361 is the total number of securities Curbstone Financial Management Corp has owned. The longest Curbstone Financial Management Corp has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VCSH | Vanguard ST Corp Bond ... | 42 | 42 | 3.86% | 6.81% | 8.57% | Q1 2014 | Q2 2024 | 42 |
MDY | SPDR S&P Midcap 400 (MDY) | 42 | 42 | 2.98% | 4.20% | 8.73% | Q1 2014 | Q2 2024 | 42 |
IGSB | iShares ST Corp Bond (... | 42 | 42 | 1.12% | 2.60% | 4.52% | Q1 2014 | Q2 2024 | 42 |
AAPL | Apple Computer (AAPL) | 42 | 42 | 1.59% | 2.53% | 3.50% | Q1 2014 | Q2 2024 | 42 |
SCHM | Schwab US Mid Cap ETF ... | 42 | 42 | 0.69% | 2.12% | 3.23% | Q1 2014 | Q2 2024 | 42 |
MUB | iShares National Muni ... | 42 | 42 | 1.11% | 2.11% | 2.81% | Q1 2014 | Q2 2024 | 42 |
SCHF | Schwab International E... | 42 | 42 | 0.78% | 2.09% | 3.28% | Q1 2014 | Q2 2024 | 42 |
SUB | iShares Short Term Nat... | 42 | 42 | 0.82% | 1.97% | 3.00% | Q1 2014 | Q2 2024 | 42 |
SCHG | Schwab Large Cap Growt... | 42 | 42 | 1.30% | 1.79% | 3.08% | Q1 2014 | Q2 2024 | 42 |
TIP | iShares TIPS Bond Fund... | 42 | 42 | 1.17% | 1.67% | 2.81% | Q1 2014 | Q2 2024 | 42 |
MSFT | Microsoft Corp. (MSFT) | 42 | 42 | 0.86% | 1.44% | 2.13% | Q1 2014 | Q2 2024 | 42 |
SCHA | Schwab US Small Cap ET... | 42 | 42 | 0.34% | 1.40% | 1.96% | Q1 2014 | Q2 2024 | 42 |
XOM | Exxon Mobil (XOM) | 42 | 42 | 0.48% | 1.40% | 2.79% | Q1 2014 | Q2 2024 | 42 |
SCHB | Schwab US Broad Market... | 42 | 42 | 0.84% | 1.24% | 1.69% | Q1 2014 | Q2 2024 | 42 |
VBK | Vanguard Small Cap Gro... | 42 | 42 | 0.62% | 1.12% | 3.47% | Q1 2014 | Q2 2024 | 42 |
JNJ | Johnson & Johnson (JNJ) | 42 | 42 | 0.88% | 1.08% | 1.24% | Q1 2014 | Q2 2024 | 42 |
EFA | iShares TR MSCI EAFE F... | 42 | 42 | 0.54% | 1.05% | 2.23% | Q1 2014 | Q2 2024 | 42 |
HY | Hyster-Yale Materials ... | 42 | 42 | 0.32% | 1.03% | 2.15% | Q1 2014 | Q2 2024 | 42 |
PEP | PepsiCo Inc. (PEP) | 42 | 42 | 0.75% | 0.93% | 1.16% | Q1 2014 | Q2 2024 | 42 |
INTC | Intel Corp. (INTC) | 42 | 42 | 0.46% | 0.90% | 1.25% | Q1 2014 | Q2 2024 | 42 |
BRKB | Berkshire Hathaway Cl ... | 42 | 42 | 0.61% | 0.85% | 1.06% | Q1 2014 | Q2 2024 | 42 |
CSCO | Cisco Systems Inc. (CSCO) | 42 | 42 | 0.63% | 0.84% | 1.13% | Q1 2014 | Q2 2024 | 42 |
TJX | TJX Cos Inc (TJX) | 42 | 42 | 0.59% | 0.83% | 1.01% | Q1 2014 | Q2 2024 | 42 |
