DOSSIER · 13F-HR · Q1 2026

Curbstone Financial Management Corp

Curbstone Financial's pension fund based in San Francisco, CA — $523M in tracked AUM across 202 positions as of Q1 2026.

CF

Curbstone Financial·San Francisco, CA·Pension Fund

CIK 0001608057 · last filed Mar 31, 2026

Total AUM

$523M

▼ 2.0%

vs prior

Holdings

202

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

Top sector

Tech

24% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Curbstone Financial Management Corp has reported a substantial expansion in its portfolio size during the quarter ending December 31, 2025. The total portfolio value surged by 158.8%, growing from $201.96M to $522.66M. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows or a consolidation of reporting entities, as the number of holdings remains steady at 201 securities.

The portfolio exhibits a highly diversified struc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR Bloomberg Inter Floating

$39M1.3M7.5%

02

Schwab International Equity ET

$20M821K3.9%

03

SPDR S&P Mid Cap 400 ETF (MDY)

$19M31K3.7%

04

Vanguard Short Ter Corp Bd ETF

$17M209K3.2%

05

Schwab US Mid Cap ETF (SCHM)

$16M515K3.1%

06

Vanguard S&P 500 ETF (VOO)

$16M26K3.0%

07

Schwab US Dividend Equity ETF

$16M506K3.0%

08

Apple Inc (AAPL)

$15M60K2.9%

09

Schwab US Large Cap Growth ETF

$15M512K2.9%

10

Vanguard Intermediate Corp ETF

$11M136K2.2%

Filing history

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