Sign In
test

Thomas M. Lewry

Curbstone Financial Management Corp

Assets Managed
$522.638M
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
0%(2Q avg: 0.24%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Curbstone Financial Management Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Curbstone Financial Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 522.638M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0.24%. The portfolio is managed by Thomas M. Lewry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 1.08%
7.49%
$39.11M
1.271M shares@ $30.78 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.86%
3.89%
$20.324M
821,161 shares@ $24.75 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -0.41%
3.69%
$19.236M
31,188 shares@ $616.77 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -0.93%
3.17%
$16.562M
208,934 shares@ $79.27 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 3.49%
3.06%
$15.954M
515,319 shares@ $30.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.81%
2.97%
$15.519M
25,972 shares@ $597.55 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.19%
2.97%
$15.518M
505,810 shares@ $30.69 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.66%
2.94%
$15.337M
60,431 shares@ $253.79 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.19%
2.86%
$14.922M
512,255 shares@ $29.13 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.93%
2.16%
$11.248M
135,928 shares@ $82.75 avg price

1-10 of 202