Curbstone Financial Management Corp
Annual return '25
+8.9%
SPY '25
+17.7%
Alpha
-8.8ptsvs SPY
Invested
$522.6M
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FLRN
SPDR Bloomberg Inter Floating
Held since at least Q1 2024
7.5%
02
$SCHF
Schwab International Equity ET
Held since at least Q1 2024
3.9%
03
$MDY
SPDR S&P Mid Cap 400 ETF (MDY)
Held since at least Q1 2024
3.7%
04
$VCSH
Vanguard Short Ter Corp Bd ETF
Held since at least Q1 2024
3.2%
05
$SCHM
Schwab US Mid Cap ETF (SCHM)
Held since at least Q1 2024
3.1%
06
$VOO
Vanguard S&P 500 ETF (VOO)
Held since at least Q1 2024
3.0%
07
$SCHD
Schwab US Dividend Equity ETF
Held since at least Q1 2024
3.0%
08
$AAPL
Apple Inc (AAPL)
Q1 2026: Increased +44.1% (799 → 1.2k shares)
2.9%
09
$SCHG
Schwab US Large Cap Growth ETF
Held since at least Q1 2024
2.9%
10
$VCIT
Vanguard Intermediate Corp ETF
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.