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CIK: 0001707856
Total reported value
$442.2M
$442.2M
51 檔
43.4%
As reported in its official Q2 2025 Form 13F filing, Franklin, Parlapiano, Turner & Welch, LLC's tracked investment portfolio stood at $442.2M with 51 total positions.
In Q2 2025, Franklin, Parlapiano, Turner & Welch, LLC displayed an active expansion posture, initiating 2 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.92% | -0.50% | +2.21% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.21% | +0.18% | +0.64% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.79% | -0.60% | +0.48% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.95% | -0.09% | -2.59% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | -0.34% | +0.43% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.74% | +0.10% | -4.35% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.73% | -0.03% | -3.69% | |
| 8 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.61% | -0.38% | -1.66% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.50% | -2.59% | EXIT | |
| 10 | HUBB | Hubbell Inc | Stock-Industrials | 2.48% | -0.36% | -0.64% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.40% | -0.04% | +0.29% | |
| 12 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.33% | -0.11% | -5.56% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.12% | -0.04% | +0.44% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.10% | -0.19% | +1.05% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.03% | +0.02% | +1.14% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 2.02% | -0.17% | +0.55% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | +0.03% | +1.28% | |
| 18 | PSA | Public Storage | Stock-Real Estate | 2.00% | -0.07% | +1.20% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.00% | +0.04% | +2.78% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.99% | -0.09% | +2.77% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.98% | -0.02% | +6.52% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.90% | -0.38% | +1.48% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.76% | -0.33% | +7.83% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.63% | -1.75% | EXIT | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | -0.02% | — | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.01% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | +0.04% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.66% | -0.17% | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.65% | — | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.57% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.01% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | -2.00% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.14% | +0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.03% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | +0.02% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | -0.01% | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.08% | +0.02% | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | — | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.01% | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.5% | +2.21% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.43% | Add |
| 3 | HUBB | Hubbell Inc | +0.4% | -0.64% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.4% | -2.59% | Trim |
| 5 | CNI | Canadian Natl Railway Co | +0.2% | +6.52% | Add |
| 6 | HLI | Houlihan Lokey Inc | +0.2% | -1.66% | Trim |
| 7 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.29% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 9 | RTX | Rtx CORP | +0.1% | -3.69% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 15 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 16 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 17 | WMT | Walmart Inc | 0% | — | Unchanged |
| 18 | GE | General Electric | 0% | — | Unchanged |
| 19 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | EEM | Ishares Msci Emerging Market | 0% | -2.00% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 23 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | — | Unchanged |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 26 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 27 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 28 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 30 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 31 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 32 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 33 | PSX | Phillips 66 | -0.1% | — | Unchanged |
| 34 | CHKP | Check Point Software Technologies Ltd. | -0.1% | +2.78% | Add |
| 35 | PSA | Public Storage | -0.1% | +1.20% | Add |
| 36 | ACN | Accenture plc | -0.1% | +1.48% | Add |
| 37 | MDT | Medtronic plc | -0.1% | +0.55% | Add |
| 38 | COP | Conocophillips | -0.1% | — | Unchanged |
| 39 | EXPD | Expeditors Intl Wash Inc | -0.2% | +1.14% | Add |
| 40 | APD | Air Products & Chemicals Inc | -0.2% | +1.05% | Add |
| 41 | PEP | Pepsico Inc | -0.2% | +7.83% | Add |
| 42 | BIV | Vanguard Intermediate-term B | -0.2% | +0.48% | Add |
| 43 | V | Visa Inc-class A Shares | -0.2% | -4.35% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.2% | +1.28% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.2% | +0.44% | Add |
| 46 | MRSH | Marsh & Mclennan Cos | -0.2% | +2.77% | Add |
| 47 | XOM | Exxon Mobil CORP | -0.3% | +1.02% | Add |
| 48 | WEC | Wec Energy Group Inc | -0.3% | -5.56% | Trim |
| 49 | BDX | Becton Dickinson And Co | -0.4% | +11.53% | Add |
| 50 | REZ | Ishars Res And Multi Reales | -0.8% | +0.64% | Add |
According to official SEC Form 13F filings, Franklin, Parlapiano, Turner & Welch, LLC reported a total U.S. public equity portfolio value of $442.2M across 51 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, REZ, BIV) accounted for 43.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $286.6K
Top Position Liquidated / Trimmed
CVX
前期市值: $251.4K
During Q2 2025, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (17.9%)、REZ (10.2%)、BIV (9.8%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q2 2025, Franklin, Parlapiano, Turner & Welch, LLC made 28 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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