Curbstone Financial Management as of Sept. 30, 2014
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 137 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P MidCap 400 ETF (MDY) | 7.7 | $9.7M | 39k | 249.33 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 6.1 | $7.8M | 97k | 79.87 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.8 | $4.8M | 46k | 105.28 | |
Vanguard Small-Cap Growth ETF (VBK) | 3.0 | $3.8M | 31k | 120.35 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.7 | $3.4M | 31k | 112.08 | |
Pimco Etf Tr 0-5 high yield (HYS) | 2.7 | $3.4M | 33k | 103.65 | |
Exxon Mobil Corporation (XOM) | 2.5 | $3.1M | 33k | 94.04 | |
iShares MSCI EAFE Index Fund (EFA) | 2.2 | $2.8M | 44k | 64.13 | |
Apple (AAPL) | 2.1 | $2.7M | 27k | 100.77 | |
WisdomTree Emerging Markets Eq (DEM) | 2.0 | $2.6M | 54k | 47.79 | |
Ishares Tr fltg rate nt (FLOT) | 1.9 | $2.4M | 48k | 50.82 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 1.8 | $2.2M | 21k | 106.16 | |
iShares MSCI Canada Index (EWC) | 1.7 | $2.1M | 70k | 30.69 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.7 | $2.1M | 19k | 109.68 | |
Babson Cap Corporate Invs | 1.6 | $2.0M | 132k | 15.35 | |
Hyster Yale Materials Handling (HY) | 1.5 | $1.9M | 27k | 71.64 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $1.8M | 37k | 49.18 | |
Intel Corporation (INTC) | 1.2 | $1.5M | 44k | 34.82 | |
Schwab U S Broad Market ETF (SCHB) | 1.2 | $1.5M | 31k | 47.54 | |
Johnson & Johnson (JNJ) | 1.1 | $1.4M | 13k | 106.62 | |
Microsoft Corporation (MSFT) | 1.1 | $1.4M | 31k | 46.36 | |
Schwab International Equity ETF (SCHF) | 1.1 | $1.4M | 45k | 31.02 | |
International Business Machines (IBM) | 1.0 | $1.3M | 6.7k | 189.90 | |
Berkshire Hathaway (BRK.B) | 1.0 | $1.2M | 9.0k | 138.15 | |
Rydex Etf Trust russ 1000 | 1.0 | $1.2M | 25k | 49.32 | |
Verizon Communications (VZ) | 0.9 | $1.2M | 24k | 50.01 | |
General Electric Company | 0.9 | $1.2M | 46k | 25.62 | |
Plum Creek Timber | 0.9 | $1.2M | 31k | 39.02 | |
HCP | 0.9 | $1.2M | 30k | 39.70 | |
Pepsi (PEP) | 0.9 | $1.2M | 13k | 93.06 | |
Bank Of Montreal Cadcom (BMO) | 0.9 | $1.1M | 15k | 73.63 | |
United Technologies Corporation | 0.9 | $1.1M | 11k | 105.61 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.9 | $1.1M | 29k | 38.69 | |
Stratasys (SSYS) | 0.8 | $1.1M | 8.9k | 120.84 | |
3M Company (MMM) | 0.8 | $992k | 7.0k | 141.67 | |
iShares S&P Global 100 Index (IOO) | 0.8 | $992k | 13k | 77.50 | |
National Grid | 0.7 | $897k | 13k | 71.90 | |
Invesco Mortgage Capital | 0.7 | $899k | 57k | 15.72 | |
At&t (T) | 0.7 | $880k | 25k | 35.23 | |
Wells Fargo & Company (WFC) | 0.7 | $872k | 17k | 51.84 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $859k | 14k | 60.23 | |
