Sign In
test

Thomas M. Lewry

Curbstone Financial Management Corp

Assets Managed
$586.986M
Holdings
215
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.32%(2Q avg: 6.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Curbstone Financial Management Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 215 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 586.986M in assets, with a quarterly growth rate of 12.32% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Thomas M. Lewry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 2.67%
6.86%
$40.244M
1.305M shares@ $30.85 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.15%
3.87%
$22.71M
819,861 shares@ $27.7 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -5.62%
3.53%
$20.702M
29,434 shares@ $703.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.52%
3.27%
$19.15M
66,181 shares@ $289.36 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.68%
3.26%
$19.128M
518,787 shares@ $36.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.24%
3.05%
$17.879M
26,032 shares@ $686.81 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.51%
2.94%
$17.245M
509,595 shares@ $33.84 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -1.42%
2.78%
$16.277M
205,960 shares@ $79.04 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.4%
2.7%
$15.814M
498,692 shares@ $31.72 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.55%
2%
$11.715M
33,157 shares@ $353.33 avg price

1-10 of 215