Curbstone Financial Management Corp Top Holdings and 13F Report (2025) About Curbstone Financial Management CorpInvestment ActivityCurbstone Financial Management Corp has $520.14 million in total holdings as of September 30, 2025.Curbstone Financial Management Corp owns shares of 209 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Curbstone Financial Management Corp has purchased 200 new stocks and bought additional shares in 64 stocks.Curbstone Financial Management Corp sold shares of 76 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Bloomberg Investment Grade Floating Rate ETF $37,092,979SPDR S&P MidCap 400 ETF Trust $18,583,110Schwab International Equity ETF $18,355,689Vanguard S&P 500 ETF $17,373,000Schwab U.S. Large-Cap Growth ETF $16,494,364 Largest New Holdings this Quarter 46641Q191 - JPMorgan BetaBuilders Europe ETF $2,066,025 Holding464287408 - iShares S&P 500 Value ETF $564,185 Holding219350105 - Corning $554,523 Holding46435u283 - iShares iBonds Dec 2027 Term Muni Bond ETF $551,788 Holding464287309 - iShares S&P 500 Growth ETF $533,582 Holding Largest Purchases this Quarter SPDR Bloomberg Investment Grade Floating Rate ETF 83,830 shares (about $2.59M)JPMorgan BetaBuilders Europe ETF 29,680 shares (about $2.07M)SPDR S&P 500 ETF Trust 1,064 shares (about $708.82K)iShares S&P 500 Value ETF 2,732 shares (about $564.19K)Corning 6,760 shares (about $554.52K) Largest Sales this Quarter Schwab US Broad Market ETF 17,450 shares (about $448.64K)Schwab U.S. Large-Cap Growth ETF 10,000 shares (about $319.10K)Fair Isaac 200 shares (about $299.31K)Schwab U.S. Mid-Cap ETF 7,170 shares (about $212.52K)Intel 5,886 shares (about $197.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurbstone Financial Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$37,092,979$2,586,994 ▲7.5%1,201,9767.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$18,583,110$221,724 ▲1.2%31,1783.6%ETFSCHFSchwab International Equity ETF$18,355,689$83,808 ▲0.5%788,4753.5%ETFVOOVanguard S&P 500 ETF$17,373,000$30,619 ▼-0.2%28,3703.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$16,494,364$319,100 ▼-1.9%516,9033.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,306,999$311,727 ▲1.9%204,0163.1%ETFAAPLApple$15,945,627$116,111 ▼-0.7%62,6233.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$14,423,377$212,519 ▼-1.5%486,6192.8%ETFSCHDSchwab US Dividend Equity ETF$12,399,824$274,911 ▲2.3%454,2062.4%ETFMSFTMicrosoft$11,659,037$10,359 ▲0.1%22,5102.2%Computer and TechnologyGOOGAlphabet$9,263,375$168,049 ▼-1.8%38,0351.8%Computer and TechnologySCHASchwab US Small-Cap ETF$8,830,392$22,041 ▼-0.2%316,5021.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,417,897$302,796 ▲3.7%100,0821.6%ETFSCHBSchwab US Broad Market ETF$7,923,411$448,640 ▼-5.4%308,1841.5%ETFAMZNAmazon.com$7,825,935$109,785 ▼-1.4%35,6421.