Franklin, Parlapiano, Turner & Welch, LLC
Filing Date
Global Rank
#3,988
/ 8,232
▲ 277
Top Industry
Drug Manufacturers - General
11.6%
3Y Alpha vs SPY
-12.8%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.2%
SPY
+76.3%
Annualised alpha
-12.8%
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
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
+0.4 pts
Top 5
29.0%
+0.7 pts
Top 10
52.1%
−1.6 pts
HHI
437
Diversified−8
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 20.7% | $39,100,800 |
| Healthcare | 19.4% | $36,710,872 |
| Technology | 12.8% | $24,156,947 |
| Financial Services | 12.3% | $23,218,125 |
| Energy | 11.8% | $22,337,613 |
| Consumer Defensive | 9.0% | $16,976,464 |
| Utilities | 4.9% | $9,328,399 |
| Basic Materials | 4.5% | $8,413,752 |
| Real Estate | 3.8% | $7,248,477 |
| Communication Services | 0.4% | $730,402 |
| Consumer Cyclical | 0.3% | $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
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −14,827 | 72,329 | $12,271,338 | |
| 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. | ||||
6 positions ·
$24,156,947 total
· Technology only
· 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 |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 22,894 | $8,474,671 | 35.08% | |
| ACN |
Accenture plc
Technology
|
Added | 31,454 | $6,237,013 | 25.82% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Added | 40,510 | $5,786,853 | 23.96% | |
| AAPL |
Apple Inc.
Technology
|
Held | 10,568 | $2,682,052 | 11.10% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,624 | $806,425 | 3.34% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 503 | $169,933 | 0.70% |