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CIK: 0001707856
Total reported value
$442.2M
$442.2M
52 檔
45.0%
As reported in its official Q4 2025 Form 13F filing, Franklin, Parlapiano, Turner & Welch, LLC's tracked investment portfolio stood at $442.2M with 52 total positions.
In Q4 2025, Franklin, Parlapiano, Turner & Welch, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.85% | -0.50% | -4.24% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.18% | +0.18% | +1.13% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.35% | -0.60% | -1.75% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.95% | -0.09% | -1.51% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 3.07% | -0.03% | -7.86% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.81% | -2.59% | EXIT | |
| 7 | HUBB | Hubbell Inc | Stock-Industrials | 2.71% | -0.36% | -2.58% | |
| 8 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.65% | +0.02% | -1.32% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.61% | +0.03% | -2.54% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.34% | -3.14% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.53% | -0.04% | -4.69% | |
| 12 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.46% | -0.38% | -3.66% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.28% | +0.10% | -1.91% | |
| 14 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.20% | -0.11% | -1.81% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 2.05% | -0.17% | -2.02% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.97% | -0.38% | +7.40% | |
| 17 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.96% | -1.75% | EXIT | |
| 18 | PSA | Public Storage | Stock-Real Estate | 1.92% | -0.07% | +2.15% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.91% | -0.19% | +1.75% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.89% | -0.33% | +1.42% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.87% | -0.02% | +2.80% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.04% | -0.43% | |
| 23 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | -0.09% | +4.93% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.64% | +0.04% | +3.31% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.02% | -9.19% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | +0.04% | -0.81% | |
| 27 | PSX | Phillips 66 | Stock-Energy | 0.82% | — | -26.98% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.78% | -0.17% | -2.81% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.69% | — | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.01% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.06% | -1.53% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | — | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.01% | -11.99% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | +0.01% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.03% | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.13% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.02% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.09% | +0.02% | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.09% | -0.01% | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.08% | +0.02% | — | |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.07% | — | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXPD | Expeditors Intl Wash Inc | +0.6% | -1.32% | Trim |
| 2 | ACN | Accenture plc | +0.4% | +7.40% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | -2.54% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -1.40% | Trim |
| 5 | RTX | Rtx CORP | +0.3% | -7.86% | Trim |
| 6 | HUBB | Hubbell Inc | +0.2% | -2.58% | Trim |
| 7 | BDX | Becton Dickinson And Co | +0.2% | +1.98% | Add |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.1% | -4.69% | Trim |
| 9 | CNI | Canadian Natl Railway Co | +0.1% | +2.80% | Add |
| 10 | REZ | Ishars Res And Multi Reales | +0.1% | +1.13% | Add |
| 11 | PEP | Pepsico Inc | +0.1% | +1.42% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.81% | Trim |
| 13 | IWB | Ishares Russell 1000 ETF | +0.1% | -1.51% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 15 | PSA | Public Storage | 0% | +2.15% | Add |
| 16 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 17 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | -1.53% | Trim |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 20 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 21 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 22 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 23 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 24 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | — | Unchanged |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | — | Unchanged |
| 27 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 28 | COP | Conocophillips | — | -2.81% | Trim |
| 29 | GE | General Electric | — | — | Unchanged |
| 30 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 31 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 32 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 34 | NVDA | Nvidia CORP | 0% | -11.99% | Trim |
| 35 | MDT | Medtronic plc | 0% | -2.02% | Trim |
| 36 | APD | Air Products & Chemicals Inc | 0% | +1.75% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | -9.19% | Trim |
| 38 | MRSH | Marsh & Mclennan Cos | -0.1% | +4.93% | Add |
| 39 | CHKP | Check Point Software Technologies Ltd. | -0.2% | +3.31% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -0.43% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.2% | -1.91% | Trim |
| 42 | WEC | Wec Energy Group Inc | -0.2% | -1.81% | Trim |
| 43 | PSX | Phillips 66 | -0.3% | -26.98% | Trim |
| 44 | HLI | Houlihan Lokey Inc | -0.4% | -3.66% | Trim |
| 45 | BIV | Vanguard Intermediate-term B | -0.4% | -1.75% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.4% | -4.24% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -3.14% | Trim |
| 48 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 49 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 50 | CVX | Chevron CORP | — | NEW | New buy |
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 52 disclosed positions in Q4 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 45.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVX
市值: $213.8K
Top Position Liquidated / Trimmed
NFLX
前期市值: $256.6K
During Q4 2025, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (17.9%)、REZ (10.2%)、BIV (9.3%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q4 2025, Franklin, Parlapiano, Turner & Welch, LLC made 33 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 21 holdings, and fully liquidating 2 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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