Curbstone Financial Management Corp Portfolio Holdings
Curbstone Financial Management Corp
- $481 Million
- Q2 2025
Curbstone Financial Management Corp has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $481 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Investment Grad with a value of $34.5M, Spdr S&P Midcap 400 ETF Trust with a value of $17.5M, Schwab Strategic Tr Intl Eqty with a value of $17.3M, Vanguard Index Fds S&P 500 ETF with a value of $16.1M, and Vanguard Sht Term Corp Bd ETF with a value of $15.9M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $470M to 481M.
Below you can find more details about Curbstone Financial Management Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 200
- Current Value $481 Million
- Prior Value $470 Million
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 17 stocks
- Additional Purchases 36 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks