Curbstone Financial Management as of Dec. 31, 2014
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 147 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P MidCap 400 ETF (MDY) | 7.2 | $9.4M | 36k | 263.96 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 6.9 | $9.0M | 113k | 79.63 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 4.4 | $5.7M | 54k | 105.17 | |
Vanguard Small-Cap Growth ETF (VBK) | 2.9 | $3.8M | 30k | 125.93 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.6 | $3.4M | 31k | 112.01 | |
Exxon Mobil Corporation (XOM) | 2.4 | $3.1M | 33k | 92.44 | |
Apple (AAPL) | 2.3 | $3.0M | 27k | 110.38 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.0 | $2.6M | 24k | 105.92 | |
iShares MSCI EAFE Index Fund (EFA) | 1.9 | $2.4M | 40k | 60.85 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $2.4M | 22k | 110.34 | |
Ishares Tr fltg rate nt (FLOT) | 1.8 | $2.4M | 47k | 50.55 | |
Babson Cap Corporate Invs | 1.6 | $2.1M | 135k | 15.89 | |
Hyster Yale Materials Handling (HY) | 1.5 | $2.0M | 27k | 73.19 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $1.8M | 35k | 51.79 | |
iShares MSCI Canada Index (EWC) | 1.4 | $1.8M | 61k | 28.86 | |
Intel Corporation (INTC) | 1.2 | $1.6M | 45k | 36.30 | |
Johnson & Johnson (JNJ) | 1.1 | $1.5M | 14k | 104.57 | |
WisdomTree Emerging Markets Eq (DEM) | 1.1 | $1.5M | 35k | 42.16 | |
Plum Creek Timber | 1.1 | $1.4M | 34k | 42.78 | |
Microsoft Corporation (MSFT) | 1.1 | $1.4M | 31k | 46.45 | |
Schwab U S Broad Market ETF (SCHB) | 1.1 | $1.4M | 28k | 49.81 | |
HCP | 1.1 | $1.4M | 32k | 44.03 | |
Berkshire Hathaway (BRK.B) | 1.1 | $1.4M | 9.1k | 150.11 | |
United Technologies Corporation | 1.0 | $1.2M | 11k | 115.03 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.0 | $1.3M | 31k | 40.67 | |
Pepsi (PEP) | 0.9 | $1.2M | 13k | 94.56 | |
General Electric Company | 0.9 | $1.2M | 46k | 25.27 | |
Verizon Communications (VZ) | 0.9 | $1.2M | 25k | 46.76 | |
Schwab International Equity ETF (SCHF) | 0.9 | $1.2M | 40k | 28.90 | |
Rydex Etf Trust russ 1000 | 0.9 | $1.1M | 23k | 50.92 | |
3M Company (MMM) | 0.9 | $1.1M | 6.9k | 164.32 | |
Bank Of Montreal Cadcom (BMO) | 0.8 | $1.1M | 15k | 70.71 | |
TJX Companies (TJX) | 0.8 | $1.1M | 15k | 68.55 | |
iShares S&P Global 100 Index (IOO) | 0.8 | $1.1M | 14k | 76.23 | |
International Business Machines (IBM) | 0.8 | $1.0M | 6.3k | 160.37 | |
Cisco Systems (CSCO) | 0.8 | $1.0M | 36k | 27.81 | |
Wells Fargo & Company (WFC) | 0.8 | $985k | 18k | 54.81 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $932k | 15k | 62.60 | |
At&t (T) | 0.7 | $922k | 27k | 33.60 | |
KKR & Co | 0.7 | $892k | 39k | 23.20 | |
NACCO Industries (NC) | 0.7 | $885k | 15k | 59.36 | |
National Grid | 0.7 | $873k | 12k | 70.69 | |
Colgate-Palmolive Company (CL) | 0.7 | $852k | 12k | 69.18 | |
Schlumberger (SLB) | 0.7 | $854k | 10k | 85.38 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.6 | $827k | 21k | 38.96 | |
