Franklin, Parlapiano, Turner & Welch, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$419.7M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500 ETF
Q4 2025: Sold 4.2% (118.0k → 113.0k shares)
17.3%
02
$REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
Q4 2025: Increased +1.1% (469.1k → 474.4k shares)
10.1%
03
$BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
Q4 2025: Sold 1.8% (492.6k → 484.0k shares)
9.1%
04
$IWB
ISHARES TR RUSSELL 1000 INDEX ETF
Q4 2025: Sold 1.5% (96.4k → 95.0k shares)
8.6%
05
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
4.3%
06
$HUBB
HUBBELL INC COM
Q4 2025: Sold 2.6% (22.9k → 22.3k shares)
2.9%
07
$XOM
EXXON MOBIL CORP COM
Q4 2025: Sold 1.4% (88.4k → 87.2k shares)
2.6%
08
$JNJ
JOHNSON & JOHNSON COM
Q4 2025: Sold 2.5% (49.4k → 48.1k shares)
2.5%
09
$RTX
RTX CORPORATION COM
Q4 2025: Sold 7.9% (66.3k → 61.1k shares)
2.5%
10
$NVSN
NOVARTIS AG ADR
Q4 2025: Sold 4.7% (74.0k → 70.5k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.