AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Franklin, Parlapiano, Turner & Welch, LLC reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 447.2%, growing from $73.58 million to $402.68 million. This dramatic increase suggests a substantial capital inflow or a strategic shift in asset allocation rather than mere market appreciation. The number of holdings expanded to 52 securities, indicating a move toward broa...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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