JPM | J P Morgan Chase & Co ... | 42 | 42 | 0.57% | 0.75% | 1.01% | Q1 2014 | Q2 2024 | 42 |
VZ | Verizon Communications... | 42 | 42 | 0.33% | 0.70% | 1.16% | Q1 2014 | Q2 2024 | 42 |
DIS | Disney Walt Hldg. Co. ... | 42 | 42 | 0.42% | 0.69% | 0.99% | Q1 2014 | Q2 2024 | 42 |
PG | Procter & Gamble (PG) | 42 | 42 | 0.46% | 0.67% | 0.84% | Q1 2014 | Q2 2024 | 42 |
ABT | Abbott Laboratories (ABT) | 42 | 42 | 0.27% | 0.63% | 0.92% | Q1 2014 | Q2 2024 | 42 |
HD | Home Depot Inc. (HD) | 42 | 42 | 0.35% | 0.61% | 0.83% | Q1 2014 | Q2 2024 | 42 |
PFE | Pfizer Inc (PFE) | 42 | 42 | 0.37% | 0.59% | 0.78% | Q1 2014 | Q2 2024 | 42 |
SCHX | Schwab Large Cap US ET... | 42 | 42 | 0.20% | 0.54% | 1.25% | Q1 2014 | Q2 2024 | 42 |
ADSK | Autodesk Inc. (ADSK) | 42 | 42 | 0.34% | 0.54% | 0.80% | Q1 2014 | Q2 2024 | 42 |
USB | US Bancorp (USB) | 42 | 42 | 0.34% | 0.52% | 0.68% | Q1 2014 | Q2 2024 | 42 |
SYY | Sysco Corp. (SYY) | 42 | 42 | 0.39% | 0.51% | 0.62% | Q1 2014 | Q2 2024 | 42 |
BMO | Bank of Montreal (BMO) | 42 | 42 | 0.21% | 0.50% | 0.89% | Q1 2014 | Q2 2024 | 42 |
CVX | Chevron Corp (CVX) | 42 | 42 | 0.30% | 0.50% | 0.75% | Q1 2014 | Q2 2024 | 42 |
CVS | CVS Health Corp. (CVS) | 42 | 42 | 0.20% | 0.50% | 0.72% | Q1 2014 | Q2 2024 | 42 |
T | AT&T Inc. (T) | 42 | 42 | 0.11% | 0.48% | 1.05% | Q1 2014 | Q2 2024 | 42 |
MRK | Merck & Co Inc. (MRK) | 42 | 42 | 0.27% | 0.47% | 0.77% | Q1 2014 | Q2 2024 | 42 |
NC | Nacco Inds Inc CL A (NC) | 42 | 42 | 0.13% | 0.44% | 1.04% | Q1 2014 | Q2 2024 | 42 |
MMM | 3M Company (MMM) | 42 | 42 | 0.12% | 0.43% | 0.88% | Q1 2014 | Q2 2024 | 42 |
IOO | IShares S&P Global 100... | 42 | 42 | 0.20% | 0.43% | 0.81% | Q1 2014 | Q2 2024 | 42 |
SON | Sonoco Products (SON) | 42 | 42 | 0.30% | 0.43% | 0.54% | Q1 2014 | Q2 2024 | 42 |
SJM | J.M. Smuckers Co (SJM) | 42 | 42 | 0.30% | 0.43% | 0.59% | Q1 2014 | Q2 2024 | 42 |
ABBV | Abbvie Inc (ABBV) | 42 | 42 | 0.35% | 0.42% | 0.54% | Q1 2014 | Q2 2024 | 42 |
HON | Honeywell Internationa... | 42 | 42 | 0.25% | 0.38% | 0.51% | Q1 2014 | Q2 2024 | 42 |
TGT | Target Corporation (TGT) | 42 | 42 | 0.23% | 0.38% | 0.59% | Q1 2014 | Q2 2024 | 42 |
NEE | NextEra Energy (NEE) | 42 | 42 | 0.29% | 0.37% | 0.50% | Q1 2014 | Q2 2024 | 42 |
SCHH | Schwab REIT ETF (SCHH) | 42 | 42 | 0.22% | 0.36% | 0.64% | Q1 2014 | Q2 2024 | 42 |
