Franklin, Parlapiano, Turner & Welch, LLC
13F Reported Value
ⓘ$442.2M
Holdings
55
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Franklin, Parlapiano, Turner & Welch, LLC disclosed 55 positions worth $442.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $SYK and a full exit from $BDX. The portfolio is most concentrated in Other (57.5% of disclosed assets). All figures are sourced directly from Franklin, Parlapiano, Turner & Welch, LLC’s Form 13F-HR filing with the SEC under CIK 1707856.
AI Fund Analysis
Concentrating
$HUBB
$ACN
$MRSH
$CHKP
$PG
$HLISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD S&P 500 ETF - ETF
—Quality
$74.4M108,290 shISHARES FTSE NAREIT RESID PLUS CP IDX - ETF
—Quality
$45.2M477,843 shISHARES TR RUSSELL 1000 INDEX ETF - ETF
—Quality
$37.6M91,894 shVANGUARD INTERMEDIATE-TERM BOND ETF - ETF
—Quality
$37.5M488,980 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$36.2M508,061 sh- 64.1
Quality
$11.0M21,032 sh - 69.0
Quality
$11.0M43,284 sh - 73.2
Quality
$10.8M56,711 sh - —
Quality
$9.9M63,414 sh - 66.0
Quality
$9.9M60,610 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - ETF | — | $74.4M | 108,290 |
| ISHARES FTSE NAREIT RESID PLUS CP IDX - ETF | — | $45.2M | 477,843 |
| ISHARES TR RUSSELL 1000 INDEX ETF - ETF | — | $37.6M | 91,894 |
| VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | — | $37.5M | 488,980 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $36.2M | 508,061 |
| HUBBELL INC$HUBB | 64.1 | $11.0M | 21,032 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $11.0M | 43,284 |
 RTX Corp$RTX | 73.2 | $10.8M | 56,711 |
 NOVARTIS AG$NVS | — | $9.9M | 63,414 |
 EXPEDITORS INTERNATIONAL OF WASHINGTON INC$EXPD | 66.0 | $9.9M | 60,610 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Franklin, Parlapiano, Turner & Welch, LLC's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Other
$254.1M
Healthcare
$36.4M
Industrials
$34.3M
Technology
$31.9M
Financials
$23.9M
Energy
$18.6M
Consumer Staples
$15.1M
Utilities
$9.4M
Full Holdings — Franklin, Parlapiano, Turner & Welch, LLC (Q2 2026)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - ETF | $74.4M | 16.8% | -3% | — |
| 2 | — | ISHARES FTSE NAREIT RESID PLUS CP IDX - ETF | $45.2M | 10.2% | -0% | — |
| 3 | — | ISHARES TR RUSSELL 1000 INDEX ETF - ETF | $37.6M | 8.5% | -1% | — |
| 4 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $37.5M | 8.5% | -1% | — |
| 5 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $36.2M | 8.2% | +89% | — |
| 6 | $HUBB | HUBBELL INC | $11.0M | 2.5% | -2% | 64.1 |
| 7 | $JNJ | JOHNSON & JOHNSON | $11.0M | 2.5% | -3% | 69 |
| 8 | $RTX | RTX Corp | $10.8M | 2.4% | -2% | 73.2 |
| 9 | $NVS | NOVARTIS AG | $9.9M | 2.3% | -3% | — |
| 10 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $9.9M | 2.2% | -2% | 66 |
| 11 |  $XOM.R34088 | EXXON MOBIL CORP | $9.8M | 2.2% | -1% | 57.9 |
| 12 |  $V | VISA INC. | $9.6M | 2.2% | -0% | 82.9 |
