Curbstone Financial Management as of June 30, 2014
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 136 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P MidCap 400 ETF (MDY) | 8.5 | $11M | 43k | 260.55 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 5.2 | $6.8M | 84k | 80.37 | |
Pimco Etf Tr 0-5 high yield (HYS) | 3.8 | $4.9M | 46k | 106.87 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.5 | $4.5M | 43k | 105.69 | |
Vanguard Small-Cap Growth ETF (VBK) | 3.4 | $4.5M | 35k | 127.39 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.7 | $3.5M | 30k | 115.37 | |
Exxon Mobil Corporation (XOM) | 2.6 | $3.4M | 34k | 100.69 | |
WisdomTree Emerging Markets Eq (DEM) | 2.3 | $3.0M | 58k | 51.84 | |
iShares MSCI EAFE Index Fund (EFA) | 2.2 | $2.9M | 42k | 68.36 | |
Ishares Tr fltg rate nt (FLOT) | 2.0 | $2.7M | 53k | 50.79 | |
Hyster Yale Materials Handling (HY) | 1.8 | $2.4M | 27k | 88.54 | |
Apple (AAPL) | 1.8 | $2.4M | 25k | 92.91 | |
iShares MSCI Canada Index (EWC) | 1.7 | $2.3M | 70k | 32.21 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 1.6 | $2.1M | 20k | 106.26 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.6 | $2.1M | 19k | 108.65 | |
Babson Cap Corporate Invs | 1.5 | $1.9M | 127k | 15.27 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $1.8M | 36k | 48.52 | |
Schwab U S Broad Market ETF (SCHB) | 1.1 | $1.5M | 31k | 47.70 | |
Johnson & Johnson (JNJ) | 1.1 | $1.5M | 14k | 104.61 | |
Microsoft Corporation (MSFT) | 1.1 | $1.4M | 34k | 41.71 | |
Schwab International Equity ETF (SCHF) | 1.1 | $1.4M | 42k | 32.98 | |
Intel Corporation (INTC) | 1.0 | $1.3M | 42k | 30.91 | |
International Business Machines (IBM) | 0.9 | $1.2M | 6.8k | 181.22 | |
General Electric Company | 0.9 | $1.2M | 47k | 26.28 | |
United Technologies Corporation | 0.9 | $1.2M | 11k | 115.46 | |
Rydex Etf Trust russ 1000 | 0.9 | $1.2M | 24k | 50.79 | |
Plum Creek Timber | 0.9 | $1.2M | 26k | 45.11 | |
Pepsi (PEP) | 0.9 | $1.2M | 13k | 89.35 | |
Berkshire Hathaway (BRK.B) | 0.9 | $1.1M | 9.0k | 126.53 | |
Bank Of Montreal Cadcom (BMO) | 0.9 | $1.1M | 16k | 73.56 | |
Verizon Communications (VZ) | 0.8 | $1.1M | 23k | 48.94 | |
3M Company (MMM) | 0.8 | $1.1M | 7.7k | 143.23 | |
HCP | 0.8 | $1.1M | 27k | 41.39 | |
Invesco Mortgage Capital | 0.8 | $1.1M | 61k | 17.36 | |
Stratasys (SSYS) | 0.8 | $1.0M | 9.0k | 113.61 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.8 | $1.0M | 25k | 40.25 | |
Chevron Corporation (CVX) | 0.8 | $979k | 7.5k | 130.50 | |
National Grid | 0.7 | $941k | 13k | 74.39 | |
iShares S&P Global 100 Index (IOO) | 0.7 | $902k | 12k | 78.78 | |
At&t (T) | 0.7 | $894k | 25k | 35.36 | |
Wells Fargo & Company (WFC) | 0.7 | $874k | 17k | 52.59 | |
