Brennan Lee Portfolio
Invests via Cherokee Insurance Co | Managed by Brennan Lee
Invests via Cherokee Insurance Co
Managed by Brennan Lee
Automatically Tracked
Operator-turned-early-stage investor focused on SaaS and consumer tech, with emphasis on product-led growth and scaling go-to-market teams. Brennan Lee brings operating experience in product and growth roles at high-growth startups and now sources seed and Series A deals, serves on boards, and helps founders with go-to-market and hiring. Known for sector-driven diligence, networked sourcing, and hands-on portfolio support, often participating in follow-on rounds and syndicates across North America.
Operator-turned-early-stage investor focused on SaaS and consumer tech, with emphasis on product-led growth and scaling go-to-market teams. Brennan Lee brings operating experience in product and growth roles at high-growth startups and now sources seed and Series A deals, serves on boards, and helps founders with go-to-market and hiring. Known for sector-driven diligence, networked sourcing, and hands-on portfolio support, often participating in follow-on rounds and syndicates across North America.
Investment Philosophy & Strategy
Early-stage investor with an operator’s playbook, prioritizing product-led SaaS and consumer tech where go-to-market scaling and growth loops are decisive. Favors seed to Series A allocations with concentrated initial checks and deliberate follow-on reserves to support winning cohorts. Underwrites opportunities through sector-driven diligence and GTM metrics, emphasizing unit economics, retention, and founder execution. Time horizon is growth-focused but outcome-driven; risk managed through hands-on board engagement, networked syndication, and recruiting support to accelerate retention, hire senior growth talent, and de-risk commercialization.
Early-stage investor with an operator’s playbook, prioritizing product-led SaaS and consumer tech where go-to-market scaling and growth loops are decisive. Favors seed to Series A allocations with concentrated initial checks and deliberate follow-on reserves to support winning cohorts. Underwrites opportunities through sector-driven diligence and GTM metrics, emphasizing unit economics, retention, and founder execution. Time horizon is growth-focused but outcome-driven; risk managed through hands-on board engagement, networked syndication, and recruiting support to accelerate retention, hire senior growth talent, and de-risk commercialization.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.68%
Gain
Monthly
0.09%
Yearly
1.09%
Drawdown
21.45%
$287.81M
Equity
Holdings
$287.81M
Investment
$221.51M
$69.96M
Profit +$461,760.86
Realized
$3.66M
Unrealized
$66.3M
Dividends
$9.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$461,760.86
Win %
77%
This Week
Compared To Last Week
Gain
2.48%
Profit
$6.97M
Win %
77%
This Month
Compared to last month
Gain
3.11%
Profit
$8.67M
Win %
77%
This Year
Compared to last year
Gain
11.17%
Profit
$28.94M
Win %
78%
STX Seagate Technology Holdings plc
+4.67%
+$135,641.96 
EQNR Equinor ASA Sponsored ADR
+4.04%
+$27,279.36 
MU Micron Technology, Inc.
+3.74%
+$114,768 
TTE TotalEnergies SE
+2.61%
+$43,072.8 
CSCO Cisco Systems, Inc.
+2.33%
+$18,688 
CINF Cincinnati Financial Corporation
+2.26%
+$71,640 
UNH UnitedHealth Group Incorporated
+2.23%
+$54,809.94 
SHEL Shell plc
+2.07%
+$44,772.64 
MT ArcelorMittal S.A.
+2%
+$9,168.69 
DOW Dow Inc.
+1.88%
+$7,365.05 
PSX Phillips 66
+1.83%
+$66,792 
Q Qnity Electronics Inc.
+1.74%
+$4,605.98 
XOM Exxon Mobil Corporation
+1.7%
+$115,304 
ORI Old Republic International Corp.
+1.66%
+$45,540 
MO Altria Group, Inc.
