Scott Mr Franklin Stock Portfolio

Simulatedⓘ

Republican · House · FL

Scott Mr Franklin's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$2.1M

Unrealized P&L

$413K

+23.9%

Realized P&L

$78K

Open Positions

Performance vs S&P 500

+3.0%

SPY -5.4%

α +8.4%

-2.8%

SPY -4.9%

α +2.1%

+7.5%

SPY -0.5%

α +8.1%

+15.8%

SPY +9.7%

α +6.1%

+32.6%

SPY +69.0%

α -36.4%

+36.4%

SPY +74.0%

α -37.6%

All

+36.4%

SPY +74.0%

α -37.6%

Head-to-head with S&P 500

Live Holdings27 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
LMT	Lockheed Martin Corporation	293	$428.31	$567.66	$166K	7.8%	+32.5%
CSCO	Cisco Systems Inc	1,762	$49.80	$94.30	$166K	7.8%	+89.3%
BRK.B	Berkshire Hathaway Inc	258	$349.66	$572.61	$148K	6.9%	+63.8%
AMGN	Amgen Inc. - Common Stock	290	$314.28	$461.52	$134K	6.2%	+46.9%
MSFT	Microsoft Corp	239	$282.07	$531.70	$127K	5.9%	+88.5%
CB	Chubb Limited Common Stock	342	$266.19	$366.41	$125K	5.8%	+37.6%
QQQM	INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF	462	$179.48	$270.83	$125K	5.8%	+50.9%
UNP	Union Pacific Corp	403	$226.06	$292.17	$118K	5.5%	+29.2%
GD	General Dynamics Corporation Common Stock	316	$287.62	$355.27	$112K	5.2%	+23.5%
IVV	iShares Core S&P 500 ETF	144	$632.15	$740.35	$107K	5.0%	+17.1%
AMZN	Amazon.com Inc	387	$214.35	$259.91	$101K	4.7%	+21.3%
APD	Air Products and Chemicals, Inc. Common Stock	328	$277.81	$305.80	$100K	4.7%	+10.1%
ADP	Automatic Data Processing, Inc. - Common Stock	329	$276.52	$304.00	$100K	4.7%	+9.9%
ITW	Illinois Tool Works Inc	322	$258.06	$281.89	$91K	4.2%	+9.2%
ACN	Accenture plc Class A Ordinary Shares	286	$318.46	$260.70	$74K	3.5%	-18.1%
CMCSA	Comcast Corp	2,981	$39.97	$24.57	$73K	3.4%	-38.5%
GOOGL	Alphabet Inc	244	$140.84	$285.72	$70K	3.3%	+102.9%
NVO	Novo Nordisk A/S Common Stock	1,407	$57.57	$40.23	$57K	2.6%	-30.1%
COST	Costco Wholesale Corporation	40	$573.03	$1057.22	$43K	2.0%	+84.5%
DIS	Discover Financial Services	243	$133.64	$117.05	$28K	1.3%	-12.4%
JNJ	Johnson & Johnson	95	$158.90	$275.01	$26K	1.2%	+73.1%
HSY	The Hershey Company Common Stock	93	$199.82	$178.85	$17K	0.8%	-10.5%
IVW	iShares S&P 500 Growth ETF	119	$67.21	$129.90	$15K	0.7%	+93.3%
MRK	Merck & Co Inc	43	$112.49	$146.65	$6K	0.3%	+30.4%
UNH	Unitedhealth Group Inc	14	$566.08	$393.58	$6K	0.3%	-30.5%
PEP	PepsiCo Inc	31	$171.79	$141.22	$4K	0.2%	-17.8%
UH UHG	United Health Corp	3,323	$9.78	$1.22	$4K	0.2%	-87.5%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →