Curbstone Financial Management Corp

RIA/Wealth

Curbstone Financial Management Corp is a RIA/Wealth based in Manchester, NH led by Thomas Mott Iv Lewry, managing $520.1M across 206 long positions as of Q3 2025 with 52% ETF concentration.

PresidentThomas Mott Iv Lewry

Portfolio Value: $520.1M
Positions: 206
Top Holding: FLRN at 7.13%
Last Reported: Q3 2025

Address741 Chestnut Street, Manchester, NH, 03104-3002, United States

Top Holdings

Largest long holdings in Curbstone Financial Management Corp's portfolio (34.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Bloomberg Investment Grade Floating Rate ETF FLRN	ETF ETF	$37.1M	7.13%	+$2.6M Bought	— 1.2M shares	Q1 2017 Held for 8y 8m
2 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$18.6M	3.57%	+$221.7K Bought	— 31.2K shares	Q1 2014 Held for 11y 8m
3 Schwab International Equity SCHF	ETF ETF	$18.4M	3.53%	+$83.8K Bought	— 788.5K shares	Q1 2014 Held for 11y 8m
4 Vanguard S&P 500 ETF VOO	ETF ETF	$17.4M	3.34%	-$30.6K Sold	— 28.4K shares	Q3 2015 Held for 10y 2m
5 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$16.5M	3.17%	-$319.1K Sold	— 516.9K shares	Q1 2014 Held for 11y 8m
6 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$16.3M	3.14%	+$311.7K Bought	— 204.0K shares	Q1 2014 Held for 11y 8m
7 Apple AAPL	Consumer Electronics Technology	$15.9M	3.07%	-$116.1K Sold	0.00% 62.6K shares	Q1 2014 Held for 11y 8m
8 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$14.4M	2.77%	-$212.5K Sold	— 486.6K shares	Q1 2014 Held for 11y 8m
9 Schwab US Dividend Equity SCHD	ETF ETF	$12.4M	2.38%	+$274.9K Bought	— 454.2K shares	Q3 2019 Held for 6y 2m
10 Microsoft MSFT	Software - Infrastructure Technology	$11.7M	2.24%	+$10.4K Bought	0.00% 22.5K shares	Q1 2014 Held for 11y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Curbstone Financial Management Corp's latest filing

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Market Value

$520.1M

Prior: $486.6M

Q/Q Change

+6.9%

+$33.6M

Net Flows % of MV

+1.87%

Turnover Ratio

2.23%

New Purchases

13 stocks

$7.8M

Added To

64 stocks

+$8.5M

Sold Out Of

4 stocks

$1.8M

Reduced Holdings

76 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 BBEU JPMorgan BBEU	New	0 → 29.7K +$2.1M
2 iShares S&P 500 Value IVE	New	0 → 2.7K +$564.2K
3 Corning GLW	New	0 → 6.8K +$554.5K
4 iShares iBonds Dec 2027 Term Muni Bond ETF IBMP	New	0 → 21.7K +$551.8K
5 iShares S&P 500 Growth ETF IVW	New	0 → 4.4K +$533.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2026 Term Corporate ETF IBDR	Sold	24.1K → 0 −$583.2K
2 LKQ LKQ	Sold	11.8K → 0 −$434.9K
3 Graco GGG	Sold	4.7K → 0 −$404.1K
4 D-Wave Quantum QBTS	Sold	23.8K → 0 −$348.4K
5 Fair Isaac FICO	-36.5%	548.0 → 348.0 −$299.3K