Curbstone Financial Management Corp
Q3 2026 13F filing
Updated 15 days ago202 disclosed positions worth $578.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR Bloomberg Inter Floating | $41.4M | 1.34M | 7.15% | Added(+2.8%) |
| 2 | S Schwab International Equity ET | $23M | 836.1K | 3.97% | Added(+2.0%) |
| 3 | A Apple Inc (AAPL) | $21.4M | 64.1K | 3.69% | Trimmed(-3.1%) |
| 4 | M SPDR S&P Mid Cap 400 ETF (MDY) | $19.1M | 29.1K | 3.30% | Trimmed(-1.1%) |
| 5 | V Vanguard S&P 500 ETF (VOO) | $18.3M | 26.1K | 3.16% | Added(+0.2%) |
| 6 | S Schwab US Mid Cap ETF (SCHM) | $17.9M | 526.8K | 3.10% | Added(+1.5%) |
| 7 | S Schwab US Large Cap Growth ETF | $17.8M | 494.6K | 3.07% | Trimmed(-3.0%) |
| 8 | S Schwab US Dividend Equity ETF | $17.1M | 525.2K | 2.95% | Added(+5.3%) |
| 9 | V Vanguard Short Ter Corp Bd ETF | $15.7M | 202.9K | 2.71% | Trimmed(-1.5%) |
| 10 | M Microsoft Corp (MSFT) | $15.7M | 30.5K | 2.71% | Added(+0.1%) |
| 11 | G Alphabet Inc Class C (GOOG) | $10.9M | 32.0K | 1.88% | Trimmed(-3.6%) |
| 12 | V Vanguard Intermediate Corp ETF | $10.4M | 132.6K | 1.79% | Trimmed(-4.2%) |
| 13 | S Schwab US Small Cap ETF (SCHA) | $10.3M | 314.3K | 1.77% | Added(+1.1%) |
| 14 | C Cisco Systems (CSCO) | $8.9M | 82.4K | 1.53% | Trimmed(-1.9%) |
| 15 | S Schwab US Large Cap ETF (SCHX) | $8.6M | 285.8K | 1.48% | Added(+1.8%) |
| 16 | A Amazon Inc (AMZN) | $8.5M | 34.1K | 1.47% | Trimmed(-0.5%) |
| 17 | S Schwab US Broad Mkt ETF (SCHB) | $8.5M | 288.6K | 1.46% | Trimmed(-5.2%) |
| 18 | J Johnson & Johnson (JNJ) | $7.9M | 29.8K | 1.36% | Trimmed(-3.1%) |
| 19 | I Invesco SP 500 Equal Weight ET | $7.8M | 37.4K | 1.34% | Trimmed(-1.6%) |
| 20 | J JP Morgan Chase & Co (JPM) | $7.3M | 22.2K | 1.27% | Trimmed(-2.2%) |
| 21 | X Exxon Mobil Corp (XOM) | $6.5M | 39.8K | 1.12% | Trimmed(-3.5%) |
| 22 | B IShares TIPS ETF (TIP) | $5.9M | 56.7K | 1.02% | Added(+4.8%) |
| 23 | I Intel Corp (INTC) | $5.5M | 46.0K | 0.95% | Trimmed(-2.0%) |
| 24 | S Schwab US TIPS ETF (SCHP) | $5.2M | 206.4K | 0.90% | Trimmed(-0.2%) |
| 25 | M Barings Corporate Investors (M | $5.2M | 292.9K | 0.89% | Added(+1.8%) |
| 26 | J JPMorgan BetaBuilders Europe E | $5M | 66.2K | 0.87% | Added(+2.9%) |
| 27 | V VISA Inc CL A (V) | $4.9M | 13.8K | 0.85% | Trimmed(-0.1%) |
| 28 | E IShares Short Term Nat'l Muni | $4.5M | 43.3K | 0.78% | Added(+15.0%) |
| 29 | N Nvidia (NVDA) | $4.5M | 19.5K | 0.77% | Trimmed(-1.5%) |
| 30 | R RTX Corp (RTX) | $4.4M | 23.9K | 0.77% | Trimmed(-2.3%) |
| 31 | E IShares Nat'l Muni Bond ETF (M | $4.4M | 43.5K | 0.76% | Trimmed(-1.2%) |
| 32 | S SPDR S&P 500 ETF (SPY) | $4.3M | 5.6K | 0.74% | Trimmed(-9.3%) |
| 33 | S Schwab US Aggregate Bond ETF ( | $4.1M | 186.9K | 0.71% | Trimmed(-0.3%) |
| 34 | T TJX Companies (TJX) | $4.1M | 31.0K | 0.71% | Added(+0.1%) |
| 35 | T Vanguard Small Cap Growth ETF | $4.1M | 12.1K | 0.71% | Unchanged |
| 36 | B Berkshire Hathaway B (BRKB) | $4.1M | 8.1K | 0.70% | Added(+0.3%) |
| 37 | E IShares MSCI EAFE ETF (EFA) | $3.9M | 38.0K | 0.68% | Trimmed(-2.1%) |
| 38 | P Phillips 66 (PSX) | $3.8M | 14.8K | 0.65% | Trimmed(-2.0%) |
| 39 | M Merck & Co (MRK) | $3.6M | 25.0K | 0.63% | Added(+0.2%) |
| 40 | L Eli Lilly (LLY) | $3.6M | 3.1K | 0.62% | Trimmed(-3.4%) |
| 41 | C Chevron Corp (CVX) | $3.5M | 17.1K | 0.60% | Trimmed(-0.5%) |
| 42 | P Procter & Gamble (PG) | $3.4M | 23.7K | 0.59% | Added(+0.4%) |
| 43 | S Schwab Emerging Mkts Equity ET | $3.4M | 93.9K | 0.59% | Added(+3.1%) |
| 44 | P Pepsico (PEP) | $3.4M | 26.8K | 0.59% | Trimmed(-1.5%) |
| 45 | E iShares Preferred Income Sec E | $3.4M | 113.9K | 0.58% | Trimmed(-1.7%) |
| 46 | G Alphabet Inc Class A (GOOGL) | $3.2M | 9.2K | 0.55% | Trimmed(-1.1%) |
| 47 | A Abbvie Inc (ABBV) | $3.2M | 12.1K | 0.55% | Trimmed(-2.4%) |
| 48 | B Berkshire Hathaway A (BRKA) | $3M | 4 | 0.52% | Unchanged |
| 49 | E iShares 1-5 Yr Inv Grade Corp | $2.9M | 57.3K | 0.51% | Added(+3.1%) |
| 50 | A Amplify Cybersecurity ETF (HAC | $2.9M | 23.9K | 0.50% | Trimmed(-3.2%) |