+1.53%
+$36,949.99 
VLO Valero Energy Corporation
+1.51%
+$83,492.5 
BP BP p.l.c. Sponsored ADR
+1.47%
+$12,011.67 
FHN First Horizon Corporation
+1.4%
+$60,350 
CVX Chevron Corporation
+1.4%
+$141,841.93 
JNJ Johnson & Johnson
+1.37%
+$3,420 
PBF PBF Energy Inc.
+1.35%
+$10,414 
BMY Bristol-Myers Squibb Company
+1.31%
+$24,174 
ABBV AbbVie Inc.
+1.23%
+$31,351 
EPD Enterprise Products Partners L.P.
+1.17%
+$53,400 
MPC Marathon Petroleum Corporation
+1.11%
+$126,367.78 
CAT Caterpillar Inc.
+0.99%
+$22,568 
COP ConocoPhillips
+0.96%
+$50,127 
PM Philip Morris International Inc.
+0.96%
+$10,767.5 
WEN The Wendy's Company
+0.89%
+$700 
NVS Novartis AG Sponsored ADR
+0.81%
+$4,340 
LMT Lockheed Martin Corporation
+0.8%
+$1,996.68 
LLY Eli Lilly and Company
+0.79%
+$99,360 
BHP BHP Group Ltd.
+0.69%
+$2,072 
NSC Norfolk Southern Corporation
+0.59%
+$34,825 
CP Canadian Pacific Kansas City Limited
+0.52%
+$18,272.64 
NUE Nucor Corporation
+0.48%
+$14,934 
FCX Freeport-McMoRan Inc.
+0.48%
+$6,076 
VTRS Viatris Inc.
+0.43%
+$1,125.45 
UNP Union Pacific Corporation
+0.43%
+$28,269.78 
SCCO Southern Copper Corporation
+0.42%
+$7,451.06 
BNS Bank of Nova Scotia
+0.42%
+$4,785 
RY Royal Bank of Canada
+0.37%
+$1,672.8 
MRK Merck & Co., Inc.
+0.36%
+$6,669.08 
CMI Cummins Inc.
+0.35%
+$1,816 
OKE ONEOK, Inc.
+0.33%
+$24,339.65 
FR First Industrial Realty Trust Inc.
+0.31%
+$840 
JPM JPMorgan Chase & Co.
+0.3%
+$24,490.44 
UWMC UWM Holdings Corporation
+0.24%
+$205 
BF-A Brown-Forman Corporation
+0.21%
+$660 
BA Boeing Company
+0.14%
+$1,609.5 
SPH Suburban Propane Partners L.P.
+0.12%
+$360 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$3,828.07 
HSBC HSBC Holdings plc Sponsored ADR
+0.1%
+$1,286.78 
VZ Verizon Communications Inc.
+0.09%
+$974.43 
RIO Rio Tinto Plc Sponsored ADR
+0.04%
+$91 
EMN Eastman Chemical Company
+0.01%
+$426.5 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-3.16%
-$94,590 
KO The Coca-Cola Company
-3.08%
-$10,721.5 
HCA HCA Healthcare Inc.
-2.78%
-$86,751 
GOOG Alphabet Inc
-2.16%
-$21,420 
TSLA Tesla, Inc.
-2.16%
-$11,830 
JBHT J.B. Hunt Transport Services, Inc.
-2.14%
-$27,434 
NOK Nokia Corporation Sponsored ADR
-2.12%
-$6,157.2 
MSFT Microsoft Corp.
-2.11%
-$176,387.75 
GOOGL Alphabet Inc
-2.11%
-$5,984.01 
BNY BlackRock New York Municipal Income Trust
-2.06%
-$53,721.3 
MCO Moody's Corporation
-1.97%
-$5,109.99 
LOW Lowe's Companies Inc.
-1.71%
-$38,745 
HTLD Heartland Express Inc.
-1.37%
-$6,593.16 
WMB The Williams Companies, Inc.
