Franklin, Parlapiano, Turner & Welch, LLC: 13F holdings
CIK 17078562026Q2
| Positions | 55 |
|---|
| Reported value | $442.2m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 55 (+0 vs prior quarter) |
|---|
| Reported value | $442.2m (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 108,290 | $74.4m | 16.8% |
| REZ ISHARES FTSE NAREIT RESID PLUS CP IDX | 477,843 | $45.2m | 10.2% |
| IWB ISHARES TR RUSSELL 1000 INDEX ETF | 91,894 | $37.6m | 8.5% |
| BIV VANGUARD INTERMEDIATE-TERM BOND ETF | 488,980 | $37.5m | 8.5% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 508,061 | $36.2m | 8.2% |
| HUBB HUBBELL INC COM | 21,032 | $11.0m | 2.5% |
| JNJ JOHNSON & JOHNSON COM | 43,284 | $11.0m | 2.5% |
| RTX RTX CORPORATION COM | 56,711 | $10.8m | 2.4% |
| NVS NOVARTIS AG ADR | 63,414 | $9.9m | 2.2% |
| EXPD EXPEDITORS INTL WASH INC COM | 60,610 | $9.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1707856")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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