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$7,157,990$94,851 ▼-1.3%37,7331.4%ETFSCHXSchwab US Large-Cap ETF$7,150,783$31,608 ▼-0.4%271,4801.4%ETFJPMJPMorgan Chase & Co.$6,843,569$133,111 ▼-1.9%21,6961.3%FinanceMCIBarings Corporate Investors$6,114,526$66,307 ▼-1.1%294,5341.2%FinanceTIPiShares TIPS Bond ETF$5,817,280$22,244 ▼-0.4%52,3041.1%ETFCSCOCisco Systems$5,176,657$6,842 ▲0.1%75,6601.0%Computer and TechnologySCHPSchwab U.S. TIPS ETF$5,111,6060.0%189,6701.0%ETFTJXTJX Companies$4,929,392$11,563 ▼-0.2%34,1040.9%Retail/WholesaleJNJJohnson & Johnson$4,804,601$37,084 ▲0.8%25,9120.9%MedicalXOMExxon Mobil$4,613,504$16,912 ▼-0.4%40,9180.9%EnergySPYSPDR S&P 500 ETF Trust$4,508,041$708,816 ▲18.7%6,7670.9%FinanceRTXRTX$4,361,958$16,733 ▼-0.4%26,0680.8%AerospaceBRK.BBerkshire Hathaway$4,136,545$100,548 ▲2.5%8,2280.8%FinanceMUBiShares National Muni Bond ETF$4,130,960$101,165 ▲2.5%38,7920.8%ETFSUBiShares Short-Term National Muni Bond ETF$4,048,030$33,102 ▲0.8%37,9100.8%ETFPFFiShares Preferred and Income Securities ETF$3,818,522$18,972 ▲0.5%120,7630.7%ETFVVisa$3,801,608$25,945 ▲0.7%11,1360.7%Business ServicesKKRKKR & Co. Inc.$3,783,884$77,970 ▼-2.0%29,1180.7%FinanceVBKVanguard Small-Cap Growth ETF$3,755,964$14,881 ▼-0.4%12,6200.7%ETFEFAiShares MSCI EAFE ETF$3,719,186$121,380 ▲3.4%39,8330.7%FinanceNVDANVIDIA$3,621,082$334,346 ▲10.2%19,4080.7%Computer and TechnologyCHKPCheck Point Software Technologies$3,430,154$74,488 ▲2.2%16,5780.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,388,0870.0%63,8900.7%ManufacturingPGProcter & Gamble$3,318,533$19,975 ▲0.6%21,5980.6%Consumer StaplesPEPPepsiCo$3,240,761$21,066 ▼-0.6%23,0760.6%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$3,137,939$225,312 ▲7.7%133,7000.6%ETFABTAbbott Laboratories$3,110,623$60,273 ▼-1.9%23,2240.6%MedicalORCLOracle$2,994,081$109,684 ▼-3.5%10,6460.6%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$2,898,1840.0%86,8500.6%ETFLLYEli Lilly and Company$2,826,152$45,780 ▼-1.6%3,7040.5%MedicalHYHyster-Yale$2,708,8410.0%73,4900.5%IndustrialsHDHome Depot$2,645,891$40,519 ▼-1.5%6,5300.5%Retail/WholesaleIVViShares Core S&P 500 ETF$2,564,758$13,386 ▲0.5%3,8320.5%ETFABBVAbbVie$2,562,338$34,729 ▼-1.3%11,0670.5%MedicalVXFVanguard Extended Market ETF$2,484,8660.0%11,8700.5%ETFAmplify Cybersecurity ETF (HAC$2,460,780$39,060 ▲1.6%28,3500.5%COMADSKAutodesk$2,446,059$6,353 ▼-0.3%7,7000.5%Computer and TechnologyNCNACCO Industries$2,425,9710.0%57,5420.5%EnergyVRSKVerisk Analytics$2,381,800$25,151 ▼-1.0%9,4700.5%Business ServicesSYYSysco$2,379,132$12,351 ▼-0.5%28,8940.5%Consumer StaplesAVAVAeroVironment$2,367,973$78,723 ▼-3.2%7,5200.5%AerospaceIOOiShares Global 100 ETF$2,265,7890.0%18,8800.4%ETFGOOGLAlphabet$2,257,822$58,342 ▲2.7%9,2880.4%Computer and TechnologyHONHoneywell International$2,216,565$31,575 ▲1.4%10,5300.4%Multi-Sector ConglomeratesCVXChevron$2,107,285$9,317 ▲0.4%13,5700.4%EnergyNEENextEra Energy$2,079,5990.0%27,5480.4%UtilitiesBBEUJPMorgan BetaBuilders Europe ETF$2,066,025$2,066,025 ▲New Holding29,6800.4%ETFDISWalt Disney$2,010,391$12,824 ▲0.6%17,5580.4%Consumer DiscretionaryMRKMerck & Co., Inc.