Curbstone Financial Management as of Dec. 31, 2015
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 156 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Short Term Corporate Bond ETF (VCSH) | 8.1 | $24M | 298k | 78.99 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.4 | $13M | 51k | 254.05 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.9 | $11M | 110k | 104.60 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.9 | $8.5M | 81k | 105.95 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.7 | $7.9M | 72k | 110.71 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 2.5 | $7.2M | 86k | 84.09 | |
Vanguard Small-Cap Growth ETF (VBK) | 2.4 | $6.9M | 57k | 121.45 | |
Apple (AAPL) | 2.3 | $6.8M | 64k | 105.27 | |
Babson Cap Corporate Invs | 2.0 | $5.9M | 340k | 17.25 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.8 | $5.3M | 48k | 109.68 | |
Exxon Mobil Corporation (XOM) | 1.8 | $5.2M | 67k | 77.95 | |
iShares MSCI EAFE Index Fund (EFA) | 1.6 | $4.5M | 77k | 58.71 | |
Vanguard S&p 500 Etf idx (VOO) | 1.4 | $4.1M | 22k | 186.94 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.4 | $4.1M | 101k | 40.07 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $4.0M | 76k | 52.83 | |
Plum Creek Timber | 1.2 | $3.6M | 76k | 47.72 | |
Microsoft Corporation (MSFT) | 1.1 | $3.3M | 60k | 55.48 | |
Intel Corporation (INTC) | 1.1 | $3.3M | 95k | 34.45 | |
Hyster Yale Materials Handling (HY) | 1.1 | $3.2M | 62k | 52.45 | |
Johnson & Johnson (JNJ) | 1.1 | $3.1M | 31k | 102.71 | |
Amazon (AMZN) | 1.1 | $3.1M | 4.5k | 675.95 | |
General Electric Company | 1.0 | $3.0M | 98k | 31.15 | |
Verizon Communications (VZ) | 1.0 | $2.9M | 63k | 46.22 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 1.0 | $2.9M | 117k | 24.36 | |
Pepsi (PEP) | 1.0 | $2.8M | 28k | 99.92 | |
Schwab U S Broad Market ETF (SCHB) | 1.0 | $2.8M | 57k | 49.04 | |
Berkshire Hathaway (BRK.B) | 0.9 | $2.8M | 21k | 132.05 | |
TJX Companies (TJX) | 0.9 | $2.6M | 36k | 70.91 | |
At&t (T) | 0.8 | $2.4M | 69k | 34.41 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $2.4M | 3.1k | 758.77 | |
Schwab International Equity ETF (SCHF) | 0.8 | $2.3M | 85k | 27.56 | |
Walt Disney Company (DIS) | 0.8 | $2.3M | 22k | 105.06 | |
Gilead Sciences (GILD) | 0.8 | $2.3M | 23k | 101.18 | |
Schwab U S Small Cap ETF (SCHA) | 0.8 | $2.3M | 44k | 52.09 | |
Rydex Etf Trust russ 1000 | 0.7 | $2.1M | 44k | 48.02 | |
CVS Caremark Corporation (CVS) | 0.7 | $2.1M | 21k | 97.76 | |
Hormel Foods Corporation (HRL) | 0.7 | $2.1M | 26k | 79.08 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | 31k | 66.03 | |
Cisco Systems (CSCO) | 0.7 | $2.0M | 75k | 27.16 | |
HCP | 0.7 | $2.1M | 54k | 38.25 | |
Wells Fargo & Company (WFC) | 0.7 | $2.0M | 36k | 54.36 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.7 | $2.0M | 38k | 51.50 | |
Procter & Gamble Company (PG) | 0.7 | $1.9M | 24k | 79.41 | |
United Technologies Corporation | 0.7 | $1.9M | 20k | 96.08 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.7 | $1.9M | 49k | 38.85 | |
iShares S&P Global 100 Index (IOO) | 0.6 | $1.8M | 24k | 72.82 | |
Pfizer (PFE) | 0.6 | $1.7M | 53k | 32.28 | |
