Curbstone Financial Management as of Sept. 30, 2016
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 164 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Short Term Corporate Bond ETF (VCSH) | 8.3 | $26M | 320k | 80.55 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.3 | $13M | 47k | 282.28 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.5 | $11M | 105k | 105.76 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.5 | $11M | 121k | 89.58 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.6 | $8.2M | 73k | 112.75 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.6 | $8.1M | 77k | 105.99 | |
Apple (AAPL) | 2.2 | $6.8M | 60k | 113.05 | |
Exxon Mobil Corporation (XOM) | 1.9 | $5.8M | 66k | 87.28 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.8 | $5.6M | 48k | 116.48 | |
Barings Corporate Investors (MCI) | 1.8 | $5.6M | 326k | 17.19 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.5 | $4.6M | 106k | 43.52 | |
iShares MSCI EAFE Index Fund (EFA) | 1.5 | $4.6M | 77k | 59.13 | |
Vanguard S&p 500 Etf idx (VOO) | 1.4 | $4.3M | 22k | 198.67 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.3 | $4.1M | 75k | 55.48 | |
Weyerhaeuser Company (WY) | 1.2 | $3.7M | 117k | 31.94 | |
Hyster Yale Materials Handling (HY) | 1.2 | $3.7M | 62k | 60.12 | |
Rydex S&P Equal Weight ETF | 1.1 | $3.6M | 43k | 83.60 | |
Intel Corporation (INTC) | 1.1 | $3.5M | 93k | 37.75 | |
Johnson & Johnson (JNJ) | 1.1 | $3.4M | 29k | 118.12 | |
Amazon (AMZN) | 1.1 | $3.4M | 4.1k | 837.20 | |
Microsoft Corporation (MSFT) | 1.1 | $3.4M | 58k | 57.60 | |
Verizon Communications (VZ) | 1.0 | $3.2M | 62k | 51.97 | |
Pepsi (PEP) | 1.0 | $3.1M | 29k | 108.75 | |
General Electric Company | 0.9 | $2.9M | 97k | 29.62 | |
At&t (T) | 0.9 | $2.9M | 71k | 40.61 | |
Schwab International Equity ETF (SCHF) | 0.9 | $2.9M | 99k | 28.79 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.9 | $2.8M | 58k | 48.85 | |
Berkshire Hathaway (BRK.B) | 0.9 | $2.8M | 19k | 144.49 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $2.7M | 70k | 39.50 | |
TJX Companies (TJX) | 0.9 | $2.7M | 36k | 74.77 | |
Schwab U S Broad Market ETF (SCHB) | 0.8 | $2.6M | 50k | 52.32 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.8 | $2.6M | 48k | 53.68 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $2.5M | 3.3k | 777.27 | |
Schlumberger (SLB) | 0.8 | $2.4M | 31k | 78.64 | |
NACCO Industries (NC) | 0.8 | $2.4M | 36k | 67.95 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.8 | $2.4M | 19k | 131.81 | |
Cisco Systems (CSCO) | 0.8 | $2.4M | 75k | 31.71 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.3M | 35k | 66.58 | |
HCP | 0.7 | $2.3M | 60k | 37.96 | |
Procter & Gamble Company (PG) | 0.7 | $2.2M | 24k | 89.75 | |
Gilead Sciences (GILD) | 0.7 | $2.1M | 27k | 79.10 | |
Walt Disney Company (DIS) | 0.7 | $2.1M | 22k | 92.85 | |
United Technologies Corporation | 0.7 | $2.0M | 20k | 101.62 | |
Bank Of Montreal Cadcom (BMO) | 0.7 | $2.0M | 31k | 65.56 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.7 | $2.0M | 68k | 29.80 | |
Pfizer (PFE) | 0.6 | $1.9M | 57k | 33.88 | |
Schwab U S Small Cap ETF (SCHA) | 0.6 | $1.9M | 33k | 57.54 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.9M | 21k | 89.01 | |
3M Company (MMM) | 0.6 | $1.9M | 11k | 176.23 | |
U.S. Bancorp (USB) | 0.6 | $1.8M | 42k | 42.88 | |
