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Scott Franklin

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-14. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -1.2% +0.6% -1.8%
1 month +1.0% +1.4% -0.4%
1 quarter -0.1% +8.3% -8.3%
Year to date +9.1% +10.6% -1.4%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-14). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
NVO 1,657 $81.3K 11.9%
UNP 443 $127.7K 18.8%
AMZN 425 $105.1K 15.4%
LMT 350 $180.3K 26.5%
CSCO 162 $19K 2.8%
COST 89 $81.7K 12.0%
HD 78 $26.5K 3.9%
ITW 32 $8.8K 1.3%
CB 31 $10.6K 1.6%
APD 30 $9K 1.3%
ADP 30 $7.4K 1.1%
GD 29 $10.6K 1.6%
AMGN 27 $9.6K 1.4%
ACN 26 $3.4K 0.5%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$5.2M – $42.1M
Reporting year
2024
Disclosed assets
123
Disclosed liabilities
1

Net worth band by reporting year

2021 2022 2023 — not e-filed 2024 2025 — not e-filed
Year Net worth band
2024 $5.2M – $42.1M
2022 $5.2M – $41.7M
2021 $5.4M – $45.2M

Recent stock trades

Disclosed trades
109
Avg. disclosure lag
106.4 days
Filed past 45-day deadline
28.4%
Date Stock Type Amount
2026-02-10 HSY Sell $1K - $15K
2026-02-10 HSY Sell $50K - $100K
2026-02-10 HSY Sell $1K - $15K
2025-10-14 UNP Buy $50K - $100K
2025-10-14 UNP Buy $1K - $15K
2025-10-14 UNP Buy $1K - $15K
2025-08-04 CMCSA Sell $1K - $15K
2025-08-04 NVO Buy $15K - $50K
2025-08-04 NVO Buy $1K - $15K
2025-08-04 NVO Buy $1K - $15K
2025-08-04 CMCSA Sell $15K - $50K
2025-08-04 CMCSA Sell $1K - $15K
2025-07-22 UPS Sell $1K - $15K
2025-07-22 UPS Sell $50K - $100K
2025-07-22 UPS Sell $1K - $15K
2025-06-16 CSCO Sell $1K - $15K
2025-06-16 JNJ Sell $15K - $50K
2025-06-16 JPM Sell $15K - $50K
2025-06-16 MCD Sell $15K - $50K
2025-06-16 MRK Sell $1K - $15K
2025-06-16 MSFT Sell $15K - $50K
2025-06-16 UPS Sell $1K - $15K
2025-06-16 AAPL Sell $15K - $50K
2025-06-16 HD Sell $15K - $50K
2025-06-16 KVUE Sell $1K - $15K