Curbstone Financial Management Corp

13F filer · CIK 0001608057

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$587MU.S. long equity reported on 13F

Positions14712 new · 6 closed

Net flow last quarter+$9.96MBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026147 positions
MDYSPDR S&P Midcap 400 ETF Trust	$20.7M	3.53%	Not reported	-5.6%	Q1 2014
AAPLApple Inc.	$19.2M	3.26%	0.00%	+9.5%	Q1 2014
GOOGAlphabet Inc.	$11.7M	2.00%	Not reported	-2.6%	Q4 2015
MSFTMicrosoft Corp	$11.4M	1.94%	0.00%	+38.0%	Q1 2014
CSCOCisco Systems, Inc.	$9.87M	1.68%	0.00%	+12.4%	Q1 2014
AMZNAmazon Com Inc	$8.18M	1.39%	0.00%	-1.4%	Q2 2014
JNJJohnson & Johnson	$7.82M	1.33%	0.00%	+21.4%	Q1 2014
JPMJPMorgan Chase & Co	$7.44M	1.27%	0.00%	+6.1%	Q1 2014
INTCIntel Corp	$6.55M	1.12%	0.00%	+5.7%	Q1 2014
XOMExxonMobil Holdings Corp	$5.63M	0.96%	0.00%	+5.8%	Q1 2014
MCIBarings Corporate Investors	$5.05M	0.86%	Not reported	-0.5%	Q3 2016
VVisa Inc.	$4.73M	0.80%	0.00%	+23.2%	Q3 2015
TJXTJX Companies Inc	$4.69M	0.80%	0.00%	-4.5%	Q1 2014
RTXRTX Corp	$4.65M	0.79%	0.00%	-2.0%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$4.6M	0.78%	Not reported	-2.2%	Q1 2014
BRK.BBerkshire Hathaway Inc	$4.07M	0.69%	Not reported	-1.8%	Q1 2014
NVDANvidia Corp	$3.96M	0.67%	0.00%	+2.8%	Q1 2022
LLYELI LILLY & Co	$3.84M	0.65%	0.00%	-4.5%	Q4 2014
PEPPepsico Inc	$3.68M	0.63%	0.00%	+16.6%	Q1 2014
PGPROCTER & GAMBLE Co	$3.46M	0.59%	0.00%	+10.3%	Q1 2014
GOOGLAlphabet Inc.	$3.33M	0.57%	0.00%	+0.4%	Q4 2015
MRKMerck & Co., Inc.	$3.2M	0.55%	0.00%	+3.5%	Q1 2025
ABBVAbbVie Inc.	$3.12M	0.53%	0.00%	+17.2%	Q1 2014
BRK.ABerkshire Hathaway Inc	$3M	0.51%	Not reported	New	Q2 2026
CVXChevron Corp	$2.85M	0.49%	0.00%	+28.2%	Q1 2014
PSXPhillips 66	$2.54M	0.43%	0.00%	+4.2%	Q1 2014
NEENextera Energy Inc	$2.51M	0.43%	0.00%	+4.4%	Q1 2014
KOCoca Cola Co	$2.47M	0.42%	0.00%	+21.4%	Q2 2014
KKRKKR & Co. Inc.	$2.43M	0.41%	0.00%	-5.0%	Q1 2014
ABTAbbott Laboratories	$2.39M	0.41%	0.00%	+10.5%	Q1 2014
TXNTexas Instruments Inc	$2.33M	0.40%	0.00%	+6.8%	Q1 2016
GLWCorning Inc	$2.33M	0.40%	0.00%	+2.2%	Q3 2025
SYYSysco Corp	$2.32M	0.39%	0.01%	-1.8%	Q1 2014
HDHome Depot, Inc.	$2.3M	0.39%	0.00%	+0.3%	Q1 2014
BMOBank of Montreal	$2.29M	0.39%	0.00%	-4.8%	Q1 2014
CATCaterpillar Inc	$2.29M	0.39%	0.00%	+82.1%	Q2 2024
GEGeneral Electric Co	$2.23M	0.38%	0.00%	+39.9%	Q1 2025
USBUS Bancorp \de\	$2.19M	0.37%	0.00%	-2.6%	Q1 2014
