§ 13F · FUND PROFILE
Franklin, Parlapiano, Turner & Welch, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $396M (13F)Positions · 53Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 112K | $73M | 17.3% | −1% |
| 2 | REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | 478K | $42M | 10.1% | +1% |
| 3 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 493K | $38M | 9.1% | +2% |
| 4 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 93K | $36M | 8.6% | −2% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 269K | $18M | 4.3% | NEW |
| 6 | HUBB | HUBBELL INC COM | 21K | $12M | 2.9% | −4% |
| 7 | XOM | EXXON MOBIL CORP COM | 72K | $11M | 2.6% | −17% |
| 8 | JNJ | JOHNSON & JOHNSON COM | 45K | $10M | 2.5% | −7% |
| 9 | RTX | RTX CORPORATION COM | 58K | $10M | 2.5% | −6% |
| 10 | NVS | NOVARTIS AG ADR | 65K | $10M | 2.3% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRANKLIN, SIGNAL
AC read
Franklin, Parlapiano, Turner & Welch, LLC is a Other fund managing $396 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed