Curbstone Financial Management as of June 30, 2016
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 158 positions in its portfolio as reported in the June 2016 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 | 300k | 80.84 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.4 | $13M | 48k | 272.22 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.7 | $11M | 105k | 106.09 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.0 | $8.9M | 100k | 89.41 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.8 | $8.5M | 80k | 106.34 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.7 | $8.1M | 71k | 113.92 | |
Exxon Mobil Corporation (XOM) | 2.0 | $6.1M | 65k | 93.75 | |
Babson Cap Corporate Invs | 2.0 | $6.0M | 332k | 17.97 | |
Apple (AAPL) | 1.9 | $5.7M | 60k | 95.61 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.9 | $5.6M | 48k | 116.67 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.4 | $4.3M | 101k | 42.01 | |
iShares MSCI EAFE Index Fund (EFA) | 1.4 | $4.2M | 76k | 55.82 | |
Vanguard S&p 500 Etf idx (VOO) | 1.4 | $4.2M | 22k | 192.20 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $4.0M | 77k | 52.47 | |
Hyster Yale Materials Handling (HY) | 1.2 | $3.7M | 62k | 59.49 | |
Johnson & Johnson (JNJ) | 1.2 | $3.6M | 30k | 121.29 | |
Weyerhaeuser Company (WY) | 1.2 | $3.5M | 119k | 29.77 | |
Verizon Communications (VZ) | 1.2 | $3.5M | 62k | 55.84 | |
Rydex S&P Equal Weight ETF | 1.1 | $3.4M | 43k | 80.36 | |
At&t (T) | 1.1 | $3.1M | 73k | 43.20 | |
Microsoft Corporation (MSFT) | 1.0 | $3.1M | 60k | 51.17 | |
Pepsi (PEP) | 1.0 | $3.1M | 29k | 105.94 | |
Amazon (AMZN) | 1.0 | $3.1M | 4.3k | 715.65 | |
General Electric Company | 1.0 | $3.0M | 97k | 31.48 | |
Intel Corporation (INTC) | 1.0 | $3.0M | 92k | 32.80 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 1.0 | $2.9M | 60k | 49.07 | |
Berkshire Hathaway (BRK.B) | 0.9 | $2.8M | 19k | 144.78 | |
TJX Companies (TJX) | 0.9 | $2.8M | 36k | 77.23 | |
Schwab U S Broad Market ETF (SCHB) | 0.9 | $2.7M | 54k | 50.30 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $2.7M | 67k | 39.88 | |
Schwab International Equity ETF (SCHF) | 0.9 | $2.6M | 97k | 27.11 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.8 | $2.5M | 46k | 53.73 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.8 | $2.3M | 19k | 123.91 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $2.2M | 3.2k | 692.05 | |
Walt Disney Company (DIS) | 0.7 | $2.2M | 22k | 97.82 | |
Cisco Systems (CSCO) | 0.7 | $2.2M | 76k | 28.70 | |
HCP | 0.7 | $2.2M | 61k | 35.38 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | 34k | 62.13 | |
Gilead Sciences (GILD) | 0.7 | $2.1M | 26k | 83.42 | |
United Technologies Corporation | 0.7 | $2.1M | 20k | 102.54 | |
Procter & Gamble Company (PG) | 0.7 | $2.1M | 24k | 84.67 | |
Pfizer (PFE) | 0.7 | $2.0M | 58k | 35.20 | |
CVS Caremark Corporation (CVS) | 0.7 | $2.0M | 21k | 95.74 | |
NACCO Industries (NC) | 0.7 | $2.0M | 35k | 56.00 | |
Bank Of Montreal Cadcom (BMO) | 0.7 | $2.0M | 31k | 63.41 | |
Schlumberger (SLB) | 0.6 | $1.9M | 24k | 79.08 | |
3M Company (MMM) | 0.6 | $1.8M | 11k | 175.14 | |
Home Depot (HD) | 0.6 | $1.8M | 14k | 127.68 | |
