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:
35.81%
Gain +0.38%
Monthly
1.43%
Yearly
18.63%
Drawdown
16.02%
$271.11M
Equity
Holdings
$271.11M
Investment
$210.78M
$77.43M
Profit +$1.09M
Realized
$17.1M
Unrealized
$60.33M
Dividends
$11.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.09M
Win %
69%
This Week
Compared To Last Week
Gain
2.35%
Profit
$6.21M
Win %
69%
This Month
Compared to last month
Gain
4.74%
Profit
$12.28M
Win %
69%
This Year
Compared to last year
Gain
5.66%
Profit
$14.53M
Win %
72%
UWMC UWM Holdings Corporation
+13.86%
+$9,240 
IP International Paper Company
+6.9%
+$502,479.54 
HUBG Hub Group Inc.
+4.72%
+$9,920 
VTRS Viatris Inc.
+4.47%
+$11,704.68 
VMC Vulcan Materials Company
+4.4%
+$27,637.97 
HD The Home Depot, Inc.
+4.31%
+$72,560.89 
LOW Lowe's Companies Inc.
+3.94%
+$77,805 
KNX Knight-Swift Transportation Holdings Inc.
+3.27%
+$164,399.4 
AZN AstraZeneca PLC American Depositary Shares
+2.87%
+$27,899.95 
UNH UnitedHealth Group Incorporated
+2.79%
+$64,090.06 
BTI British American Tobacco p.l.c. ADR
+2.37%
+$71,255.84 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.19%
+$10,780 
UPS United Parcel Service, Inc.
+2.14%
+$30,340 
SAIA Saia, Inc.
+2.02%
+$4,061.99 
XPO XPO Inc.
+2.02%
+$18,649.95 
LMT Lockheed Martin Corporation
+1.99%
+$5,059.27 
TTE TotalEnergies SE
+1.98%
+$19,180 
MCD McDonald's Corporation
+1.76%
+$7,542 
TSCO Tractor Supply Company
+1.56%
+$21,684 
VLO Valero Energy Corporation
+1.45%
+$73,094 
PSX Phillips 66
+1.42%
+$63,499.5 
CVX Chevron Corporation
+1.39%
+$143,788.96 
JBHT J.B. Hunt Transport Services, Inc.
+1.36%
+$7,245 
OKE ONEOK, Inc.
+1.31%
+$91,647.85 
SNY Sanofi American Depositary Receipt
+1.31%
+$3,750.76 
CMI Cummins Inc.
+1.29%
+$5,415.97 
UMH UMH Properties, Inc.
+1.26%
+$78,880.78 
NI NiSource Inc.
+1.21%
+$5,000 
AAPL Apple Inc.
+1.17%
+$216,139 
MPC Marathon Petroleum Corporation
+1.17%
+$115,829.43 
DOW Dow Inc.
+1.15%
+$2,852.94 
MO Altria Group, Inc.
+1.12%
+$27,505.37 
AZO AutoZone Inc.
+1.11%
+$57,715 
KMI Kinder Morgan, Inc.
+1.07%
+$12,950 
SNDR Schneider National, Inc.
+1.06%
+$3,762 
KEY KeyCorp
+1.03%
+$2,665 
VZ Verizon Communications Inc.
+0.98%
+$10,570.5 
MAR Marriott International Inc. - Class A
+0.97%
+$2,517.76 
FHN First Horizon Corporation
+0.96%
+$37,400 
BF-A Brown-Forman Corporation
+0.93%
+$3,240 
CP Canadian Pacific Kansas City Limited
+0.92%
+$30,073.72 
MDLZ Mondelez International, Inc.
+0.88%
+$2,775.01 
BNY BlackRock New York Municipal Income Trust
+0.85%
+$19,638.3 
CSX CSX Corporation
+0.85%
+$83,640 
UNP Union Pacific Corporation
+0.8%
+$50,160 
FDXF FedEx Freight Holding Company Inc.
+0.79%
+$10,461.75 
DE Deere & Company
+0.78%
+$2,550.01 
T AT&T Inc.
+0.77%
+$2,160 
LSTR Landstar System Inc.
+0.76%
+$11,921 
MCO Moody's Corporation
+0.74%
+$1,802.5 
ETR Entergy Corporation
+0.7%
+$4,088 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$24,057 
HSBC HSBC Holdings plc Sponsored ADR
+0.67%
+$8,533.35 
CHRW C.H. Robinson Worldwide, Inc.
+0.65%
+$2,431 
WMT Walmart Inc.