-1.36%
-$20,123.58 
INTC Intel Corporation
-1.33%
-$24,458.7 
XPO XPO Inc.
-1.32%
-$14,450 
VMC Vulcan Materials Company
-1.31%
-$9,996.97 
MAR Marriott International Inc. - Class A
-1.28%
-$3,219.75 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.26%
-$8,085 
KEY KeyCorp
-1.25%
-$3,900 
ODFL Old Dominion Freight Line, Inc.
-1.25%
-$16,872 
NVDA NVIDIA Corporation
-1.23%
-$15,270 
MCD McDonald's Corporation
-1.2%
-$5,895 
HD The Home Depot, Inc.
-1.17%
-$19,082.09 
HUBG Hub Group Inc.
-1.07%
-$4,400 
IP International Paper Company
-1.06%
-$89,360 
KNX Knight-Swift Transportation Holdings Inc.
-1.05%
-$67,570.2 
DOUG Douglas Elliman Inc.
-1.04%
-$511.8 
BTI British American Tobacco p.l.c. ADR
-1.01%
-$34,032.64 
LRCX Lam Research Corporation
-0.97%
-$14,040 
SAIA Saia, Inc.
-0.93%
-$2,442 
PPL PPL Corporation
-0.87%
-$3,622.5 
FE FirstEnergy Corp.
-0.73%
-$11,880 
LSTR Landstar System Inc.
-0.7%
-$13,559 
TSCO Tractor Supply Company
-0.69%
-$5,740.5 
UMH UMH Properties, Inc.
-0.69%
-$44,990.44 
NEM Newmont Corporation
-0.64%
-$1,462.5 
AMZN Amazon.com Inc
-0.64%
-$7,360 
LVS Las Vegas Sands Corp.
-0.6%
-$1,045 
FDX FedEx Corporation
-0.56%
-$43,049.5 
CSX CSX Corporation
-0.56%
-$58,140 
AAPL Apple Inc.
-0.46%
-$81,928.54 
SNDR Schneider National, Inc.
-0.44%
-$1,938 
AZN AstraZeneca PLC American Depositary Shares
-0.42%
-$4,290 
PLD Prologis Inc.
-0.41%
-$1,625.65 
UPS United Parcel Service, Inc.
-0.4%
-$6,956 
ED Consolidated Edison, Inc.
-0.39%
-$16,456 
AZO AutoZone Inc.
-0.38%
-$18,663.79 
NI NiSource Inc.
-0.36%
-$1,650 
MDLZ Mondelez International, Inc.
-0.34%
-$1,050 
KMI Kinder Morgan, Inc.
-0.34%
-$4,950 
WMT Walmart Inc.
-0.34%
-$3,267.6 
DUK Duke Energy Corporation
-0.33%
-$4,387 
T AT&T Inc.
-0.3%
-$780 
ETR Entergy Corporation
-0.29%
-$1,848 
MS Morgan Stanley
-0.28%
-$9,760.16 
SNY Sanofi American Depositary Receipt
-0.26%
-$829.5 
SO The Southern Company
-0.2%
-$1,672 
AEP American Electric Power Company, Inc.
-0.12%
-$2,400 
PFE Pfizer Inc.
-0.12%
-$3,821.1 
DE Deere & Company
-0.01%
-$38.62 
CHRW C.H. Robinson Worldwide, Inc.
0%
-$19.53 Events
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Dividends
Dividend Analysis
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| Trades 225 | Longs Won 176/225 78% | Profit Factor 7.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $856,311.12 |
| Average Win $457,515.66 | Best Trade (Jul 17) $6.29M | Sharpe Ratio -336.99 |
| Average Loss -$215,586.58 | Worst Trade (Jul 15) -$3.35M | Z-Score 13.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $310,928.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,335 | 1,202 | 1,068 | 935 | 801 | 668 | 534 | 401 | 267 | 134 |
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Returns
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