J.M. Smucker Company (SJM) | 0.6 | $1.8M | 12k | 152.45 | |
Wells Fargo & Company (WFC) | 0.6 | $1.7M | 36k | 47.32 | |
iShares S&P Global 100 Index (IOO) | 0.6 | $1.7M | 24k | 71.68 | |
SYSCO Corporation (SYY) | 0.6 | $1.7M | 33k | 50.73 | |
National Grid | 0.6 | $1.7M | 23k | 74.34 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.6 | $1.6M | 58k | 28.30 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.6 | $1.6M | 38k | 43.44 | |
U.S. Bancorp (USB) | 0.5 | $1.6M | 40k | 40.32 | |
Hormel Foods Corporation (HRL) | 0.5 | $1.6M | 45k | 36.60 | |
Schwab U S Small Cap ETF (SCHA) | 0.5 | $1.6M | 29k | 54.02 | |
Facebook Inc cl a (META) | 0.5 | $1.5M | 13k | 114.26 | |
Tractor Supply Company (TSCO) | 0.5 | $1.5M | 17k | 91.15 | |
Sonoco Products Company (SON) | 0.5 | $1.5M | 30k | 49.67 | |
KKR & Co | 0.5 | $1.4M | 117k | 12.34 | |
Chevron Corporation (CVX) | 0.5 | $1.4M | 14k | 104.82 | |
Colgate-Palmolive Company (CL) | 0.5 | $1.4M | 20k | 73.19 | |
Babson Cap Partn Invs Trust | 0.5 | $1.4M | 98k | 14.73 | |
Autodesk (ADSK) | 0.5 | $1.4M | 25k | 54.13 | |
Aetna | 0.5 | $1.4M | 11k | 122.13 | |
St. Jude Medical | 0.5 | $1.4M | 18k | 78.02 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.4 | $1.3M | 17k | 79.71 | |
Inogen (INGN) | 0.4 | $1.3M | 26k | 50.12 | |
Vanguard REIT ETF (VNQ) | 0.4 | $1.3M | 14k | 88.70 | |
Ishares Tr fltg rate nt (FLOT) | 0.4 | $1.2M | 25k | 50.63 | |
C.R. Bard | 0.4 | $1.2M | 5.2k | 235.19 | |
Smith & Nephew (SNN) | 0.4 | $1.2M | 36k | 34.32 | |
Abbvie (ABBV) | 0.4 | $1.2M | 20k | 61.92 | |
Merck & Co | 0.4 | $1.2M | 20k | 57.61 | |
E.I. du Pont de Nemours & Company | 0.4 | $1.2M | 18k | 64.80 | |
General Mills (GIS) | 0.4 | $1.2M | 16k | 71.32 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.4 | $1.2M | 66k | 17.73 | |
Dow Chemical Company | 0.4 | $1.1M | 23k | 49.69 | |
Nextera Energy (NEE) | 0.4 | $1.1M | 8.7k | 130.41 | |
Honeywell International (HON) | 0.4 | $1.1M | 9.6k | 116.28 | |
Eli Lilly & Co. (LLY) | 0.4 | $1.1M | 14k | 78.77 | |
Verisk Analytics (VRSK) | 0.4 | $1.1M | 13k | 81.05 | |
EMC Corporation | 0.3 | $1.0M | 38k | 27.18 | |
Celanese Corporation (CE) | 0.3 | $1.0M | 15k | 65.42 | |
McDonald's Corporation (MCD) | 0.3 | $971k | 8.1k | 120.32 | |
Abbott Laboratories (ABT) | 0.3 | $956k | 24k | 39.32 | |
Bristol Myers Squibb (BMY) | 0.3 | $942k | 13k | 73.57 | |
Illinois Tool Works (ITW) | 0.3 | $963k | 9.3k | 104.11 | |
PowerShares Water Resources | 0.3 | $912k | 39k | 23.65 | |
Comcast Corporation (CMCSA) | 0.3 | $896k | 14k | 65.22 | |
State Street Corporation (STT) | 0.3 | $895k | 17k | 53.92 | |
Tyson Foods (TSN) | 0.3 | $895k | 13k | 66.79 | |
Target Corporation (TGT) | 0.3 | $896k | 13k | 69.86 | |
SPDR S&P Dividend (SDY) | 0.3 | $894k | 11k | 83.94 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $886k | 18k | 49.75 | |
Starbucks Corporation (SBUX) | 0.3 | $871k | 15k | 57.14 | |
AFLAC Incorporated (AFL) | 0.3 | $841k | 12k | 72.19 | |
International Business Machines (IBM) | 0.3 | $819k | 5.4k | 151.78 | |
JetBlue Airways Corporation (JBLU) | 0.2 | $760k | 46k | 16.56 | |
Accenture (ACN) | 0.2 | $736k | 6.5k | 113.23 | |