AVGOBroadcom Inc.	$2.06M	0.35%	0.00%	Not reported	Q4 2023
CLColgate Palmolive Co	$2.01M	0.34%	0.00%	+30.3%	Q1 2014
GEVGE Vernova Inc.	$1.96M	0.33%	0.00%	+24.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.93M	0.33%	0.00%	-0.7%	Q1 2015
ITWIllinois Tool Works Inc	$1.89M	0.32%	0.00%	+24.0%	Q1 2014
AMDAdvanced Micro Devices Inc	$1.88M	0.32%	0.00%	-3.1%	Q2 2020
SBUXStarbucks Corp	$1.87M	0.32%	0.00%	+64.3%	Q1 2015
MCDMcdonalds Corp	$1.82M	0.31%	0.00%	+25.9%	Q1 2014
CHKPCheck Point Software Technologies Ltd	$1.73M	0.30%	0.01%	-4.4%	Q2 2016
CVSCVS HEALTH Corp	$1.71M	0.29%	0.00%	+5.1%	Q1 2014
STTState Street Corp	$1.69M	0.29%	0.00%	+16.4%	Q1 2014
WMTWalmart Inc.	$1.65M	0.28%	0.00%	Not reported	Q3 2018

Q1 2026Reported Apr 15, 2026140 positions
MDYSPDR S&P Midcap 400 ETF Trust	$19.2M	3.68%	Not reported	-0.4%	Q1 2014
AAPLApple Inc.	$15.3M	2.93%	0.00%	-2.7%	Q1 2014
GOOGAlphabet Inc.	$9.76M	1.87%	Not reported	-4.3%	Q4 2015
MSFTMicrosoft Corp	$8.19M	1.57%	0.00%	+1.2%	Q1 2014
AMZNAmazon Com Inc	$7.25M	1.39%	0.00%	-0.5%	Q2 2014
XOMExxonMobil Holdings Corp	$6.61M	1.26%	0.00%	-2.8%	Q1 2014
JPMJPMorgan Chase & Co	$6.3M	1.21%	0.00%	-3.4%	Q1 2014
JNJJohnson & Johnson	$6.2M	1.19%	0.00%	-2.0%	Q1 2014
CSCOCisco Systems, Inc.	$5.8M	1.11%	0.00%	-0.1%	Q1 2014
TJXTJX Companies Inc	$5.18M	0.99%	0.00%	-3.0%	Q1 2014
MCIBarings Corporate Investors	$4.98M	0.95%	Not reported	-1.7%	Q3 2016
RTXRTX Corp	$4.82M	0.92%	0.00%	-1.4%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$4.1M	0.78%	Not reported	-3.1%	Q1 2014
BRK.BBerkshire Hathaway Inc	$3.97M	0.76%	Not reported	-1.3%	Q1 2014
PEPPepsico Inc	$3.62M	0.69%	0.00%	+0.4%	Q1 2014
HYHyster-Yale, Inc.	$3.49M	0.67%	107398.00%	+46.1%	Q1 2014
VVisa Inc.	$3.38M	0.65%	0.00%	+0.5%	Q3 2015
NVDANvidia Corp	$3.36M	0.64%	0.00%	-0.7%	Q1 2022
PGPROCTER & GAMBLE Co	$3.09M	0.59%	0.00%	-0.2%	Q1 2014
LLYELI LILLY & Co	$3.08M	0.59%	0.00%	-1.2%	Q4 2014
NCNacco Industries Inc	$2.99M	0.57%	Not reported	Not reported	Q1 2014
MRKMerck & Co., Inc.	$2.89M	0.55%	0.00%	+0.8%	Q1 2025
CVXChevron Corp	$2.77M	0.53%	0.00%	-0.7%	Q1 2014
GOOGLAlphabet Inc.	$2.67M	0.51%	0.00%	-3.2%	Q4 2015
PSXPhillips 66	$2.63M	0.50%	0.00%	-0.7%	Q1 2014
HBBHamilton Beach Brands Holding Co	$2.59M	0.50%	136898.00%	Not reported	Q4 2017
KKRKKR & Co. Inc.	$2.58M	0.49%	0.00%	-0.7%	Q1 2014
NEENextera Energy Inc	$2.55M	0.49%	0.00%	+2.0%	Q1 2014