+0.65%
+$6,384 
BMY Bristol-Myers Squibb Company
+0.64%
+$11,934 
PFE Pfizer Inc.
+0.63%
+$23,485.19 
MT ArcelorMittal S.A.
+0.61%
+$2,729.61 
BA Boeing Company
+0.6%
+$6,271.5 
BHP BHP Group Ltd.
+0.59%
+$1,813 
TSLA Tesla, Inc.
+0.59%
+$2,996 
HCA HCA Healthcare Inc.
+0.56%
+$21,303 
LLY Eli Lilly and Company
+0.55%
+$74,412.11 
SCCO Southern Copper Corporation
+0.5%
+$10,394.04 
PLD Prologis Inc.
+0.48%
+$1,625.65 
ELV Elevance Health, Inc.
+0.48%
+$1,326 
EPD Enterprise Products Partners L.P.
+0.45%
+$18,400 
MSFT Microsoft Corp.
+0.44%
+$48,938.75 
RY Royal Bank of Canada
+0.42%
+$1,714.64 
EGP EastGroup Properties Inc.
+0.41%
+$799.99 
CINF Cincinnati Financial Corporation
+0.36%
+$10,944 
ODFL Old Dominion Freight Line, Inc.
+0.34%
+$3,676.5 
NSC Norfolk Southern Corporation
+0.34%
+$19,249.65 
MS Morgan Stanley
+0.33%
+$9,440.32 
FDX FedEx Corporation
+0.31%
+$22,126 
ORI Old Republic International Corp.
+0.28%
+$7,260 
KO The Coca-Cola Company
+0.24%
+$902 
ED Consolidated Edison, Inc.
+0.24%
+$9,724 
WNC Wabash National Corporation
+0.16%
+$300 
FE FirstEnergy Corp.
+0.14%
+$2,145 
HTLD Heartland Express Inc.
+0.14%
+$470.94 
NVS Novartis AG Sponsored ADR
+0.13%
+$665 
JPM JPMorgan Chase & Co.
+0.07%
+$6,002.5 
FCX Freeport-McMoRan Inc.
+0.07%
+$1,085.04 
SPH Suburban Propane Partners L.P.
+0.06%
+$160 
AMZN Amazon.com Inc
+0.06%
+$643.95 
META Meta Platforms Inc Class A
+0.01%
+$225 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
CDNMF EGR Exploration Ltd.
-89%
-$801 
MU Micron Technology, Inc.
-3.4%
-$56,988 
CSCO Cisco Systems, Inc.
-3.33%
-$27,667 
LRCX Lam Research Corporation
-3.3%
-$21,285.04 
PM Philip Morris International Inc.
-2.76%
-$33,512.06 
QCOM QUALCOMM Incorporated
-2.47%
-$5,291.99 
AMD Advanced Micro Devices, Inc.
-2.11%
-$5,934.99 
SPCX Space Exploration Technologies Corp. Class A
-2.07%
-$7,675 
STX Seagate Technology Holdings plc
-1.8%
-$26,082 
Q Qnity Electronics Inc.
-1.74%
-$2,730.7 
MRK Merck & Co., Inc.
-1.48%
-$31,605.64 
AEP American Electric Power Company, Inc.
-1.46%
-$27,600 
INTC Intel Corporation
-1.42%
-$9,450 
NUE Nucor Corporation
-0.94%
-$31,701.87 
EMN Eastman Chemical Company
-0.91%
-$51,214 
EQNR Equinor ASA Sponsored ADR
-0.82%
-$2,569.28 
PPL PPL Corporation
-0.78%
-$3,105 
BP BP p.l.c. Sponsored ADR
-0.76%
-$3,645.98 
NVDA NVIDIA Corporation
-0.66%
-$8,640 
DUK Duke Energy Corporation
-0.64%
-$8,132 
COP ConocoPhillips
-0.43%
-$23,607 
NOK Nokia Corporation Sponsored ADR
-0.31%
-$840 
CAT Caterpillar Inc.
-0.25%
-$4,835.92 
JNJ Johnson & Johnson
-0.25%
-$630 
SO The Southern Company
-0.22%
-$1,760 
GOOGL Alphabet Inc
-0.17%
-$488 
GOOG Alphabet Inc
-0.14%
-$1,372 
NEM Newmont Corporation
-0.12%
-$350 
FR First Industrial Realty Trust Inc.
