Franklin, Parlapiano, Turner & Welch, LLC
Filing Date
Global Rank
#4,462
/ 8,603
▲ 167
· as of Mar 2026
Top Industry
Drug Manufacturers - General
12.4%
3Y Alpha vs SPY
-11.9%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.4%
SPY
+76.5%
Annualised alpha
-12.2%
Max drawdown
−14.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.3%
−0.1 pts
Top 5
29.4%
−0.3 pts
Top 10
53.3%
−2.3 pts
HHI
451
Diversified−13
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 22.1% | $39,100,800 |
| Healthcare | 20.8% | $36,710,872 |
| Technology | 13.7% | $24,156,947 |
| Financial Services | 13.1% | $23,218,125 |
| Consumer Defensive | 9.6% | $16,976,464 |
| Energy | 5.7% | $10,066,275 |
| Utilities | 5.3% | $9,328,399 |
| Basic Materials | 4.8% | $8,413,752 |
| Real Estate | 4.1% | $7,248,477 |
| Communication Services | 0.4% | $730,402 |
| Consumer Cyclical | 0.4% | $625,757 |
| Unclassified | 0.1% | $187,948 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| COP | Conocophillips | +9,305 | 41,176 | $5,435,232 | |
| BDX | Becton Dickinson & Co | +9,137 | 47,324 | $7,440,752 | |
| CHKP | Check Point Software Technologies Ltd | +4,977 | 40,510 | $5,786,853 | |
| ACN | Accenture plc | +3,669 | 31,454 | $6,237,013 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +3,655 | 39,824 | $6,907,472 | |
| HLI | Houlihan Lokey, Inc. | +835 | 52,964 | $7,606,689 | |
| PSA | Public Storage | +460 | 26,759 | $7,248,477 | |
| PSX | Phillips 66 | +412 | 24,155 | $4,400,557 | |
| MSFT | Microsoft Corp | +236 | 22,894 | $8,474,671 | |
| APD | Air Products & Chemicals, Inc. | +206 | 28,964 | $8,413,752 | |
| PG | PROCTER & GAMBLE Co | +174 | 50,397 | $7,279,342 | |
| V | Visa Inc. | +135 | 28,077 | $8,485,992 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVS | Novartis AG | −5,419 | 65,092 | $9,942,803 | |
| EXPD | Expeditors International Of Washington Inc | −3,735 | 61,978 | $8,877,108 | |
| RTX | RTX Corp | −3,509 | 57,619 | $11,114,705 | |
| JNJ | Johnson & Johnson | −3,306 | 44,843 | $10,961,422 | |
| WEC | Wec Energy Group, Inc. | −909 | 80,577 | $9,328,399 | |
| HUBB | Hubbell Inc | −810 | 21,467 | $10,534,715 | |
| CNI | Canadian National Railway Co | −602 | 74,503 | $7,656,673 | |
| PEP | Pepsico Inc | −496 | 51,542 | $8,003,957 | |
| MDT | Medtronic plc | −277 | 84,844 | $7,351,732 | |
| CVX | Chevron Corp | −171 | 1,114 | $230,486 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABT | Abbott Laboratories | 2,118 | $265,364 | |
| No positions match the current search. | ||||
37 positions ·
$176,764,218 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RTX |
RTX Corp
Industrials
|
Reduced | 57,619 | $11,114,705 | 6.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 44,843 | $10,961,422 | 6.20% | |
| HUBB |
Hubbell Inc
Industrials
|
Reduced | 21,467 | $10,534,715 | 5.96% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 65,092 | $9,942,803 | 5.62% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Reduced | 80,577 | $9,328,399 | 5.28% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Reduced | 61,978 | $8,877,108 | 5.02% | |
| V |
Visa Inc.
Financial Services
|
Added | 28,077 | $8,485,992 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,894 | $8,474,671 | 4.79% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 28,964 | $8,413,752 | 4.76% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 51,542 | $8,003,957 | 4.53% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 74,503 | $7,656,673 | 4.33% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Added | 52,964 | $7,606,689 | 4.30% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 47,324 | $7,440,752 | 4.21% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 84,844 | $7,351,732 | 4.16% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 50,397 | $7,279,342 | 4.12% | |
| PSA |
Public Storage
Real Estate
|
Added | 26,759 | $7,248,477 | 4.10% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 39,824 | $6,907,472 | 3.91% | |
| ACN |
Accenture plc
Technology
|
Added | 31,454 | $6,237,013 | 3.53% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Added | 40,510 | $5,786,853 | 3.27% | |
| COP |
Conocophillips
Energy
|
Added | 41,176 | $5,435,232 | 3.07% | |
| PSX |
Phillips 66
Energy
|
Added | 24,155 | $4,400,557 | 2.49% | |
| AAPL |
Apple Inc.
Technology
|
Held | 10,568 | $2,682,052 | 1.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 9,483 | $1,178,547 | 0.67% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,624 | $806,425 | 0.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,540 | $730,402 | 0.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 594 | $546,343 | 0.31% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 6,038 | $514,618 | 0.29% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,151 | $467,820 | 0.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,763 | $367,180 | 0.21% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 500 | $354,230 | 0.20% | |
| GE |
General Electric Co
Industrials
|
Held | 1,124 | $318,957 | 0.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 832 | $258,577 | 0.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 280 | $244,412 | 0.14% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,114 | $230,486 | 0.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 741 | $217,972 | 0.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 289 | $187,948 | 0.11% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 503 | $169,933 | 0.10% |