ABTAbbott Laboratories	$2.45M	0.47%	0.00%	+2.9%	Q1 2014
HONHoneywell International Inc	$2.35M	0.45%	0.00%	-1.3%	Q1 2014
ABBVAbbVie Inc.	$2.3M	0.44%	0.00%	-1.7%	Q1 2014
HDHome Depot, Inc.	$2.13M	0.41%	0.00%	-0.5%	Q1 2014
SYYSysco Corp	$2.01M	0.39%	0.01%	-0.2%	Q1 2014
CHKPCheck Point Software Technologies Ltd	$1.97M	0.38%	0.01%	Not reported	Q2 2016
INTCIntel Corp	$1.96M	0.37%	0.00%	Not reported	Q1 2014
USBUS Bancorp \de\	$1.93M	0.37%	0.00%	-0.4%	Q1 2014
KOCoca Cola Co	$1.9M	0.36%	0.00%	Not reported	Q2 2014
BMOBank of Montreal	$1.85M	0.35%	0.00%	-0.4%	Q1 2014
WMTWalmart Inc.	$1.81M	0.35%	0.00%	-0.6%	Q3 2018
ADSKAutodesk, Inc.	$1.81M	0.35%	0.00%	Not reported	Q1 2014
ULTAUlta Beauty, Inc.	$1.7M	0.33%	0.01%	-3.9%	Q1 2025
AVGOBroadcom Inc.	$1.69M	0.32%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$1.66M	0.32%	0.00%	+1.7%	Q1 2014
DISWalt Disney Co	$1.62M	0.31%	0.00%	Not reported	Q1 2014
VZVerizon Communications Inc	$1.61M	0.31%	0.00%	Not reported	Q1 2014
PEGAPegasystems Inc	$1.53M	0.29%	0.02%	Not reported	Q4 2025
ORCLOracle Corp	$1.49M	0.28%	0.00%	-0.5%	Q1 2014
VRSKVerisk Analytics, Inc.	$1.48M	0.28%	0.01%	Not reported	Q4 2014
ITWIllinois Tool Works Inc	$1.47M	0.28%	0.00%	Not reported	Q1 2014
GSATGlobalstar, Inc.	$1.46M	0.28%	0.02%	Not reported	Q1 2017

Q4 2025Reported Jan 23, 2026137 positions
MDYSPDR S&P Midcap 400 ETF Trust	$18.9M	3.61%	Not reported	+0.5%	Q1 2014
AAPLApple Inc.	$16.9M	3.23%	0.00%	-0.9%	Q1 2014
GOOGAlphabet Inc.	$11.2M	2.13%	Not reported	-6.5%	Q4 2015
MSFTMicrosoft Corp	$10.6M	2.02%	0.00%	-2.8%	Q1 2014
AMZNAmazon Com Inc	$8.07M	1.54%	0.00%	-1.9%	Q2 2014
JPMJPMorgan Chase & Co	$7.15M	1.37%	0.00%	+2.3%	Q1 2014
CSCOCisco Systems, Inc.	$5.77M	1.10%	0.00%	-1.1%	Q1 2014
JNJJohnson & Johnson	$5.35M	1.02%	0.00%	-0.2%	Q1 2014
MCIBarings Corporate Investors	$5.34M	1.02%	Not reported	-0.2%	Q3 2016
TJXTJX Companies Inc	$5.13M	0.98%	0.00%	-2.0%	Q1 2014
XOMExxonMobil Holdings Corp	$4.82M	0.92%	0.00%	-2.1%	Q1 2014
RTXRTX Corp	$4.65M	0.89%	0.00%	-2.8%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$4.43M	0.85%	Not reported	-4.0%	Q1 2014
BRK.BBerkshire Hathaway Inc	$4.22M	0.81%	Not reported	+1.9%	Q1 2014
VVisa Inc.	$3.9M	0.75%	0.00%	0.0%	Q3 2015
LLYELI LILLY & Co	$3.65M	0.70%	0.00%	-8.4%	Q4 2014
NVDANvidia Corp	$3.62M	0.69%	0.00%	Not reported	Q1 2022
KKRKKR & Co. Inc.	$3.58M	0.69%	0.00%	-3.5%	Q1 2014
