1 year
11.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.93 percentage points
2025-09-15 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
Scott Scott Franklin
Updated Sep 14, 2026Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.7Rank: #75
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
30.78%
Cumulative estimated return
SPY: 70.83%
Outperformance: -40.05 percentage points
2023-09-15 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
5 years
23.54%
Cumulative estimated return
SPY: 59.46%
Outperformance: -35.92 percentage points
2021-12-31 – 2026-09-15
Missing information
- 23 rows without a saved price.
- 28 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2021-12-31.
As of Sep 15, 2026. 148 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| ACN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ADP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CB | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LMT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MCD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MRK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| UNP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| WMT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 5.40428250308954370445810826 | 2792.72 |
| Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | joint | 31211.00707449022055763628797 | 1014045.62 |
| Comcast Corporation - Class A (CMCSA) [ST] | joint | 258.434483904662911744420845 | 6310.97 |
| McDonald's Corporation Common Stock (MCD) [ST] | joint | 2.4216969127824639977418210 | 612.16 |
| Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 309.3589265747297800969064480 | 59830.02 |
| Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 364.0724161941708942604197752 | 188138.06 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1032.952756941914919261784322 | 25224.71 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 4.00642093897825060006743901 | 3611.19 |
| Fidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 661.2523900573613766730401529 | 225771.40 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 93.6497897220818449745665223 | 15959.80 |
| Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 271.5734711906553676013480352 | 68648.34 |
| Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | not_reported | 1631.308962264150943396226415 | 69379.57 |
| Fidelity Roth IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 29.81923220275810659709280656 | 5767.04 |
| Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 15.91664179846811896946185218 | 8225.08 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.386180536647696942516831673 | 348.08 |
| Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 25.49553855959209687699171447 | 8704.94 |
| The Hershey Company Common Stock (HSY) [ST] | spouse | 9.02694115337786051636750716 | 1538.37 |
| Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 26.17707685763832084546674083 | 6617.04 |
| Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | spouse | 157.2425314465408805031446541 | 6687.52 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
317 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| NEE — Fidelity Joint TBE ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| PEP — Fidelity Joint TBE ⇒ Pepsico, Inc. (PEP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| PFE — Fidelity Joint TBE ⇒ Pfizer, Inc. (PFE) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| PG — Fidelity Joint TBE ⇒ Procter & Gamble Company (PG) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| UPS — Fidelity Joint TBE ⇒ United Parcel Service, Inc. (UPS) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| UNH — Fidelity Joint TBE ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| V — Fidelity Joint TBE ⇒ Visa Inc. (V) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. (WMT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Sep 11, 2023 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| DFS — Discover Financial Services (DFS) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| CMCSA — Fidelity Roth IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| COST — Fidelity Roth IRA ⇒ Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| CMCSA — Fidelity Traditional IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| COST — Fidelity Traditional IRA ⇒ Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 19, 2023 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Apr 19, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial) | Apr 19, 2023 | Sep 12, 2026 |
| BRK.A — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. (BRK.A) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 21, 2023 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 21, 2023 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. (WMT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 21, 2023 | Sep 14, 2026 |
| BRK.A — Berkshire Hathaway Inc. (BRK.A) [ST] | Joint | Sale (partial) | Feb 21, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Feb 21, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Joint | Sale (partial) | Feb 21, 2023 | Sep 12, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| BRK.B — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 6 · Annual | Feb 15, 2023 | Sep 14, 2026 |
| CSCO — Fidelity Joint TBE ⇒ Cisco Systems, Inc. (CSCO) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| CMCSA — Fidelity Joint TBE ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 15, 2023 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 24 · Annual | Feb 15, 2023 | Sep 14, 2026 |
All disclosures
42 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.