Cisco Systems (CSCO) | 0.7 | $868k | 35k | 24.84 | |
iShares Silver Trust (SLV) | 0.7 | $846k | 42k | 20.25 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $822k | 14k | 57.63 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $812k | 19k | 43.23 | |
Schlumberger (SLB) | 0.6 | $784k | 6.6k | 117.95 | |
Statoil ASA | 0.6 | $765k | 25k | 30.85 | |
TJX Companies (TJX) | 0.6 | $771k | 15k | 53.13 | |
KKR & Co | 0.6 | $772k | 32k | 24.33 | |
Colgate-Palmolive Company (CL) | 0.6 | $754k | 11k | 68.20 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.6 | $739k | 21k | 35.36 | |
SPDR Barclays Capital High Yield B | 0.6 | $734k | 18k | 41.72 | |
Merck & Co | 0.5 | $690k | 12k | 57.84 | |
Amazon (AMZN) | 0.5 | $687k | 2.1k | 324.82 | |
NACCO Industries (NC) | 0.5 | $675k | 13k | 50.63 | |
PowerShares Water Resources | 0.5 | $673k | 25k | 26.57 | |
Pfizer (PFE) | 0.5 | $668k | 23k | 29.70 | |
U.S. Bancorp (USB) | 0.5 | $648k | 15k | 43.34 | |
SPDR S&P Dividend (SDY) | 0.5 | $638k | 8.3k | 76.64 | |
McDonald's Corporation (MCD) | 0.5 | $606k | 6.0k | 100.75 | |
Procter & Gamble Company (PG) | 0.5 | $606k | 7.7k | 78.53 | |
First Trust NASDAQ Clean Edge Green (QCLN) | 0.5 | $602k | 29k | 20.55 | |
Gilead Sciences (GILD) | 0.5 | $585k | 7.1k | 82.86 | |
State Street Corporation (STT) | 0.4 | $573k | 8.5k | 67.21 | |
E.I. du Pont de Nemours & Company | 0.4 | $561k | 8.6k | 65.38 | |
Ishares Tr cmn (EIRL) | 0.4 | $558k | 16k | 35.80 | |
Walt Disney Company (DIS) | 0.4 | $552k | 6.4k | 85.71 | |
J.M. Smucker Company (SJM) | 0.4 | $544k | 5.1k | 106.67 | |
Google Inc Class C | 0.4 | $554k | 963.00 | 575.29 | |
Sonoco Products Company (SON) | 0.4 | $540k | 12k | 43.90 | |
Abbvie (ABBV) | 0.4 | $520k | 9.2k | 56.48 | |
SYSCO Corporation (SYY) | 0.4 | $515k | 14k | 37.48 | |
EMC Corporation | 0.4 | $506k | 19k | 26.32 | |
General Mills (GIS) | 0.4 | $500k | 9.5k | 52.58 | |
Autodesk (ADSK) | 0.4 | $486k | 8.6k | 56.35 | |
ConocoPhillips (COP) | 0.4 | $486k | 5.7k | 85.68 | |
Nextera Energy (NEE) | 0.4 | $483k | 4.7k | 102.55 | |
Terra Nitrogen Company | 0.4 | $477k | 3.3k | 144.33 | |
Illinois Tool Works (ITW) | 0.4 | $467k | 5.3k | 87.54 | |
Home Depot (HD) | 0.3 | $458k | 5.7k | 80.99 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $459k | 4.5k | 102.68 | |
NuStar Energy | 0.3 | $459k | 7.4k | 62.03 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $460k | 8.4k | 54.83 | |
Gra (GGG) | 0.3 | $438k | 5.6k | 78.05 | |
Bristol Myers Squibb (BMY) | 0.3 | $434k | 9.0k | 48.48 | |
Facebook Inc cl a (META) | 0.3 | $415k | 6.2k | 67.32 | |
Target Corporation (TGT) | 0.3 | $407k | 7.0k | 57.99 | |
Spectra Energy Partners | 0.3 | $409k | 7.7k | 53.29 | |
ConAgra Foods (CAG) | 0.3 | $398k | 13k | 29.69 | |
