StockDriftsStockDriftsTop 50 Curbstone Financial Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | Schwab International Equity ET | 3.97% | 836.1K | $23.0M | +1.98%(+16.20K) | $17.19(+57.55%) | 2026-09-30 | |
| AAPL | Apple Inc (AAPL) | 3.69% | 64.1K | $21.4M | -3.09%(-2.05K) | $59.95(+467.34%) | 2026-09-30 | |
| VOO | Vanguard S&P 500 ETF (VOO) | 3.16% | 26.1K | $18.3M | +0.19%(+50) | $265.95(+165.88%) | 2026-09-30 | |
| SCHM | Schwab US Mid Cap ETF (SCHM) | 3.1% | 526.8K | $17.9M | +1.54%(+7.98K) | $18.43(+87.63%) | 2026-09-30 | |
| SCHG | Schwab US Large Cap Growth ETF | 3.07% | 494.6K | $17.8M | -2.95%(-15.04K) | $9.17(+287.99%) | 2026-09-30 | |
| SCHD | Schwab US Dividend Equity ETF | 2.95% | 525.2K | $17.1M | +5.31%(+26.46K) | $25.18(+37.52%) | 2026-09-30 | |
| MSFT | Microsoft Corp (MSFT) | 2.71% | 30.5K | $15.7M | +0.05%(+14) | $171.59(+210.34%) | 2026-09-30 | |
| SCHA | Schwab US Small Cap ETF (SCHA) | 1.77% | 314.3K | $10.3M | +1.14%(+3.55K) | $17.78(+83.20%) | 2026-09-30 | |
| SCHX | Schwab US Large Cap ETF (SCHX) | 1.48% | 285.8K | $8.6M | +1.81%(+5.08K) | $14.75(+105.09%) | 2026-09-30 | |
| AMZN | Amazon Inc (AMZN) | 1.47% | 34.1K | $8.5M | -0.52%(-180) | $58.05(+352.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.15% | +6.83% | +39.14% |
| Top 20 Holdings Unweighted | +15.56% | +54.31% | +7.47% | +43.38% |
Curbstone Financial Management CORP reports $578.80M in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (4.0%), AAPL (3.7%) and VOO (3.2%). The top 20 holdings account for 36.89% of reported assets. Its disclosed equity book has returned +48.15% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Curbstone Financial Management CORP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Curbstone Financial Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1608057). View Curbstone Financial Management CORP’s 13F filings on SEC