Gilead Sciences (GILD) | 0.6 | $804k | 8.5k | 94.31 | |
Chevron Corporation (CVX) | 0.6 | $792k | 7.1k | 112.15 | |
Invesco Mortgage Capital | 0.6 | $777k | 50k | 15.45 | |
Pfizer (PFE) | 0.6 | $771k | 25k | 31.16 | |
Amazon (AMZN) | 0.6 | $762k | 2.5k | 310.39 | |
Procter & Gamble Company (PG) | 0.6 | $752k | 8.3k | 91.13 | |
U.S. Bancorp (USB) | 0.6 | $731k | 16k | 44.93 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $683k | 17k | 39.29 | |
Merck & Co | 0.5 | $676k | 12k | 56.78 | |
SPDR Barclays Capital High Yield B | 0.5 | $672k | 17k | 38.63 | |
Google Inc Class C | 0.5 | $670k | 1.3k | 526.32 | |
State Street Corporation (STT) | 0.5 | $642k | 8.2k | 78.53 | |
E.I. du Pont de Nemours & Company | 0.5 | $632k | 8.5k | 73.96 | |
Stratasys (SSYS) | 0.5 | $635k | 7.6k | 83.17 | |
Walt Disney Company (DIS) | 0.5 | $618k | 6.6k | 94.14 | |
PowerShares Water Resources | 0.5 | $621k | 24k | 25.76 | |
First Trust NASDAQ Clean Edge Green (QCLN) | 0.5 | $628k | 37k | 17.23 | |
Schwab U S Small Cap ETF (SCHA) | 0.5 | $617k | 11k | 55.14 | |
Abbvie (ABBV) | 0.5 | $621k | 9.5k | 65.46 | |
Sonoco Products Company (SON) | 0.5 | $613k | 14k | 43.71 | |
J.M. Smucker Company (SJM) | 0.5 | $607k | 6.0k | 100.91 | |
Autodesk (ADSK) | 0.5 | $592k | 9.9k | 60.10 | |
SYSCO Corporation (SYY) | 0.5 | $580k | 15k | 39.71 | |
Home Depot (HD) | 0.4 | $576k | 5.5k | 104.92 | |
ConAgra Foods (CAG) | 0.4 | $572k | 16k | 36.26 | |
McDonald's Corporation (MCD) | 0.4 | $553k | 5.9k | 93.65 | |
Abbott Laboratories (ABT) | 0.4 | $561k | 13k | 45.06 | |
EMC Corporation | 0.4 | $557k | 19k | 29.74 | |
SPDR S&P Dividend (SDY) | 0.4 | $552k | 7.0k | 78.86 | |
Bristol Myers Squibb (BMY) | 0.4 | $536k | 9.1k | 59.05 | |
Union Pacific Corporation (UNP) | 0.4 | $533k | 4.5k | 119.19 | |
Nextera Energy (NEE) | 0.4 | $535k | 5.0k | 106.36 | |
Target Corporation (TGT) | 0.4 | $519k | 6.8k | 75.84 | |
General Mills (GIS) | 0.4 | $507k | 9.5k | 53.31 | |
Illinois Tool Works (ITW) | 0.4 | $493k | 5.2k | 94.63 | |
Rydex S&P Equal Weight ETF | 0.4 | $490k | 6.1k | 80.00 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $476k | 5.9k | 80.68 | |
Spectra Energy Partners | 0.4 | $471k | 8.3k | 56.99 | |
Gra (GGG) | 0.3 | $450k | 5.6k | 80.19 | |
CVS Caremark Corporation (CVS) | 0.3 | $431k | 4.5k | 96.38 | |
ConocoPhillips (COP) | 0.3 | $411k | 5.9k | 69.11 | |
Facebook Inc cl a (META) | 0.3 | $409k | 5.2k | 78.05 | |
Statoil ASA | 0.3 | $393k | 22k | 17.61 | |
AFLAC Incorporated (AFL) | 0.3 | $383k | 6.3k | 61.04 | |
PPL Corporation (PPL) | 0.3 | $377k | 10k | 36.30 | |
iShares S&P 100 Index (OEF) | 0.3 | $380k | 4.2k | 91.02 | |
Honeywell International (HON) | 0.3 | $362k | 3.6k | 99.89 | |
NuStar Energy | 0.3 | $362k | 6.3k | 57.69 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $363k | 9.2k | 39.48 | |
C.R. Bard | 0.3 | $350k | 2.1k | 166.67 | |
Qualcomm (QCOM) | 0.3 | $334k | 4.5k | 74.22 | |