Home Depot (HD) | 0.6 | $1.8M | 14k | 128.72 | |
Wells Fargo & Company (WFC) | 0.6 | $1.8M | 40k | 44.28 | |
iShares S&P Global 100 Index (IOO) | 0.6 | $1.8M | 23k | 74.95 | |
SYSCO Corporation (SYY) | 0.5 | $1.7M | 35k | 49.00 | |
Hormel Foods Corporation (HRL) | 0.5 | $1.7M | 45k | 37.94 | |
Facebook Inc cl a (META) | 0.5 | $1.7M | 13k | 128.27 | |
KKR & Co | 0.5 | $1.6M | 115k | 14.26 | |
Autodesk (ADSK) | 0.5 | $1.6M | 22k | 72.33 | |
Sonoco Products Company (SON) | 0.5 | $1.6M | 29k | 52.84 | |
Chevron Corporation (CVX) | 0.5 | $1.5M | 15k | 102.91 | |
Inogen (INGN) | 0.5 | $1.5M | 26k | 59.89 | |
National Grid | 0.5 | $1.5M | 21k | 71.11 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.5 | $1.5M | 35k | 42.66 | |
Ishares Tr fltg rate nt (FLOT) | 0.5 | $1.5M | 30k | 50.76 | |
J.M. Smucker Company (SJM) | 0.5 | $1.5M | 11k | 135.57 | |
Colgate-Palmolive Company (CL) | 0.5 | $1.4M | 19k | 74.15 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.4 | $1.4M | 18k | 77.63 | |
St. Jude Medical | 0.4 | $1.4M | 17k | 79.77 | |
Barings Participation Inv (MPV) | 0.4 | $1.3M | 92k | 14.55 | |
Aetna | 0.4 | $1.3M | 11k | 115.47 | |
Merck & Co | 0.4 | $1.3M | 21k | 62.40 | |
Vanguard REIT ETF (VNQ) | 0.4 | $1.3M | 15k | 86.72 | |
Abbvie (ABBV) | 0.4 | $1.3M | 20k | 63.05 | |
Smith & Nephew (SNN) | 0.4 | $1.2M | 37k | 32.79 | |
State Street Corporation (STT) | 0.4 | $1.2M | 17k | 69.65 | |
Dow Chemical Company | 0.4 | $1.2M | 23k | 51.84 | |
E.I. du Pont de Nemours & Company | 0.4 | $1.2M | 18k | 66.97 | |
C.R. Bard | 0.4 | $1.2M | 5.2k | 224.23 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.4 | $1.2M | 66k | 17.67 | |
Tractor Supply Company (TSCO) | 0.4 | $1.1M | 17k | 67.32 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 14k | 80.23 | |
Verisk Analytics (VRSK) | 0.3 | $1.1M | 13k | 81.27 | |
Abbott Laboratories (ABT) | 0.3 | $1.0M | 25k | 42.29 | |
Honeywell International (HON) | 0.3 | $1.1M | 9.1k | 116.63 | |
Illinois Tool Works (ITW) | 0.3 | $1.1M | 8.8k | 119.89 | |
Norfolk Southern (NSC) | 0.3 | $1.0M | 11k | 97.03 | |
General Mills (GIS) | 0.3 | $1.0M | 16k | 63.87 | |
Celanese Corporation (CE) | 0.3 | $1.0M | 15k | 66.54 | |
Tyson Foods (TSN) | 0.3 | $1.0M | 13k | 74.70 | |
Nextera Energy (NEE) | 0.3 | $982k | 8.0k | 122.29 | |
McDonald's Corporation (MCD) | 0.3 | $931k | 8.1k | 115.37 | |
Target Corporation (TGT) | 0.3 | $939k | 14k | 68.66 | |
PowerShares Water Resources | 0.3 | $933k | 38k | 24.60 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $944k | 18k | 51.65 | |
Phillips 66 (PSX) | 0.3 | $943k | 12k | 80.57 | |
Powershares S&p 500 | 0.3 | $923k | 24k | 38.93 | |
Comcast Corporation (CMCSA) | 0.3 | $911k | 14k | 66.31 | |
SPDR S&P Dividend (SDY) | 0.3 | $904k | 11k | 84.34 | |
Taiwan Semiconductor Mfg (TSM) | 0.3 | $850k | 28k | 30.58 | |
International Business Machines (IBM) | 0.3 | $852k | 5.4k | 158.78 | |
SYNNEX Corporation (SNX) | 0.3 | $827k | 7.3k | 114.07 | |
AFLAC Incorporated (AFL) | 0.3 | $801k | 11k | 71.84 | |
Starbucks Corporation (SBUX) | 0.3 | $811k | 15k | 54.12 | |
Korn/Ferry International (KFY) | 0.3 | $805k | 38k | 20.99 | |
JetBlue Airways Corporation (JBLU) | 0.2 | $791k | 46k | 17.23 | |
Accenture (ACN) | 0.2 | $794k | 6.5k | 122.15 | |
Standard Motor Products (SMP) | 0.2 | $791k | 17k | 47.79 | |
