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 $419.7M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($72.7M, 17.32%), REZ ($42.2M, 10.05%), BIV ($38.1M, 9.08%), IWB ($36.1M, 8.60%), VEA ($18.2M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $72.7M | 17.32% | 111,614 | Trimmed |
| 2 | REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | $42.2M | 10.05% | 478,333 | Added |
| 3 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $38.1M | 9.08% | 492,744 | Added |
| 4 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $36.1M | 8.60% | 93,093 | Trimmed |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $18.2M | 4.33% | 268,606 | New |
| 6 | HUBB | HUBBELL INC COM | $12.0M | 2.85% | 21,467 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP COM | $10.9M | 2.59% | 72,329 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON COM | $10.3M | 2.46% | 44,843 | Trimmed |
| 9 | RTX | RTX CORPORATION COM | $10.3M | 2.46% | 57,619 | Trimmed |
| 10 | NVS | NOVARTIS AG ADR | $9.6M | 2.29% | 65,092 | Trimmed |
| 11 | MSFT | MICROSOFT | $9.5M | 2.27% | 22,894 | Added |
| 12 | WEC | WEC ENERGY GROUP INC COM | $9.3M | 2.22% | 80,577 | Trimmed |
| 13 | EXPD | EXPEDITORS INTL WASH INC COM | $9.3M | 2.21% | 61,978 | Trimmed |
| 14 | APD | AIR PRODUCTS AND CHEMICALS INC COM | $8.8M | 2.10% | 28,964 | Added |
| 15 | V | VISA INC | $8.7M | 2.07% | 28,077 | Added |
| 16 | CNI | CANADIAN NATIONAL RAILWAY CO | $8.5M | 2.02% | 74,503 | Trimmed |
| 17 | HLI | HOULIHAN LOKEY INC CL A | $8.4M | 2.00% | 52,964 | Added |
| 18 | PSA | PUBLIC STORAGE OPER CO COM | $8.3M | 1.98% | 26,759 | Added |
| 19 | PEP | PEPSICO INC COM | $8.0M | 1.91% | 51,542 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO COM | $7.3M | 1.75% | 50,397 | Added |
| 21 | BDX | BECTON DICKINSON & CO COM | $7.3M | 1.75% | 47,324 | Added |
| 22 | MDT | MEDTRONIC PLC SHS | $7.1M | 1.69% | 84,844 | Trimmed |
| 23 | MMC | MARSH & MCLENNAN COS INC COM | $6.9M | 1.65% | 39,824 | Added |
| 24 | ACN | ACCENTURE LTD BERMUDA CL A | $5.6M | 1.34% | 31,454 | Added |
| 25 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.4M | 1.29% | 40,510 | Added |
Source: SEC Form 13F filings · as of 2026-03-31