Institutions / Franklin, Parlapiano, Turner & Welch, LLC
Franklin, Parlapiano, Turner & Welch, LLC
CIK 1707856 · Institution · as of Dec 31, 2025
Portfolio value
$402.68M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $71.88M | 17.8% |
| iShares Ftse Nareit Resid Plus Cp Idx | $41.00M | 10.2% |
| Vanguard Intermediate-Term Bond ETF | $37.64M | 9.3% |
| iShares Tr Russell 1000 Index ETF | $36.03M | 8.9% |
| RTX Corp | $12.34M | 3.1% |
| Exxon Mobil Corp | $11.32M | 2.8% |
| Hubbell Inc | $10.90M | 2.7% |
| Expeditors International of Washington Inc | $10.67M | 2.7% |
| Johnson & Johnson | $10.53M | 2.6% |
| Microsoft Corp | $10.42M | 2.6% |
| Novartis AG Adr | $10.18M | 2.5% |
| Houlihan Lokey Inc | $9.90M | 2.5% |
| Visa Inc | $9.17M | 2.3% |
| Wec Energy Group, Inc. | $8.85M | 2.2% |
| Medtronic plc | $8.24M | 2.0% |
| Accenture plc | $7.95M | 2.0% |
| Becton Dickinson & Co | $7.91M | 2.0% |
| Public Storage | $7.73M | 1.9% |
| Air Products & Chemicals, Inc. | $7.69M | 1.9% |
| Pepsico Inc | $7.61M | 1.9% |
| Canadian National Railway Co | $7.52M | 1.9% |
| PROCTER & GAMBLE Co | $7.26M | 1.8% |
| Marsh & McLennan Companies, Inc. | $6.60M | 1.6% |
| Check Point Software Technologies Ltd | $6.59M | 1.6% |
| iShares S&P 500 Index | $5.12M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.