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| Happy Holidays!! thanks for using AUM13F!! |
| Curbstone Financial Management Corporation
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| CRD # | 13348 |
| SEC # | 801-67354 |
| CIK # | 0001608057 |
| AUM | $385.4 M (2025-06-13) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 603-624-8462 |
| Address | 741 Chestnut Street Manchester, NH 03104-3002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001608057 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.9 | ||
| Microsoft Corp | 11.2 | ||
| Amazon Com Inc | 7.9 | ||
| Alphabet Inc | 6.9 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Cisco Systems Inc | 5.2 | ||
| Exxon Mobil Corp | 4.4 | ||
| TJX Companies Inc /DE/ | 4.2 | ||
| KKR & Co LP | 4.0 | ||
| Johnson & Johnson | 3.9 | ||
| VISA Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 38.5 |
| (b) Individuals (high net worth individuals) | 127 | 299.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.2 |
| (h) Charitable organizations | 8 | 44.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 385.4 |
| By Discretionary | ||
| Discretionary | 606 | 385.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 606 | 385.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 383.1 | |
| Total | 606 | 385.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001608057] |
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