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).
Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.7Rank: #75
Federal elected service; earlier service not yet verified.
11.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.93 percentage points
2025-09-15 – 2026-09-15
30.78%
Cumulative estimated return
SPY: 70.83%
Outperformance: -40.05 percentage points
2023-09-15 – 2026-09-15
23.54%
Cumulative estimated return
SPY: 59.46%
Outperformance: -35.92 percentage points
2021-12-31 – 2026-09-15
As of Sep 15, 2026. 148 parsed trades. Ranks use three-year return.
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.
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 |
|---|---|---|---|---|---|---|
| BWIN | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | $32.49Sep 15, 2026 | Unavailable |
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| APD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| CB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| GD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| ITW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| LMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MCD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MRK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NVO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PEP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| UNP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| UNH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 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.
| 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 |
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. | ||||||
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 |
|---|---|---|---|---|
| HSY — The Hershey Company Common Stock (HSY) [ST] | Multiple owners | SaleSource rows (3)$52,003–$130,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| UNP — Fidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 14, 2025 | Sep 14, 2026 |
| UNP — Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 36 · Annual Original ↗ · Row 42 · Annual | Oct 14, 2025 | Sep 14, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Multiple owners | PurchaseSource rows (3)$52,003–$130,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Oct 14, 2025 | Sep 11, 2026 |
| CMCSA — Fidelity Traditional IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 4, 2025 | Sep 14, 2026 |
| NVO — Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 4, 2025 | Sep 14, 2026 |
| CMCSA — Fidelity Roth IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 33 · Annual Original ↗ · Row 39 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| NVO — Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 34 · Annual Original ↗ · Row 40 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Aug 4, 2025 | Sep 11, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Multiple owners | PurchaseSource rows (4)$18,004–$95,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Aug 4, 2025 | Sep 11, 2026 |
| UPS — Fidelity Traditional IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 22, 2025 | Sep 14, 2026 |
| UPS — Fidelity Roth IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Multiple owners | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 37 · Annual Original ↗ · Row 38 · Annual | Jul 22, 2025 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Multiple owners | SaleSource rows (3)$52,003–$130,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Jul 22, 2025 | Sep 11, 2026 |
| GOOG — Fidelity Joint TBE ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| BRK.B — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| CSCO — Fidelity Joint TBE ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| HD — Fidelity Joint TBE ⇒ Home Depot, Inc. (HD) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| JNJ — Fidelity Joint TBE ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| KVUE — Fidelity Joint TBE ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| MCD — Fidelity Joint TBE ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| MRK — Fidelity Joint TBE ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| PEP — Fidelity Joint TBE ⇒ Pepsico, Inc. (PEP) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| PG — Fidelity Joint TBE ⇒ Procter & Gamble Company (PG) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| UPS — Fidelity Joint TBE ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| V — Fidelity Joint TBE ⇒ Visa Inc. (V) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. Common Stock (WMT) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 16, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| UNP — Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Apr 21, 2025 | Sep 14, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Spouse | Purchase | Apr 21, 2025 | Sep 11, 2026 |
| BWIN — Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$500,001 - $1,000,000 Original ↗ · Row 27 · Annual | Apr 10, 2025 | Sep 14, 2026 |
| BWIN — The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | Joint | Sale (partial)Source rows (1)$500,001 - $1,000,000 Original ↗ · Row 1 · Ptr | Apr 10, 2025 | Sep 11, 2026 |
| NVO — Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 27, 2025 | Sep 14, 2026 |
42 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.