| 13 |  $WEC | WEC ENERGY GROUP, INC. | $9.4M | 2.1% | -1% | 60.1 |
| 14 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $8.9M | 2.0% | -0% | — |
| 15 |  $MSFT | MICROSOFT CORP | $8.5M | 1.9% | -0% | 79.8 |
| 16 |  $PSA | Public Storage | $8.5M | 1.9% | -1% | 69.1 |
| 17 |  $APD | Air Products & Chemicals, Inc. | $8.5M | 1.9% | -0% | 46.4 |
| 18 | $PG | PROCTER & GAMBLE Co | $7.6M | 1.7% | +3% | 64.6 |
| 19 |  $SYK | STRYKER CORP | $7.5M | 1.7% | NEW | 72.1 |
| 20 | $HLI | HOULIHAN LOKEY, INC. | $7.2M | 1.6% | +1% | 67.8 |
| 21 |  $PEP | PEPSICO INC | $7.0M | 1.6% | +0% | 63.4 |
| 22 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $6.9M | 1.6% | +4% | 66.2 |
| 23 |  $MDT | Medtronic plc | $6.7M | 1.5% | +1% | 68.7 |
| 24 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.9M | 1.3% | +11% | — |
| 25 | — | ISHARES S&P 500 INDEX - ETF | $5.4M | 1.2% | -2% | — |
| 26 |  $COP | CONOCOPHILLIPS | $4.7M | 1.1% | +9% | 70.2 |
| 27 | — | ISHARES RUSSELL 2000 ETF - ETF | $4.6M | 1.0% | +0% | — |
| 28 | $ACN | Accenture plc | $4.3M | 1.0% | +9% | — |
| 29 |  $PSX | Phillips 66 | $4.1M | 0.9% | +0% | 57.8 |
| 30 |  $AAPL | Apple Inc. | $3.1M | 0.7% | +0% | 76.4 |
| 31 | — | VANGUARD LARGE CAP - ETF | $3.0M | 0.7% | +0% | — |
| 32 | — | ISHARES S&P SMALLCAP 600 ETF - ETF | $2.6M | 0.6% | -2% | — |
| 33 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $2.0M | 0.5% | +300% | — |
| 34 | — | ISHARES MSCI EAFE ETF - ETF | $1.5M | 0.3% | +0% | — |
| 35 |  $WMT | Walmart Inc. | $1.1M | 0.2% | +0% | 60.2 |
| 36 | — | VANGUARD SMALL CAP ETF - ETF | $1.0M | 0.2% | +0% | — |
| 37 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $968,412 | 0.2% | +0% | — |
| 38 |  $NVDA | NVIDIA CORP | $925,216 | 0.2% | +0% | 85.9 |
| 39 |  $GOOG | Alphabet Inc. | $907,720 | 0.2% | +0% | 78.2 |
| 40 | — | VANGUARD REIT INDEX ETF - ETF | $828,816 | 0.2% | +0% | — |
| 41 |  $LLY | ELI LILLY & Co | $712,461 | 0.2% | +0% | 87.5 |
| 42 |  $MU | MICRON TECHNOLOGY INC | $580,608 | 0.1% | +0% | 86.2 |
| 43 |  $CL | COLGATE PALMOLIVE CO | $553,564 | 0.1% | +0% | 61.3 |
| 44 |  $ABBV | AbbVie Inc. | $541,278 | 0.1% | +0% | 72.6 |
| 45 |  $CAT | CATERPILLAR INC | $532,450 | 0.1% | +0% | 66.5 |
| 46 |  $AMZN | AMAZON COM INC | $420,193 | 0.1% | +0% | 68.7 |
| 47 |  $GE | GENERAL ELECTRIC CO | $420,073 | 0.1% | +0% | 73.8 |
| 48 | — | VANGUARD FTSE ALL WORLD EX-US ETF - ETF | $360,576 | 0.1% | +0% | — |
| 49 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $360,009 | 0.1% | +0% | — |
| 50 |  $GEV | GE Vernova Inc. | $328,961 | 0.1% | +0% | 81.1 |
| 51 | — | ISHARES MSCI ACWI EX US - ETF | $299,112 | 0.1% | +0% | — |
| 52 |  $JPM | JPMORGAN CHASE & CO | $242,552 | 0.1% | +0% | 70.7 |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $232,364 | 0.1% | NEW | 79.8 |
| 54 |  $MCD | MCDONALDS CORP | $224,898 | 0.1% | +0% | 69 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $215,817 | 0.1% | +0% | — |
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