Curbstone Financial Management Corp

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CIK 1608057

13F portfolio (2026-Q1)

$523M

Positions

202

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

201

Top 5

21.3%

Top 10

35.2%

Effective N

52.9

HHI

0.019

This quarter

10 new · 0 exit →

By sector

Unclassified57.1%

Information Technology11.3%

Consumer Discretionary5.9%

Financials5.5%

Health Care4.7%

Industrials4.3%

Communication Services3.6%

Energy3.0%

Other4.6%

By market cap

Unknown58.1%

Mega (>$200B)23.3%

Large ($10–200B)15.4%

Small ($300M–2B)1.7%

Mid ($2–10B)1.4%

By region

Other57.1%

North America41.9%

Middle East0.4%

Europe0.4%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	57.88%	75
Technology Hardware & Equipment	4.52%	5
Pharmaceuticals & Biotechnology	4.38%	12
Specialty Retail	4.25%	9
Software & IT Services	3.13%	5
Banks	2.92%	9
Software	2.90%	7
Oil, Gas & Consumable Fuels	2.39%	4
Semiconductors & Semiconductor Equipment	2.28%	8
Aerospace & Defense	1.90%	7
Machinery	1.71%	7
Chemicals	1.34%	6
Beverages	1.06%	2
Capital Markets	0.82%	3
Electrical Equipment & Components	0.81%	5
Commercial Services & Supplies	0.73%	2
Diversified Telecommunication Services	0.71%	3
Utilities	0.65%	3
Coal & Consumable Fuels	0.57%	1
Hotels, Restaurants & Leisure	0.51%	2
Health Care Equipment & Supplies	0.50%	4
Household Durables	0.50%	1
Distributors	0.48%	2
Road & Rail	0.46%	4
Metals & Mining	0.41%	3
Paper & Forest Products	0.39%	2
Insurance	0.33%	2
Entertainment	0.31%	1
Food & Staples Retailing	0.30%	2
Equity Real Estate Investment Trusts (REITs)	0.23%	1
Automobiles & Components	0.21%	1
Food Products	0.18%	1
Media & Entertainment	0.18%	1
Communications Equipment	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	FLRN	SPDR SERIES TRUST	Unclassified	7.48%
2	SCHF	SCHWAB STRATEGIC TR	Unclassified	3.89%
3	MDY	SPDR S&P MIDCAP 400 ETF TR	Unclassified	3.68%
4	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	3.17%
5	SCHM	SCHWAB STRATEGIC TR	Unclassified	3.05%
6	VOO	VANGUARD INDEX FDS	Unclassified	2.97%
7	SCHD	SCHWAB STRATEGIC TR	Unclassified	2.97%
8	AAPL	Apple Inc.	Information Technology	2.93%
9	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	2.86%
10	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.15%

127/201 names classified · sector 42.9% of weight · industry 42.1% · mkt cap 41.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 49 quarters

Information TechnologyAAPL, MSFT, CSCO, INTC, NVDA · other

Health CareJNJ, ABT, LLY, GILD, INGN · other

Consumer DiscretionaryAMZN, TJX, HD, SYY, TGT · other

FinancialsBRK.B, JPM, BMO, KKR, V · other

IndustrialsHY, MMM, HON, RTX, KFY · other

Communication ServicesGOOG, DIS, VZ, T, GOOGL · other

Consumer StaplesPEP, CVS, SJM, HRL, CAG · other

EnergyXOM, CVX, NC, PSX, SLB · other

MaterialsPG, SON, CL, TREX, CE · other

Real EstateWY, DOC, NEN, PSA, CCI · other

UtilitiesNEE, PPL, D, NGG, KMI · other

UnclassifiedVCSH, MDY, FLRN, VCIT, IGSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 42.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 40% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (117 classified)Curbstone Financial Management Corp centroid (Large Core)

Information TechnologyConsumer DiscretionaryHealth CareIndustrialsFinancialsCommunication ServicesEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for Curbstone Financial Management Corp: centroid Large Core. Heaviest cells: Large Core 11.7%, Large Growth 10.8%, Large Value 9.6%.

