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:
36.13%
Gain +0.22%
Monthly
1.55%
Yearly
20.34%
Drawdown
16.02%
$295.65M
Equity
Holdings
$295.65M
Investment
$221.51M
$77.75M
Profit +$667,940.41
Realized
$3.61M
Unrealized
$74.14M
Dividends
$10.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$667,940.41
Win %
78%
This Week
Compared To Last Week
Gain
0.23%
Profit
$667,940.41
Win %
78%
This Month
Compared to last month
Gain
2.92%
Profit
$8.4M
Win %
78%
This Year
Compared to last year
Gain
14.2%
Profit
$36.78M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$165,967.95 
GOOG Alphabet Inc
+6.88%
+$64,316 
GOOGL Alphabet Inc
+6.73%
+$17,976 
SNDR Schneider National, Inc.
+4.69%
+$18,240 
META Meta Platforms Inc Class A
+3.28%
+$79,559.96 
LSTR Landstar System Inc.
+3.21%
+$49,413 
MSFT Microsoft Corp.
+3.02%
+$283,636.29 
NVDA NVIDIA Corporation
+2.93%
+$34,260.04 
HUBG Hub Group Inc.
+2.47%
+$8,960 
CVX Chevron Corporation
+2.35%
+$249,951.48 
BP BP p.l.c. Sponsored ADR
+2.26%
+$19,854 
CSCO Cisco Systems, Inc.
+2.14%
+$17,739 
OKE ONEOK, Inc.
+1.95%
+$136,616.1 
TSCO Tractor Supply Company
+1.85%
+$14,952 
HCA HCA Healthcare Inc.
+1.72%
+$55,079.92 
CINF Cincinnati Financial Corporation
+1.69%
+$53,099.82 
KMI Kinder Morgan, Inc.
+1.64%
+$23,400 
SHEL Shell plc
+1.62%
+$37,395.33 
VZ Verizon Communications Inc.
+1.52%
+$17,010 
LMT Lockheed Martin Corporation
+1.5%
+$4,194.18 
COP ConocoPhillips
+1.22%
+$66,990.05 
MT ArcelorMittal S.A.
+1.15%
+$5,599.2 
TTE TotalEnergies SE
+0.95%
+$17,396.82 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$10,922.04 
UNP Union Pacific Corporation
+0.92%
+$58,740.22 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$7,009.24 
WMB The Williams Companies, Inc.
+0.89%
+$12,429.27 
XPO XPO Inc.
+0.86%
+$8,550.05 
CP Canadian Pacific Kansas City Limited
+0.83%
+$27,789.64 
MCD McDonald's Corporation
+0.82%
+$3,960.02 
TSLA Tesla, Inc.
+0.76%
+$3,303.97 
MPC Marathon Petroleum Corporation
+0.76%
+$88,569.1 
FHN First Horizon Corporation
+0.75%
+$32,300 
CAT Caterpillar Inc.
+0.7%
+$14,741.97 
BMY Bristol-Myers Squibb Company
+0.69%
+$13,770 
DOW Dow Inc.
+0.67%
+$2,678.2 
MO Altria Group, Inc.
+0.57%
+$12,924.21 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,106 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1,400 
STX Seagate Technology Holdings plc
+0.52%
+$17,355.04 
PSX Phillips 66
+0.51%
+$19,601.64 
Q Qnity Electronics Inc.
+0.51%
+$1,293.58 
NSC Norfolk Southern Corporation
+0.46%
+$27,125.35 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,370.48 
CSX CSX Corporation
+0.42%
+$42,840 
PFE Pfizer Inc.
+0.4%
+$12,694.7 
VLO Valero Energy Corporation
+0.38%
+$21,836.5 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,276 
AZO AutoZone Inc.
+0.32%
+$15,487.89 
MRK Merck & Co., Inc.
+0.32%
+$5,944.32 
SPH Suburban Propane Partners L.P.
+0.27%
+$800 
JPM JPMorgan Chase & Co.
