Scott Franklin
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/10/2026 — 44 assets, about $11.0M at the middle of each value range.
- OK3 Properties, LLC54.4%
- BWIN · The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN)6.8%
- GOOG · Alphabet Inc. - Class C Capital Stock (GOOG)2.0%
- FBKWX · Fidelity Advisor Total Bond Fund: Class Z (FBKWX)2.0%
- JPM · JP Morgan Chase & Co. Common Stock (JPM)2.0%
- Other 39 assets32.5%
By type: Real Property 54% · Stock 34% · Mutual Fund 6% · Exchange Traded Fund 3% · Bank Deposit 2% · Life Insurance 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
OK3 Properties, LLC | Real Property | ≈ $6.0M | 54.4% | Self |
| Stock | $500,001 - $1,000,000 | 6.8% | Joint | |
| Stock | ≈ $215.5K | 2.0% | Self, Spouse | |
FBKWXFidelity Advisor Total Bond Fund: Class Z (FBKWX)in Fidelity Roth IRA, Fidelity Traditional IRA | Mutual Fund | ≈ $215.5K | 2.0% | Self, Spouse |
| Stock | ≈ $215.5K | 2.0% | Self, Spouse | |
LSYIXLord Abbett Short Duration High Yield Fund Class I (LSYIX)in Fidelity Roth IRA, Fidelity Traditional IRA | Mutual Fund | ≈ $215.5K | 2.0% | Self, Spouse |
| Stock | ≈ $215.5K | 2.0% | Self, Spouse | |
| Stock | ≈ $215.5K | 2.0% | Self, Spouse | |
| Stock | ≈ $191.0K | 1.7% | Self, Spouse | |
| Stock | ≈ $191.0K | 1.7% | Self, Spouse | |
| Stock | ≈ $191.0K | 1.7% | Self, Spouse | |
OK3 Properties, LLC Checking Account | Bank Deposit | $100,001 - $250,000 | 1.6% | Self |
| Stock | ≈ $91.0K | 0.8% | Self, Spouse | |
APDAir Products and Chemicals, Inc. Common Stock (APD)in Fidelity Roth IRA, Fidelity Traditional IRA | Stock | ≈ $91.0K | 0.8% | Self, Spouse |
| Stock | ≈ $91.0K | 0.8% | Self, Spouse |
The 15 largest of 44. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 25 names across 71 purchases, $1.3M at the disclosed midpoints.
- ACN · Accenture8.0%
- NVO · Novo Nordisk A/S7.8%
- UNP · Union Pacific7.4%
- ADP · Automatic Data Processing6.8%
- AMGN · Amgen6.8%
- Other 20 stocks63.4%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
ACNAccenture | $107.0K | 8.0% | 2024-08-20 | Self, Spouse |
NVONovo Nordisk A/S | $105.0K | 7.8% | 2025-04-11 | Self, Spouse |
UNPUnion Pacific | $99.0K | 7.4% | 2025-06-02 | Self, Spouse |
ADPAutomatic Data Processing | $91.0K | 6.8% | 2024-10-15 | Self, Spouse |
AMGNAmgen | $91.0K | 6.8% | 2024-08-20 | Self, Spouse |
APDAir Products and Chemicals | $91.0K | 6.8% | 2024-08-20 | Self, Spouse |
CBChubb | $91.0K | 6.8% | 2024-08-20 | Self, Spouse |
GDGeneral Dynamics | $91.0K | 6.8% | 2024-08-20 | Self, Spouse |
ITWIllinois Tool Works | $91.0K | 6.8% | 2024-10-15 | Self, Spouse |
AMZNAmazon.com | $91.0K | 6.8% | 2025-03-18 | Self, Spouse |
LMTLockheed Martin | $64.5K | 4.8% | 2022-10-11 | Self, Spouse |
HDHome Depot | $48.5K | 3.6% | 2022-10-11 | Self, Spouse |
The 12 largest of 25.
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 264. search the full log for the rest.