Curbstone Financial Management Corp Portfolio Holdings

Curbstone Financial Management Corp

  • $513 Million
  • Q3 2025

Curbstone Financial Management Corp has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $513 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Investment Grad with a value of $37.1M, Spdr S&P Midcap 400 ETF Trust with a value of $18.6M, Schwab Strategic Tr Intl Eqty with a value of $18.4M, Vanguard Index Fds S&P 500 ETF with a value of $17.4M, and Schwab Strategic Tr Us Large C with a value of $16.5M.

Examining the 13F form we can see an increase of $32.9M in the current position value, from $481M to 513M.

Below you can find more details about Curbstone Financial Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $513 Million
ETFs: $269 Million
Technology: $63.5 Million
Financial Services: $38.4 Million
Industrials: $31.7 Million
Healthcare: $28.8 Million
Consumer Cyclical: $26.7 Million
Consumer Defensive: $20.5 Million
Communication Services: $17.4 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Airborn Wireless (Abwn)
-
$0 0.0% of portfolio
-
Q1 2025 New
Globalstar Inc (Gsat)
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 13.7%
Primary Hydrogen Corp (Hnatf)
-
$0 0.0% of portfolio
-
Q2 2025 New
Ge Vernova Inc (Gev)
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.89%
I Shares Muni Bd 2029 (Ibmr)
-
$0 0.0% of portfolio
-
Q3 2025 Added 15.37%
Amplify Cybersecurity ETF (Hac
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.61%
Sealsq Corp (Laes)
-
$0 0.0% of portfolio
-
Q3 2025 Added 62.16%
$24.9M
$0 0.0% of portfolio
-
Q1 2025 New
Linde PLC (Lin)
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.7%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $513 Million
  • Prior Value $481 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
Track This Portfolio

Track Curbstone Financial Management Corp Portfolio

Follow Curbstone Financial Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curbstone Financial Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Curbstone Financial Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email