Franklin, Parlapiano, Turner & Welch, LLC
CIK 1707856
13F filing for Q2 2026・No. 4,230
- Holdings
- US$442.25M
- Quarter change
- +US$22.55M
- Entries
- 55
- Net bought (estimate)
- +US$13.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 3
- Cut 17
- Added 10
- Corporate actions 0
- Unchanged 25
Largest holdings
55 stocks worth US$442.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFETF | Cut | 108,290 | US$74.37M | 16.82% |
| ISHARES FTSE NAREIT RESID PLUS CP IDXETF | Cut | 477,843 | US$45.25M | 10.23% |
| IWBISHARES TR RUSSELL 1000 INDEX ETFETF | Cut | 91,894 | US$37.63M | 8.51% |
| VANGUARD INTERMEDIATE-TERM BOND ETFETF | Cut | 488,980 | US$37.5M | 8.48% |
| VANGUARD FTSE DEVELOPED MARKETS ETFETF | Added | 508,061 | US$36.2M | 8.19% |
| HUBBHUBBELL INC COMStock | Cut | 21,032 | US$11M | 2.49% |
| JNJJOHNSON & JOHNSON COMStock | Cut | 43,284 | US$10.99M | 2.49% |
| RTXRTX CORPORATION COMStock | Cut | 56,711 | US$10.76M | 2.43% |
| NOVARTIS AG ADRADR | Cut | 63,414 | US$9.94M | 2.25% |
| EXPDEXPEDITORS INTL WASH INC COMStock | Cut | 60,610 | US$9.88M | 2.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.