TransMontaigne Partners | 0.3 | $375k | 8.6k | 43.73 | |
Mosaic (MOS) | 0.3 | $377k | 7.6k | 49.44 | |
PPL Corporation (PPL) | 0.3 | $369k | 10k | 35.53 | |
iShares S&P 100 Index (OEF) | 0.3 | $361k | 4.2k | 86.47 | |
Abbott Laboratories (ABT) | 0.3 | $352k | 8.6k | 40.90 | |
Union Pacific Corporation (UNP) | 0.3 | $355k | 3.6k | 99.72 | |
Honeywell International (HON) | 0.3 | $353k | 3.8k | 92.89 | |
0.3 | $351k | 600.00 | 585.00 | ||
Global X Fds glob x nor etf | 0.3 | $354k | 20k | 18.02 | |
Petrologistics | 0.3 | $350k | 24k | 14.35 | |
Qualcomm (QCOM) | 0.2 | $321k | 4.1k | 79.26 | |
Southern Copper Corporation (SCCO) | 0.2 | $323k | 11k | 30.41 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $310k | 8.5k | 36.53 | |
Accenture (ACN) | 0.2 | $319k | 4.0k | 80.76 | |
Sturm, Ruger & Company (RGR) | 0.2 | $311k | 5.3k | 58.96 | |
AFLAC Incorporated (AFL) | 0.2 | $294k | 4.7k | 62.22 | |
Bemis Company | 0.2 | $287k | 7.1k | 40.71 | |
Dun & Bradstreet Corporation | 0.2 | $275k | 2.5k | 110.00 | |
Lockheed Martin Corporation (LMT) | 0.2 | $278k | 1.7k | 160.69 | |
Market Vectors Etf Tr Biotech | 0.2 | $275k | 2.9k | 95.32 | |
Automatic Data Processing (ADP) | 0.2 | $260k | 3.3k | 79.15 | |
CVS Caremark Corporation (CVS) | 0.2 | $264k | 3.5k | 75.39 | |
SPDR Gold Trust (GLD) | 0.2 | $255k | 2.0k | 128.14 | |
Rydex S&P Equal Weight ETF | 0.2 | $265k | 3.5k | 76.81 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $267k | 5.7k | 46.76 | |
Apache Corporation | 0.2 | $242k | 2.4k | 100.54 | |
Kroger (KR) | 0.2 | $252k | 5.1k | 49.41 | |
UnitedHealth (UNH) | 0.2 | $249k | 3.1k | 81.64 | |
Oracle Corporation (ORCL) | 0.2 | $244k | 6.0k | 40.61 | |
St. Jude Medical | 0.2 | $242k | 3.5k | 69.14 | |
Canadian Natl Ry (CNI) | 0.2 | $241k | 3.7k | 65.14 | |
Dominion Resources (D) | 0.2 | $240k | 3.4k | 71.64 | |
C.R. Bard | 0.2 | $240k | 1.7k | 143.28 | |
Becton, Dickinson and (BDX) | 0.2 | $233k | 2.0k | 118.45 | |
Phillips 66 (PSX) | 0.2 | $229k | 2.9k | 80.29 | |
BHP Billiton (BHP) | 0.2 | $226k | 3.3k | 68.48 | |
Coca-Cola Company (KO) | 0.2 | $210k | 5.0k | 42.42 | |
PetSmart | 0.2 | $210k | 3.5k | 59.66 | |
Stryker Corporation (SYK) | 0.2 | $206k | 2.4k | 84.43 | |
Danaher Corporation (DHR) | 0.2 | $206k | 2.6k | 78.63 | |
Lazard Ltd-cl A shs a | 0.2 | $215k | 4.2k | 51.50 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.2 | $203k | 8.4k | 24.31 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $204k | 2.4k | 84.37 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $204k | 5.1k | 40.00 | |
Moody's Corporation (MCO) | 0.1 | $202k | 2.3k | 87.83 | |
North Amern Palladium | 0.0 | $3.0k | 12k | 0.24 | |
Omnicanna Health Solutions | 0.0 | $0 | 13k | 0.00 |