-0.03%
-$80 
BNS Bank of Nova Scotia
-0.03%
-$382.8 
RIO Rio Tinto Plc Sponsored ADR
-0.03%
-$78 
CVS CVS Health Corporation
-0.03%
-$60 
SHEL Shell plc
-0.03%
-$388.17 
ABBV AbbVie Inc.
-0.03%
-$800.2 Events
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Dividends
Dividend Analysis
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| Trades 262 | Longs Won 193/262 73% | Profit Factor 7.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $904,167.66 |
| Average Win $467,876.33 | Best Trade (Oct 14) $7.17M | Sharpe Ratio -383.43 |
| Average Loss -$186,577.01 | Worst Trade (Oct 14) -$4.23M | Z-Score 8.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $295,520.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,453 | 1,308 | 1,163 | 1,017 | 872 | 727 | 581 | 436 | 291 | 145 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,900 | $13.45M | $18.65M | - | $5.2M | 38.64% | +1.173% |
| ABBV AbbVie Inc. | 10,000 | $1.78M | $2.83M | - | $1.06M | 59.48% | -0.028% |
| AEP American Electric Power Company, Inc. | 15,000 | $1.38M | $1.86M | - | $480,900 | 34.76% | -1.459% |
| AMD Advanced Micro Devices, Inc. | 500 | $290,455 | $275,180 | - | -$15,275 | -5.26% | -2.111% |
| AMZN Amazon.com Inc | 4,600 | $998,074 | $1.17M | - | $174,465.95 | 17.48% | +0.055% |
| AZN AstraZeneca PLC American Depositary Shares | 6,000 | $1.18M | $1M | - | -$183,240.06 | -15.49% | +2.87% |
| AZO AutoZone Inc. | 1,700 | $5.66M | $5.26M | - | -$399,471 | -7.06% | +1.11% |
| BA Boeing Company | 5,550 | $959,452.82 | $1.05M | - | $94,270.18 | 9.83% | +0.599% |
| BF-A Brown-Forman Corporation | 12,000 | $401,640 | $352,800 | - | -$48,840 | -12.16% | +0.927% |
| BHP BHP Group Ltd. | 3,700 | $180,671 | $308,543 | - | $127,872 | 70.78% | +0.591% |
| BMY Bristol-Myers Squibb Company | 30,600 | $1.73M | $1.87M | - | $134,640 | 7.78% | +0.644% |
| BNS Bank of Nova Scotia | 12,760 | $685,467 | $1.16M | - | $476,841.4 | 69.56% | -0.033% |
| BNY BlackRock New York Municipal Income Trust | 16,230 | $1.25M | $2.33M | - | $1.08M | 86.52% | +0.852% |
| BP BP p.l.c. Sponsored ADR | 9,854 | $291,284.12 | $477,327.76 | - | $186,043.64 | 63.87% | -0.758% |
| BRK-B Berkshire Hathaway Inc. | 6,600 | $2.99M | $3.49M | - | $501,897 | 16.78% | +0.693% |
| BTI British American Tobacco p.l.c. ADR | 53,176 | $1.93M | $3.08M | - | $1.15M | 59.69% | +2.365% |
| CAT Caterpillar Inc. | 2,600 | $943,176 | $1.91M | - | $964,652.08 | 102.28% | -0.253% |
| CDNMF EGR Exploration Ltd. | 9,000 | $252 | $99 | - | -$153 | -60.71% | -89% |
| CHRW C.H. Robinson Worldwide, Inc. | 2,600 | $268,632 | $376,363 | - | $107,731 | 40.1% | +0.65% |
| CINF Cincinnati Financial Corporation | 18,000 | $2.59M | $3.02M | - | $434,304 | 16.79% | +0.364% |
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FAQ
Which stocks have generated the highest profits for Brennan Lee?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.3M, Marathon Petroleum Corporation - $2.62M, Micron Technology, Inc - $1.93M, Valero Energy Corporation - $1.69M, and Seagate Technology Holdings plc - $1.6M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Constellation Brands, Inc - $290,787, Werner Enterprises Inc - $202,166.47, Heartland Express Inc - $101,873.64, QUALCOMM Incorporated - $48,552, and Dow Inc - $23,418.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brennan Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.18M earned over time. The largest contributors to dividend income include International Paper Company - $677,007.5, Chevron Corporation - $659,301.82, UMH Properties, Inc - $611,094.3, ONEOK, Inc - $573,909.95, and Old Republic International Corp - $481,850. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brennan Lee's monthly returns?
Brennan Lee's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brennan Lee's strategy be considered aggressive or moderate?
Brennan Lee's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brennan Lee's strategy?
Brennan Lee's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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