Curbstone Financial Management Corp holds a diversified book of 215 stocks worth $587.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp (XOM) and trimmed Schwab Intl Equity ETF. Their largest long position is SS SPDR BB Ig Float RT ETF at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1608057/holdings"
Use Arkolith to show Curbstone Financial Management Corp's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Bloomberg Inter Floating BDFUND | $40.2M | 1.30M | 6.9% | ▲+2.7% Added · +34K sh | |
| 2 | Schwab International Equity ET ETF | $22.7M | 819.9K | 3.9% | ▼−0.1% Reduced · −1K sh | |
| 3 | SPDR S&P Mid Cap 400 ETF (Mdy) ETF | $20.7M | 29.4K | 3.5% | ▼−5.6% Reduced · −2K sh | |
| 4 | Apple Inc (AAPL) COM | $19.2M | 66.2K | 3.3% | ▲+9.5% Added · +6K sh | |
| 5 | Schwab US Mid Cap ETF (SCHM) ETF | $19.1M | 518.8K | 3.3% | ▲+0.7% Added · +3K sh | |
| 6 | Vanguard S&P 500 ETF (VOO) ETF | $17.9M | 26.0K | 3.0% | ▲+0.2% Added · +60 sh | |
| 7 | Schwab US Large Cap Growth ETF ETF | $17.2M | 509.6K | 2.9% | ▼−0.5% Reduced · −3K sh | |
| 8 | Vanguard Short Ter Corp Bd ETF BDFUND | $16.3M | 206.0K | 2.8% | ▼−1.4% Reduced · −3K sh | |
| 9 | Schwab US Dividend Equity ETF ETF | $15.8M | 498.7K | 2.7% | ▼−1.4% Reduced · −7K sh | |
| 10 | Alphabet Inc Class C (GOOG) COM | $11.7M | 33.2K | 2.0% | ▼−2.5% Reduced · −870 sh | |
| 11 | Vanguard Intermediate Corp ETF BDFUND | $11.4M | 138.5K | 2.0% | ▲+1.9% Added · +3K sh | |
| 12 | Microsoft Corp (MSFT) COM | $11.4M | 30.5K | 1.9% | ▲+38% Added · +8K sh | |
| 13 | Schwab US Small Cap ETF (SCHA) ETF | $11.2M | 310.8K | 1.9% | ▼−5.1% Reduced · −17K sh | |
| 14 | Cisco Systems (CSCO) COM | $9.9M | 84.0K | 1.7% | ▲+12% Added · +9K sh | |
| 15 | Schwab US Broad Mkt ETF (SCHB) ETF | $8.8M | 304.6K | 1.5% | ▲+0.7% Added · +2K sh | |
| 16 | Schwab US Large Cap ETF (SCHX) ETF | $8.3M | 280.7K | 1.4% | ▲+0.7% Added · +2K sh | |
| 17 | Amazon Inc (AMZN) COM | $8.2M | 34.3K | 1.4% | ▼−1.4% Reduced · −490 sh | |
| 18 | Invesco SP 500 Equal Weight ET ETF | $8.1M | 38.0K | 1.4% | ▼−3.7% Reduced · −1K sh | |
| 19 | Johnson & Johnson (JNJ) COM | $7.8M | 30.8K | 1.3% | ▲+21% Added · +5K sh | |
| 20 | JP Morgan Chase & Co (JPM) COM | $7.4M | 22.7K | 1.3% | ▲+6.1% Added · +1K sh | |
| 21 | Intel Corp (INTC) COM | $6.5M | 46.9K | 1.1% | ▲+5.7% Added · +3K sh | |
| 22 | Ishares Tips ETF (Tip) BDFUND | $5.9M | 54.1K | 1.0% | ▲+1.4% Added · +748 sh | |
| 23 | Exxon Mobil Corp (XOM) COM | $5.6M | 41.2K | 1.0% | ▲New New position | |
| 24 | Schwab US Tips ETF (SCHP) BDFUND | $5.5M | 206.9K | 0.9% | ▲+1.3% Added · +3K sh | |
| 25 | Barings Corporate Investors (M BDFUND | $5.1M | 287.7K | 0.9% | ▼−0.5% Reduced · −1K sh | |