PEPPepsico Inc	$3.33M	0.64%	0.00%	+0.7%	Q1 2014
PGPROCTER & GAMBLE Co	$3.07M	0.59%	0.00%	-0.7%	Q1 2014
GOOGLAlphabet Inc.	$3M	0.57%	0.00%	+3.2%	Q4 2015
ABTAbbott Laboratories	$2.9M	0.56%	0.00%	-0.2%	Q1 2014
NCNacco Industries Inc	$2.82M	0.54%	Not reported	Not reported	Q1 2014
CHKPCheck Point Software Technologies Ltd	$2.56M	0.49%	0.01%	-16.8%	Q2 2016
MRKMerck & Co., Inc.	$2.51M	0.48%	0.00%	+0.1%	Q1 2025
ABBVAbbVie Inc.	$2.46M	0.47%	0.00%	-2.7%	Q1 2014
HBBHamilton Beach Brands Holding Co	$2.25M	0.43%	136898.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$2.24M	0.43%	0.00%	-0.2%	Q1 2014
ADSKAutodesk, Inc.	$2.23M	0.43%	0.00%	-2.0%	Q1 2014
HYHyster-Yale, Inc.	$2.18M	0.42%	73490.00%	Not reported	Q1 2014
NEENextera Energy Inc	$2.16M	0.41%	0.00%	-2.4%	Q1 2014
PEGAPegasystems Inc	$2.14M	0.41%	0.02%	New	Q4 2025
SYYSysco Corp	$2.08M	0.40%	0.01%	-2.2%	Q1 2014
CVXChevron Corp	$2.06M	0.39%	0.00%	-0.5%	Q1 2014
HONHoneywell International Inc	$2.05M	0.39%	0.00%	Not reported	Q1 2014
ULTAUlta Beauty, Inc.	$2.04M	0.39%	0.01%	Not reported	Q1 2025
USBUS Bancorp \de\	$1.99M	0.38%	0.00%	-1.2%	Q1 2014
ORCLOracle Corp	$1.98M	0.38%	0.00%	-4.6%	Q1 2014
DISWalt Disney Co	$1.92M	0.37%	0.00%	-4.0%	Q1 2014
AVGOBroadcom Inc.	$1.89M	0.36%	0.00%	-2.3%	Q4 2023
PSXPhillips 66	$1.88M	0.36%	0.00%	-0.3%	Q1 2014
BMOBank of Montreal	$1.78M	0.34%	0.00%	-1.1%	Q1 2014
KOCoca Cola Co	$1.75M	0.33%	0.00%	-2.0%	Q2 2014
VRSKVerisk Analytics, Inc.	$1.75M	0.33%	0.01%	-17.5%	Q4 2014
INTCIntel Corp	$1.64M	0.31%	0.00%	-0.5%	Q1 2014
WMTWalmart Inc.	$1.63M	0.31%	0.00%	-2.7%	Q3 2018
MCDMcdonalds Corp	$1.61M	0.31%	0.00%	-1.5%	Q1 2014
BACBank of America Corp	$1.51M	0.29%	0.00%	-5.9%	Q3 2019
ZTSZoetis Inc.	$1.42M	0.27%	0.00%	-4.5%	Q2 2020
ITWIllinois Tool Works Inc	$1.39M	0.27%	0.00%	+3.5%	Q1 2014

Q3 2025Reported Oct 15, 2025152 positions
MDYSPDR S&P Midcap 400 ETF Trust	$18.6M	3.57%	Not reported	+1.2%	Q1 2014
AAPLApple Inc.	$15.9M	3.07%	0.00%	-0.7%	Q1 2014
MSFTMicrosoft Corp	$11.7M	2.24%	0.00%	+0.1%	Q1 2014
GOOGAlphabet Inc.	$9.26M	1.78%	Not reported	-1.8%	Q4 2015
AMZNAmazon Com Inc	$7.83M	1.50%	0.00%	-1.4%	Q2 2014
JPMJPMorgan Chase & Co	$6.84M	1.32%	0.00%	-1.9%	Q1 2014
MCIBarings Corporate Investors	$6.11M	1.18%	Not reported	-1.1%	Q3 2016
CSCOCisco Systems, Inc.	$5.18M	1.00%	0.00%	+0.1%	Q1 2014
TJXTJX Companies Inc	$4.93M	0.95%	0.00%	-0.2%	Q1 2014
