Curbstone Financial Management Corp
•CIK: 1608057•Filing: Q4 2025
**Curbstone Financial Management Corp** manages $523M across a diversified portfolio of 200 positions. The fund exhibits significant concentration in technology and fixed income, with top holdings including BCS at $38.6M and SCHF at $19.6M. Notable allocations also feature MDY ($18.9M), AAPL ($16.9M), and a combined $33.4M exposure to broad market ETFs like VOO and SCHG. This structure suggests a tactical approach balancing large-cap growth exposure with defensive fixed income plays.
Total AUM
$522.7M
QoQ Performance
+0.5%
Positions
200
Top 10 Concentration
35.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPDR
SPDR7.4%
SCHF3.7%
SPDR3.6%
AAPL3.2%
Vanguard3.2%
VOO3.2%
SCHG3.2%
SCHM2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.9%
Technology9.9%
Healthcare4.4%
ETF3.7%
Consumer3.0%
Industrial1.2%
Financial1.1%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
—
Palantir Technologies Cl A (PL
SOLD
$2.0M
—
Invesco Bulletshares 2025 Corp
SOLD
$1.1M
—
Garmin Ltd (GRMN)
SOLD
$1.0M
+17 more exited positions
Changes from Q3 2025
NEW14 new positions
↑56 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023