Classified: 39.9% of book weight (117/200 names) · unclassified 60.1%: FLRN, SCHF, MDY, VCSH, SCHM, VOO, SCHD, SCHG, VCIT, SCHA +73 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 202 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	FLRNSPDR SERIES TRUST	1,270,626	$39M	7.5%	HOLD
2	SCHFSCHWAB STRATEGIC TR	821,161	$20M	3.9%	HOLD
3	MDYSPDR S&P MIDCAP 400 ETF TR	31,188	$19M	3.7%	HOLD
4	VCSHVANGUARD SCOTTSDALE FDS	208,934	$17M	3.2%	HOLD
5	SCHMSCHWAB STRATEGIC TR	515,319	$16M	3.1%	ADD 3%
6	VOOVANGUARD INDEX FDS	25,972	$16M	3.0%	HOLD
7	SCHDSCHWAB STRATEGIC TR	505,810	$16M	3.0%	ADD 3%
8	AAPLAPPLE INC	60,431	$15M	2.9%	TRIM −3%
9	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	512,255	$15M	2.9%	HOLD
10	VCITVANGUARD SCOTTSDALE FDS	135,928	$11M	2.2%	ADD 8%
11	GOOGALPHABET INC	34,027	$10M	1.9%	TRIM −4%
12	SCHASCHWAB STRATEGIC TR	327,468	$10M	1.8%	HOLD
13	MSFTMICROSOFT CORP	22,128	$8M	1.6%	HOLD
14	SCHBSCHWAB STRATEGIC TR	302,522	$8M	1.5%	HOLD
15	RSPINVESCO EXCHANGE TRADED FD T	39,467	$8M	1.4%	ADD 3%
16	AMZNAMAZON COM INC	34,790	$7M	1.4%	HOLD
17	SCHXSCHWAB U.S. LARGE-CAP ETF	278,800	$7M	1.4%	HOLD
18	XOMEXXON MOBIL CORP	38,964	$7M	1.3%	TRIM −3%
19	JPMJPMORGAN CHASE & CO	21,420	$6M	1.2%	TRIM −3%
20	JNJJOHNSON & JOHNSON	25,366	$6M	1.2%	HOLD
21	TIPISHARES TR	53,340	$6M	1.1%	HOLD
22	CSCOCISCO SYS INC	74,762	$6M	1.1%	HOLD
23	SCHPSCHWAB STRATEGIC TR	204,170	$5M	1.0%	ADD 3%
24	TJXTJX COS INC NEW	32,424	$5M	1.0%	TRIM −3%
25	MUBISHARES TR	46,992	$5M	1.0%	ADD 12%
26	MCIBARINGS CORPORATE INVS	289,134	$5M	1.0%	HOLD
27	RTXRTX CORPORATION	24,988	$5M	0.9%	HOLD
28	BBEUJ P MORGAN EXCHANGE TRADED F BETABUILDERS EUR	63,980	$5M	0.9%	HOLD
29	SCHZSCHWAB STRATEGIC TR	187,500	$4M	0.8%	ADD 21%
30	SUBISHARES TR	40,460	$4M	0.8%	HOLD
31	SPYSTATE STR SPDR S&P 500 ETF T	6,299	$4M	0.8%	TRIM −3%
32	BRK.BBERKSHIRE HATHAWAY INC DEL	8,278	$4M	0.8%	HOLD
33	EFAISHARES TR	39,833	$4M	0.7%	HOLD
34	VBKVANGUARD INDEX FDS	12,130	$4M	0.7%	TRIM −3%
35	PFFISHARES TR	119,793	$4M	0.7%	HOLD
36	PEPPEPSICO INC	23,328	$4M	0.7%	HOLD
37	HYHYSTER-YALE INC	107,398	$3M	0.7%	ADD 46%
38	VVISA INC	11,182	$3M	0.6%	HOLD
39	NVDANVIDIA CORPORATION	19,270	$3M	0.6%	HOLD
40	IGSBISHARES TR	63,190	$3M	0.6%	HOLD
41	PGPROCTER AND GAMBLE CO	21,390	$3M	0.6%	HOLD
42	LLYELI LILLY & CO	3,352	$3M	0.6%	HOLD
43	SCHESCHWAB STRATEGIC TR	91,744	$3M	0.6%	HOLD
44	NCNACCO INDS INC	57,542	$3M	0.6%	HOLD
45	MRKMERCK & CO INC	24,064	$3M	0.6%	HOLD
46	CVXCHEVRON CORP NEW	13,406	$3M	0.5%	HOLD
47	GOOGLALPHABET INC	9,278	$3M	0.5%	TRIM −3%
