Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curbstone Financial Management Corp (CIK 1608057) reported $587.0M across 215 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FLRN ($40.2M, 6.86%), SCHF ($22.7M, 3.87%), MDY ($20.7M, 3.53%), SCHM ($19.1M, 3.26%), AAPL ($19.2M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLRN | SPDR Bloomberg Inter Floating | $40.2M | 6.86% | 1.3M | Added |
| 2 | SCHF | Schwab International Equity ET | $22.7M | 3.87% | 819,861 | Trimmed |
| 3 | MDY | SPDR S&P Mid Cap 400 ETF (MDY) | $20.7M | 3.53% | 29,434 | Trimmed |
| 4 | SCHM | Schwab US Mid Cap ETF (SCHM) | $19.1M | 3.26% | 518,787 | Added |
| 5 | AAPL | Apple Inc (AAPL) | $19.2M | 3.26% | 66,181 | Added |
| 6 | VOO | Vanguard S&P 500 ETF (VOO) | $17.9M | 3.05% | 26,032 | Added |
| 7 | SCHG | Schwab US Large Cap Growth ETF | $17.2M | 2.94% | 509,595 | Trimmed |
| 8 | VCSH | Vanguard Short Ter Corp Bd ETF | $16.3M | 2.77% | 205,960 | Trimmed |
| 9 | SCHD | Schwab US Dividend Equity ETF | $15.8M | 2.69% | 498,692 | Trimmed |
| 10 | GOOG | Alphabet Inc Class C (GOOG) | $11.7M | 2.00% | 33,157 | Trimmed |
| 11 | VCIT | Vanguard Intermediate Corp ETF | $11.4M | 1.95% | 138,508 | Added |
| 12 | MSFT | Microsoft Corp (MSFT) | $11.4M | 1.94% | 30,528 | Added |
| 13 | SCHA | Schwab US Small Cap ETF (SCHA) | $11.2M | 1.91% | 310,768 | Trimmed |
| 14 | CSCO | Cisco Systems (CSCO) | $9.9M | 1.68% | 83,994 | Added |
| 15 | SCHB | Schwab US Broad Mkt ETF (SCHB) | $8.8M | 1.50% | 304,592 | Added |
| 16 | SCHX | Schwab US Large Cap ETF (SCHX) | $8.3M | 1.41% | 280,700 | Added |
| 17 | AMZN | Amazon Inc (AMZN) | $8.2M | 1.39% | 34,300 | Trimmed |
| 18 | RSP | Invesco SP 500 Equal Weight ET | $8.1M | 1.38% | 37,991 | Trimmed |
| 19 | JNJ | Johnson & Johnson (JNJ) | $7.8M | 1.33% | 30,788 | Added |
| 20 | JPM | JP Morgan Chase & Co (JPM) | $7.4M | 1.27% | 22,720 | Added |
| 21 | INTC | Intel Corp (INTC) | $6.5M | 1.12% | 46,889 | Added |
| 22 | TIP | IShares TIPS ETF (TIP) | $5.9M | 1.01% | 54,088 | Added |
| 23 | XOM | Exxon Mobil Corp (XOM) | $5.6M | 0.96% | 41,214 | New |
| 24 | SCHP | Schwab US TIPS ETF (SCHP) | $5.5M | 0.93% | 206,870 | Added |
| 25 | MCI | Barings Corporate Investors (M | $5.1M | 0.86% | 287,734 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30