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

$2.0M

Unrealized P&L

$241K

+13.9%

Realized P&L

$78K

Open Positions

Performance vs S&P 500

-3.1%

SPY -0.8%

α -2.3%

+4.6%

SPY +14.0%

α -9.4%

+2.4%

SPY +7.8%

α -5.4%

+7.6%

SPY +24.0%

α -16.4%

+26.2%

SPY +72.7%

α -46.5%

+25.9%

SPY +76.1%

α -50.3%

All

+25.9%

SPY +76.1%

α -50.3%

Head-to-head with S&P 500

Live Holdings27 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
CSCO	Cisco Systems Inc	1,762	$49.80	$121.42	$214K	10.8%	+143.8%
LMT	Lockheed Martin Corporation	293	$428.31	$494.39	$145K	7.3%	+15.4%
QQQM	INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF	462	$179.48	$302.95	$140K	7.1%	+68.8%
BRK.B	Berkshire Hathaway Inc	258	$349.66	$488.55	$126K	6.4%	+39.7%
CB	Chubb Limited Common Stock	342	$266.19	$325.85	$111K	5.7%	+22.4%
GD	General Dynamics Corporation Common Stock	316	$287.62	$344.39	$109K	5.5%	+19.7%
IVV	iShares Core S&P 500 ETF	144	$632.15	$746.66	$107K	5.5%	+18.1%
UNP	Union Pacific Corp	403	$226.06	$259.25	$104K	5.3%	+14.7%
AMGN	Amgen Inc. - Common Stock	290	$314.28	$343.19	$99K	5.0%	+9.2%
APD	Air Products and Chemicals, Inc. Common Stock	328	$277.81	$282.81	$93K	4.7%	+1.8%
AMZN	Amazon.com Inc	387	$214.35	$233.41	$90K	4.6%	+8.9%
MSFT	Microsoft Corp	239	$282.07	$369.09	$88K	4.5%	+30.9%
ITW	Illinois Tool Works Inc	322	$258.06	$264.67	$85K	4.3%	+2.6%
GOOGL	Alphabet Inc	244	$140.84	$348.79	$85K	4.3%	+147.7%
ADP	Automatic Data Processing, Inc. - Common Stock	329	$276.52	$215.30	$71K	3.6%	-22.1%
CMCSA	Comcast Corp	2,981	$39.97	$22.40	$67K	3.4%	-44.0%
NVO	Novo Nordisk A/S Common Stock	1,407	$57.57	$46.02	$65K	3.3%	-20.1%
COST	Costco Wholesale Corporation	40	$573.03	$949.01	$38K	1.9%	+65.6%
ACN	Accenture plc Class A Ordinary Shares	286	$318.46	$122.50	$35K	1.8%	-61.5%
DIS	Discover Financial Services	243	$133.64	$102.16	$25K	1.3%	-23.6%
JNJ	Johnson & Johnson	95	$158.90	$230.69	$22K	1.1%	+45.2%
IVW	iShares S&P 500 Growth ETF	119	$67.21	$136.61	$16K	0.8%	+103.3%
HSY	The Hershey Company Common Stock	93	$199.82	$170.64	$16K	0.8%	-14.6%
UNH	Unitedhealth Group Inc	14	$566.08	$408.68	$6K	0.3%	-27.8%
MRK	Merck & Co Inc	43	$112.49	$115.34	$5K	0.3%	+2.5%
PEP	PepsiCo Inc	31	$171.79	$140.67	$4K	0.2%	-18.1%
UH UHG	United Health Corp	3,323	$9.78	$1.20	$4K	0.2%	-87.8%

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 →