Bank Of Montreal Cadcom (BMO) | 0.6 | $1.7M | 31k | 56.43 | |
U.S. Bancorp (USB) | 0.6 | $1.7M | 40k | 42.66 | |
Autodesk (ADSK) | 0.6 | $1.7M | 28k | 60.93 | |
Schlumberger (SLB) | 0.6 | $1.7M | 25k | 69.74 | |
3M Company (MMM) | 0.6 | $1.6M | 11k | 150.63 | |
Home Depot (HD) | 0.6 | $1.6M | 12k | 132.23 | |
National Grid | 0.5 | $1.6M | 23k | 69.54 | |
Ishares Tr fltg rate nt (FLOT) | 0.5 | $1.6M | 31k | 50.45 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.5 | $1.6M | 39k | 39.64 | |
J.M. Smucker Company (SJM) | 0.5 | $1.5M | 12k | 123.37 | |
NACCO Industries (NC) | 0.5 | $1.5M | 34k | 42.21 | |
iShares MSCI Canada Index (EWC) | 0.5 | $1.4M | 66k | 21.50 | |
Tractor Supply Company (TSCO) | 0.5 | $1.4M | 17k | 85.52 | |
SYSCO Corporation (SYY) | 0.5 | $1.4M | 34k | 40.99 | |
C.R. Bard | 0.5 | $1.4M | 7.4k | 189.38 | |
Colgate-Palmolive Company (CL) | 0.5 | $1.4M | 21k | 66.62 | |
Chevron Corporation (CVX) | 0.4 | $1.3M | 14k | 89.98 | |
Rydex S&P Equal Weight ETF | 0.4 | $1.3M | 17k | 76.64 | |
KKR & Co | 0.4 | $1.3M | 84k | 15.59 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.4 | $1.3M | 48k | 27.19 | |
Aetna | 0.4 | $1.3M | 12k | 108.10 | |
Abbott Laboratories (ABT) | 0.4 | $1.2M | 27k | 44.92 | |
Eli Lilly & Co. (LLY) | 0.4 | $1.2M | 14k | 84.27 | |
Sonoco Products Company (SON) | 0.4 | $1.2M | 29k | 40.86 | |
Dow Chemical Company | 0.4 | $1.2M | 23k | 51.50 | |
E.I. du Pont de Nemours & Company | 0.4 | $1.2M | 18k | 66.59 | |
Facebook Inc cl a (META) | 0.4 | $1.2M | 12k | 104.66 | |
Korn/Ferry International (KFY) | 0.4 | $1.2M | 35k | 33.19 | |
Babson Cap Partn Invs Trust | 0.4 | $1.2M | 84k | 13.75 | |
Abbvie (ABBV) | 0.4 | $1.2M | 20k | 59.22 | |
Smith & Nephew (SNN) | 0.4 | $1.2M | 33k | 35.59 | |
State Street Corporation (STT) | 0.4 | $1.1M | 17k | 66.37 | |
JetBlue Airways Corporation (JBLU) | 0.4 | $1.1M | 48k | 22.65 | |
Merck & Co | 0.4 | $1.1M | 20k | 52.80 | |
Verisk Analytics (VRSK) | 0.4 | $1.1M | 14k | 76.87 | |
Celanese Corporation (CE) | 0.4 | $1.0M | 16k | 67.33 | |
Inogen (INGN) | 0.4 | $1.1M | 26k | 40.11 | |
McDonald's Corporation (MCD) | 0.3 | $1.0M | 8.6k | 118.09 | |
EMC Corporation | 0.3 | $1.0M | 40k | 25.68 | |
Trinity Industries (TRN) | 0.3 | $1.0M | 43k | 24.03 | |
St. Jude Medical | 0.3 | $1.0M | 17k | 61.76 | |
Nextera Energy (NEE) | 0.3 | $1.0M | 9.7k | 103.93 | |
Lazard Ltd-cl A shs a | 0.3 | $952k | 21k | 45.01 | |
General Mills (GIS) | 0.3 | $935k | 16k | 57.64 | |
Target Corporation (TGT) | 0.3 | $931k | 13k | 72.59 | |
Illinois Tool Works (ITW) | 0.3 | $931k | 10k | 92.64 | |
Starbucks Corporation (SBUX) | 0.3 | $944k | 16k | 60.04 | |
Market Vectors Short Municipal Index ETF | 0.3 | $947k | 54k | 17.54 | |
Bristol Myers Squibb (BMY) | 0.3 | $915k | 13k | 68.78 | |
Honeywell International (HON) | 0.3 | $887k | 8.6k | 103.57 | |
PowerShares Water Resources | 0.3 | $888k | 41k | 21.67 | |
Comcast Corporation (CMCSA) | 0.3 | $834k | 15k | 56.45 | |
Invesco Mortgage Capital | 0.3 | $857k | 69k | 12.39 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $832k | 17k | 48.55 | |
