Franklin, Parlapiano, Turner & Welch, LLC
Net buyer this quarter
$442M
38
+$704K
22.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HUBB | $11M | 2.49% | 0.04% | -2.0% | Q1 2020 |
 JNJ | $11M | 2.49% | 0.00% | -3.5% | Q4 2012 |
 RTX | $10.8M | 2.43% | 0.00% | -1.6% | Q1 2020 |
 NVS | $9.94M | 2.25% | 0.00% | -2.6% | Q4 2012 |
 EXPD | $9.88M | 2.23% | 0.05% | -2.2% | Q1 2021 |
 XOM | $9.82M | 2.22% | 0.00% | -0.7% | Q4 2012 |
 V | $9.6M | 2.17% | 0.00% | -0.4% | Q2 2014 |
 WEC | $9.35M | 2.11% | 0.02% | -0.6% | Q1 2024 |
 CNI | $8.85M | 2.00% | 0.01% | -0.3% | Q4 2012 |
 MSFT | $8.53M | 1.93% | 0.00% | -0.1% | Q4 2012 |
 PSA | $8.46M | 1.91% | 0.02% | -0.7% | Q2 2015 |
 APD | $8.46M | 1.91% | 0.01% | -0.4% | Q1 2017 |
 PG | $7.58M | 1.71% | 0.00% | +2.5% | Q4 2012 |
 SYK | $7.49M | 1.69% | 0.01% | New | Q2 2026 |
 HLI | $7.17M | 1.62% | 9.10% | +1.0% | Q1 2022 |
 PEP | $6.98M | 1.58% | 0.00% | 0.0% | Q4 2012 |
 MRSH | $6.91M | 1.56% | 0.01% | +4.1% | Q1 2025 |
 MDT | $6.72M | 1.52% | 0.01% | +1.3% | Q4 2012 |
 CHKP | $5.89M | 1.33% | 0.04% | +10.6% | Q4 2024 |
 COP | $4.66M | 1.05% | 0.00% | +8.9% | Q4 2012 |
 ACN | $4.25M | 0.96% | 0.01% | +8.7% | Q1 2023 |
 PSX | $4.08M | 0.92% | 0.01% | Not reported | Q4 2012 |
 AAPL | $3.06M | 0.69% | 0.00% | Not reported | Q4 2012 |
 WMT | $1.07M | 0.24% | 0.00% | Not reported | Q4 2012 |
 NVDA | $925K | 0.21% | 0.00% | Not reported | Q1 2024 |
 GOOGL | $908K | 0.21% | 0.00% | Not reported | Q3 2015 |
 LLY | $712K | 0.16% | 0.00% | Not reported | Q2 2023 |
 MU | $581K | 0.13% | 0.00% | Not reported | Q1 2026 |
 CL | $554K | 0.13% | 0.00% | Not reported | Q4 2017 |
 ABBV | $541K | 0.12% | 0.00% | Not reported | Q1 2016 |
 CAT | $532K | 0.12% | 0.00% | Not reported | Q3 2015 |
 AMZN | $420K | 0.10% | 0.00% | Not reported | Q1 2016 |
 GE | $420K | 0.09% | 0.00% | Not reported | Q3 2024 |
 GEV | $329K | 0.07% | 0.00% | Not reported | Q1 2026 |
 JPM | $243K | 0.05% | 0.00% | Not reported | Q1 2016 |
 AMD | $232K | 0.05% | 0.00% | New | Q2 2026 |
 MCD | $225K | 0.05% | 0.00% | Not reported | Q4 2012 |
 SPY | $216K | 0.05% | Not reported | Not reported | Q3 2024 |
| Q1 2026 | |||||
| HUBB | $12M | 2.85% | 0.04% | -3.6% | Q1 2020 |
| XOM | $10.9M | 2.59% | 0.00% | -17.0% | Q4 2012 |
| JNJ | $10.3M | 2.46% | 0.00% | -6.9% | Q4 2012 |
| RTX | $10.3M | 2.46% | 0.00% | -5.7% | Q1 2020 |
| NVS | $9.6M | 2.29% | 0.00% | -7.7% | Q4 2012 |
| MSFT | $9.52M | 2.27% | 0.00% | +1.0% | Q4 2012 |
| WEC | $9.31M | 2.22% | 0.02% | -1.1% | Q1 2024 |
| EXPD | $9.28M | 2.21% | 0.05% | -5.7% | Q1 2021 |
| APD | $8.8M | 2.10% | 0.01% | +0.7% | Q1 2017 |
| V | $8.67M | 2.07% | 0.00% | +0.5% | Q2 2014 |