| 26 | JPMorgan BetaBuilders Europe E ETF | $5.0M | 64.4K | 0.9% | ▲+0.6% Added · +410 sh | |
| 27 | IShares Nat'l Muni Bond ETF (M BDFUND | $4.7M | 44.0K | 0.8% | ▼−6.3% Reduced · −3K sh | |
| 28 | Visa Inc CL A (V) COM | $4.7M | 13.8K | 0.8% | ▲+23% Added · +3K sh | |
| 29 | TJX Companies (TJX) COM | $4.7M | 31.0K | 0.8% | ▼−4.5% Reduced · −1K sh | |
| 30 | RTX Corp (RTX) COM | $4.6M | 24.5K | 0.8% | ▼−2.0% Reduced · −500 sh | |
| 31 | SPDR S&P 500 ETF (Spy) ETF | $4.6M | 6.2K | 0.8% | ▼−2.1% Reduced · −136 sh | |
| 32 | Vanguard Small Cap Growth ETF ETF | $4.4M | 12.1K | 0.8% | ▼−0.4% Reduced · −50 sh | |
| 33 | Schwab US Aggregate Bond ETF ( BDFUND | $4.3M | 187.5K | 0.7% | —Held | |
| 34 | Berkshire Hathaway B (BRKB) COM | $4.1M | 8.1K | 0.7% | ▼−1.8% Reduced · −150 sh | |
| 35 | Ishares Msci Eafe ETF (Efa) ETF | $4.0M | 38.8K | 0.7% | ▼−2.6% Reduced · −1K sh | |
| 36 | IShares Short Term Nat'l Muni BDFUND | $4.0M | 37.6K | 0.7% | ▼−6.9% Reduced · −3K sh | |
| 37 | Nvidia (NVDA) COM | $4.0M | 19.8K | 0.7% | ▲+2.8% Added · +530 sh | |
| 38 | Eli Lilly (LLY) COM | $3.8M | 3.2K | 0.7% | ▼−4.5% Reduced · −150 sh | |
| 39 | Pepsico (PEP) COM | $3.7M | 27.2K | 0.6% | ▲+17% Added · +4K sh | |
| 40 | iShares Preferred Income Sec E ETF | $3.5M | 115.9K | 0.6% | ▼−3.3% Reduced · −4K sh | |
| 41 | Procter & Gamble (PG) COM | $3.5M | 23.6K | 0.6% | ▲+10% Added · +2K sh | |
| 42 | Alphabet Inc Class A (GOOGL) COM | $3.3M | 9.3K | 0.6% | ▲+0.4% Added · +40 sh | |
| 43 | Schwab Emerging Mkts Equity ET ETF | $3.3M | 91.1K | 0.6% | ▼−0.7% Reduced · −600 sh | |
| 44 | Merck & Co (MRK) COM | $3.2M | 24.9K | 0.5% | ▲+3.5% Added · +850 sh | |
| 45 | Abbvie Inc (ABBV) COM | $3.1M | 12.4K | 0.5% | ▲+17% Added · +2K sh | |
| 46 | Berkshire Hathaway A (BRKA) COM | $3.0M | 4 | 0.5% | ▲New New position | |
| 47 | iShares 1-5 Yr Inv Grade Corp BDFUND | $2.9M | 55.5K | 0.5% | ▼−12% Reduced · −8K sh | |
| 48 | Chevron Corp (CVX) COM | $2.8M | 17.2K | 0.5% | ▲+28% Added · +4K sh | |
| 49 | iShares CORE S&P 500 ETF (IVV) ETF | $2.7M | 3.6K | 0.5% | ▼−9.1% Reduced · −362 sh | |
| 50 | IShares Global 100 ETF (IOO) ETF | $2.6M | 19.1K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 215 | $587.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 202 | $522.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 201 | $522.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 209 | $520.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 200 | $487.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 192 | $474.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 190 | $472.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 196 | $467.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.