Scott Franklin (R-FL-18), a current Republican member of the House, has disclosed 308 trades since 2021: 147 purchases worth about $3.88M and 160 sales worth about $144.26M, in 61 stocks. Most traded: SBUX, AAPL, WMT. As a portfolio, their stock holdings and trades returned +123.8% from Jan 2021, against +99.2% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Scott Franklin’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2021: +123.8%, against +99.2% for SPY; the largest fall on the way was -53.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott Franklin | Nov 2025 | +17.0% | +10.1% | +7.0% | – | -9.1% | 1.52 | 0.34 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott Franklin | Nov 2023 | +138.8% | +72.6% | +66.1% | +33.8% | -16.9% | 1.45 | 0.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott Franklin | Nov 2021 | +46.3% | +61.1% | -14.8% | +7.9% | -53.2% | 0.40 | 1.09 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott Franklin | Jan 2026 | +13.2% | +10.1% | +3.1% | – | -9.1% | 1.39 | 0.33 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott Franklin | Jan 2021 | +123.8% | +99.2% | +24.6% | +15.0% | -53.2% | 0.57 | 1.12 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BWINBaldwin Insurance Group, Inc. | Financial Services | $829.81K | 21.0% | +10.6% | 8 | 0 | 7 | $0.00 | $10.54M | – | Apr 10, 2025 |
| WMTWalmart Inc. | Consumer Staples | $244.25K | 6.2% | +13.3% | 10 | 4 | 6 | $81.00K | $146.00K | +80.1% | Jun 16, 2025 |
| MSFTMicrosoft Corp | Technology | $215.95K | 5.5% | +0.2% | 8 | 3 | 5 | $115.50K | $162.50K | -2.5% | Jun 16, 2025 |
| BRK-BBerkshire Hathaway Inc | Financial Services | $201.03K | 5.1% | +5.3% | 8 | 2 | 6 | $83.00K | $188.50K | -12.2% | Jun 16, 2025 |
| AAPLApple Inc. | Technology | $200.93K | 5.1% | +9.8% | 10 | 2 | 8 | $40.50K | $162.00K | +25.8% | Aug 20, 2026 |
| JPMJpmorgan Chase & Co | Financial Services | $188.59K | 4.8% | -5.3% | 9 | 2 | 7 | $83.00K | $196.50K | +49.9% | Aug 20, 2026 |
| HDHome Depot, Inc. | Consumer Discretionary | $185.74K | 4.7% | -2.8% | 5 | 3 | 2 | $48.50K | $65.00K | -62.6% | Jun 16, 2025 |
| ACNAccenture plc | Industrials | $156.31K | 4.0% | +46.1% | 5 | 5 | 0 | $107.00K | $0.00 | -18.9% | Aug 26, 2026 |
| GOOGAlphabet Inc. | Technology | $155.23K | 3.9% | -21.9% | 6 | 1 | 5 | $8.00K | $107.00K | +27.9% | Aug 20, 2026 |
| VVisa Inc. | Financial Services | $107.16K | 2.7% | +17.8% | 4 | 2 | 2 | $40.50K | $65.00K | +29.5% | Jun 16, 2025 |
| AMGNAmgen Inc | Healthcare | $101.53K | 2.6% | +11.6% | 3 | 3 | 0 | $91.00K | $0.00 | +2.0% | Aug 7, 2024 |
| ADPAutomatic Data Processing Inc | Technology | $99.35K | 2.5% | +9.2% | 3 | 3 | 0 | $91.00K | $0.00 | -23.6% | Sep 25, 2024 |
| LMTLockheed Martin Corp | Industrials | $97.02K | 2.5% | +6.6% | 7 | 6 | 1 | $139.50K | $8.00K | -0.9% | Feb 18, 2025 |
| CBChubb Ltd | Financial Services | $96.43K | 2.4% | +6.0% | 3 | 3 | 0 | $91.00K | $0.00 | -5.8% | Aug 7, 2024 |
| MCDMcdonalds Corp | Consumer Discretionary | $96.28K | 2.4% | -2.8% | 6 | 4 | 2 | $32.00K | $65.00K | -34.2% | Aug 26, 2026 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ACNAccenture plc Class A Ordinary Shares | Self | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | +43.9% | +45.7% | |
| NVONovo Nordisk A/S Common Stock | Self | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | -14.3% | -12.4% | |
| PEPPepsico, Inc. | Self | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | -1.2% | +0.6% | |
| PEPPepsico, Inc. | Spouse | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | -1.2% | +0.6% | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | +43.9% | +45.7% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Spouse | Sell (Partial) | $1K–$15K | Aug 20, 2026 | Sep 17, 2026 | 28d | -17.8% | -16.4% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Self | Sell (Partial) | $1K–$15K | Aug 20, 2026 | Sep 17, 2026 | 28d | -17.8% | -16.4% | |
| AAPLApple Inc. - Common Stock | Spouse | Sell (Partial) | $1K–$15K | Aug 20, 2026 | Sep 17, 2026 | 28d | +8.7% | +10.1% | |
| JPMJP Morgan Chase & Co. Common Stock | Self | Sell (Partial) | $1K–$15K | Aug 20, 2026 | Sep 17, 2026 | 28d | -3.1% | -1.7% | |
| JPMJP Morgan Chase & Co. Common Stock | Spouse | Sell (Partial) | $1K–$15K | Aug 20, 2026 | Sep 17, 2026 | 28d | -3.1% | -1.7% | |
| LSYIXLord Abbett Short Duration High Yield I (LSYIX) bond fundBond | Spouse | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | – | – | |
| MCDMcDonald's Corporation Common Stock | Spouse | Buy | $1K–$15K | Aug 26, 2026 | Sep 17, 2026 | 22d | -0.5% | +1.3% | |
| HSYThe Hershey Company Common Stock | Self | Sell | $1K–$15K | Feb 10, 2026 | Feb 23, 2026 | 13d | -25.2% | -33.9% | |
| HSYThe Hershey Company Common Stock | Spouse | Sell | $1K–$15K | Feb 10, 2026 | Feb 23, 2026 | 13d | -25.2% | -33.9% | |
| HSYThe Hershey Company Common Stock | Self | Sell | $50K–$100K | Feb 10, 2026 | Feb 23, 2026 | 13d | -25.2% | -33.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Scott Franklin (R-FL-18), a current Republican member of the House, has disclosed 308 trades since 2021: 147 purchases worth about $3.88M and 160 sales worth about $144.26M, in 61 stocks. Most traded: SBUX, AAPL, WMT. As a portfolio, their stock holdings and trades returned +123.8% from Jan 2021, against +99.2% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Scott Franklin still holds 27 stocks; the largest are BWIN (about $829.81K), WMT (about $244.25K), MSFT (about $215.95K), BRK-B (about $201.03K), AAPL (about $200.93K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +123.8% from January 2021 to November 2026, against +99.2% for the S&P 500, with a largest fall of -53.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 25 days to be disclosed. 39 of 308 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.