| CNI | $8.5M | 2.02% | 0.01% | -0.8% | Q4 2012 |
| HLI | $8.38M | 2.00% | 9.01% | +1.6% | Q1 2022 |
| PSA | $8.32M | 1.98% | 0.02% | +1.8% | Q2 2015 |
| PEP | $8.03M | 1.91% | 0.00% | -1.0% | Q4 2012 |
| PG | $7.34M | 1.75% | 0.00% | +0.4% | Q4 2012 |
 BDX | $7.33M | 1.75% | 0.02% | +23.9% | Q4 2012 |
| MDT | $7.11M | 1.69% | 0.01% | -0.3% | Q4 2012 |
| MRSH | $6.93M | 1.65% | 0.01% | +10.1% | Q1 2025 |
| ACN | $5.61M | 1.34% | 0.00% | +13.2% | Q1 2023 |
| CHKP | $5.42M | 1.29% | 0.04% | +14.0% | Q4 2024 |
| COP | $5.12M | 1.22% | 0.00% | +29.2% | Q4 2012 |
| PSX | $3.85M | 0.92% | 0.01% | +1.7% | Q4 2012 |
| AAPL | $2.89M | 0.69% | 0.00% | Not reported | Q4 2012 |
| WMT | $1.25M | 0.30% | 0.00% | Not reported | Q4 2012 |
| NVDA | $923K | 0.22% | 0.00% | Not reported | Q1 2024 |
| GOOGL | $861K | 0.21% | 0.00% | Not reported | Q3 2015 |
| LLY | $545K | 0.13% | 0.00% | Not reported | Q2 2023 |
| CL | $506K | 0.12% | 0.00% | Not reported | Q4 2017 |
| AMZN | $450K | 0.11% | 0.00% | Not reported | Q1 2016 |
| ABBV | $432K | 0.10% | 0.00% | Not reported | Q1 2016 |
| CAT | $418K | 0.10% | 0.00% | Not reported | Q3 2015 |
| GEV | $322K | 0.08% | 0.00% | New | Q1 2026 |
| GE | $317K | 0.08% | 0.00% | Not reported | Q3 2024 |
| MCD | $252K | 0.06% | 0.00% | Not reported | Q4 2012 |
| MU | $242K | 0.06% | 0.00% | New | Q1 2026 |
| JPM | $231K | 0.06% | 0.00% | Not reported | Q1 2016 |
 CVX | $209K | 0.05% | 0.00% | -13.3% | Q4 2013 |
| SPY | $205K | 0.05% | Not reported | Not reported | Q3 2024 |
| Q4 2025 | |||||
| RTX | $12.3M | 3.07% | 0.00% | -7.9% | Q1 2020 |
| XOM | $11.3M | 2.81% | 0.00% | -1.4% | Q4 2012 |
| HUBB | $10.9M | 2.71% | 0.04% | -2.6% | Q1 2020 |
| EXPD | $10.7M | 2.65% | 0.05% | -1.3% | Q1 2021 |
| JNJ | $10.5M | 2.61% | 0.00% | -2.5% | Q4 2012 |
| MSFT | $10.4M | 2.59% | 0.00% | -3.1% | Q4 2012 |
| NVS | $10.2M | 2.53% | 0.00% | -4.7% | Q4 2012 |
| HLI | $9.9M | 2.46% | 8.87% | -3.7% | Q1 2022 |
| V | $9.17M | 2.28% | 0.00% | -1.9% | Q2 2014 |
| WEC | $8.85M | 2.20% | 0.03% | -1.8% | Q1 2024 |
| MDT | $8.24M | 2.05% | 0.01% | -2.0% | Q4 2012 |
| ACN | $7.95M | 1.97% | 0.00% | +7.4% | Q1 2023 |
| BDX | $7.91M | 1.96% | 0.01% | +2.0% | Q4 2012 |
| PSA | $7.73M | 1.92% | 0.02% | +2.2% | Q2 2015 |
| APD | $7.69M | 1.91% | 0.01% | +1.8% | Q1 2017 |
| PEP | $7.61M | 1.89% | 0.00% | +1.4% | Q4 2012 |
| CNI | $7.52M | 1.87% | 0.01% | +2.8% | Q4 2012 |
| PG | $7.26M | 1.80% | 0.00% | -0.4% | Q4 2012 |
| MRSH | $6.6M | 1.64% | 0.01% | +4.9% | Q1 2025 |
| CHKP | $6.59M | 1.64% | 0.03% | +3.3% | Q4 2024 |
| PSX | $3.28M | 0.82% | 0.01% | -27.0% | Q4 2012 |
| COP | $3.13M | 0.78% | 0.00% | -2.8% | Q4 2012 |
| AAPL | $2.7M | 0.67% | 0.00% | Not reported | Q4 2012 |