CL | Colgate-Palmolive Co. ... | 42 | 42 | 0.21% | 0.36% | 0.66% | Q1 2014 | Q2 2024 | 42 |
MCD | McDonalds Corp (MCD) | 42 | 42 | 0.24% | 0.32% | 0.48% | Q1 2014 | Q2 2024 | 42 |
ITW | Illinois Tool Works In... | 42 | 42 | 0.22% | 0.31% | 0.39% | Q1 2014 | Q2 2024 | 42 |
STT | State Street Corp (STT) | 42 | 42 | 0.12% | 0.28% | 0.49% | Q1 2014 | Q2 2024 | 42 |
BMY | Bristol-Myers Squibb (... | 42 | 42 | 0.18% | 0.28% | 0.41% | Q1 2014 | Q2 2024 | 42 |
SDY | SPDR S&P Dividend ETF ... | 42 | 42 | 0.14% | 0.24% | 0.54% | Q1 2014 | Q2 2024 | 42 |
AFL | A F L A C Inc. (AFL) | 42 | 42 | 0.18% | 0.24% | 0.30% | Q1 2014 | Q2 2024 | 42 |
GGG | Graco Inc (GGG) | 42 | 42 | 0.09% | 0.24% | 0.35% | Q1 2014 | Q2 2024 | 42 |
GIS | General Mills, Inc. (GIS) | 42 | 42 | 0.12% | 0.23% | 0.40% | Q1 2014 | Q2 2024 | 42 |
UNH | Unitedhealth Group Inc... | 42 | 42 | 0.13% | 0.22% | 0.40% | Q1 2014 | Q2 2024 | 42 |
ORCL | Oracle Corp. (ORCL) | 42 | 42 | 0.15% | 0.22% | 0.36% | Q1 2014 | Q2 2024 | 42 |
OEF | IShares S&P 100 Index ... | 42 | 42 | 0.16% | 0.21% | 0.31% | Q1 2014 | Q2 2024 | 42 |
ACN | Accenture PLC (ACN) | 42 | 42 | 0.12% | 0.20% | 0.26% | Q1 2014 | Q2 2024 | 42 |
ADP | Auto Data Processing (... | 42 | 42 | 0.12% | 0.20% | 0.31% | Q1 2014 | Q2 2024 | 42 |
UNP | Union Pacific Corp. (UNP) | 42 | 42 | 0.12% | 0.20% | 0.41% | Q1 2014 | Q2 2024 | 42 |
AMZN | Amazon Com Inc (AMZN) | 41 | 41 | 0.53% | 1.16% | 1.72% | Q2 2014 | Q2 2024 | 41 |
PFF | iShares S&P US Preferr... | 41 | 41 | 0.16% | 0.79% | 1.15% | Q2 2014 | Q2 2024 | 41 |
KO | Coca Cola Company (KO) | 41 | 41 | 0.15% | 0.28% | 0.46% | Q2 2014 | Q2 2024 | 41 |
EIRL | Ishares MSCI Ireland E... | 41 | 41 | 0.13% | 0.23% | 0.43% | Q2 2014 | Q2 2024 | 41 |
SYK | Stryker Corp. (SYK) | 39 | 2 | 0.12% | 0.15% | 0.19% | Q1 2014 | Q2 2024 | 41 |
VCIT | Vanguard Intermediate ... | 39 | 39 | 0.16% | 2.87% | 4.29% | Q4 2014 | Q2 2024 | 39 |
LLY | Lilly Eli & Company (LLY) | 39 | 39 | 0.18% | 0.50% | 1.31% | Q4 2014 | Q2 2024 | 39 |
VRSK | Verisk Analytics (VRSK) | 39 | 39 | 0.22% | 0.43% | 0.59% | Q4 2014 | Q2 2024 | 39 |
DHR | Danaher Corp (DHR) | 31 | 2 | 0.13% | 0.19% | 0.26% | Q1 2014 | Q2 2024 | 39 |
CE | Celanese (CE) | 38 | 38 | 0.17% | 0.37% | 0.47% | Q1 2015 | Q2 2024 | 38 |
