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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Curbstone Financial Management Corp

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001608057-25-000002

Total Value
$472.2M
Positions
190
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (190)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR Inv't Grade Floating Rate78468R2001,067,316$32.8M6.95%
2SPDR S&P Midcap 400 (MDY)MDY30,356$17.3M3.66%
3Apple Computer (AAPL)AAPL69,013$17.3M3.66%
4Vanguard ST Corp Bond ETF (VCS92206C409206,486$16.1M3.41%
5Vanguard S&P 500 ETF (VOO)92290836328,740$15.5M3.28%
6Schwab Large Cap Growth ETF (S808524300539,613$15.0M3.18%
7Schwab US Mid Cap ETF (SCHM)808524508522,289$14.5M3.06%
8Schwab International Equity ET808524805780,925$14.4M3.06%
9Schwab US Dividend Equity (SCH808524797406,846$11.1M2.35%
10Microsoft Corp. (MSFT)MSFT22,256$9.4M1.99%
11Schwab US Small Cap ETF (SCHA)808524607352,742$9.1M1.93%
12Vanguard Intermediate Corp Bon92206C870100,532$8.1M1.71%
13Amazon Com Inc (AMZN)AMZN36,260$8.0M1.68%
14Alphabet Class C (GOOG)GOOG39,237$7.5M1.58%
15Schwab US Broad Market ETF (SC808524102327,334$7.4M1.57%
16Invesco S&P 500 Equal WeightedIVZ39,583$6.9M1.47%
17Schwab Large Cap US ETF (SCHX)808524201277,840$6.4M1.36%
18Barings Corporate Investors (M06759X107308,904$6.3M1.33%
19iShares TIPS Bond Fund (TIP)46428717651,254$5.5M1.16%
20J P Morgan Chase & Co (JPM)VYLD22,600$5.4M1.15%
21Kohlberg Kravis & Co (KKR)KKRT33,988$5.0M1.06%
22Schwab US Tips ETF (SCHP)808524870190,520$4.9M1.04%
23TJX Cos Inc (TJX)87254010937,734$4.6M0.97%
24Exxon Mobil (XOM)XOM40,976$4.4M0.93%
25Cisco Systems Inc. (CSCO)CSCO74,000$4.4M0.93%
26iShares National Muni Bond (MU46428841437,892$4.0M0.86%
27Johnson & Johnson (JNJ)JNJ26,732$3.9M0.82%
28iShares Short Term Nat'l Muni46428815836,250$3.8M0.81%
29Vanguard Small Cap Growth (VBK92290859513,370$3.7M0.79%
30Hyster-Yale Inc (HY)HY73,490$3.7M0.79%
31iShares 1-5 yr Inv Grade Corp46428864671,690$3.7M0.78%
32iShares S&P US Preferred Stock464288687117,413$3.7M0.78%
33Procter & Gamble (PG)74271810921,788$3.7M0.77%
34Berkshire Hathaway Cl B (BRKB)BRK-A7,988$3.6M0.77%
35Visa Inc (V)V11,034$3.5M0.74%
36PepsiCo Inc. (PEP)PEP22,342$3.4M0.72%
37Lilly Eli & Company (LLY)LLY4,264$3.3M0.70%
38iShares Trust S&P 500 Index (I4642872005,362$3.2M0.67%
39RTX Corporation (RTX)RTX27,168$3.1M0.67%
40Check Point Software Tech (CHKM2246510416,568$3.1M0.66%
41Abbott Laboratories (ABT)ABLZF25,100$2.8M0.60%
42Schwab Aggregate Bond ETF (SCH808524839124,100$2.8M0.60%
43iShares TR MSCI EAFE Fd (EFA)46428746536,043$2.7M0.58%
44Home Depot Inc. (HD)HD6,976$2.7M0.57%
45Verisk Analytics (VRSK)VRSK9,620$2.6M0.56%
46Merck & Co Inc. (MRK)MRK24,002$2.4M0.51%
47Schwab Emerging Markets ETF (S80852470688,900$2.4M0.50%
48Hamilton Beach Brands Cl A (HBHBB136,898$2.3M0.49%
49Autodesk Inc. (ADSK)ADSK7,770$2.3M0.49%
50Vanguard Extended Market Index92290865212,070$2.3M0.49%
51Sysco Corp. (SYY)SYY29,902$2.3M0.48%
52Honeywell International (HON)4385161069,920$2.2M0.47%
53ETFMG Prime Cyber Security ETF03210866427,750$2.1M0.44%
54Disney Walt Hldg. Co. (DIS)25468710618,266$2.0M0.43%
55IShares S&P Global 100 ETF (IO46428757220,180$2.0M0.43%
56Chevron Corp (CVX)CVX13,944$2.0M0.43%
57Trex Inc (TREX)TREX29,220$2.0M0.43%