| WMT | $1.14M | 0.28% | 0.00% | -1.5% | Q4 2012 |
| NVDA | $861K | 0.21% | 0.00% | -12.0% | Q1 2024 |
| GOOGL | $838K | 0.21% | 0.00% | Not reported | Q3 2015 |
| LLY | $617K | 0.15% | 0.00% | Not reported | Q2 2023 |
| CL | $510K | 0.13% | 0.00% | Not reported | Q4 2017 |
| ABBV | $461K | 0.11% | 0.00% | Not reported | Q1 2016 |
| AMZN | $422K | 0.10% | 0.00% | Not reported | Q1 2016 |
| GE | $365K | 0.09% | 0.00% | Not reported | Q3 2024 |
| CAT | $323K | 0.08% | 0.00% | Not reported | Q3 2015 |
 ABT | $258K | 0.06% | 0.00% | Not reported | Q1 2016 |
| MCD | $256K | 0.06% | 0.00% | Not reported | Q4 2012 |
| JPM | $232K | 0.06% | 0.00% | Not reported | Q1 2016 |
| CVX | $214K | 0.05% | 0.00% | Not reported | Q4 2013 |
| Q3 2025 | |||||
| MSFT | $12.1M | 3.06% | 0.00% | -5.7% | Q4 2012 |
| HLI | $11.1M | 2.81% | 9.20% | -2.7% | Q1 2022 |
| RTX | $11.1M | 2.81% | 0.00% | -7.5% | Q1 2020 |
| XOM | $9.97M | 2.52% | 0.00% | -0.6% | Q4 2012 |
| HUBB | $9.84M | 2.49% | 0.04% | -1.9% | Q1 2020 |
| V | $9.72M | 2.46% | 0.00% | -3.5% | Q2 2014 |
| WEC | $9.51M | 2.40% | 0.03% | -3.0% | Q1 2024 |
| NVS | $9.49M | 2.40% | 0.00% | -2.5% | Q4 2012 |
| JNJ | $9.16M | 2.31% | 0.00% | -2.2% | Q4 2012 |
| MDT | $8.27M | 2.09% | 0.01% | -2.0% | Q4 2012 |
| EXPD | $8.16M | 2.06% | 0.05% | -2.0% | Q1 2021 |
| PG | $7.75M | 1.96% | 0.00% | -1.0% | Q4 2012 |
| APD | $7.71M | 1.95% | 0.01% | -1.0% | Q1 2017 |
| PSA | $7.44M | 1.88% | 0.01% | -1.5% | Q2 2015 |
| PEP | $7.21M | 1.82% | 0.00% | +0.5% | Q4 2012 |
| CHKP | $7.12M | 1.80% | 0.03% | -0.5% | Q4 2024 |
| BDX | $7.01M | 1.77% | 0.01% | +3.6% | Q4 2012 |
| MRSH | $6.95M | 1.76% | 0.01% | -0.9% | Q1 2025 |
| CNI | $6.89M | 1.74% | 0.01% | +0.4% | Q4 2012 |
| ACN | $6.38M | 1.61% | 0.00% | +6.3% | Q1 2023 |
| PSX | $4.42M | 1.12% | 0.01% | Not reported | Q4 2012 |
| COP | $3.1M | 0.78% | 0.00% | +15.7% | Q4 2012 |
| AAPL | $2.69M | 0.68% | 0.00% | Not reported | Q4 2012 |
| WMT | $992K | 0.25% | 0.00% | Not reported | Q4 2012 |
| NVDA | $980K | 0.25% | 0.00% | Not reported | Q1 2024 |
| GOOGL | $617K | 0.16% | 0.00% | Not reported | Q3 2015 |
| ABBV | $498K | 0.13% | 0.00% | Not reported | Q1 2016 |
| CL | $483K | 0.12% | 0.00% | Not reported | Q4 2017 |
| LLY | $453K | 0.11% | 0.00% | Not reported | Q2 2023 |
| AMZN | $387K | 0.10% | 0.00% | Not reported | Q1 2016 |
| GE | $338K | 0.09% | 0.00% | Not reported | Q3 2024 |
| ABT | $284K | 0.07% | 0.00% | Not reported | Q1 2016 |
 NFLX | $257K | 0.06% | 0.00% | Not reported | Q2 2025 |
| MCD | $253K | 0.06% | 0.00% | Not reported | Q4 2012 |
| CAT | $239K | 0.06% | 0.00% | Not reported | Q3 2015 |
| JPM | $234K | 0.06% | 0.00% | Not reported | Q1 2016 |