HRL | Hormel Foods (HRL) | 38 | 38 | 0.18% | 0.37% | 0.71% | Q1 2015 | Q2 2024 | 38 |
CMCSA | Comcast Corp NEW CL A ... | 38 | 38 | 0.20% | 0.37% | 0.55% | Q1 2015 | Q2 2024 | 38 |
TSM | Taiwan Semiconductor A... | 38 | 38 | 0.17% | 0.29% | 0.45% | Q1 2015 | Q2 2024 | 38 |
SNN | Smith & Nephew (SNN) | 38 | 38 | 0.09% | 0.28% | 0.41% | Q1 2015 | Q2 2024 | 38 |
VO | Vanguard Mid Cap ETF (VO) | 38 | 38 | 0.14% | 0.20% | 0.24% | Q1 2015 | Q2 2024 | 38 |
SNX | SYNNEX Corp (SNX) | 38 | 38 | 0.11% | 0.19% | 0.28% | Q1 2015 | Q2 2024 | 38 |
SMP | Standard Motor Product... | 38 | 38 | 0.09% | 0.18% | 0.27% | Q1 2015 | Q2 2024 | 38 |
EWC | iShares MSCI Canada In... | 14 | 3 | 0.09% | 0.39% | 1.88% | Q1 2014 | Q2 2024 | 37 |
HOLX | Hologic Inc (HOLX) | 37 | 37 | 0.15% | 0.28% | 0.42% | Q2 2015 | Q2 2024 | 37 |
VOO | Vanguard S&P 500 ETF (... | 36 | 36 | 0.21% | 1.88% | 3.25% | Q3 2015 | Q2 2024 | 36 |
SCHZ | Schwab Aggregate Bond ... | 36 | 36 | 0.48% | 0.81% | 1.30% | Q3 2015 | Q2 2024 | 36 |
V | Visa Inc (V) | 36 | 36 | 0.16% | 0.38% | 0.67% | Q3 2015 | Q2 2024 | 36 |
PSX | Phillips 66 (PSX) | 34 | 2 | 0.18% | 0.33% | 0.53% | Q1 2014 | Q2 2024 | 36 |
KFY | Korn Ferry Internation... | 21 | 15 | 0.10% | 0.24% | 0.49% | Q1 2015 | Q2 2024 | 36 |
SBUX | Starbucks Corp. (SBUX) | 24 | 12 | 0.14% | 0.23% | 0.36% | Q1 2015 | Q2 2024 | 36 |
TROW | T Rowe Price Group (TROW) | 36 | 36 | 0.13% | 0.21% | 0.28% | Q3 2015 | Q2 2024 | 36 |
BA | Boeing Company (BA) | 29 | 7 | 0.10% | 0.19% | 0.32% | Q1 2015 | Q2 2024 | 36 |
GOOG | Alphabet Class C (GOOG) | 35 | 35 | 0.75% | 1.14% | 1.79% | Q4 2015 | Q2 2024 | 35 |
TREX | Trex Inc (TREX) | 35 | 35 | 0.16% | 0.39% | 0.68% | Q4 2015 | Q2 2024 | 35 |
IBM | Intl Business Machines... | 24 | 3 | 0.08% | 0.33% | 1.03% | Q1 2014 | Q2 2024 | 35 |
GOOGL | Alphabet Class A (GOOGL) | 35 | 35 | 0.18% | 0.23% | 0.31% | Q4 2015 | Q2 2024 | 35 |
BWXT | BWX Technologies (BWXT) | 35 | 35 | 0.10% | 0.18% | 0.25% | Q4 2015 | Q2 2024 | 35 |
FAST | Fastenal Company (FAST) | 35 | 35 | 0.13% | 0.17% | 0.24% | Q4 2015 | Q2 2024 | 35 |
WY | Weyerhauser (WY) | 34 | 34 | 0.41% | 0.80% | 1.25% | Q1 2016 | Q2 2024 | 34 |
SHM | SPDR Nuveen Barclays S... | 34 | 34 | 0.26% | 0.71% | 1.00% | Q1 2016 | Q2 2024 | 34 |
VNQ | Vanguard REIT Index ET... | 34 | 34 | 0.20% | 0.27% | 0.42% | Q1 2016 | Q2 2024 | 34 |