JNJJohnson & Johnson	$4.8M	0.92%	0.00%	+0.8%	Q1 2014
XOMExxonMobil Holdings Corp	$4.61M	0.89%	0.00%	-0.4%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$4.51M	0.87%	Not reported	+18.7%	Q1 2014
RTXRTX Corp	$4.36M	0.84%	0.00%	-0.4%	Q1 2020
BRK.BBerkshire Hathaway Inc	$4.14M	0.80%	Not reported	+2.5%	Q1 2014
VVisa Inc.	$3.8M	0.73%	0.00%	+0.7%	Q3 2015
KKRKKR & Co. Inc.	$3.78M	0.73%	0.00%	-2.0%	Q1 2014
NVDANvidia Corp	$3.62M	0.70%	0.00%	+10.2%	Q1 2022
CHKPCheck Point Software Technologies Ltd	$3.43M	0.66%	0.02%	+2.2%	Q2 2016
PGPROCTER & GAMBLE Co	$3.32M	0.64%	0.00%	+0.6%	Q1 2014
PEPPepsico Inc	$3.24M	0.62%	0.00%	-0.7%	Q1 2014
ABTAbbott Laboratories	$3.11M	0.60%	0.00%	-1.9%	Q1 2014
ORCLOracle Corp	$2.99M	0.58%	0.00%	-3.5%	Q1 2014
LLYELI LILLY & Co	$2.83M	0.54%	0.00%	-1.6%	Q4 2014
HYHyster-Yale, Inc.	$2.71M	0.52%	73490.00%	Not reported	Q1 2014
HDHome Depot, Inc.	$2.65M	0.51%	0.00%	-1.5%	Q1 2014
ABBVAbbVie Inc.	$2.56M	0.49%	0.00%	-1.3%	Q1 2014
ADSKAutodesk, Inc.	$2.45M	0.47%	0.00%	-0.3%	Q1 2014
NCNacco Industries Inc	$2.43M	0.47%	Not reported	Not reported	Q1 2014
VRSKVerisk Analytics, Inc.	$2.38M	0.46%	0.01%	-1.0%	Q4 2014
SYYSysco Corp	$2.38M	0.46%	0.01%	-0.5%	Q1 2014
AVAVAeroVironment Inc	$2.37M	0.46%	0.02%	-3.2%	Q2 2020
GOOGLAlphabet Inc.	$2.26M	0.43%	0.00%	+2.7%	Q4 2015
HONHoneywell International Inc	$2.22M	0.43%	0.00%	+1.5%	Q1 2014
CVXChevron Corp	$2.11M	0.41%	0.00%	+0.4%	Q1 2014
NEENextera Energy Inc	$2.08M	0.40%	0.00%	Not reported	Q1 2014
DISWalt Disney Co	$2.01M	0.39%	0.00%	+0.6%	Q1 2014
MRKMerck & Co., Inc.	$2M	0.38%	0.00%	+1.0%	Q1 2025
PSXPhillips 66	$1.99M	0.38%	0.00%	+0.3%	Q1 2014
PLTRPalantir Technologies Inc.	$1.98M	0.38%	0.00%	-8.5%	Q3 2024
HBBHamilton Beach Brands Holding Co	$1.97M	0.38%	136898.00%	Not reported	Q4 2017
ULTAUlta Beauty, Inc.	$1.85M	0.36%	0.01%	+4.0%	Q1 2025
AVGOBroadcom Inc.	$1.84M	0.35%	0.00%	-1.2%	Q4 2023
USBUS Bancorp \de\	$1.83M	0.35%	0.00%	-5.5%	Q1 2014
BMOBank of Montreal	$1.8M	0.35%	0.00%	Not reported	Q1 2014
ZTSZoetis Inc.	$1.73M	0.33%	0.00%	+1.6%	Q2 2020
KOCoca Cola Co	$1.69M	0.33%	0.00%	+1.2%	Q2 2014
MCDMcdonalds Corp	$1.62M	0.31%	0.00%	-0.2%	Q1 2014
WMTWalmart Inc.	$1.55M	0.30%	0.00%	-0.7%	Q3 2018
WYWeyerhaeuser Co	$1.55M	0.30%	0.01%	-1.5%	Q1 2016
HOLXHologic Inc	$1.53M	0.29%	0.01%	+2.0%	Q2 2015

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