C. Scott Franklin

Following their disclosures vs. same money in SPY: -17.1 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	MC MCD	$1K–$15K	2026-08-26	2026-09-17	PDF →
BUY	NV NVO	$1K–$15K	2026-08-26	2026-09-17	PDF →
BUY	AC ACN	$1K–$15K	2026-08-26	2026-09-17	PDF →
BUY	Lord Abbett Short Duration High Yield I (LSY corporate bond	$1K–$15K	2026-08-26	2026-09-17	PDF →
BUY	PE PEP	$1K–$15K	2026-08-26	2026-09-17	PDF →
SELL	AA AAPL	$1K–$15K	2026-08-20	2026-09-17	PDF →
SELL	GO GOOG	$1K–$15K	2026-08-20	2026-09-17	PDF →
SELL	JP JPM	$1K–$15K	2026-08-20	2026-09-17	PDF →
SELL	HS HSY	$1K–$15K	2026-02-10	2026-02-23	PDF →
SELL	HS HSY	$50K–$100K	2026-02-10	2026-02-23	PDF →
BUY	UN UNP	$1K–$15K	2025-10-14	2025-10-22	PDF →
BUY	IV IVV other	$50K–$100K	2025-10-14	2025-10-22	PDF →
BUY	UN UNP	$50K–$100K	2025-10-14	2025-10-22	PDF →
BUY	IV IVV other	$1K–$15K	2025-10-14	2025-10-22	PDF →
SELL	CM CMCSA	$1K–$15K	2025-08-04	2025-08-14	PDF →
BUY	NV NVO	$1K–$15K	2025-08-04	2025-08-14	PDF →
BUY	NV NVO	$15K–$50K	2025-08-04	2025-08-14	PDF →
SELL	CM CMCSA	$15K–$50K	2025-08-04	2025-08-14	PDF →
SELL	UP UPS	$50K–$100K	2025-07-22	2025-07-31	PDF →
SELL	UP UPS	$1K–$15K	2025-07-22	2025-07-31	PDF →
SELL	WM WMT	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	V V	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	MS MSFT	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	PG PG	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	GO GOOG	$1K–$15K	2025-06-16	2025-07-14	PDF →
SELL	AA AAPL	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	BR BRK.B	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	CS CSCO	$1K–$15K	2025-06-16	2025-07-14	PDF →
SELL	HD HD	$15K–$50K	2025-06-16	2025-07-14	PDF →
SELL	UP UPS	$1K–$15K	2025-06-16	2025-07-14	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Franklin still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
LM LMT		$175K	14.2%	+63.0%	Oct 2022	Feb 2025
AM AMGN		$115K	9.3%	+46.5%	Aug 2024	Aug 2024
UN UNP	recent	$108K	8.8%	+37.5%	Jun 2025	Oct 2025
CB CB		$104K	8.5%	+32.9%	Aug 2024	Aug 2024
GD GD		$98K	8.0%	+25.1%	Aug 2024	Aug 2024
AM AMZN		$97K	7.9%	+30.2%	Mar 2025	Feb 2025
AP APD		$92K	7.4%	+16.9%	Aug 2024	Aug 2024
IT ITW		$87K	7.0%	+10.5%	Oct 2024	Sep 2024
AD ADP		$80K	6.5%	+2.1%	Oct 2024	Sep 2024
AC ACN	recent	$65K	5.3%	-21.0%	Aug 2024	Aug 2026
NV NVO	recent	$47K	3.8%	-29.3%	Apr 2025	Aug 2026
CO COST		$45K	3.7%	+93.5%	May 2023	Jan 2025
CM CMCSA	recent	$29K	2.3%	-34.0%	May 2023	Aug 2025
HS HSY	recent	$16K	1.3%	-9.8%	Aug 2024	Feb 2026
JN JNJ	recent	$14K	1.1%	+79.2%	Aug 2024	Jun 2025
ON ONEQ		$10K	0.8%	+163.1%	Oct 2022	Sep 2022
IV IVW		$10K	0.8%	+152.0%	Oct 2022	Sep 2022
IV IVV		$8K	0.6%	+96.2%	May 2023	Apr 2023
FQ FQAL		$7K	0.6%	+87.4%	May 2023	Apr 2023
PE PEP	recent	$7K	0.6%	+2.8%	Aug 2024	Aug 2026
UN UNH		$5K	0.4%	+37.6%	Jul 2025	Aug 2024
MR MRK	recent	$5K	0.4%	+80.0%	Aug 2024	Jun 2025
SB SBUX		$4K	0.4%	+13.8%	Oct 2022	Aug 2024
MC MCD	recent	$4K	0.3%	+0.9%	Aug 2024	Aug 2026

Filings 28 on file · every disclosure Franklin has made