TXN | Texas Instruments Inc ... | 34 | 34 | 0.18% | 0.23% | 0.27% | Q1 2016 | Q2 2024 | 34 |
AMGN | Amgen Incorporated (AMGN) | 29 | 1 | 0.08% | 0.13% | 0.17% | Q4 2014 | Q2 2024 | 34 |
CHKP | Check Point Software T... | 33 | 33 | 0.41% | 0.50% | 0.60% | Q2 2016 | Q2 2024 | 33 |
SMB | VanEck Vectors Shrt Mu... | 33 | 33 | 0.15% | 0.29% | 0.39% | Q2 2016 | Q2 2024 | 33 |
LUV | Southwest Airlines (LUV) | 33 | 33 | 0.09% | 0.20% | 0.27% | Q1 2016 | Q1 2024 | 33 |
ZBH | Zimmer Holdings Inc. (... | 30 | 3 | 0.10% | 0.15% | 0.19% | Q4 2014 | Q2 2024 | 33 |
BK | Bank of New York (BK) | 16 | 3 | 0.09% | 0.13% | 0.17% | Q1 2015 | Q2 2024 | 33 |
MCI | Barings Corporate Inve... | 32 | 32 | 1.10% | 1.40% | 1.80% | Q3 2016 | Q2 2024 | 32 |
GILD | Gilead Sciences Inc. (... | 22 | 4 | 0.08% | 0.41% | 0.85% | Q1 2014 | Q1 2024 | 32 |
MPV | Barings Participation ... | 32 | 32 | 0.16% | 0.26% | 0.43% | Q3 2016 | Q2 2024 | 32 |
SPIB | SPDR Int Corporate Bon... | 32 | 32 | 0.09% | 0.25% | 0.43% | Q3 2016 | Q2 2024 | 32 |
VT | Vanguard Total World S... | 24 | 1 | 0.10% | 0.16% | 0.23% | Q1 2016 | Q2 2024 | 32 |
BDX | Becton Dickinson (BDX) | 27 | 5 | 0.10% | 0.14% | 0.20% | Q1 2014 | Q2 2024 | 32 |
SCHP | Schwab US Tips ETF (SCHP) | 31 | 31 | 0.19% | 0.90% | 1.50% | Q4 2016 | Q2 2024 | 31 |
SPY | SPDR Trust S&P 500 (SPY) | 17 | 1 | 0.13% | 0.20% | 0.40% | Q1 2014 | Q2 2024 | 31 |
NSC | Norfolk Southern Cop (... | 17 | 14 | 0.10% | 0.16% | 0.35% | Q3 2016 | Q2 2024 | 31 |
FLRN | SPDR Inv't Grade Float... | 30 | 30 | 0.33% | 3.15% | 5.66% | Q1 2017 | Q2 2024 | 30 |
ROBO | ROBO Gbl Robotics & Au... | 30 | 30 | 0.14% | 0.26% | 0.32% | Q1 2017 | Q2 2024 | 30 |
GSAT | Globalstar Inc. (GSAT) | 30 | 30 | 0.01% | 0.04% | 0.20% | Q1 2017 | Q2 2024 | 30 |
GE | General Electric Compa... | 19 | 10 | 0.11% | 0.56% | 1.06% | Q1 2014 | Q2 2024 | 29 |
SCHE | Schwab Emerging Market... | 28 | 28 | 0.18% | 0.72% | 0.99% | Q3 2017 | Q2 2024 | 28 |
MCO | Moodys Corp. (MCO) | 14 | 14 | 0.10% | 0.14% | 0.17% | Q2 2014 | Q3 2022 | 28 |
Ulta Beauty (ULTA) | 27 | 27 | 0.27% | 0.37% | 0.54% | Q4 2017 | Q2 2024 | 27 | |
HBB | Hamilton Beach Brands ... | 27 | 27 | 0.14% | 0.27% | 0.55% | Q4 2017 | Q2 2024 | 27 |
Hamilton Beach B Share... | 27 | 27 | 0.00% | 0.26% | 0.55% | Q4 2017 | Q2 2024 | 27 | |
