Curbstone Financial Management Corp
CIK: 0001608057SEC EDGAR →
Portfolio Value
$484K
Holdings
201
As of
Q4 2025
New Positions
11
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR Bloomberg Inter Floating | 1,257,076 | $39K | 7.98% |
| 2 | Schwab International Equity ET | 814,205 | $20K | 4.04% |
| 3 | Apple Inc (AAPL) | 62,087 | $17K | 3.49% |
| 4 | — Vanguard Short Ter Corp Bd ETF | 210,916 | $17K | 3.47% |
| 5 | Schwab US Large Cap Growth ETF | 506,263 | $17K | 3.41% |
| 6 | Schwab US Mid Cap ETF (SCHM) | 497,949 | $15K | 3.09% |
| 7 | Schwab US Dividend Equity ETF | 490,186 | $13K | 2.78% |
| 8 | — Scandium Mining (SCYYF) | 236,000 | $13K | 2.69% |
| 9 | — Alphabet Inc Class C (GOOG) | 35,547 | $11K | 2.30% |
| 10 | Microsoft Corp (MSFT) | 21,874 | $11K | 2.18% |
Quarterly Changes
Top Buys
New Positions (14)
Closed Positions (22)
$2.0M · 11K shares
$1.1M · 14K shares
$1.1M · 52K shares
$1.0M · 4K shares
$929K · 16K shares
$702K · 3K shares
$672K · 14K shares
$595K · 5K shares
$544K · 2K shares
$491K · 20K shares
$476K · 4K shares
$449K · 14K shares
$441K · 1K shares
$441K · 12K shares
$423K · 8K shares
$417K · 4K shares
$413K · 4K shares
$405K · 3K shares
$404K · 4K shares
$403K · 3K shares
$612 · 1K shares
$520 · 348 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $238K | 49.1% |
| Technology | 26 | $66K | 13.6% |
| Unknown | 25 | $65K | 13.4% |
| Healthcare | 20 | $25K | 5.2% |
| Industrials | 23 | $25K | 5.2% |
| Consumer Cyclical | 12 | $25K | 5.1% |
| Consumer Defensive | 10 | $17K | 3.5% |
| Energy | 4 | $12K | 2.4% |
| Communication Services | 6 | $7K | 1.4% |
| Utilities | 2 | $3K | 0.6% |
| Basic Materials | 4 | $2K | 0.4% |
| Real Estate | 1 | $1K | 0.2% |