Franklin, Parlapiano, Turner & Welch, LLC
SEC Form 13F institutional filer · CIK 0001707856
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
69.2%
Franklin, Parlapiano, Turner & Welch, LLC — $283M AUM allocation strategy
Franklin, Parlapiano, Turner & Welch, LLC files SEC Form 13F and reports $283M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 11.2%, followed by Health Care 8.8% and Energy 5.7%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Franklin, Parlapiano, Turner & Welch, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$283M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$COP +9.3K sh · +$1.99M+$BDX +9.14K sh · −$581K+$ACN +3.67K sh · −$2.34M
Biggest trims (shares)
−$XOM −14.8K sh · −$433K−$EXPD −3.73K sh · −$1.39M−$RTX −3.51K sh · −$2.01M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Equipment5.1%—
- Industrial Machinery & Supplies & Components4.3%—
- Integrated Oil & Gas3.9%—
- Pharmaceuticals3.7%—
- Aerospace & Defense3.7%—
- Systems Software3.4%—
- Electric Utilities3.3%—
- Air Freight & Logistics3.3%—
- Other holdings69.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HUBB | Hubbell Inc | 21.5K | $12M | -810 | 4.2% |
| $XOM | ExxonMobil Holdings Corporation | 72.3K | $10.9M | -14.8K | 3.9% |
| $JNJ | Johnson & Johnson | 44.8K | $10.3M | -3.31K | 3.7% |
| $RTX | RTX Corporation | 57.6K | $10.3M | -3.51K | 3.7% |
| $MSFT | Microsoft Corporation | 22.9K | $9.52M | +236 | 3.4% |
| $WEC | WEC Energy Group Inc | 80.6K | $9.31M | -909 | 3.3% |
| $EXPD | Expeditors International of Washington Inc | 62K | $9.28M | -3.73K | 3.3% |
| $APD | Air Products and Chemicals Inc | 29K | $8.8M | +206 | 3.1% |
…and 30 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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