58NVIDIA Corporation (NVDA)NVDA14,306$1.9M0.41%
59US Bancorp (USB)USB-PS39,860$1.9M0.40%
60Abbvie Inc (ABBV)ABBV10,699$1.9M0.40%
61SPDR Trust S&P 500 (SPY)SPY3,243$1.9M0.40%
62Zoetis Inc (ZTS)ZTS11,480$1.9M0.40%
63Weyerhauser (WY)WY65,230$1.8M0.39%
64NextEra Energy (NEE)NEE-PW25,128$1.8M0.38%
65Oracle Corp. (ORCL)ORCL-PD10,786$1.8M0.38%
66Invesco Water Resource Port (PIVZ26,700$1.8M0.37%
67Sprouts Farmers Markets (SFM)85208M10213,740$1.7M0.37%
68Nacco Inds Inc CL A (NC)62957910357,542$1.7M0.36%
69Hologic Inc (HOLX)HOLX23,246$1.7M0.35%
70Phillips 66 (PSX)PSX14,504$1.7M0.35%
71Coca Cola Company (KO)KO26,496$1.6M0.35%
72The Trade Desk Inc (TTD)88339J10514,020$1.6M0.35%
73Carrier Global Corp (CARR)CARR23,298$1.6M0.34%
74Comcast Corp NEW CL A (CMCSA)CCZ41,638$1.6M0.33%
75Colgate-Palmolive Co. (CL)CL16,990$1.5M0.33%
76Target Corporation (TGT)TGT11,272$1.5M0.32%
77Pfizer Inc (PFE)PFE56,551$1.5M0.32%
78Ulta Beauty (ULTA)ULTA3,330$1.4M0.31%
79McDonalds Corp (MCD)MCD4,972$1.4M0.31%
80Alphabet Class A (GOOGL)GOOG7,492$1.4M0.30%
81A F L A C Inc. (AFL)AFL13,650$1.4M0.30%
82Auto Data Processing (ADP)ADP4,800$1.4M0.30%
83J.M. Smuckers Co (SJM)83269640512,758$1.4M0.30%
84Verizon Communications (VZ)VZ34,786$1.4M0.29%
85WD 40 Co (WDFC)WDFC5,696$1.4M0.29%
86IShares S&P 100 Index (OEF)4642871014,660$1.3M0.29%
87Bank of Montreal (BMO)06367110113,834$1.3M0.28%
88Broadcom Inc (AVGO)AVGO5,730$1.3M0.28%
89Sonoco Products (SON)83549510226,660$1.3M0.28%
90WalMart Inc. (WMT)WMT14,378$1.3M0.28%
91IShares 0-5 Year Tips ETF (STI46429B74712,750$1.3M0.27%
92Illinois Tool Works Inc (ITW)4523081095,044$1.3M0.27%
93Aerovironment (AVAV)AVAV8,060$1.2M0.26%
94Taiwan Semiconductor ADRF Spon8740391006,214$1.2M0.26%
95United Parcel Service Cl B (UPUPS9,672$1.2M0.26%
96Salesforce.com (CRM)CRM3,626$1.2M0.26%
97The Blackstone Group (BX)BX7,028$1.2M0.26%
98ROBO Gbl Robotics & Auto'n ETF30150570720,830$1.2M0.25%
99Starbucks Corp. (SBUX)SBUX12,732$1.2M0.25%
100Invesco Bulletshares 2025 CorpIVZ53,530$1.1M0.23%
101Intel Corp. (INTC)INTC55,047$1.1M0.23%
102Bristol-Myers Squibb (BMY)CELG-RI19,334$1.1M0.23%
103Fair Isaac (FICO)FICO548$1.1M0.23%
104Schwab REIT ETF (SCHH)80852484751,632$1.1M0.23%
105SP 400 Midcap ETF (SPMD)78464A84719,650$1.1M0.23%
106CSG Systems Int'l (CSGS)12634910920,900$1.1M0.23%
107Palantir Technologies Inc (PLTPLTR13,640$1.0M0.22%
108Fastenal Company (FAST)FAST14,232$1.0M0.22%
109Bank of America Corp. (BAC)06050510423,254$1.0M0.22%
110Vanguard REIT Index ETF (VNQ)92290855311,070$986,1160.21%
111Globalstar Inc. (GSAT)GSAT464,000$960,4800.20%
112Unilever PLC ADR New F (UL)UNLYF16,728$948,4780.20%
113SPDR S&P Dividend ETF (SDY)78464A7637,150$944,5150.20%
114Texas Instruments Inc (TXN)8825081044,866$912,4240.19%
115State Street Corp (STT)STT-PG8,550$839,1820.18%
116Lowes Companies Inc. (LOW)5486611073,392$837,1460.18%
117Barings Participation Inv (MPV06761A10348,766$833,4110.18%
118CVS Health Corp. (CVS)CVS18,446$828,0410.18%
119General Motors New (GM)37045V10015,514$826,4310.18%
120Danaher Corp (DHR)2358511023,566$818,5750.17%
121Bank of New York (BK)06405810010,500$806,7150.17%
122Garmin (GRMN)GRMN3,886$801,5260.17%
123Landstar System (LSTR)LSTR4,526$777,8380.16%
124Stryker Corp. (SYK)SYK2,124$764,7460.16%
125Eaton Corporation (ETN)ETN2,304$764,6280.16%
