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Portfolio (Quarterly) Guide ↗

Curbstone Financial Management Corp

· CIK 0001608057
13F Portfolio $587M AUM 215 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 215 New
Page 6 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Honeywell Technologies (HON) 5,220.0 $1.2M 0.20% NEW $223.90
102 MS Morgan Stanley (MS) Financial Services 5,576.0 $1.2M 0.20% NEW $209.04 +2.5%
103 IBM IBM Corp (IBM) Technology 4,128.0 $1.2M 0.20% NEW $281.21 -16.2%
104 FAST Fastenal Co (FAST) Industrials 24,164.0 $1.2M 0.20% NEW $48.03 +6.7%
105 SCHH Charles Schwab US REIT (SCHH) 48,732.0 $1.2M 0.20% NEW $23.68 +1.5%
106 Honeywell Aerospace Inc (HONA) 5,182.0 $1.1M 0.20% NEW $221.08
107 Target (TGT) 8,706.0 $1.1M 0.19% NEW $130.61
108 PFE Pfizer Inc (PFE) Healthcare 47,027.0 $1.1M 0.19% NEW $24.08 +16.6%
109 General Motors Co (GM) 14,614.0 $1.1M 0.19% NEW $77.08
110 WY Weyerhauser (WY) Real Estate 46,018.0 $1.1M 0.19% NEW $23.94 +2.0%
111 PEGA Pegasystems Inc (PEGA) Technology 35,904.0 $1.1M 0.18% NEW $29.97 +12.0%
112 SUSA iShares USA ESG Select (SUSA) 6,966.0 $1.1M 0.18% NEW $154.30 +2.4%
113 SPDR S&P Dividend ETF (SDY) 7,050.0 $1.1M 0.18% NEW $152.18
114 IShares 0-5 Year TIPS ETF (STI 10,300.0 $1.1M 0.18% NEW $102.16
115 VTI Vanguard Total Stock Market ET 2,840.0 $1.1M 0.18% NEW $370.09 +2.2%
116 ADP Automatic Data Processing (ADP Industrials 4,640.0 $1.0M 0.18% NEW $223.95 +25.4%
117 Novartis ADR (NVS) 6,532.0 $1.0M 0.17% NEW $156.72
118 VO Vanguard Mid Cap ETF (VO) 12,632.0 $1.0M 0.17% NEW $80.57 +3.0%
119 RKLB Rocket Lab (RKLB) Industrials 9,900.0 $1.0M 0.17% NEW $101.65 -28.6%
120 Regions Financial (RF) 33,150.0 $1.0M 0.17% NEW $30.20
Page 6 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Healthcare 14.9%
Consumer Cyclical 13.3%
Industrials 11.4%
Consumer Defensive 10.6%
Financial Services 8.3%
Energy 3.5%
Communication Services 2.0%
Basic Materials 1.0%
Real Estate 0.7%