Cisco Systems (CSCO) | 0.7 | $863k | 34k | 25.17 | |
Chevron Corporation (CVX) | 0.7 | $845k | 7.1k | 119.32 | |
TJX Companies (TJX) | 0.7 | $842k | 14k | 59.15 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $781k | 19k | 41.58 | |
Colgate-Palmolive Company (CL) | 0.6 | $786k | 12k | 65.20 | |
KKR & Co | 0.6 | $735k | 33k | 22.29 | |
Amazon (AMZN) | 0.6 | $717k | 2.2k | 322.25 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.6 | $716k | 21k | 34.05 | |
SPDR Barclays Capital High Yield B | 0.6 | $699k | 17k | 40.19 | |
Merck & Co | 0.5 | $679k | 12k | 59.28 | |
Schlumberger (SLB) | 0.5 | $669k | 6.6k | 101.64 | |
Statoil ASA | 0.5 | $668k | 25k | 27.15 | |
Pfizer (PFE) | 0.5 | $665k | 23k | 29.57 | |
Gilead Sciences (GILD) | 0.5 | $661k | 6.2k | 106.44 | |
NACCO Industries (NC) | 0.5 | $663k | 13k | 49.73 | |
Procter & Gamble Company (PG) | 0.5 | $653k | 7.8k | 83.70 | |
First Trust NASDAQ Clean Edge Green (QCLN) | 0.5 | $645k | 34k | 19.08 | |
State Street Corporation (STT) | 0.5 | $620k | 8.4k | 73.59 | |
U.S. Bancorp (USB) | 0.5 | $625k | 15k | 41.81 | |
PowerShares Water Resources | 0.5 | $618k | 25k | 24.62 | |
E.I. du Pont de Nemours & Company | 0.5 | $589k | 8.2k | 71.79 | |
McDonald's Corporation (MCD) | 0.5 | $566k | 6.0k | 94.89 | |
Google Inc Class C | 0.4 | $556k | 963.00 | 577.36 | |
Walt Disney Company (DIS) | 0.4 | $544k | 6.1k | 88.96 | |
SPDR S&P Dividend (SDY) | 0.4 | $540k | 7.2k | 75.00 | |
Abbvie (ABBV) | 0.4 | $543k | 9.4k | 57.73 | |
Ishares Tr cmn (EIRL) | 0.4 | $537k | 16k | 34.46 | |
Sonoco Products Company (SON) | 0.4 | $517k | 13k | 39.32 | |
SYSCO Corporation (SYY) | 0.4 | $520k | 14k | 37.98 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $516k | 5.4k | 96.09 | |
EMC Corporation | 0.4 | $513k | 18k | 29.27 | |
Home Depot (HD) | 0.4 | $494k | 5.4k | 91.82 | |
Abbott Laboratories (ABT) | 0.4 | $494k | 12k | 41.60 | |
Autodesk (ADSK) | 0.4 | $489k | 8.9k | 55.10 | |
J.M. Smucker Company (SJM) | 0.4 | $501k | 5.1k | 98.91 | |
Union Pacific Corporation (UNP) | 0.4 | $485k | 4.5k | 108.45 | |
General Mills (GIS) | 0.4 | $480k | 9.5k | 50.47 | |
NuStar Energy | 0.4 | $485k | 7.4k | 65.99 | |
ConAgra Foods (CAG) | 0.4 | $464k | 14k | 33.02 | |
Terra Nitrogen Company | 0.4 | $464k | 3.2k | 144.55 | |
Schwab U S Small Cap ETF (SCHA) | 0.4 | $469k | 9.1k | 51.45 | |
Bristol Myers Squibb (BMY) | 0.4 | $458k | 9.0k | 51.16 | |
Nextera Energy (NEE) | 0.4 | $453k | 4.8k | 93.79 | |
Facebook Inc cl a (META) | 0.4 | $456k | 5.8k | 79.10 | |
Target Corporation (TGT) | 0.3 | $435k | 6.9k | 62.65 | |
Illinois Tool Works (ITW) | 0.3 | $428k | 5.1k | 84.33 | |
ConocoPhillips (COP) | 0.3 | $421k | 5.5k | 76.59 | |
Gra (GGG) | 0.3 | $410k | 5.6k | 73.06 | |
Spectra Energy Partners | 0.3 | $405k | 7.7k | 52.94 | |
