Curbstone Financial Management Corp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$522.6M
Q ending 2026-03-31
Prior quarter
$522.7M
Q ending 2025-12-31
Change
+0.0% QoQ · +10.2% YoY
Positions
202
reported holdings

Largest positions

Top 100 of 202 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Bloomberg Inter FloatingShares$39.1M1.3M
Schwab International Equity EtSCHFShares$20.3M821K
Spdr S&P Mid Cap 400 Etf (Mdy)Shares$19.2M31K
Vanguard Short Ter Corp Bd EtfShares$16.6M209K
Schwab Us Mid Cap Etf (Schm)SCHMShares$16.0M515K
Vanguard S&P 500 Etf (Voo)VOOShares$15.5M26K
Schwab Us Dividend Equity EtfSCHDShares$15.5M506K
Apple Inc (Aapl)AAPLShares$15.3M60K
Schwab Us Large Cap Growth EtfSCHGShares$14.9M512K
Vanguard Intermediate Corp EtfShares$11.2M136K
Alphabet Inc Class C (Goog)Shares$9.8M34K
Schwab Us Small Cap Etf (Scha)SCHAShares$9.5M327K
Microsoft Corp (Msft)MSFTShares$8.2M22K
Schwab Us Broad Mkt Etf (Schb)SCHBShares$7.6M303K
Invesco Sp 500 Equal Weight EtShares$7.6M39K
Amazon Inc (Amzn)AMZNShares$7.2M35K
Schwab Us Large Cap Etf (Schx)SCHXShares$7.1M279K
Exxon Mobil Corp (Xom)Shares$6.6M39K
Jp Morgan Chase & Co (Jpm)Shares$6.3M21K
Johnson & Johnson (Jnj)JNJShares$6.2M25K
Ishares Tips Etf (Tip)TIPShares$5.9M53K
Cisco Systems (Csco)Shares$5.8M75K
Schwab Us Tips Etf (Schp)SCHPShares$5.4M204K
Tjx Companies (Tjx)TJXShares$5.2M32K
Ishares Nat'L Muni Bond Etf (MMUBShares$5.0M47K
Barings Corporate Investors (MShares$5.0M289K
Rtx Corp (Rtx)Shares$4.8M25K
Jpmorgan Betabuilders Europe EBBEUShares$4.6M64K
Schwab Us Aggregate Bond Etf (SCHZShares$4.4M188K
Ishares Short Term Nat'L MuniSUBShares$4.3M40K
Spdr S&P 500 Etf (Spy)Shares$4.1M6K
Berkshire Hathaway B (Brkb)BRK/BShares$4.0M8K
Ishares Msci Eafe Etf (Efa)EFAShares$3.9M40K
Vanguard Small Cap Growth EtfVBKShares$3.7M12K
Ishares Preferred Income Sec EPFFShares$3.6M120K
Pepsico (Pep)PEPShares$3.6M23K
Hyster-Yale Inc (Hy)HYShares$3.5M107K
Visa Inc Cl A (V)Shares$3.4M11K
Nvidia (Nvda)Shares$3.4M19K
Ishares 1-5 Yr Inv Grade CorpIGSBShares$3.3M63K
Procter & Gamble (Pg)PGShares$3.1M21K
Eli Lilly (Lly)LLYShares$3.1M3K
Schwab Emerging Mkts Equity EtSCHEShares$3.0M92K
Nacco Industries Cl A (Nc)NCShares$3.0M58K
Merck & Co (Mrk)Shares$2.9M24K
Chevron Corp (Cvx)CVXShares$2.8M13K
Alphabet Inc Class A (Googl)Shares$2.7M9K
Phillips 66 (Psx)PSXShares$2.6M14K
Ishares Core S&P 500 Etf (Ivv)IVVShares$2.6M4K
Hamilton Beach Brands Class AShares$2.6M137K
Kkr & Co (Kkr)Shares$2.6M28K
Nextera Energy (Nee)Shares$2.5M27K
Abbott Labs (Abt)ABTShares$2.4M24K
Honeywell International Inc (HHONGBPShares$2.3M10K
Ishares Global 100 Etf (Ioo)IOOShares$2.3M19K
Abbvie Inc (Abbv)Shares$2.3M11K
Home Depot Inc (Hd)HDShares$2.1M6K
Sysco Corp (Syy)SYYShares$2.0M28K
Check Point Software (Chkp)Shares$2.0M14K
Intel Corp (Intc)INTCShares$2.0M44K
Us Bancorp (Usb)USBShares$1.9M37K
Coca-Cola (Ko)KOShares$1.9M25K
Bank Montreal (Bmo)BMOShares$1.8M14K
Amplify Cybersecurity Etf (HacHACKShares$1.8M24K
Walmart Inc (Wmt)WMTShares$1.8M15K
Autodesk Inc (Adsk)ADSKShares$1.8M8K
Invesco Water Resources Etf (PShares$1.8M27K
Robo Global Robotics & AutomatROBOShares$1.7M25K
Ulta Beauty Inc (Ulta)Shares$1.7M3K
Broadcom Inc (Avgo)Shares$1.7M5K
Ishares Ibonds Muni 2029 (IbmrShares$1.7M66K
Mcdonalds (Mcd)MCDShares$1.7M5K
Walt Disney Corp (Dis)DISShares$1.6M17K
Verizon Communications (Vz)Shares$1.6M32K
Pegasystems Inc (Pega)PEGAShares$1.5M36K
Vanguard Ftse All World Ex UsVEUShares$1.5M20K
Oracle Corp (Orcl)Shares$1.5M10K
Verisk Analytics Inc Cl A (VrsShares$1.5M8K
Illinois Tool Works (Itw)ITWShares$1.5M6K
Globalstar Inc (Gsat)GSATShares$1.5M22K
Colgate Palmolive (Cl)CLShares$1.4M17K
Texas Instruments Inc (Txn)TXNShares$1.4M7K
Ishares S&P 100 Etf (Oef)OEFShares$1.4M4K
Taiwan Semiconductor ManufactuTSMShares$1.4M4K
Bank Of America (Bac)BACShares$1.3M28K
Zoetis Inc (Zts)Shares$1.3M11K
Hologic Inc (Holx)HOLXShares$1.3M18K
Spdr Portfolio S&P400 Mid CapShares$1.3M21K
Sonoco Products (Son)SONShares$1.2M23K
Target (Tgt)Shares$1.2M10K
Pfizer Inc (Pfe)PFEShares$1.2M43K
Corning Inc (Glw)GLWShares$1.2M9K
Ge Aerospace (Ge)GEShares$1.2M4K
Weyerhauser (Wy)WYShares$1.2M49K
Carrier Global Corp (Carr)Shares$1.2M21K
Ge Vernova Inc (Gev)Shares$1.2M1K
Fastenal Co (Fast)FASTShares$1.2M25K
Ishares Int'L Select Div Etf (IDVShares$1.1M27K
Aflac Inc (Afl)AFLShares$1.1M10K
Cvs Health Corp (Cvs)CVSShares$1.1M16K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.