Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Franklin, Parlapiano, Turner & Welch, LLC (CIK 1707856) reported $442.2M across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($74.4M, 16.82%), REZ ($45.2M, 10.23%), IWB ($37.6M, 8.51%), BIV ($37.5M, 8.48%), VEA ($36.2M, 8.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $74.4M | 16.82% | 108,290 | Trimmed |
| 2 | REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | $45.2M | 10.23% | 477,843 | Trimmed |
| 3 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $37.6M | 8.51% | 91,894 | Trimmed |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $37.5M | 8.48% | 488,980 | Trimmed |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $36.2M | 8.19% | 508,061 | Added |
| 6 | JNJ | JOHNSON & JOHNSON COM | $11.0M | 2.49% | 43,284 | Trimmed |
| 7 | HUBB | HUBBELL INC COM | $11.0M | 2.49% | 21,032 | Trimmed |
| 8 | RTX | RTX CORPORATION COM | $10.8M | 2.43% | 56,711 | Trimmed |
| 9 | NVS | NOVARTIS AG ADR | $9.9M | 2.25% | 63,414 | Trimmed |
| 10 | EXPD | EXPEDITORS INTL WASH INC COM | $9.9M | 2.23% | 60,610 | Trimmed |
| 11 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $9.8M | 2.22% | 71,818 | New |
| 12 | V | VISA INC | $9.6M | 2.17% | 27,975 | Trimmed |
| 13 | WEC | WEC ENERGY GROUP INC COM | $9.4M | 2.11% | 80,089 | Trimmed |
| 14 | CNI | CANADIAN NATIONAL RAILWAY CO | $8.9M | 2.00% | 74,252 | Trimmed |
| 15 | MSFT | MICROSOFT | $8.5M | 1.93% | 22,873 | Trimmed |
| 16 | PSA | PUBLIC STORAGE COM | $8.5M | 1.91% | 26,573 | Trimmed |
| 17 | APD | AIR PRODUCTS AND CHEMICALS INC COM | $8.5M | 1.91% | 28,843 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO COM | $7.6M | 1.71% | 51,677 | Added |
| 19 | SYK | STRYKER CORP | $7.5M | 1.69% | 23,776 | New |
| 20 | HLI | HOULIHAN LOKEY INC CL A | $7.2M | 1.62% | 53,484 | Added |
| 21 | PEP | PEPSICO INC COM | $7.0M | 1.58% | 51,555 | Added |
| 22 | MMC | MARSH & MCLENNAN COS INC COM | $6.9M | 1.56% | 41,467 | Added |
| 23 | MDT | MEDTRONIC PLC SHS | $6.7M | 1.52% | 85,942 | Added |
| 24 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.9M | 1.33% | 44,816 | Added |
| 25 | IVV | ISHARES S&P 500 INDEX | $5.4M | 1.23% | 7,239 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30