Curbstone Financial Management Corp Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$520.1B

Holdings

209

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
1
BWXSPDR Bloomberg Inter Floating
1,201,976$37.1B7.13%
2
MDYSPDR S&P Mid Cap 400 ETF (MDY)
31,178$18.6B3.57%
3
SCHFSchwab International Equity ET
788,475$18.4B3.53%
4
VOOVanguard S&P 500 ETF (VOO)
28,370$17.4B3.34%
5
SCHGSchwab US Large Cap Growth ETF
516,903$16.5B3.17%
6
Vanguard Short Ter Corp Bd ETF
204,016$16.3B3.14%
7
AAPLApple Inc (AAPL)
62,623$15.9B3.07%
8
SCHMSchwab US Mid Cap ETF (SCHM)
486,619$14.4B2.77%
9
SCHDSchwab US Dividend Equity ETF
454,206$12.4B2.38%
10
MSFTMicrosoft Corp (MSFT)
22,510$11.7B2.24%
11
Alphabet Inc Class C (GOOG)
38,035$9.3B1.78%
12
SCHASchwab US Small Cap ETF (SCHA)
316,502$8.8B1.70%
13
VGITVanguard Intermediate Corp ETF
100,082$8.4B1.62%
14
SCHBSchwab US Broad Mkt ETF (SCHB)
308,184$7.9B1.52%
15
AMZNAmazon Inc (AMZN)
35,642$7.8B1.50%
16
SPLVInvesco SP 500 Equal Weight ET
37,733$7.2B1.38%
17
SCHXSchwab US Large Cap ETF (SCHX)
271,480$7.2B1.37%
18
JP Morgan Chase & Co (JPM)
21,696$6.8B1.32%
19
MCIBarings Corporate Investors (M
294,534$6.1B1.18%
20
TIPIShares TIPS ETF (TIP)
52,304$5.8B1.12%
21
Cisco Systems (CSCO)
75,660$5.2B1.00%
22
SCHPSchwab US TIPS ETF (SCHP)
189,670$5.1B0.98%
23
TJXTJX Companies (TJX)
34,104$4.9B0.95%
24
JNJJohnson & Johnson (JNJ)
25,912$4.8B0.92%
25
XOMExxon Mobil Corp (XOM)
40,918$4.6B0.89%
26
SPYSPDR S&P 500 ETF (SPY)
6,767$4.5B0.87%
27
RTXRTX Corp (RTX)
26,068$4.4B0.84%
28
BRK/BBerkshire Hathaway B (BRKB)
8,228$4.1B0.80%
29
MUBIShares Nat'l Muni Bond ETF (M
38,792$4.1B0.79%
30
SUBIShares Short Term Nat'l Muni
37,910$4.0B0.78%
31
PFFiShares Preferred Income Sec E
120,763$3.8B0.73%
32
VVISA Inc CL A (V)
11,136$3.8B0.73%
33
KKRKKR & Co (KKR)
29,118$3.8B0.73%
34
VBKVanguard Small Cap Growth ETF
12,620$3.8B0.72%
35
EFAIShares MSCI EAFE ETF (EFA)
39,833$3.7B0.72%
36
NVDANvidia (NVDA)
19,408$3.6B0.70%
37
CHKPCheck Point Software (CHKP)
16,578$3.4B0.66%
38
IGSBiShares 1-5 Yr Inv Grade Corp
63,890$3.4B0.65%
39
PGProcter & Gamble (PG)
21,598$3.3B0.64%
40
PEPPepsico (PEP)
23,076$3.2B0.62%
41
SCHZSchwab US Aggregate Bond ETF (
133,700$3.1B0.60%
42
ABTAbbott Labs (ABT)
23,224$3.1B0.60%
43
ORCLOracle Corp (ORCL)
10,646$3.0B0.58%
44
SCHESchwab Emerging Mkts Equity ET
86,850$2.9B0.56%
45
LLYEli Lilly (LLY)
3,704$2.8B0.54%
46
HYHyster-Yale Inc (HY)
73,490$2.7B0.52%
47
HDHome Depot Inc (HD)
6,530$2.6B0.51%
48
IVViShares CORE S&P 500 ETF (IVV)
