0 $61K 0.03% -25K -49.5% $2.37 -23.6%
Page 7 of 7  ·  121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 18.8%
Industrials 17.4%
Technology 13.7%
Healthcare 11.8%
Financial Services 10.9%
Consumer Cyclical 9.4%
Basic Materials 5.7%
Utilities 4.3%
Consumer Defensive 3.2%
Real Estate 3.0%