48	PSXPHILLIPS 66	14,454	$3M	0.5%	HOLD
49	IVVISHARES TR	3,976	$3M	0.5%	ADD 4%
50	HBBHAMILTON BEACH BRANDS HLDG C	136,898	$3M	0.5%	HOLD
51	KKRKKR & CO INC	27,888	$3M	0.5%	HOLD
52	NEENEXTERA ENERGY INC	27,438	$3M	0.5%	ADD 2%
53	ABTABBOTT LABS	23,854	$2M	0.5%	ADD 3%
54	HONHONEYWELL INTL INC	10,390	$2M	0.4%	HOLD
55	IOOIShares S&P Global 100 Index ETF	19,150	$2M	0.4%	HOLD
56	ABBVABBVIE INC	10,581	$2M	0.4%	HOLD
57	HDHOME DEPOT INC	6,490	$2M	0.4%	HOLD
58	SYYSYSCO CORP	28,224	$2M	0.4%	HOLD
59	CHKPCHECK POINT SOFTWARE TECH LT	13,798	$2M	0.4%	HOLD
60	INTCINTEL CORP	44,363	$2M	0.4%	HOLD
61	USBUS BANCORP	37,182	$2M	0.4%	HOLD
62	KOCOCA COLA CO	24,996	$2M	0.4%	HOLD
63	BMOBANK MONTREAL MEDIUM	13,634	$2M	0.4%	HOLD
64	HACKAMPLIFY ETF TR	24,390	$2M	0.4%	HOLD
65	WMTWALMART INC	14,574	$2M	0.3%	HOLD
66	ADSKAUTODESK INC	7,550	$2M	0.3%	HOLD
67	PHOINVESCO EXCHANGE TRADED FD T	26,700	$2M	0.3%	HOLD
68	ROBOEXCHANGE TRADED CONCEPTS TRU	25,166	$2M	0.3%	ADD 3%
69	ULTAULTA BEAUTY INC	3,250	$2M	0.3%	TRIM −4%
70	AVGOBROADCOM INC	5,450	$2M	0.3%	HOLD
71	IBMRISHARES TR	66,170	$2M	0.3%	ADD 10%
72	MCDMCDONALDS CORP	5,344	$2M	0.3%	HOLD
73	DISDISNEY WALT CO	16,850	$2M	0.3%	HOLD
74	VZVERIZON COMMUNICATIONS INC	32,118	$2M	0.3%	HOLD
75	PEGAPEGASYSTEMS INC	35,904	$2M	0.3%	HOLD
76	VEUVANGUARD INTL EQUITY INDEX F	20,028	$2M	0.3%	HOLD
77	ORCLORACLE CORP	10,106	$1M	0.3%	HOLD
78	VRSKVERISK ANALYTICS INC	7,810	$1M	0.3%	HOLD
79	ITWILLINOIS TOOL WKS INC	5,636	$1M	0.3%	HOLD
80	GSATGLOBALSTAR INC	22,000	$1M	0.3%	HOLD
81	CLCOLGATE PALMOLIVE CO	16,840	$1M	0.3%	HOLD
82	TXNTEXAS INSTRS INC	7,332	$1M	0.3%	HOLD
83	OEFISHARES TR	4,410	$1M	0.3%	HOLD
84	TSMTAIWAN SEMICONDUCTOR MFG LTD	4,066	$1M	0.3%	HOLD
85	BACBANK AMERICA CORP	27,638	$1M	0.3%	HOLD
86	ZTSZOETIS INC	11,260	$1M	0.3%	HOLD
87	HOLXHOLOGIC INC	17,546	$1M	0.3%	HOLD
88	SPMDSPDR SERIES TRUST	21,250	$1M	0.2%	HOLD
89	SONSONOCO PRODS CO	23,010	$1M	0.2%	HOLD
90	TGTTARGET CORP	10,058	$1M	0.2%	HOLD
91	PFEPFIZER INC	43,297	$1M	0.2%	TRIM −3%
92	GLWCORNING INC	8,926	$1M	0.2%	TRIM −2%
93	GEGE AEROSPACE	4,262	$1M	0.2%	HOLD
94	WYWEYERHAEUSER CO	48,898	$1M	0.2%	HOLD
95	CARRCARRIER GLOBAL CORPORATION	21,098	$1M	0.2%	HOLD
96	GEVGE VERNOVA INC	1,336	$1M	0.2%	HOLD
97	FASTFASTENAL CO	24,964	$1M	0.2%	HOLD
98	IDVISHARES TR	27,010	$1M	0.2%	ADD 20%
99	AFLAFLAC INC	10,470	$1M	0.2%	HOLD
100	CVSCVS HEALTH CORP	15,732	$1M	0.2%	HOLD
101	GMGENERAL MTRS CO	14,614	$1M	0.2%	TRIM −2%
102	STTSTATE STR CORP	8,550	$1M	0.2%	HOLD