+0.27%
+$22,569.4 
SO The Southern Company
+0.21%
+$1,760 
JNJ Johnson & Johnson
+0.21%
+$530 
CMI Cummins Inc.
+0.19%
+$976.02 
T AT&T Inc.
+0.17%
+$480 
MS Morgan Stanley
+0.17%
+$5,760.03 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$4,057.47 
NUE Nucor Corporation
+0.1%
+$3,275.01 
WMT Walmart Inc.
+0.09%
+$840.02 
AEP American Electric Power Company, Inc.
+0.06%
+$1,050 
BF-A Brown-Forman Corporation
+0.03%
+$120 
CDNMF EGR Exploration Ltd.
0%
$0 
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 
AAPL Apple Inc.
-7.35%
-$1.32M 
MU Micron Technology, Inc.
-5.9%
-$185,867.79 
IP International Paper Company
-5.38%
-$518,288 
HTLD Heartland Express Inc.
-3.93%
-$15,698 
ABBV AbbVie Inc.
-2.51%
-$64,700 
BA Boeing Company
-2.15%
-$26,417.94 
UWMC UWM Holdings Corporation
-2.15%
-$1,640 
NEM Newmont Corporation
-2.14%
-$5,125 
LVS Las Vegas Sands Corp.
-1.97%
-$3,724 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$55,303.04 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,006.06 
BHP BHP Group Ltd.
-1.64%
-$5,217 
LRCX Lam Research Corporation
-1.58%
-$21,150.05 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,015.03 
NI NiSource Inc.
-1.42%
-$6,400 
UMH UMH Properties, Inc.
-1.31%
-$81,800.8 
FCX Freeport-McMoRan Inc.
-1.28%
-$17,577 
SCCO Southern Copper Corporation
-1.24%
-$23,057.91 
MDLZ Mondelez International, Inc.
-1.22%
-$3,850.01 
DOUG Douglas Elliman Inc.
-1.17%
-$511.8 
DE Deere & Company
-1.13%
-$3,399.99 
VTRS Viatris Inc.
-1.13%
-$3,001.2 
PBF PBF Energy Inc.
-1.12%
-$10,413.97 
LOW Lowe's Companies Inc.
-1.08%
-$23,835.02 
PLD Prologis Inc.
-1.08%
-$4,210.7 
INTC Intel Corporation
-1.02%
-$17,670 
KO The Coca-Cola Company
-1.02%
-$3,690 
UPS United Parcel Service, Inc.
-1%
-$15,540 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$10,200 
PPL PPL Corporation
-0.98%
-$4,025 
VMC Vulcan Materials Company
-0.98%
-$6,941.95 
XOM Exxon Mobil Corporation
-0.97%
-$70,992 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$5,390 
SAIA Saia, Inc.
-0.86%
-$1,800 
FE FirstEnergy Corp.
-0.82%
-$13,200 
MCO Moody's Corporation
-0.81%
-$1,940.01 
ED Consolidated Edison, Inc.
-0.74%
-$30,294 
MAR Marriott International Inc. - Class A
-0.71%
-$1,788.76 
DUK Duke Energy Corporation
-0.67%
-$8,988 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$9,075.1 
PM Philip Morris International Inc.
-0.61%
-$6,961.94 
LLY Eli Lilly and Company
-0.53%
-$66,204 
HD The Home Depot, Inc.
-0.42%
-$6,533.09 
ORI Old Republic International Corp.
-0.39%
-$11,220 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$22,523.4 
ETR Entergy Corporation
-0.38%
-$2,295.99 
FDX FedEx Corporation
-0.37%
-$27,657.5 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$858 
RY Royal Bank of Canada
-0.29%
-$1,275.53 
FR First Industrial Realty Trust Inc.
-0.21%
-$560 
EPD Enterprise Products Partners L.P.