126Hormel Foods (HRL)HRL23,951$751,3480.16%
127Intl Business Machines (IBM)INTR3,388$744,7840.16%
128Regions Financial Corp (RF)RF-PF31,450$739,7040.16%
129Chewy (CHWY)CHWY21,290$713,0020.15%
1303M Company (MMM)MMM5,518$712,3190.15%
131Vericel (VCEL)VCEL12,920$709,4370.15%
132Morgan Stanley (MS)MS-PQ5,576$701,0150.15%
133AppFolio (APPF)APPF2,840$700,6850.15%
134Corcept Therapeutics (CORT)CORT13,880$699,4130.15%
135LeMaitre Vascular (LMAT)LMAT7,550$695,6570.15%
136GE Aerospace (GE)GE4,162$694,1800.15%
137Ishares MSCI Ireland ETF (EIRL46429B50711,790$692,4260.15%
138Thermo Fisher Scientific (TMO)TMO1,316$684,6230.14%
139Invesco SP500 Hi Div Low Vol (IVZ14,000$676,3400.14%
140Accenture PLC (ACN)ACN1,868$657,1440.14%
141Vanguard Total Stock Market ET9229087692,214$641,7330.14%
142Otis Worldwide (OTIS)OTIS6,748$624,9320.13%
143Tyler Technologies (TYL)TYL1,080$622,7710.13%
144Tesla Inc (TSLA)TSLA1,536$620,2210.13%
145Amcor PLC ADR (AMCR)AMCCF65,632$617,5970.13%
146Ishares Int'l Select Dividend46428844822,510$616,3240.13%
147Unitedhealth Group Inc. (UNH)UNH1,164$588,8210.12%
148Deere Co (DE)DE1,386$587,2480.12%
149BWX Technologies (BWXT)BWXT5,250$584,7970.12%
150Korn Ferry International (KFY)KFY8,550$576,6970.12%
151Norfolk Southern Cop (NSC)6558441082,432$570,7900.12%
152Caterpillar Inc. (CAT)CAT1,572$570,2590.12%
153General Mills, Inc. (GIS)3703341048,864$565,2570.12%
154Interparfums Inc (IPAR)INTR4,180$549,7120.12%
155Celanese (CE)CE7,924$548,4200.12%
156Union Pacific Corp. (UNP)UNP2,394$545,9280.12%
157Emerson Elec Co (EMR)EMR4,382$543,0610.12%
158Qualcomm Inc. (QCOM)QCOM3,476$533,9830.11%
159Vanguard High Dividend Yield E9219464064,150$529,4980.11%
160Vanguard Tax-Exempt Bond Index92290774610,450$523,8580.11%
161Gilead Sciences Inc. (GILD)GILD5,640$520,9670.11%
162Cincinnati Financial (CINF)1720621013,550$510,1350.11%
163Ingredion (INGR)INGR3,700$508,9720.11%
164Air Prod & Chemicals (APD)AIIR1,730$501,7690.11%
165Amgen Incorporated (AMGN)AMGN1,912$498,3440.11%
166AT&T Inc. (T)T-PC21,696$494,0180.10%
167Vanguard Total World Stock Mar9220427424,180$491,0660.10%
168Linde PLC (LIN)LIN1,134$474,7720.10%
169T Rowe Price Group (TROW)TROW4,100$463,6690.10%
170Vanguard Mid Cap ETF (VO)9229086291,750$462,2270.10%
171Insulet Corp (PODD)PODD1,764$460,5270.10%
172Analog Devices Inc. (ADI)ADI2,164$459,7630.10%
173Income Fund of America (AMECX)45332010318,726$457,2890.10%
174Advanced Micro Devices Inc (AMAMD3,776$456,1600.10%
175iShares MSCI Canada Index Fund46428650911,080$446,5240.09%
176GE Vernova Inc. (GEV)GEV1,336$439,4500.09%
177Zimmer Biomet Holdings Inc. (ZZBH4,126$435,8290.09%
178Graco Inc (GGG)GGG5,100$429,8790.09%
179Constellation Brands (STZ)STZ1,940$428,7400.09%
180Exact Sciences (EXAS)30063P1057,600$427,0440.09%
181SYNNEX Corp (SNX)SNX3,550$416,3440.09%
182Novartis AG Spon ADR F (NVS)NVSEF4,256$414,1510.09%
183Universal Display (OLED)OLED2,810$410,8220.09%
184Medtronic PLC (MDT)MDT5,044$402,9150.09%
185Costco Wholesale (COST)22160K105438$401,3260.08%
186Scandium International MiningSCYYF236,000$2,3600.00%
187Energy Transition Minerals LtdQ4352V24078,768$1,9010.00%
188Vortex Energy Corp (VTECF)92905D10450,000$1,3950.00%
189United American Petroleum CorpUNTCW1,200,000$8400.00%
190Airborne Wireless Network (ABWAIIR18,021,394$00.00%