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Funds / Curbstone Financial Management Corp
Institutional Fund

Curbstone Financial Management Corp

Manchester, NHCIK 16080575 filings on record

Portfolio Value
$522.64M
Q1 2026
Holdings
202
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.0%
from $522.66M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr Series Trust7.5%
  • Schwab Strategic Tr3.9%
  • Spdr S&P Midcap 400 ETF Tr3.7%
  • Vanguard Scottsdale Fds3.2%
  • Schwab Strategic Tr3.1%
  • Vanguard Index Fds3.0%
  • Other75.8%

Portfolio Holdings

202 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr Series Trust1.27M$39.11M7.5%+13.6KAdded
2Schwab Strategic Tr821.2K$20.32M3.9%+7.0KAdded
3Spdr S&P Midcap 400 ETF Tr31.2K$19.24M3.7%130Reduced
4Vanguard Scottsdale Fds208.9K$16.56M3.2%2.0KReduced
5Schwab Strategic Tr515.3K$15.95M3.1%+17.4KAdded
6Vanguard Index Fds26.0K$15.52M3.0%480Reduced
7Schwab Strategic Tr505.8K$15.52M3.0%+15.6KAdded
8Apple Inc60.4K$15.34M2.9%1.7KReduced
9Schwab Strategic Tr512.3K$14.92M2.9%+6.0KAdded
10Vanguard Scottsdale Fds135.9K$11.25M2.2%+10.0KAdded

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