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Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2026)

About Franklin, Parlapiano, Turner & Welch, LLC

Investment Activity

  • Franklin, Parlapiano, Turner & Welch, LLC has $442.25 million in total holdings as of June 30, 2026.
  • Franklin, Parlapiano, Turner & Welch, LLC owns shares of 55 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 8.59% of the portfolio was purchased this quarter.
  • About 5.24% of the portfolio was sold this quarter.
  • This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 55 new stocks and bought additional shares in 10 stocks.
  • Franklin, Parlapiano, Turner & Welch, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$9,819,079 Holding
863667101 - Stryker
$7,485,636 Holding
007903107 - Advanced Micro Devices
$232,364 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
239,455 shares (about $17.06M)
EXXONMOBIL HOLDINGS CORP COM SHS
71,818 shares (about $9.82M)
Stryker
23,776 shares (about $7.49M)
iShares Russell 1000 Growth ETF
11,949 shares (about $1.48M)
Check Point Software Technologies
4,306 shares (about $565.94K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
3,324 shares (about $2.28M)
iShares Russell 1000 ETF
1,199 shares (about $491.00K)
Johnson & Johnson
1,559 shares (about $395.95K)
Vanguard Intermediate-Term Bond ETF
3,764 shares (about $288.70K)
Novartis
1,678 shares (about $262.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFranklin, Parlapiano, Turner & Welch, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$74,374,941$2,282,965 â–¼-3.0%108,29016.8%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$45,246,481$46,398 â–¼-0.1%477,84310.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$37,631,224$490,999 â–¼-1.3%91,8948.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$37,504,840$288,699 â–¼-0.8%488,9808.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$36,199,414$17,061,201 â–²89.1%508,0618.2%ETF
Hubbell Inc stock logo
HUBB
Hubbell
$11,004,327$227,600 â–¼-2.0%21,0322.5%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,993,252$395,954 â–¼-3.5%43,2842.5%Medical
RTX Corporation stock logo
RTX
RTX
$10,760,105$172,280 â–¼-1.6%56,7112.4%Aerospace
Novartis AG stock logo
NVS
Novartis
$9,938,353$262,979 â–¼-2.6%63,4142.2%Medical
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$9,878,320$222,959 â–¼-2.2%60,6102.2%Transportation
EXXONMOBIL HOLDINGS CORP COM SHS
$9,819,079$9,819,079 â–²New Holding71,8182.2%Stock
Visa Inc. stock logo
V
Visa
$9,598,413$34,997 â–¼-0.4%27,9752.2%Business Services
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$9,351,993$56,984 â–¼-0.6%80,0892.1%Utilities
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$8,853,950$29,930 â–¼-0.3%74,2522.0%Transportation
Microsoft Corporation stock logo
MSFT
Microsoft
$8,532,450$7,834 â–¼-0.1%22,8731.9%Computer and Technology
Public Storage stock logo
PSA
Public Storage
$8,458,882$59,209 â–¼-0.7%26,5731.9%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$8,456,400$35,476 â–¼-0.4%28,8431.9%Basic Materials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,578,116$187,704 â–²2.5%51,6771.7%Consumer Staples
Stryker Corporation stock logo
SYK
Stryker
$7,485,636$7,485,636 â–²New Holding23,7761.7%Medical
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$7,173,840$69,748 â–²1.0%53,4841.6%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,980,686$1,760 â–²0.0%51,5551.6%Consumer Staples
MARSH & MCLENNAN COS INC COM
$6,911,322$273,839 â–²4.1%41,4671.6%Stock
Medtronic PLC stock logo
MDT
Medtronic
$6,723,350$85,898 â–²1.3%85,9421.5%Medical
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$5,890,167$565,938 â–²10.6%44,8161.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,421,541$93,617 â–¼-1.7%7,2391.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$4,663,187$382,474 â–²8.9%44,8551.1%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,552,1840.0%15,1511.0%Finance
Accenture PLC stock logo
ACN
Accenture
$4,254,803$340,598 â–²8.7%34,1911.0%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$4,083,4870.0%24,1550.9%Energy
Apple Inc. stock logo
AAPL
Apple
$3,057,9560.0%10,5680.7%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,016,0910.0%8,7700.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,640,229$60,811 â–¼-2.3%17,8010.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,978,197$1,483,741 â–²300.1%15,9310.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,492,6520.0%14,3690.3%Finance
WALMART INC COM
$1,074,0450.0%9,4830.2%Stock
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,013,9360.0%3,3450.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$968,4120.0%14,1560.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$925,2160.0%4,6240.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$907,7200.0%2,5400.2%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$828,8160.0%8,5950.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$712,4610.0%5940.2%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$580,6080.0%5030.1%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$553,5640.0%6,0380.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$541,2780.0%2,1510.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$532,4500.0%5000.1%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$420,1930.0%1,7630.1%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$420,0730.0%1,1240.1%Aerospace
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$360,5760.0%2,3370.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$360,0090.0%1,4850.1%ETF
GE VERNOVA INC COM
$328,9610.0%2800.1%Stock
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$299,1120.0%3,9300.1%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$242,5520.0%7410.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$232,364$232,364 â–²New Holding4000.1%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$224,8980.0%8320.1%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$215,8170.0%2890.0%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$10,887,818 â–¼-100.0%00.0%Energy
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$7,328,233 â–¼-100.0%00.0%Medical
Chevron Corporation stock logo
CVX
Chevron
$0$209,173 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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