Franklin, Parlapiano, Turner & Welch, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$419.7M
Q ending 2026-03-31
Prior quarter
$402.7M
Q ending 2025-12-31
Change
+4.2% QoQ · +13.2% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard S&P 500 Etf | VOO | Shares | $72.7M | 112K |
| Ishares Ftse Nareit Resid Plus Cp | REZ | Shares | $42.2M | 478K |
| Vanguard Intermediate-Term Bond Et | BIV | Shares | $38.1M | 493K |
| Ishares Tr Russell 1000 Index Etf | IWB | Shares | $36.1M | 93K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $18.2M | 269K |
| Hubbell Inc Com | HUBB | Shares | $12.0M | 21K |
| Exxon Mobil Corp Com | XOM | Shares | $10.9M | 72K |
| Johnson & Johnson Com | JNJ | Shares | $10.3M | 45K |
| Rtx Corporation Com | RTX | Shares | $10.3M | 58K |
| Novartis Ag Adr | NVS | Shares | $9.6M | 65K |
| Microsoft | MSFT | Shares | $9.5M | 23K |
| Wec Energy Group Inc Com | WEC | Shares | $9.3M | 81K |
| Expeditors Intl Wash Inc Com | EXPD | Shares | $9.3M | 62K |
| Air Products And Chemicals Inc Com | APD | Shares | $8.8M | 29K |
| Visa Inc | V | Shares | $8.7M | 28K |
| Canadian National Railway Co | CNI | Shares | $8.5M | 75K |
| Houlihan Lokey Inc Cl A | HLI | Shares | $8.4M | 53K |
| Public Storage Oper Co Com | PSA | Shares | $8.3M | 27K |
| Pepsico Inc Com | PEP | Shares | $8.0M | 52K |
| Procter & Gamble Co Com | PG | Shares | $7.3M | 50K |
| Becton Dickinson & Co Com | BDX | Shares | $7.3M | 47K |
| Medtronic Plc Shs | Shares | $7.1M | 85K | |
| Marsh & Mclennan Cos Inc Com | MRSH | Shares | $6.9M | 40K |
| Accenture Ltd Bermuda Cl A | Shares | $5.6M | 31K | |
| Check Point Software Technologies | Shares | $5.4M | 41K | |
| Ishares S&P 500 Index | IVV | Shares | $5.2M | 7K |
| Conocophillips Com | COP | Shares | $5.1M | 41K |
| Ishares Russell 2000 Etf | IWM | Shares | $4.2M | 15K |
| Phillips 66 | PSX | Shares | $3.9M | 24K |
| Apple Inc | AAPL | Shares | $2.9M | 11K |
| Vanguard Large Cap | VV | Shares | $2.9M | 9K |
| Ishares S&P Smallcap 600 Etf | IJR | Shares | $2.5M | 18K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $1.9M | 4K |
| Ishares Msci Eafe Etf | EFA | Shares | $1.5M | 14K |
| Walmart Inc Com | WMT | Shares | $1.3M | 9K |
| Vanguard Small Cap Etf | VB | Shares | $947K | 3K |
| Nvidia Corporation Com | NVDA | Shares | $923K | 5K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $883K | 14K |
| Google Inc | GOOGL | Shares | $861K | 3K |
| Vanguard Reit Index Etf | VNQ | Shares | $821K | 9K |
| Eli Lilly & Co Com | LLY | Shares | $545K | 594 |
| Colgate Palmolive Co Com | CL | Shares | $506K | 6K |
| Amazon.Com Inc | AMZN | Shares | $450K | 2K |
| Abbvie Inc Com | ABBV | Shares | $432K | 2K |
| Caterpillar Inc Com | CAT | Shares | $418K | 500 |
| Vanguard Ftse All World Ex-Us Etf | VSS | Shares | $364K | 2K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $338K | 1K |
| Ge Vernova Inc Com | GEV | Shares | $322K | 280 |
| Ge Aerospace Com New | GE | Shares | $317K | 1K |
| Ishares Msci Acwi Ex Us | ACWX | Shares | $285K | 4K |
| Mcdonalds Corp Com | MCD | Shares | $252K | 832 |
| Micron Technology | MU | Shares | $242K | 503 |
| Jpmorgan Chase & Co Com | JPM | Shares | $231K | 741 |
| Chevron Corporation Com | CVX | Shares | $209K | 1K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $205K | 289 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.