Curbstone Financial Management Corp

Est. AUM

$522.6M

13F long equity, this entity only

Positions

202

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR Bloomberg Inter Floating	BDFUND	$39.1M	1270626	7.48%	SOLE
2	Schwab International Equity ET	ETF	$20.3M	821161	3.89%	SOLE
3	SPDR S&P Mid Cap 400 ETF (MDY)	ETF	$19.2M	31188	3.68%	SOLE
4	Vanguard Short Ter Corp Bd ETF	BDFUND	$16.6M	208934	3.17%	SOLE
5	Schwab US Mid Cap ETF (SCHM)	ETF	$16.0M	515319	3.05%	SOLE
6	Vanguard S&P 500 ETF (VOO)	ETF	$15.5M	25972	2.97%	SOLE
7	Schwab US Dividend Equity ETF	ETF	$15.5M	505810	2.97%	SOLE
8	Apple Inc (AAPL)	COM	$15.3M	60431	2.93%	SOLE
9	Schwab US Large Cap Growth ETF	ETF	$14.9M	512255	2.86%	SOLE
10	Vanguard Intermediate Corp ETF	BDFUND	$11.2M	135928	2.15%	SOLE
11	Alphabet Inc Class C (GOOG)	COM	$9.8M	34027	1.87%	SOLE
12	Schwab US Small Cap ETF (SCHA)	ETF	$9.5M	327468	1.82%	SOLE
13	Microsoft Corp (MSFT)	COM	$8.2M	22128	1.57%	SOLE
14	Schwab US Broad Mkt ETF (SCHB)	ETF	$7.6M	302522	1.45%	SOLE
15	Invesco SP 500 Equal Weight ET	ETF	$7.6M	39467	1.45%	SOLE
16	Amazon Inc (AMZN)	COM	$7.2M	34790	1.39%	SOLE
17	Schwab US Large Cap ETF (SCHX)	ETF	$7.1M	278800	1.37%	SOLE
18	Exxon Mobil Corp (XOM)	COM	$6.6M	38964	1.26%	SOLE
19	JP Morgan Chase & Co (JPM)	COM	$6.3M	21420	1.21%	SOLE
20	Johnson & Johnson (JNJ)	COM	$6.2M	25366	1.19%	SOLE
21	IShares TIPS ETF (TIP)	BDFUND	$5.9M	53340	1.13%	SOLE
22	Cisco Systems (CSCO)	COM	$5.8M	74762	1.11%	SOLE
23	Schwab US TIPS ETF (SCHP)	BDFUND	$5.4M	204170	1.04%	SOLE
24	TJX Companies (TJX)	COM	$5.2M	32424	0.99%	SOLE
25	IShares Nat'l Muni Bond ETF (M	BDFUND	$5.0M	46992	0.95%	SOLE
26	Barings Corporate Investors (M	BDFUND	$5.0M	289134	0.95%	SOLE
27	RTX Corp (RTX)	COM	$4.8M	24988	0.92%	SOLE
28	JPMorgan BetaBuilders Europe E	ETF	$4.6M	63980	0.89%	SOLE
29	Schwab US Aggregate Bond ETF (	BDFUND	$4.4M	187500	0.83%	SOLE
30	IShares Short Term Nat'l Muni	BDFUND	$4.3M	40460	0.82%	SOLE
31	SPDR S&P 500 ETF (SPY)	ETF	$4.1M	6299	0.78%	SOLE
32	Berkshire Hathaway B (BRKB)	COM	$4.0M	8278	0.76%	SOLE
33	IShares MSCI EAFE ETF (EFA)	ETF	$3.9M	39833	0.74%	SOLE
34	Vanguard Small Cap Growth ETF	ETF	$3.7M	12130	0.70%	SOLE
35	iShares Preferred Income Sec E	ETF	$3.6M	119793	0.69%	SOLE
36	Pepsico (PEP)	COM	$3.6M	23328	0.69%	SOLE
37	Hyster-Yale Inc (HY)	COM	$3.5M	107398	0.67%	SOLE
38	VISA Inc CL A (V)	COM	$3.4M	11182	0.65%	SOLE
39	Nvidia (NVDA)	COM	$3.4M	19270	0.64%	SOLE
40	iShares 1-5 Yr Inv Grade Corp	BDFUND	$3.3M	63190	0.64%	SOLE
41	Procter & Gamble (PG)	COM	$3.1M	21390	0.59%	SOLE
42	Eli Lilly (LLY)	COM	$3.1M	3352	0.59%	SOLE
43	Schwab Emerging Mkts Equity ET	ETF	$3.0M	91744	0.58%	SOLE
44	Nacco Industries Cl A (NC)	COM	$3.0M	57542	0.57%	SOLE
45	Merck & Co (MRK)	COM	$2.9M	24064	0.55%	SOLE
46	Chevron Corp (CVX)	COM	$2.8M	13406	0.53%	SOLE
47	Alphabet Inc Class A (GOOGL)	COM	$2.7M	9278	0.51%	SOLE
48	Phillips 66 (PSX)	COM	$2.6M	14454	0.50%	SOLE
49	iShares CORE S&P 500 ETF (IVV)	ETF	$2.6M	3976	0.50%	SOLE
50	Hamilton Beach Brands Class A	COM	$2.6M	136898	0.50%	SOLE

1–50 of 202

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.