Bemis Company | 0.2 | $742k | 15k | 51.00 | |
Union Pacific Corporation (UNP) | 0.2 | $710k | 7.3k | 97.50 | |
Lazard Ltd-cl A shs a | 0.2 | $725k | 20k | 36.34 | |
Bristol Myers Squibb (BMY) | 0.2 | $695k | 13k | 53.93 | |
T. Rowe Price (TROW) | 0.2 | $698k | 11k | 66.46 | |
Unilever | 0.2 | $675k | 15k | 46.08 | |
Gra (GGG) | 0.2 | $674k | 9.1k | 74.05 | |
iShares S&P 100 Index (OEF) | 0.2 | $700k | 7.3k | 95.89 | |
Texas Instruments Incorporated (TXN) | 0.2 | $646k | 9.2k | 70.14 | |
ConAgra Foods (CAG) | 0.2 | $660k | 14k | 47.14 | |
Invesco Mortgage Capital | 0.2 | $649k | 43k | 15.23 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $651k | 810.00 | 803.70 | |
Coca-Cola Company (KO) | 0.2 | $612k | 15k | 42.35 | |
PPL Corporation (PPL) | 0.2 | $618k | 18k | 34.58 | |
Trex Company (TREX) | 0.2 | $637k | 11k | 58.71 | |
Ishares Min Volatility Eafe In etf | 0.2 | $639k | 9.4k | 67.69 | |
GlaxoSmithKline | 0.2 | $604k | 14k | 43.16 | |
UnitedHealth (UNH) | 0.2 | $588k | 4.2k | 140.00 | |
Ambarella (AMBA) | 0.2 | $607k | 8.2k | 73.67 | |
Visa (V) | 0.2 | $551k | 6.7k | 82.73 | |
Spectra Energy Partners | 0.2 | $557k | 13k | 43.69 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $563k | 4.4k | 129.43 | |
Wec Energy Group (WEC) | 0.2 | $548k | 9.2k | 59.85 | |
FedEx Corporation (FDX) | 0.2 | $535k | 3.1k | 174.84 | |
Dun & Bradstreet Corporation | 0.2 | $526k | 3.9k | 136.62 | |
Kroger (KR) | 0.2 | $522k | 18k | 29.66 | |
Lockheed Martin Corporation (LMT) | 0.2 | $534k | 2.2k | 239.89 | |
Kinder Morgan (KMI) | 0.2 | $538k | 23k | 23.12 | |
Bwx Technologies (BWXT) | 0.2 | $543k | 14k | 38.37 | |
Western Union Company (WU) | 0.2 | $501k | 24k | 20.83 | |
Hologic (HOLX) | 0.2 | $503k | 13k | 38.82 | |
Automatic Data Processing (ADP) | 0.2 | $507k | 5.7k | 88.20 | |
Boeing Company (BA) | 0.2 | $497k | 3.8k | 131.83 | |
Stryker Corporation (SYK) | 0.2 | $508k | 4.4k | 116.51 | |
Tupperware Brands Corporation | 0.2 | $506k | 7.7k | 65.37 | |
Oracle Corporation (ORCL) | 0.2 | $494k | 13k | 39.27 | |
Southwest Airlines (LUV) | 0.2 | $496k | 13k | 38.87 | |
Boston Beer Company (SAM) | 0.2 | $497k | 3.2k | 155.31 | |
Ishares Tr cmn (EIRL) | 0.2 | $512k | 14k | 38.01 | |
Moody's Corporation (MCO) | 0.1 | $476k | 4.4k | 108.18 | |
Nike (NKE) | 0.1 | $479k | 9.1k | 52.64 | |
Fastenal Company (FAST) | 0.1 | $454k | 11k | 41.78 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $465k | 5.5k | 84.98 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.1 | $456k | 13k | 34.94 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $437k | 11k | 39.91 | |
Public Storage (PSA) | 0.1 | $452k | 2.0k | 223.32 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $438k | 14k | 30.80 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.1 | $424k | 7.0k | 60.57 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.1 | $451k | 21k | 21.60 | |
Crown Castle Intl (CCI) | 0.1 | $446k | 4.7k | 94.29 | |
Canadian Natl Ry (CNI) | 0.1 | $419k | 6.4k | 65.47 | |
Amgen (AMGN) | 0.1 | $402k | 2.4k | 166.80 | |
Qualcomm (QCOM) | 0.1 | $418k | 6.1k | 68.52 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $407k | 6.7k | 60.84 | |
I Shares 2019 Etf | 0.1 | $410k | 16k | 25.62 | |
Direxion Shs Etf Tr dly s&p 500 bear | 0.1 | $300k | 24k | 12.30 | |
Omnicanna Health Solutions | 0.0 | $0 | 48k | 0.00 |