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CIK: 0001608057
Total reported value
$578.8M
$578.8M
192 檔
16.8%
In Q1 2025, Curbstone Financial Management Corp's U.S. equity holdings reached a combined market value of $578.8M, distributed across 192 disclosed stock positions.
In Q1 2025, Curbstone Financial Management Corp displayed an active expansion posture, initiating 192 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.31% | — | — | ||
| 2 | ✓ | Stock-Other | 3.45% | — | — | ||
| 3 | ✓ | Stock-Other | 3.35% | — | — | ||
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.33% | +0.10% | +2.34% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +0.11% | -1.11% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.43% | -6.04% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.86% | -0.16% | -0.82% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.81% | +0.13% | -1.32% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.62% | +0.26% | +9.29% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | +0.77% | +1.82% | |
| 11 | ✓ | Stock-Other | 1.75% | — | — | ||
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.71% | -0.14% | -2.07% | |
| 13 | ✓ | Stock-Other | 1.54% | — | — | ||
| 14 | ✓ | Stock-Other | 1.53% | — | — | ||
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.49% | -0.04% | +0.47% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.08% | -0.24% | |
| 17 | ✓ | Stock-Other | 1.42% | — | — | ||
| 18 | ✓ | Stock-Other | 1.28% | — | — | ||
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.28% | +0.07% | -0.72% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.22% | +0.01% | +1.37% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.13% | -0.03% | +4.72% | |
| 22 | ✓ | Stock-Other | 1.12% | — | — | ||
| 23 | ✓ | Stock-Other | 1.02% | — | — | ||
| 24 | ✓ | Stock-Other | 1.00% | — | — | ||
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.09% | -2.09% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | +0.03% | +0.71% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.01% | -1.00% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.05% | -0.13% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | — | +5.74% | |
| 30 | ✓ | Stock-Other | 0.82% | — | — | ||
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.81% | +0.10% | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.80% | -0.02% | +5.83% | |
| 33 | ✓ | Stock-Other | 0.79% | — | — | ||
| 34 | ✓ | Stock-Other | 0.76% | — | — | ||
| 35 | ✓ | Stock-Other | 0.75% | — | — | ||
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | -0.03% | -0.94% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.04% | +2.86% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.71% | +0.01% | -10.11% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | +0.06% | -2.46% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.68% | -0.04% | -4.82% | |
| 41 | HY | Hyster-yale Inc | Stock-Other | 0.64% | — | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.01% | +2.77% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.63% | -0.03% | +3.22% | |
| 44 | ✓ | Stock-Other | 0.60% | — | — | ||
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.07% | +6.51% | |
| 46 | ✓ | Stock-Other | 0.57% | — | — | ||
| 47 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.11% | +15.55% | |
| 48 | ✓ | Stock-Other | 0.56% | — | — | ||
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | -16.78% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | +0.03% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | — | NEW | New buy | |
| 2 | ✓ | — | NEW | New buy | |
| 3 | ✓ | — | NEW | New buy | |
| 4 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 5 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 8 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 9 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 13 | ✓ | — | NEW | New buy | |
| 14 | ✓ | — | NEW | New buy | |
| 15 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 17 | ✓ | — | NEW | New buy | |
| 18 | ✓ | — | NEW | New buy | |
| 19 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 20 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 21 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | ✓ | — | NEW | New buy | |
| 24 | ✓ | — | NEW | New buy | |
| 25 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 28 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 29 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | SUB | Ishares Short-term National | — | NEW | New buy |
| 32 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ✓ | — | NEW | New buy | |
| 36 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 39 | ABT | Abbott Laboratories | — | NEW | New buy |
| 40 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 41 | HY | Hyster-yale Inc | — | NEW | New buy |
| 42 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | HD | Home Depot Inc | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Curbstone Financial Management Corp reported a total U.S. public equity portfolio value of $578.8M across 192 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , , ) accounted for 16.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
市值: $34.7M
During Q1 2025, Curbstone Financial Management Corp's top holdings by market value included (7.3%)、 (3.5%)、 (3.4%). The largest single position, , represented 7.3% of total portfolio value.
In Q1 2025, Curbstone Financial Management Corp made 192 total portfolio adjustments, initiating 192 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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