$2,001,227$19,472 ▲1.0%23,8440.4%MedicalPSXPhillips 66$1,986,436$6,801 ▲0.3%14,6040.4%EnergyPalantir Technologies Cl A (PL$1,977,433$182,420 ▼-8.4%10,8400.4%COMHBBHamilton Beach Brands$1,967,2240.0%136,8980.4%Consumer DiscretionaryPHOInvesco Water Resources ETF$1,925,3370.0%26,7000.4%ETFULTAUlta Beauty$1,848,015$71,078 ▲4.0%3,3800.4%Retail/WholesaleAVGOBroadcom$1,840,897$23,094 ▼-1.2%5,5800.4%Computer and TechnologyUSBU.S. Bancorp$1,826,004$106,326 ▼-5.5%37,7820.4%FinanceBMOBank Of Montreal$1,801,8780.0%13,8340.3%FinanceZTSZoetis$1,725,113$26,338 ▲1.6%11,7900.3%MedicalKOCocaCola$1,690,895$19,896 ▲1.2%25,4960.3%Consumer StaplesMCDMcDonald's$1,620,949$3,039 ▼-0.2%5,3340.3%Retail/WholesaleWMTWalmart$1,552,908$10,306 ▼-0.7%15,0680.3%Retail/WholesaleWYWeyerhaeuser$1,552,350$23,798 ▼-1.5%62,6200.3%ConstructionROBOROBO Global Robotics & Automation ETF$1,543,282$180,946 ▲13.3%23,5400.3%ETFHOLXHologic$1,525,004$30,370 ▲2.0%22,5960.3%MedicalBACBank of America$1,509,111$38,177 ▲2.6%29,2520.3%FinanceINTCIntel$1,495,104$197,477 ▼-11.7%44,5630.3%Computer and TechnologyOEFiShares S&P 100 ETF$1,467,824$83,210 ▼-5.4%4,4100.3%ETFVZVerizon Communications$1,456,942$42,104 ▼-2.8%33,1500.3%Computer and TechnologyITWIllinois Tool Works$1,419,577$26,076 ▲1.9%5,4440.3%IndustrialsVEUVanguard FTSE All-World ex-US ETF$1,411,556$511,723 ▲56.9%19,7780.3%ETFADPAutomatic Data Processing$1,405,865$32,285 ▼-2.2%4,7900.3%Computer and TechnologyCLColgate-Palmolive$1,350,187$14,389 ▲1.1%16,8900.3%Consumer StaplesTREXTrex$1,323,785$51,670 ▲4.1%25,6200.3%ConstructionSFMSprouts Farmers Market$1,287,104$32,640 ▼-2.5%11,8300.2%Retail/WholesaleGEGE Aerospace$1,282,0950.0%4,2620.2%AerospaceFASTFastenal$1,280,631$34,328 ▼-2.6%26,1140.2%Retail/WholesalePFEPfizer$1,264,945$80,261 ▼-6.0%49,6450.2%MedicalCARRCarrier Global$1,259,551$8,955 ▼-0.7%21,0980.2%ConstructionTSMTaiwan Semiconductor Manufacturing$1,256,246$69,822 ▼-5.3%4,4980.2%Computer and TechnologyCMCSAComcast$1,250,642$44,177 ▼-3.4%39,8040.2%Consumer DiscretionarySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,241,0230.0%21,7000.2%ETFSJMJ. M. Smucker$1,213,931$78,192 ▼-6.1%11,1780.2%Consumer StaplesAFLAflac$1,211,945$22,340 ▲1.9%10,8500.2%FinanceCSGSCSG Systems International$1,198,756$33,478 ▲2.9%18,6200.2%Computer and TechnologyBXBlackstone$1,154,604$8,542 ▼-0.7%6,7580.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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