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Curbstone Financial Management Corp.
Curbstone Financial Management Corp is an independent investment adviser headquartered in Manchester, NH. The firm was founded in 1977 and offers discretionary portfolio management services primarily to individuals, including high net worth individuals, as well as charitable organizations and pension/profit sharing plans. As of June 2025, Curbstone manages approximately $385 million in assets and employs around 10 professionals. It is regulated by the U.S. Securities and Exchange Commission and serves mainly U.S.-based clients.
Investment Strategy
Curbstone Financial Management Corp provides personalized, discretionary portfolio management tailored to the needs and risk tolerance of each client. Their investment approach emphasizes long-term growth of capital and income through diversification across asset classes. The firm manages portfolios primarily for individuals and families, including high net worth clients, and incorporates equities, fixed income, and ETFs to align with each client's investment objectives and timelines. Their philosophy integrates strategic asset allocation and security selection to achieve balanced risk-adjusted returns.
Latest 13F Filing Activity
Curbstone Financial Management Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 206 equity positions with a total 13F market value of $520M. The fund increased holdings in Apple Inc. (aapl), SPDR Bloomberg Inter Floating, Alphabet Inc. Class C (goog) among other positions. Curbstone Financial Management Corp. reduced exposure to Sprouts Farmers Markets (sfm), Verisk Analytics Inc. CL A (vrs, Ishares Ibonds 2026 Corp. Etf ( among others.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLRN | SPDR Bloomberg Inter Floating | 7.13% | $37.1M | 1,201,976 | $30.69 | $30.86 | +$2.6M |
M MDY | SPDR S&P Mid Cap 400 ETF (MDY) | 3.57% | $18.6M | 31,178 | $328.21 | $596.03 | +$1.1M |
S SCHF | Schwab International Equity ET | 3.53% | $18.4M | 788,475 | $16.97 | $23.28 | +$1.0M |
V VOO | Vanguard S&P 500 ETF (VOO) | 3.34% | $17.4M | 28,370 | $268.33 | $612.38 | +$1.2M |
S SCHG | Schwab US Large Cap Growth ETF | 3.17% | $16.5M | 516,903 | $9.00 | $31.91 | +$1.1M |
Industry Allocation
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