103	BMYBRISTOL-MYERS SQUIBB CO	17,744	$1M	0.2%	ADD 2%
104	STIPISHARES TR	10,250	$1M	0.2%	HOLD
105	SCHHSCHWAB STRATEGIC TR	49,132	$1M	0.2%	HOLD
106	SDYSPDR SER TR	7,150	$1M	0.2%	HOLD
107	BNYBANK NEW YORK MELLON CORP	8,650	$1M	0.2%	HOLD
108	CSG SYS INTL INC	12,610	$1M	0.2%	HOLD
109	SBUXSTARBUCKS CORP	11,136	$997,674	0.2%	HOLD
110	SUSAISHARES TR	7,146	$943,987	0.2%	HOLD
111	ADPAUTOMATIC DATA PROCESSING IN	4,640	$942,755	0.2%	HOLD
112	COSTCOSTCO WHSL CORP NEW	942	$938,637	0.2%	ADD 3%
113	MSMORGAN STANLEY	5,676	$934,099	0.2%	HOLD
114	SJMSMUCKER J M CO	9,678	$933,346	0.2%	TRIM −5%
115	CMCSACOMCAST CORP NEW	32,194	$924,290	0.2%	HOLD
116	IBMINTERNATIONAL BUSINESS MACHS	3,778	$915,749	0.2%	ADD 3%
117	VTIVANGUARD INDEX FDS	2,820	$904,788	0.2%	HOLD
118	IBMQISHARES TR	34,950	$892,273	0.2%	HOLD
119	VNQVANGUARD INDEX FDS	9,814	$870,502	0.2%	HOLD
120	DHRDANAHER CORP DEL	4,516	$856,234	0.2%	HOLD
121	AVAVAEROVIRONMENT INC	4,670	$854,843	0.2%	TRIM −3%
122	VOVANGUARD INDEX FDS	2,970	$852,925	0.2%	HOLD
123	RFREGIONS FINANCIAL CORP NEW	32,250	$842,370	0.2%	HOLD
124	CATCATERPILLAR INC	1,182	$837,400	0.2%	TRIM −3%
125	LOWLOWES COS INC	3,492	$825,090	0.2%	HOLD
126	MMM3M CO	5,618	$815,902	0.2%	HOLD
127	MPVBARINGS PARTN INVS	47,140	$807,980	0.2%	HOLD
128	BEBLOOM ENERGY CORP	5,906	$800,204	0.2%	HOLD
129	EIRLISHARES TR	11,390	$784,279	0.2%	HOLD
130	BXBLACKSTONE INC	6,726	$773,423	0.1%	HOLD
131	TREXTREX CO INC	21,170	$771,011	0.1%	HOLD
132	ULUNILEVER PLC	13,508	$769,551	0.1%	HOLD
133	IBMPISHARES TR	30,060	$764,726	0.1%	HOLD
134	NSCNORFOLK SOUTHN CORP	2,664	$764,568	0.1%	HOLD
135	CRMSALESFORCE INC	4,036	$753,400	0.1%	HOLD
136	ADIANALOG DEVICES INC	2,334	$742,539	0.1%	HOLD
137	IBDRISHARES TR	29,874	$724,146	0.1%	ADD 38%
138	TMOTHERMO FISHER SCIENTIFIC INC	1,466	$720,583	0.1%	TRIM −6%
139	BWXTBWX TECHNOLOGIES INC	3,500	$715,715	0.1%	HOLD
140	LINLINDE PLC	1,404	$696,047	0.1%	HOLD
141	SPHDINVESCO EXCH TRADED FD TR II	14,000	$694,540	0.1%	HOLD
142	AMGNAMGEN INC	1,954	$687,515	0.1%	TRIM −2%
143	SYKSTRYKER CORPORATION	2,068	$679,524	0.1%	HOLD
144	AMDADVANCED MICRO DEVICES INC	3,332	$677,924	0.1%	HOLD
145	VICRVICOR CORP	4,200	$676,200	0.1%	HOLD
146	IBDUISHARES TR	28,742	$668,539	0.1%	ADD 4%
147	IBDTISHARES TR	25,700	$650,981	0.1%	ADD 55%
148	ETNEATON CORP PLC	1,800	$643,806	0.1%	TRIM −3%
149	UPSUNITED PARCEL SERVICE INC	6,512	$640,651	0.1%	HOLD
150	NVSNOVARTIS AG	4,194	$640,633	0.1%	TRIM −3%
151	LMATLEMAITRE VASCULAR INC	5,750	$627,727	0.1%	HOLD
152	TAT&T INC	21,362	$619,284	0.1%	HOLD
