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 $522.6M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLRN ($39.1M, 7.48%), SCHF ($20.3M, 3.89%), MDY ($19.2M, 3.68%), VCSH ($16.6M, 3.17%), SCHM ($16.0M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLRN | SPDR Bloomberg Inter Floating | $39.1M | 7.48% | 1.3M | Added |
| 2 | SCHF | Schwab International Equity ET | $20.3M | 3.89% | 821,161 | Added |
| 3 | MDY | SPDR S&P Mid Cap 400 ETF (MDY) | $19.2M | 3.68% | 31,188 | Trimmed |
| 4 | VCSH | Vanguard Short Ter Corp Bd ETF | $16.6M | 3.17% | 208,934 | Trimmed |
| 5 | SCHM | Schwab US Mid Cap ETF (SCHM) | $16.0M | 3.05% | 515,319 | Added |
| 6 | VOO | Vanguard S&P 500 ETF (VOO) | $15.5M | 2.97% | 25,972 | Trimmed |
| 7 | SCHD | Schwab US Dividend Equity ETF | $15.5M | 2.97% | 505,810 | Added |
| 8 | AAPL | Apple Inc (AAPL) | $15.3M | 2.93% | 60,431 | Trimmed |
| 9 | SCHG | Schwab US Large Cap Growth ETF | $14.9M | 2.86% | 512,255 | Added |
| 10 | VCIT | Vanguard Intermediate Corp ETF | $11.2M | 2.15% | 135,928 | Added |
| 11 | GOOG | Alphabet Inc Class C (GOOG) | $9.8M | 1.87% | 34,027 | Trimmed |
| 12 | SCHA | Schwab US Small Cap ETF (SCHA) | $9.5M | 1.82% | 327,468 | Added |
| 13 | MSFT | Microsoft Corp (MSFT) | $8.2M | 1.57% | 22,128 | Added |
| 14 | RSP | Invesco SP 500 Equal Weight ET | $7.6M | 1.45% | 39,467 | Added |
| 15 | SCHB | Schwab US Broad Mkt ETF (SCHB) | $7.6M | 1.45% | 302,522 | Trimmed |
| 16 | AMZN | Amazon Inc (AMZN) | $7.2M | 1.39% | 34,790 | Trimmed |
| 17 | SCHX | Schwab US Large Cap ETF (SCHX) | $7.1M | 1.37% | 278,800 | Trimmed |
| 18 | XOM | Exxon Mobil Corp (XOM) | $6.6M | 1.26% | 38,964 | Trimmed |
| 19 | JPM | JP Morgan Chase & Co (JPM) | $6.3M | 1.21% | 21,420 | Trimmed |
| 20 | JNJ | Johnson & Johnson (JNJ) | $6.2M | 1.19% | 25,366 | Trimmed |
| 21 | TIP | IShares TIPS ETF (TIP) | $5.9M | 1.13% | 53,340 | Trimmed |
| 22 | CSCO | Cisco Systems (CSCO) | $5.8M | 1.11% | 74,762 | Trimmed |
| 23 | SCHP | Schwab US TIPS ETF (SCHP) | $5.4M | 1.04% | 204,170 | Added |
| 24 | TJX | TJX Companies (TJX) | $5.2M | 0.99% | 32,424 | Trimmed |
| 25 | MUB | IShares Nat'l Muni Bond ETF (M | $5.0M | 0.95% | 46,992 | Added |
Source: SEC Form 13F filings · as of 2026-03-31