Curbstone Financial Management Corp

CIK 0001608057 · Q1 2026

13F Equity AUM

$522.6M

0.0% QoQ

Positions

201

+1 QoQ

AUM Rank

#4,202

Top 34%

Skill Alpha (FF)

-1.4%/yr

Underperformer

Rank #4,385 · Top 53%

vs S&P -7.4%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 21.3%Top 10: 35.1%Top 20: 49.7%

SPDR Bloomberg Inter Floating7.5%

SCHF3.9%

SPDR S&P Mid Cap 400 ETF (MDY)3.7%

Vanguard Short Ter Corp Bd ETF3.2%

SCHM3.0%

VOO3.0%

SCHD3.0%

AAPL2.9%

SCHG2.9%

Vanguard Intermediate Corp ETF2.1%

Others (191)64.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.8%

Technology10.2%

Healthcare5.5%

Industrials5.5%

Consumer Cyclical4.7%

Communication Services3.7%

Consumer Defensive3.5%

Energy3.0%

Other2.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 201Median: 0.21%Avg: 0.50%

0–0.5%

153(29.2%)

0.5–1%

25(17.8%)

1–3%

18(31.7%)

3–5%

4(13.8%)

5%+

1(7.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 121Unique: 80vs 20 funds

1.6%Low

201

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.2%

BANK OF AMERICA CORP /DE/

2.5%

2.3%

3.8%

2.7%

2.4%

VANGUARD CAPITAL MANAGEMENT LLC

2.3%

GEODE CAPITAL MANAGEMENT, LLC

2.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New10Increased47Decreased69Exited9

New Positions

IBMT0.1%

+23K

iShares iBonds 2027 …0.1%

+18K

LMT0.1%

+806

Valero Energy Corp (…0.1%

+2K

GRMN0.1%

+2K

SCCO0.1%

+2K

PPL0.1%

+11K

LSTR0.1%

+3K

DUKB0.1%

+3K

Invesco QQQ Trust (Q…0.1%

+742

Increased

HY0.7%

+34K(+46%)

SCHZ0.8%

+33K(+21%)

LAES0.0%

+20K(+100%)

SCHM3.0%

+17K(+3%)

SCHD3.0%

+16K(+3%)

SPDR Bloomberg Inter…7.5%

+14K(+1%)

Vanguard Intermediat…2.1%

+10K(+8%)

iShares iBonds 2028 …0.1%

+9K(+55%)

iShares iBonds 2026 …0.1%

+8K(+38%)

SCHF3.9%

+7K(+1%)

Decreased

AMCCD0.1%

-44,150(-81%)

MCI0.9%

-4,950(-2%)

AZN0.1%

-2,260(-50%)

Vanguard Short Ter C…3.2%

-1,982(-1%)

AAPL2.9%

-1,656(-3%)

GOOG1.9%

-1,520(-4%)

PFE0.2%

-1,500(-3%)

XOM1.3%

-1,100(-3%)

TJX1.0%

-1,000(-3%)

WY0.2%

-972(-2%)

Exited

VXF

-4,020

SMTH

-21,366

Accenture PLC Irelan…

-1,868

-5,050

-3,950

-12,320

-902

-24,000

Primary Hydrogen Cor…

-20,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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