-0.18%
-$8,400.12 
EMN Eastman Chemical Company
-0.17%
-$10,236 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1,881 
KEY KeyCorp
-0.09%
-$260 
BNS Bank of Nova Scotia
-0.08%
-$893.2 Events
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Dividends
Dividend Analysis
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| Trades 225 | Longs Won 179/225 79% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $970,476 |
| Average Win $488,593.63 | Best Trade (Sep 01) $8.66M | Sharpe Ratio -10.26 |
| Average Loss -$211,046.11 | Worst Trade (Sep 01) -$3.07M | Z-Score 14.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $345,556.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,401 | 1,261 | 1,120 | 980 | 840 | 700 | 560 | 420 | 280 | 140 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,900 | $13.45M | $16.65M | - | $3.2M | 23.77% | -7.354% |
| ABBV AbbVie Inc. | 10,000 | $1.78M | $2.51M | - | $732,400 | 41.22% | -2.513% |
| AEP American Electric Power Company, Inc. | 15,000 | $1.38M | $1.92M | - | $534,300 | 38.62% | +0.055% |
| AMZN Amazon.com Inc | 4,600 | $998,074 | $1.25M | - | $251,193.95 | 25.17% | +15.321% |
| AZN AstraZeneca PLC American Depositary Shares | 6,000 | $1.18M | $1.02M | - | -$165,480 | -13.98% | -0.992% |
| AZO AutoZone Inc. | 1,600 | $5.34M | $4.83M | - | -$512,946 | -9.61% | +0.322% |
| BA Boeing Company | 5,550 | $959,452.82 | $1.2M | - | $240,124.18 | 25.03% | -2.155% |
| BF-A Brown-Forman Corporation | 12,000 | $401,640 | $350,640 | - | -$51,000 | -12.7% | +0.034% |
| BHP BHP Group Ltd. | 3,700 | $180,671 | $312,613 | - | $131,942 | 73.03% | -1.641% |
| BMY Bristol-Myers Squibb Company | 30,600 | $1.73M | $2M | - | $267,750 | 15.47% | +0.694% |
| BNS Bank of Nova Scotia | 12,760 | $685,467 | $1.12M | - | $434,478.2 | 63.38% | -0.08% |
| BNY BlackRock New York Municipal Income Trust | 16,230 | $1.25M | $2.54M | - | $1.29M | 103.48% | +0.16% |
| BP BP p.l.c. Sponsored ADR | 19,854 | $586,884 | $897,797.88 | - | $310,913.88 | 52.98% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 6,600 | $2.99M | $3.38M | - | $384,516 | 12.85% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 53,176 | $1.93M | $3.23M | - | $1.29M | 66.99% | -1.686% |
| CAT Caterpillar Inc. | 2,600 | $943,176 | $2.12M | - | $1.18M | 124.61% | +0.701% |
| CDNMF EGR Exploration Ltd. | 9,000 | $252 | $900 | - | $648 | 257.14% | 0.0 |
| CHRW C.H. Robinson Worldwide, Inc. | 2,600 | $268,632 | $384,098 | - | $115,466 | 42.98% | +0.551% |
| CINF Cincinnati Financial Corporation | 18,000 | $2.59M | $3.2M | - | $611,639.82 | 23.65% | +1.688% |
| CMI Cummins Inc. | 800 | $278,880 | $507,360.01 | - | $228,480.01 | 81.93% | +0.193% |
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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: Valero Energy Corporation - $734,946.9, Marathon Petroleum Corporation - $704,687.29, ONEOK, Inc - $575,514.95, Chevron Corporation - $575,109.6, and International Paper Company - $571,372.5. 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 - $102,501.56, QUALCOMM Incorporated - $49,656, and Maiden Holdings Ltd - $16,795. 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 $10.16M earned over time. The largest contributors to dividend income include ONEOK, Inc - $575,514.95, Chevron Corporation - $575,109.6, International Paper Company - $571,372.5, UMH Properties, Inc - $517,682.85, and Old Republic International Corp - $461,060. 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.