3,832$2.6B0.49%
49
ABBVAbbvie Inc (ABBV)
11,067$2.6B0.49%
50
VXFVanguard Extended Market ETF (
11,870$2.5B0.48%
51
HACKAmplify Cybersecurity ETF (HAC
28,350$2.5B0.47%
52
ADSKAutodesk Inc (ADSK)
7,700$2.4B0.47%
53
NCNacco Industries Cl A (NC)
57,542$2.4B0.47%
54
VRSKVerisk Analytics Inc Cl A (VRS
9,470$2.4B0.46%
55
SYYSysco Corp (SYY)
28,894$2.4B0.46%
56
JPXAerovironment (AVAV)
7,520$2.4B0.46%
57
IOOIShares Global 100 ETF (IOO)
18,880$2.3B0.44%
58
Alphabet Inc Class A (GOOGL)
9,288$2.3B0.43%
59
HONHoneywell International Inc (H
10,530$2.2B0.43%
60
CVXChevron Corp (CVX)
13,570$2.1B0.41%
61
NEENextEra Energy (NEE)
27,548$2.1B0.40%
62
BBEUJPMorgan BetaBuilders Europe E
29,680$2.1B0.40%
63
DISWalt Disney Corp (DIS)
17,558$2.0B0.39%
64
MRKMerck & Co (MRK)
23,844$2.0B0.38%
65
PSXPhillips 66 (PSX)
14,604$2.0B0.38%
66
PLTRPalantir Technologies Cl A (PL
10,840$2.0B0.38%
67
HBBHamilton Beach Brands Class A
136,898$2.0B0.38%
68
PHOInvesco Water Resources ETF (P
26,700$1.9B0.37%
69
Ulta Beauty Inc (ULTA)
3,380$1.8B0.36%
70
AVGOBroadcom Inc (AVGO)
5,580$1.8B0.35%
71
USBUS Bancorp (USB)
37,782$1.8B0.35%
72
BMOBank Montreal (BMO)
13,834$1.8B0.35%
73
ZTSZoetis Inc (ZTS)
11,790$1.7B0.33%
74
KOCoca-Cola (KO)
25,496$1.7B0.33%
75
MCDMcDonalds (MCD)
5,334$1.6B0.31%
76
WMTWalmart Inc (WMT)
15,068$1.6B0.30%
77
WYWeyerhauser (WY)
62,620$1.6B0.30%
78
ROBORobo Global Robotics & Automat
23,540$1.5B0.30%
79
HOLXHologic Inc (HOLX)
22,596$1.5B0.29%
80
BACBank of America (BAC)
29,252$1.5B0.29%
81
INTCIntel Corp (INTC)
44,563$1.5B0.29%
82
OEFiShares S&P 100 ETF (OEF)
4,410$1.5B0.28%
83
VZVerizon Communications (VZ)
33,150$1.5B0.28%
84
ITWIllinois Tool Works (ITW)
5,444$1.4B0.27%
85
VEUVanguard FTSE All World ex US
19,778$1.4B0.27%
86
ADPAutomatic Data Processing (ADP
4,790$1.4B0.27%
87
CLColgate Palmolive (CL)
16,890$1.4B0.26%
88
UTXTrex Co (TREX)
25,620$1.3B0.25%
89
Sprouts Farmers Markets (SFM)
11,830$1.3B0.25%
90
GEGE Aerospace (GE)
4,262$1.3B0.25%
91
FASTFastenal Co (FAST)
26,114$1.3B0.25%
92
PFEPfizer Inc (PFE)
49,645$1.3B0.24%
93
CARRCarrier Global Corp (CARR)
21,098$1.3B0.24%
94
TSMTaiwan Semiconductor Manufactu
4,498$1.3B0.24%
95
CMCSAComcast Cl A (CMCSA)
39,804$1.3B0.24%
96
LVLNSPDR Portfolio S&P400 Mid Cap
21,700$1.2B0.24%
97
SJMSmucker JM Co (SJM)
11,178$1.2B0.23%
98
AFLAFLAC INC (AFL)
10,850$1.2B0.23%
99
CSGSCSG Systems (CSGS)
18,620$1.2B0.23%
100
BXBlackstone Inc (BX)
6,758$1.2B0.22%
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