Union Pacific Corporation (UNP) | 0.3 | $794k | 10k | 78.20 | |
Spectra Energy Partners | 0.3 | $791k | 17k | 47.71 | |
Tyson Foods (TSN) | 0.3 | $752k | 14k | 53.33 | |
International Business Machines (IBM) | 0.3 | $769k | 5.6k | 137.67 | |
Kroger (KR) | 0.2 | $736k | 18k | 41.82 | |
SPDR S&P Dividend (SDY) | 0.2 | $721k | 9.8k | 73.57 | |
Ishares Tr cmn (EIRL) | 0.2 | $722k | 17k | 41.57 | |
AFLAC Incorporated (AFL) | 0.2 | $683k | 11k | 59.91 | |
Bemis Company | 0.2 | $679k | 15k | 44.67 | |
Accenture (ACN) | 0.2 | $679k | 6.5k | 104.46 | |
SYNNEX Corporation (SNX) | 0.2 | $670k | 7.5k | 89.93 | |
iShares S&P 100 Index (OEF) | 0.2 | $666k | 7.3k | 91.23 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $639k | 28k | 22.74 | |
UnitedHealth (UNH) | 0.2 | $641k | 5.5k | 117.61 | |
Gra (GGG) | 0.2 | $656k | 9.1k | 72.07 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $630k | 810.00 | 777.78 | |
Coca-Cola Company (KO) | 0.2 | $621k | 15k | 42.98 | |
Unilever | 0.2 | $617k | 14k | 43.30 | |
Standard Motor Products (SMP) | 0.2 | $615k | 16k | 38.08 | |
Qualys (QLYS) | 0.2 | $613k | 19k | 33.08 | |
Boeing Company (BA) | 0.2 | $588k | 4.1k | 144.47 | |
ConAgra Foods (CAG) | 0.2 | $590k | 14k | 42.14 | |
PPL Corporation (PPL) | 0.2 | $596k | 18k | 34.11 | |
T. Rowe Price (TROW) | 0.2 | $562k | 7.9k | 71.48 | |
Visa (V) | 0.2 | $563k | 7.3k | 77.61 | |
Hologic (HOLX) | 0.2 | $534k | 14k | 38.68 | |
Boston Beer Company (SAM) | 0.2 | $513k | 2.5k | 201.97 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $534k | 4.5k | 120.00 | |
Ubs Ag Cmn | 0.2 | $507k | 26k | 19.35 | |
Lockheed Martin Corporation (LMT) | 0.2 | $505k | 2.3k | 217.11 | |
Wec Energy Group (WEC) | 0.2 | $501k | 9.8k | 51.35 | |
Automatic Data Processing (ADP) | 0.2 | $478k | 5.6k | 84.63 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $475k | 7.0k | 67.57 | |
Trex Company (TREX) | 0.2 | $479k | 13k | 38.02 | |
Moody's Corporation (MCO) | 0.1 | $441k | 4.4k | 100.23 | |
FedEx Corporation (FDX) | 0.1 | $434k | 2.9k | 149.14 | |
Amgen (AMGN) | 0.1 | $440k | 2.7k | 162.36 | |
GlaxoSmithKline | 0.1 | $448k | 11k | 40.34 | |
Danaher Corporation (DHR) | 0.1 | $435k | 4.7k | 92.95 | |
Tupperware Brands Corporation | 0.1 | $427k | 7.7k | 55.60 | |
Hershey Company (HSY) | 0.1 | $446k | 5.0k | 89.20 | |
Fastenal Company (FAST) | 0.1 | $445k | 11k | 40.80 | |
Oracle Corporation (ORCL) | 0.1 | $451k | 12k | 36.52 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.1 | $428k | 4.2k | 101.90 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $428k | 4.8k | 90.11 | |
Market Vectors Etf Tr Biotech | 0.1 | $438k | 3.5k | 126.96 | |
Ambarella (AMBA) | 0.1 | $440k | 7.9k | 55.77 | |
Bwx Technologies (BWXT) | 0.1 | $450k | 14k | 31.80 | |
Dun & Bradstreet Corporation | 0.1 | $411k | 4.0k | 104.05 | |
Stryker Corporation (SYK) | 0.1 | $416k | 4.5k | 92.86 | |
NuStar Energy | 0.1 | $411k | 10k | 40.10 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $408k | 4.8k | 84.37 | |
I Shares 2019 Etf | 0.1 | $410k | 16k | 25.62 | |
Global X Fds glob x nor etf | 0.1 | $277k | 29k | 9.69 | |
Omnicanna Health Solutions | 0.0 | $0 | 48k | 0.00 |