CNI | Canadian National Rail... | 15 | 5 | 0.08% | 0.13% | 0.21% | Q1 2014 | Q1 2022 | 27 |
D | Dominion Resources VA (D) | 17 | 1 | 0.08% | 0.13% | 0.21% | Q1 2014 | Q3 2022 | 27 |
HACK | ETFMG Prime Cyber Secu... | 26 | 26 | 0.14% | 0.30% | 0.38% | Q3 2017 | Q4 2023 | 26 |
RSP | Invesco S&P 500 Equal ... | 25 | 25 | 0.82% | 1.07% | 1.45% | Q2 2018 | Q2 2024 | 25 |
FLOT | iShares Floating Rate ... | 25 | 25 | 0.11% | 0.67% | 2.34% | Q1 2014 | Q1 2020 | 25 |
KKR | Kohlberg Kravis & Co (... | 25 | 25 | 0.50% | 0.65% | 0.86% | Q2 2018 | Q2 2024 | 25 |
WFC | Wells Fargo & Co. (WFC) | 25 | 25 | 0.27% | 0.57% | 0.76% | Q1 2014 | Q1 2020 | 25 |
PHO | Invesco Water Resource... | 25 | 25 | 0.28% | 0.31% | 0.38% | Q2 2018 | Q2 2024 | 25 |
TSN | Tyson Foods (TSN) | 20 | 1 | 0.08% | 0.22% | 0.32% | Q2 2015 | Q2 2022 | 25 |
SPHD | Invesco SP500 Hi Div L... | 25 | 25 | 0.13% | 0.17% | 0.26% | Q2 2018 | Q2 2024 | 25 |
UTX | United Technologies (UTX) | 24 | 24 | 0.65% | 0.79% | 1.01% | Q1 2014 | Q4 2019 | 24 |
SLB | Schlumberger Ltd (SLB) | 24 | 24 | 0.27% | 0.56% | 0.80% | Q1 2014 | Q4 2019 | 24 |
PPL | PPL Corporation (PPL) | 24 | 24 | 0.12% | 0.19% | 0.32% | Q1 2014 | Q4 2019 | 24 |
WMT | WalMart Inc. (WMT) | 24 | 24 | 0.10% | 0.15% | 0.21% | Q3 2018 | Q2 2024 | 24 |
HCP | H C P Inc Reit (HCP) | 23 | 23 | 0.34% | 0.62% | 1.07% | Q1 2014 | Q3 2019 | 23 |
TTD | The Trading Desk Inc (... | 17 | 1 | 0.13% | 0.20% | 0.32% | Q2 2018 | Q2 2024 | 23 |
IShares Min Volatility... | 20 | 3 | 0.12% | 0.17% | 0.23% | Q3 2016 | Q3 2022 | 23 | |
IVR | Invesco Mortgage Capit... | 22 | 22 | 0.09% | 0.30% | 0.83% | Q1 2014 | Q2 2019 | 22 |
JBLU | JetBlue Airways Corp (... | 22 | 22 | 0.10% | 0.27% | 0.44% | Q1 2015 | Q2 2020 | 22 |
UN | Unilever NV NY SHS NEW... | 22 | 22 | 0.16% | 0.23% | 0.26% | Q2 2015 | Q3 2020 | 22 |
INDY | I Shares India 50 ETF ... | 21 | 21 | 0.18% | 0.61% | 0.78% | Q1 2015 | Q1 2020 | 21 |
INGN | Inogen, Inc (INGN) | 21 | 21 | 0.15% | 0.49% | 1.03% | Q1 2015 | Q1 2020 | 21 |
BMS | Bemis Co. (BMS) | 21 | 21 | 0.19% | 0.22% | 0.25% | Q1 2014 | Q1 2019 | 21 |
Amcor PLC ADR (AMCR) | 21 | 21 | 0.14% | 0.18% | 0.25% | Q2 2019 | Q2 2024 | 21 | |
LMT | Lockheed Martin Corp. ... | 17 | 1 | 0.11% | 0.16% | 0.24% | Q1 2014 | Q4 2019 | 21 |
LMAT | LeMaitre Vascular (LMAT) | 14 | 7 | 0.08% | 0.13% | 0.21% | Q3 2018 | Q2 2024 | 21 |
