Long-term investor

Curbstone Financial Management Corp. @curbstonefinancialmanage

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001608057).

Record

  • Tracked since 2025-12-31 (257 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.6%
  • Max drawdown n/a · win rate 35% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FLRN · 6.9% · long · since 2025-12-31
  • SCHF · 3.9% · long · since 2025-12-31
  • MDY · 3.5% · long · since 2025-12-31
  • AAPL · 3.3% · long · since 2025-12-31
  • SCHM · 3.3% · long · since 2025-12-31
  • VOO · 3.0% · long · since 2025-12-31
  • SCHG · 2.9% · long · since 2025-12-31
  • VCSH · 2.8% · long · since 2025-12-31
  • SCHD · 2.7% · long · since 2025-12-31
  • GOOG · 2.0% · long · since 2025-12-31
  • VCIT · 2.0% · long · since 2025-12-31
  • MSFT · 1.9% · long · since 2025-12-31

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