iShares S&P 100 Index (OEF) | 0.3 | $368k | 4.2k | 88.14 | |
0.3 | $353k | 600.00 | 588.33 | ||
TransMontaigne Partners | 0.3 | $352k | 8.5k | 41.29 | |
Honeywell International (HON) | 0.3 | $345k | 3.7k | 93.24 | |
PPL Corporation (PPL) | 0.3 | $341k | 10k | 32.83 | |
Mosaic (MOS) | 0.3 | $338k | 7.6k | 44.47 | |
Accenture (ACN) | 0.2 | $313k | 3.9k | 81.30 | |
Southern Copper Corporation (SCCO) | 0.2 | $315k | 11k | 29.66 | |
Qualcomm (QCOM) | 0.2 | $310k | 4.2k | 74.70 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $301k | 7.6k | 39.48 | |
Global X Fds glob x nor etf | 0.2 | $310k | 19k | 16.40 | |
Market Vectors Etf Tr Biotech | 0.2 | $308k | 2.9k | 105.84 | |
Dun & Bradstreet Corporation | 0.2 | $294k | 2.5k | 117.60 | |
Dow Chemical Company | 0.2 | $297k | 5.7k | 52.47 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $277k | 8.5k | 32.64 | |
Sturm, Ruger & Company (RGR) | 0.2 | $276k | 5.7k | 48.63 | |
BHP Billiton (BHP) | 0.2 | $277k | 4.7k | 58.94 | |
Canadian Natl Ry (CNI) | 0.2 | $263k | 3.7k | 71.08 | |
AFLAC Incorporated (AFL) | 0.2 | $272k | 4.7k | 58.18 | |
Automatic Data Processing (ADP) | 0.2 | $269k | 3.2k | 83.15 | |
Bemis Company | 0.2 | $268k | 7.1k | 38.01 | |
CVS Caremark Corporation (CVS) | 0.2 | $267k | 3.4k | 79.65 | |
Kroger (KR) | 0.2 | $265k | 5.1k | 51.96 | |
Lockheed Martin Corporation (LMT) | 0.2 | $261k | 1.4k | 182.52 | |
Rydex S&P Equal Weight ETF | 0.2 | $261k | 3.5k | 75.65 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $264k | 5.6k | 47.02 | |
C.R. Bard | 0.2 | $250k | 1.8k | 142.86 | |
UnitedHealth (UNH) | 0.2 | $254k | 3.0k | 86.10 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $251k | 3.2k | 78.68 | |
Coca-Cola Company (KO) | 0.2 | $245k | 5.8k | 42.61 | |
Dominion Resources (D) | 0.2 | $238k | 3.5k | 68.99 | |
PetSmart | 0.2 | $243k | 3.5k | 70.03 | |
Emerson Electric (EMR) | 0.2 | $238k | 3.8k | 62.55 | |
Babson Cap Partn Invs Trust | 0.2 | $237k | 18k | 13.58 | |
Apache Corporation | 0.2 | $229k | 2.4k | 93.97 | |
Oracle Corporation (ORCL) | 0.2 | $230k | 6.0k | 38.28 | |
TC Pipelines | 0.2 | $226k | 3.3k | 67.56 | |
Moody's Corporation (MCO) | 0.2 | $217k | 2.3k | 94.35 | |
Becton, Dickinson and (BDX) | 0.2 | $212k | 1.9k | 113.55 | |
Lazard Ltd-cl A shs a | 0.2 | $212k | 4.2k | 50.78 | |
SPDR Gold Trust (GLD) | 0.2 | $211k | 1.8k | 116.25 | |
St. Jude Medical | 0.2 | $210k | 3.5k | 60.00 | |
Royal Dutch Shell | 0.2 | $218k | 2.9k | 75.96 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.2 | $204k | 8.4k | 24.43 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $204k | 2.4k | 84.37 | |
North Amern Palladium | 0.0 | $3.0k | 14k | 0.22 | |
Omnicanna Health Solutions | 0.0 | $956.000000 | 24k | 0.04 |