Korn/Ferry International (KFY) | 0.2 | $738k | 36k | 20.70 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $729k | 28k | 26.22 | |
Bemis Company | 0.2 | $726k | 14k | 51.49 | |
UnitedHealth (UNH) | 0.2 | $720k | 5.1k | 141.18 | |
Gra (GGG) | 0.2 | $719k | 9.1k | 78.99 | |
PPL Corporation (PPL) | 0.2 | $678k | 18k | 37.73 | |
Trinity Industries (TRN) | 0.2 | $681k | 37k | 18.58 | |
SYNNEX Corporation (SNX) | 0.2 | $687k | 7.3k | 94.76 | |
iShares S&P 100 Index (OEF) | 0.2 | $678k | 7.3k | 92.88 | |
Coca-Cola Company (KO) | 0.2 | $655k | 15k | 45.33 | |
Kroger (KR) | 0.2 | $648k | 18k | 36.82 | |
ConAgra Foods (CAG) | 0.2 | $669k | 14k | 47.79 | |
Standard Motor Products (SMP) | 0.2 | $658k | 17k | 39.75 | |
Phillips 66 (PSX) | 0.2 | $663k | 8.4k | 79.36 | |
Union Pacific Corporation (UNP) | 0.2 | $635k | 7.3k | 87.20 | |
GlaxoSmithKline | 0.2 | $602k | 14k | 43.32 | |
Unilever | 0.2 | $603k | 13k | 46.93 | |
Lazard Ltd-cl A shs a | 0.2 | $610k | 21k | 29.76 | |
Spectra Energy Partners | 0.2 | $592k | 13k | 47.17 | |
Wec Energy Group (WEC) | 0.2 | $608k | 9.3k | 65.33 | |
T. Rowe Price (TROW) | 0.2 | $580k | 8.0k | 72.94 | |
Stryker Corporation (SYK) | 0.2 | $558k | 4.7k | 119.74 | |
Texas Instruments Incorporated (TXN) | 0.2 | $568k | 9.1k | 62.69 | |
Trex Company (TREX) | 0.2 | $553k | 12k | 44.96 | |
Invesco Mortgage Capital | 0.2 | $575k | 42k | 13.69 | |
Ishares Tr cmn (EIRL) | 0.2 | $560k | 16k | 35.97 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $570k | 810.00 | 703.70 | |
Lockheed Martin Corporation (LMT) | 0.2 | $552k | 2.2k | 247.98 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $538k | 4.4k | 123.68 | |
Automatic Data Processing (ADP) | 0.2 | $510k | 5.5k | 91.93 | |
Visa (V) | 0.2 | $505k | 6.8k | 74.16 | |
Oracle Corporation (ORCL) | 0.2 | $515k | 13k | 40.94 | |
Boston Beer Company (SAM) | 0.2 | $520k | 3.0k | 171.05 | |
Bwx Technologies (BWXT) | 0.2 | $506k | 14k | 35.76 | |
FedEx Corporation (FDX) | 0.2 | $464k | 3.1k | 151.63 | |
Dun & Bradstreet Corporation | 0.2 | $469k | 3.9k | 121.82 | |
Boeing Company (BA) | 0.2 | $490k | 3.8k | 129.97 | |
Nike (NKE) | 0.2 | $480k | 8.7k | 55.17 | |
Fastenal Company (FAST) | 0.2 | $482k | 11k | 44.36 | |
Southwest Airlines (LUV) | 0.2 | $473k | 12k | 39.19 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $467k | 5.5k | 85.34 | |
Crown Castle Intl (CCI) | 0.2 | $480k | 4.7k | 101.48 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $449k | 12k | 38.87 | |
Dominion Resources (D) | 0.1 | $436k | 5.6k | 77.86 | |
Hologic (HOLX) | 0.1 | $460k | 13k | 34.57 | |
Danaher Corporation (DHR) | 0.1 | $448k | 4.4k | 100.90 | |
Tupperware Brands Corporation | 0.1 | $436k | 7.7k | 56.33 | |
Hershey Company (HSY) | 0.1 | $454k | 4.0k | 113.50 | |
Kinder Morgan (KMI) | 0.1 | $436k | 23k | 18.70 | |
Moody's Corporation (MCO) | 0.1 | $412k | 4.4k | 93.64 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $406k | 1.9k | 209.28 | |
Ambarella (AMBA) | 0.1 | $421k | 8.3k | 50.78 | |
I Shares 2019 Etf | 0.1 | $412k | 16k | 25.75 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $403k | 5.3k | 75.61 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.1 | $402k | 7.0k | 57.43 | |
Omnicanna Health Solutions | 0.0 | $0 | 48k | 0.00 |