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CIK: 0001608057
Total reported value
$578.8M
$578.8M
201 檔
19.1%
As reported in its official Q4 2025 Form 13F filing, Curbstone Financial Management Corp's tracked investment portfolio stood at $578.8M with 201 total positions.
In Q4 2025, Curbstone Financial Management Corp adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 22 holdings to manage risk exposure.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.39% | — | +4.58% | ||
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.74% | +0.10% | +3.26% | |
| 3 | ✓ | Stock-Other | 3.61% | — | +0.45% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.43% | -0.86% | |
| 5 | ✓ | Stock-Other | 3.22% | — | +3.38% | ||
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | +0.11% | -6.76% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.16% | +0.13% | -2.06% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.86% | -0.16% | +2.33% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.57% | +0.26% | +7.92% | |
| 10 | ✓ | Stock-Other | 2.13% | — | -6.54% | ||
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.77% | -2.83% | |
| 12 | ✓ | Stock-Other | 2.02% | — | +25.85% | ||
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.76% | -0.14% | +1.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.08% | -1.88% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.52% | -0.04% | -1.57% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.44% | +0.07% | +2.86% | |
| 17 | ✓ | Stock-Other | 1.41% | — | +1.65% | ||
| 18 | ✓ | Stock-Other | 1.37% | — | +2.25% | ||
| 19 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.13% | +0.01% | +2.49% | |
| 20 | ✓ | Stock-Other | 1.10% | — | -1.05% | ||
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | +0.03% | -0.16% | |
| 22 | ✓ | Stock-Other | 1.02% | — | -0.15% | ||
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.03% | +4.01% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.09% | -1.99% | |
| 25 | ✓ | Stock-Other | 0.92% | — | -2.09% | ||
| 26 | ✓ | Stock-Other | 0.89% | — | -2.80% | ||
| 27 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.88% | +0.02% | +111.69% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.05% | +7.86% | |
| 29 | ✓ | Stock-Other | 0.85% | — | -3.96% | ||
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.82% | +0.10% | +6.20% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | +0.01% | +1.94% | |
| 32 | ✓ | Stock-Other | 0.75% | — | -0.04% | ||
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.01% | — | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.72% | -0.04% | -0.63% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 0.71% | -0.02% | -1.13% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.03% | -8.42% | |
| 37 | ✓ | Stock-Other | 0.69% | — | — | ||
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.69% | -0.03% | +15.52% | |
| 39 | ✓ | Stock-Other | 0.69% | — | -3.54% | ||
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.04% | +0.66% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | +0.01% | -2.66% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -0.73% | |
| 43 | ✓ | Stock-Other | 0.57% | — | +3.19% | ||
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.57% | +0.03% | +5.35% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | +0.06% | -0.22% | |
| 46 | NC | Nacco Industries-cl A | Stock-Other | 0.54% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +0.05% | |
| 48 | ✓ | Stock-Other | 0.49% | — | -16.77% | ||
| 49 | ✓ | Stock-Other | 0.48% | — | +0.08% | ||
| 50 | ✓ | Stock-Other | 0.47% | — | -2.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BBEU | Jpmorgan Betabuilders Europe | +0.5% | +111.69% | Add |
| 2 | ✓ | +0.4% | +25.85% | Add | |
| 3 | ✓ | +0.4% | -6.54% | Trim | |
| 4 | ✓ | +0.3% | +4.58% | Add | |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +3.26% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +7.92% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -0.86% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | -8.42% | Trim |
| 9 | ✓ | +0.1% | +3.19% | Add | |
| 10 | ✓ | +0.1% | +86.77% | Add | |
| 11 | ✓ | +0.1% | -1.05% | Trim | |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.16% | Trim |
| 13 | ✓ | +0.1% | +0.08% | Add | |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.1% | +2.33% | Add |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +15.52% | Add |
| 16 | ✓ | +0.1% | +3.38% | Add | |
| 17 | GSAT | Globalstar Inc | +0.1% | -12.70% | Trim |
| 18 | ✓ | +0.1% | +86.40% | Add | |
| 19 | NC | Nacco Industries-cl A | +0.1% | — | Unchanged |
| 20 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.86% | Add |
| 21 | MUB | Ishares National Muni Bond E | +0.1% | +7.86% | Add |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | +1.80% | Add |
| 23 | ✓ | +0.1% | +2.25% | Add | |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | +24.68% | Add |
| 25 | ✓ | +0.1% | -2.80% | Trim | |
| 26 | ✓ | +0.1% | — | Unchanged | |
| 27 | ✓ | +0.1% | -5.39% | Trim | |
| 28 | ✓ | 0% | +0.45% | Add | |
| 29 | SUB | Ishares Short-term National | 0% | +6.20% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -1.88% | Trim |
| 31 | GLW | Corning Inc | 0% | +35.00% | Add |
| 32 | ✓ | 0% | +38.78% | Add | |
| 33 | AMD | Advanced Micro Devices | 0% | -0.89% | Trim |
| 34 | ✓ | 0% | -2.09% | Trim | |
| 35 | TJX | Tjx Companies Inc | 0% | -1.99% | Trim |
| 36 | ✓ | 0% | — | Unchanged | |
| 37 | ✓ | 0% | +1.65% | Add | |
| 38 | USB | US Bancorp | 0% | -1.19% | Trim |
| 39 | MS | Morgan Stanley | 0% | +6.45% | Add |
| 40 | DHR | Danaher CORP | 0% | +2.26% | Add |
| 41 | ✓ | 0% | +38.41% | Add | |
| 42 | TXN | Texas Instruments Inc | 0% | +20.28% | Add |
| 43 | ✓ | 0% | +1.76% | Add | |
| 44 | QCOM | Qualcomm Inc | 0% | +26.24% | Add |
| 45 | IOO | Ishares Global 100 ETF | 0% | +1.43% | Add |
| 46 | ROBO | Robo Global Robotics And Aut | 0% | +3.99% | Add |
| 47 | INTC | Intel CORP | 0% | -0.45% | Trim |
| 48 | CVS | Cvs Health CORP | 0% | +6.07% | Add |
| 49 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 50 | SCHP | Schwab U.s. Tips ETF | 0% | +4.01% | Add |
According to official SEC Form 13F filings, Curbstone Financial Management Corp reported a total U.S. public equity portfolio value of $578.8M across 201 disclosed positions in Q4 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 , SCHF, ) accounted for 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
PEGA
市值: $2.1M
Top Position Liquidated / Trimmed
前期市值: $2.0M
During Q4 2025, Curbstone Financial Management Corp's top holdings by market value included (7.4%)、SCHF (3.7%)、 (3.6%). The largest single position, , represented 7.4% of total portfolio value.
In Q4 2025, Curbstone Financial Management Corp made 169 total portfolio adjustments, initiating 14 new buys, adding to 49 positions, trimming 84 holdings, and fully liquidating 22 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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