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CIK: 0001707856
Total reported value
$442.2M
$442.2M
55 檔
46.9%
According to the latest 13F quarterly dataset, Franklin, Parlapiano, Turner & Welch, LLC managed an equity portfolio of $442.2M at the end of Q1 2026, spanning 55 distinct U.S. exchange-listed positions.
Franklin, Parlapiano, Turner & Welch, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.32% | -0.50% | -1.22% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.05% | +0.18% | +0.82% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.08% | -0.60% | +1.80% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.60% | -0.09% | -1.97% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.33% | +3.86% | — | |
| 6 | HUBB | Hubbell Inc | Stock-Industrials | 2.85% | -0.36% | -3.64% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.59% | -2.59% | EXIT | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.46% | +0.03% | -6.87% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.46% | -0.03% | -5.74% | |
| 10 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.29% | -0.04% | -7.69% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.34% | +1.04% | |
| 12 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.22% | -0.11% | -1.12% | |
| 13 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.21% | +0.02% | -5.68% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.10% | -0.19% | +0.72% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | +0.10% | +0.48% | |
| 16 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.02% | -0.02% | -0.80% | |
| 17 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.00% | -0.38% | +1.60% | |
| 18 | PSA | Public Storage | Stock-Real Estate | 1.98% | -0.07% | +1.75% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.91% | -0.33% | -0.95% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.04% | +0.35% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.75% | -1.75% | EXIT | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.69% | -0.17% | -0.33% | |
| 23 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.65% | -0.09% | +10.11% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.34% | -0.38% | +13.21% | |
| 25 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.29% | +0.04% | +14.01% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.02% | — | |
| 27 | COP | Conocophillips | Stock-Energy | 1.22% | -0.17% | +29.20% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.99% | +0.04% | -1.75% | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.92% | — | +1.74% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.69% | — | — | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.68% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.01% | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.01% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.06% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | +0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.03% | — | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.12% | +0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | -0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | +0.02% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.10% | +0.02% | — | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.09% | -0.01% | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.08% | -0.01% | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.08% | +0.02% | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +0.4% | +29.20% | Add |
| 2 | APD | Air Products & Chemicals Inc | +0.2% | +0.72% | Add |
| 3 | CNI | Canadian Natl Railway Co | +0.2% | -0.80% | Trim |
| 4 | HUBB | Hubbell Inc | +0.1% | -3.64% | Trim |
| 5 | PSX | Phillips 66 | +0.1% | +1.74% | Add |
| 6 | PSA | Public Storage | +0.1% | +1.75% | Add |
| 7 | WEC | Wec Energy Group Inc | 0% | -1.12% | Trim |
| 8 | PEP | Pepsico Inc | 0% | -0.95% | Trim |
| 9 | AAPL | Apple Inc | 0% | — | Unchanged |
| 10 | WMT | Walmart Inc | 0% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 12 | MRSH | Marsh & Mclennan Cos | 0% | +10.11% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 14 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 15 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 17 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 18 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 19 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | — | — | Unchanged |
| 21 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 23 | CVX | Chevron CORP | — | -13.31% | Trim |
| 24 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 25 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 26 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 27 | GE | General Electric | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 30 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 32 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | -1.75% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.1% | +0.35% | Add |
| 36 | REZ | Ishars Res And Multi Reales | -0.1% | +0.82% | Add |
| 37 | JNJ | Johnson & Johnson | -0.2% | -6.87% | Trim |
| 38 | BDX | Becton Dickinson And Co | -0.2% | +23.93% | Add |
| 39 | V | Visa Inc-class A Shares | -0.2% | +0.48% | Add |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -17.01% | Trim |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.2% | -7.69% | Trim |
| 42 | BIV | Vanguard Intermediate-term B | -0.3% | +1.80% | Add |
| 43 | MSFT | Microsoft CORP | -0.3% | +1.04% | Add |
| 44 | CHKP | Check Point Software Technologies Ltd. | -0.4% | +14.01% | Add |
| 45 | IWB | Ishares Russell 1000 ETF | -0.4% | -1.97% | Trim |
| 46 | MDT | Medtronic plc | -0.4% | -0.33% | Trim |
| 47 | EXPD | Expeditors Intl Wash Inc | -0.4% | -5.68% | Trim |
| 48 | HLI | Houlihan Lokey Inc | -0.5% | +1.60% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -0.5% | -1.22% | Trim |
| 50 | RTX | Rtx CORP | -0.6% | -5.74% | Trim |
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 55 disclosed positions in Q1 2026.
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 46.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEA
市值: $18.2M
Top Position Liquidated / Trimmed
ABT
前期市值: $257.9K
During Q1 2026, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (17.3%)、REZ (10.1%)、BIV (9.1%). The largest single position, VOO, represented 17.3% of total portfolio value.
In Q1 2026, Franklin, Parlapiano, Turner & Welch, LLC made 33 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 14 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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