Accenture (ACN) | 0.3 | $335k | 3.8k | 89.33 | |
Bemis Company | 0.2 | $323k | 7.2k | 45.17 | |
Kroger (KR) | 0.2 | $327k | 5.1k | 64.12 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.2 | $324k | 13k | 24.27 | |
UnitedHealth (UNH) | 0.2 | $308k | 3.1k | 100.98 | |
0.2 | $318k | 600.00 | 530.00 | ||
Dun & Bradstreet Corporation | 0.2 | $302k | 2.5k | 120.80 | |
Mosaic (MOS) | 0.2 | $302k | 6.6k | 45.58 | |
Market Vectors Etf Tr Biotech | 0.2 | $301k | 2.6k | 115.33 | |
PetSmart | 0.2 | $282k | 3.5k | 81.27 | |
Oracle Corporation (ORCL) | 0.2 | $286k | 6.4k | 44.91 | |
Verisk Analytics (VRSK) | 0.2 | $280k | 4.4k | 64.00 | |
St. Jude Medical | 0.2 | $288k | 4.4k | 65.08 | |
Ishares Tr cmn (EIRL) | 0.2 | $291k | 8.5k | 34.40 | |
Tractor Supply Company (TSCO) | 0.2 | $276k | 3.5k | 78.86 | |
Lockheed Martin Corporation (LMT) | 0.2 | $275k | 1.4k | 192.31 | |
Southern Copper Corporation (SCCO) | 0.2 | $278k | 9.8k | 28.24 | |
Terra Nitrogen Company | 0.2 | $269k | 2.6k | 102.87 | |
Canadian Natl Ry (CNI) | 0.2 | $255k | 3.7k | 68.92 | |
Coca-Cola Company (KO) | 0.2 | $261k | 6.2k | 42.27 | |
Dominion Resources (D) | 0.2 | $263k | 3.4k | 76.79 | |
Automatic Data Processing (ADP) | 0.2 | $261k | 3.1k | 83.25 | |
Dow Chemical Company | 0.2 | $258k | 5.7k | 45.58 | |
Becton, Dickinson and (BDX) | 0.2 | $260k | 1.9k | 139.26 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $265k | 5.4k | 49.04 | |
Cheniere Energy (LNG) | 0.2 | $249k | 3.5k | 70.34 | |
Eli Lilly & Co. (LLY) | 0.2 | $235k | 3.4k | 69.12 | |
Emerson Electric (EMR) | 0.2 | $235k | 3.8k | 61.76 | |
Lazard Ltd-cl A shs a | 0.2 | $228k | 4.6k | 50.11 | |
Zimmer Holdings (ZBH) | 0.2 | $228k | 2.0k | 113.55 | |
TransMontaigne Partners | 0.2 | $239k | 7.6k | 31.55 | |
MWI Veterinary Supply | 0.2 | $229k | 1.4k | 169.63 | |
Babson Cap Partn Invs Trust | 0.2 | $231k | 18k | 13.24 | |
Moody's Corporation (MCO) | 0.2 | $220k | 2.3k | 95.65 | |
Coach | 0.2 | $216k | 5.8k | 37.57 | |
Stryker Corporation (SYK) | 0.2 | $218k | 2.3k | 94.17 | |
BHP Billiton (BHP) | 0.2 | $222k | 4.7k | 47.23 | |
Innophos Holdings | 0.2 | $226k | 3.9k | 58.32 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $224k | 3.2k | 70.22 | |
American Express Company (AXP) | 0.2 | $202k | 2.2k | 93.13 | |
Devon Energy Corporation (DVN) | 0.2 | $209k | 3.4k | 61.20 | |
Amgen (AMGN) | 0.2 | $207k | 1.3k | 159.23 | |
Danaher Corporation (DHR) | 0.2 | $213k | 2.5k | 85.54 | |
HNI Corporation (HNI) | 0.2 | $207k | 4.1k | 51.11 | |
TC Pipelines | 0.2 | $203k | 2.9k | 71.23 | |
Trinity Industries (TRN) | 0.2 | $213k | 7.6k | 28.03 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $204k | 2.4k | 84.37 | |
Global X Fds glob x nor etf | 0.2 | $205k | 17k | 11.94 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $207k | 2.4k | 86.25 | |
North Amern Palladium | 0.0 | $2.0k | 14k | 0.15 | |
Omnicanna Health Solutions | 0.0 | $956.000000 | 24k | 0.04 |