153	EWCISHARES INC	11,080	$607,073	0.1%	HOLD
154	IBMTISHARES TR	23,000	$590,339	0.1%	NEW
155	DEDEERE & CO	1,038	$584,705	0.1%	HOLD
156	VTVANGUARD INTL EQUITY INDEX F	4,180	$578,178	0.1%	HOLD
157	UNPUNION PAC CORP	2,370	$575,009	0.1%	HOLD
158	ITMVANECK ETF TRUST	12,250	$568,767	0.1%	HOLD
159	CINFCINCINNATI FINL CORP	3,600	$566,460	0.1%	HOLD
160	EMREMERSON ELEC CO	4,232	$554,477	0.1%	HOLD
161	IBMOISHARES TR	21,620	$554,121	0.1%	HOLD
162	IBMSISHARES TR	21,200	$547,596	0.1%	ADD 37%
163	GILDGILEAD SCIENCES INC	3,890	$542,149	0.1%	HOLD
164	NEMNEWMONT CORP	4,968	$537,786	0.1%	HOLD
165	SPYMSPDR SERIES TRUST	7,000	$535,780	0.1%	HOLD
166	AIPOTIDAL TRUST II	21,358	$533,096	0.1%	ADD 7%
167	IVWISHARES TR	4,700	$531,617	0.1%	TRIM −5%
168	APDAIR PRODS & CHEMS INC	1,810	$525,787	0.1%	HOLD
169	GDGENERAL DYNAMICS CORP	1,502	$515,516	0.1%	HOLD
170	EAELECTRONIC ARTS INC	2,500	$509,675	0.1%	HOLD
171	VTEBVANGUARD MUN BD FDS	10,050	$501,394	0.1%	HOLD
172	IVEISHARES TR	2,374	$501,270	0.1%	HOLD
173	WDFCW D 40 Co.	2,456	$500,877	0.1%	TRIM −4%
174	MDTMEDTRONIC PLC	5,744	$497,718	0.1%	ADD 3%
175	OTISOTIS WORLDWIDE CORP	6,388	$492,387	0.1%	HOLD
176	VLOVALERO ENERGY CORP	1,990	$491,689	0.1%	NEW
177	BABOEING CO	2,466	$490,808	0.1%	HOLD
178	DWXSPDR INDEX SHS FDS	10,708	$488,305	0.1%	HOLD
179	LMTLOCKHEED MARTIN CORP	806	$487,138	0.1%	NEW
180	BSCQINVESCO EXCH TRD SLF IDX FD	24,788	$484,110	0.1%	HOLD
181	VYMVANGUARD WHITEHALL FDS	3,250	$481,325	0.1%	TRIM −3%
182	SNXSYNNEX CORP	2,800	$472,388	0.1%	HOLD
183	CRWDCROWDSTRIKE HLDGS INC	1,178	$459,903	0.1%	HOLD
184	PNCPNC FINL SVCS GROUP INC	2,208	$459,463	0.1%	HOLD
185	KFYKORN FERRY INTL	7,150	$450,092	0.1%	TRIM −2%
186	JMSTJ P MORGAN EXCHANGE TRADED F	8,800	$448,624	0.1%	HOLD
187	IBDSISHARES TR	18,490	$448,198	0.1%	NEW
188	AZNASTRAZENECA PLC	2,252	$444,139	0.1%	TRIM −50%
189	SPIBSPDR SERIES TRUST	13,150	$441,051	0.1%	HOLD
190	TFCTRUIST FINL CORP	9,546	$438,830	0.1%	HOLD
191	DUKDUKE ENERGY CORP NEW	3,322	$434,983	0.1%	NEW
192	QQQINVESCO QQQ TR	742	$428,268	0.1%	NEW
193	PPLPPL CORP	11,122	$424,860	0.1%	NEW
194	LSTRLANDSTAR SYS INC	2,616	$419,371	0.1%	NEW
195	QCOMQUALCOMM INC	3,252	$418,793	0.1%	HOLD
196	SFMSPROUTS FMRS MKT INC	5,420	$418,045	0.1%	HOLD
197	AMCOR PLC	10,264	$407,994	0.1%	TRIM −81%
198	GRMNGARMIN LTD	1,746	$405,089	0.1%	NEW
199	SCCOSOUTHERN COPPER CORP	2,330	$400,900	0.1%	NEW
200	LAESSEALSQ CORP	40,000	$104,800	0.0%	ADD 100%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FLRNSPDR SERIES TRUST

1.1M

1.2M

1.3M

$39M

SCHFSCHWAB STRATEGIC TR

781K

799K

785K

788K

814K

821K

$20M

MDYSPDR S&P MIDCAP 400 ETF TR

30K

31K

$19M

VCSHVANGUARD SCOTTSDALE FDS

206K

207K

200K

204K

211K

209K

$17M

SCHMSCHWAB STRATEGIC TR

522K

518K

494K

487K

498K

515K

$16M

VOOVANGUARD INDEX FDS

29K

28K

26K

$16M

SCHDSCHWAB STRATEGIC TR

407K

445K

444K

454K

490K

506K

$16M

AAPLAPPLE INC

69K

65K

63K

62K

60K

$15M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

540K

532K

527K

517K

506K

512K

$15M

VCITVANGUARD SCOTTSDALE FDS

101K

96K

100K

126K

136K

$11M

GOOGALPHABET INC

39K

38K

36K

34K

$10M

SCHASCHWAB STRATEGIC TR

353K

345K

317K

322K

327K

$10M

MSFTMICROSOFT CORP

22K

23K

22K

23K

22K

$8M

SCHBSCHWAB STRATEGIC TR

327K

329K

326K

308K

303K

$8M

RSPINVESCO EXCHANGE TRADED FD T

40K

39K

38K

39K

$8M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Curbstone Financial Management Corp

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 202 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Curbstone Financial Management Corp