SCHD | Schwab US Dividend Equ... | 20 | 20 | 0.11% | 1.03% | 2.11% | Q3 2019 | Q2 2024 | 20 |
CINF | Cincinnati Financial (... | 18 | 2 | 0.09% | 0.13% | 0.19% | Q1 2018 | Q2 2024 | 20 |
APD | Air Prod & Chemicals (... | 17 | 3 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q2 2024 | 20 |
EXAS | Exact Sciences (EXAS) | 19 | 19 | 0.14% | 0.35% | 0.59% | Q4 2019 | Q2 2024 | 19 |
TFI | SPDR Nuveen Bloomberg ... | 19 | 19 | 0.13% | 0.22% | 0.34% | Q1 2018 | Q3 2022 | 19 |
SMG | Scotts Company (SMG) | 18 | 1 | 0.10% | 0.20% | 0.32% | Q1 2018 | Q1 2023 | 19 |
BAC | Bank of America Corp. ... | 17 | 2 | 0.12% | 0.16% | 0.19% | Q3 2019 | Q2 2024 | 19 |
LOW | Lowes Companies Inc. (... | 17 | 1 | 0.10% | 0.14% | 0.16% | Q1 2019 | Q2 2024 | 19 |
BSCO | Invesco Bulletshares 2... | 18 | 18 | 0.13% | 0.94% | 1.30% | Q1 2020 | Q2 2024 | 18 |
RTX | RTX Corporation (RTX) | 18 | 18 | 0.41% | 0.56% | 0.69% | Q1 2020 | Q2 2024 | 18 |
CAG | Conagra (CAG) | 18 | 18 | 0.12% | 0.23% | 0.47% | Q1 2014 | Q2 2018 | 18 |
SHY | iShares 1-3 Yr Treasur... | 18 | 18 | 0.13% | 0.15% | 0.17% | Q1 2014 | Q2 2018 | 18 |
BSCN | Invesco Bulletshares 2... | 17 | 17 | 0.29% | 1.01% | 1.37% | Q3 2019 | Q3 2023 | 17 |
KKR | Kohlberg Kravis & Co (... | 17 | 17 | 0.44% | 0.57% | 0.69% | Q1 2014 | Q1 2018 | 17 |
ZTS | Zoetis Inc (ZTS) | 17 | 17 | 0.40% | 0.46% | 0.55% | Q2 2020 | Q2 2024 | 17 |
DD | E.I. DuPont DeNemours ... | 14 | 3 | 0.16% | 0.38% | 0.49% | Q1 2014 | Q4 2019 | 17 |
PHO | Powershares Water Reso... | 17 | 17 | 0.29% | 0.35% | 0.58% | Q1 2014 | Q1 2018 | 17 |
VXF | Vanguard Extended Mark... | 16 | 1 | 0.11% | 0.34% | 0.51% | Q4 2019 | Q2 2024 | 17 |
CARR | Carrier Global Corp (C... | 17 | 17 | 0.14% | 0.25% | 0.32% | Q2 2020 | Q2 2024 | 17 |
PEAK | Healthpeak Prop (PEAK) | 17 | 17 | 0.09% | 0.25% | 0.42% | Q4 2019 | Q4 2023 | 17 |
CRM | Salesforce.com (CRM) | 17 | 17 | 0.12% | 0.21% | 0.32% | Q2 2020 | Q2 2024 | 17 |
AMD | Advanced Micro Devices... | 17 | 17 | 0.11% | 0.20% | 0.37% | Q2 2020 | Q2 2024 | 17 |
FDX | FDX Corporation (FDX) | 17 | 17 | 0.15% | 0.18% | 0.24% | Q1 2015 | Q1 2019 | 17 |
OTIS | Otis Worldwide (OTIS) | 17 | 17 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q2 2024 | 17 |
RSP | Guggenheim S&P 500 Equ... | 16 | 16 | 0.20% | 0.83% | 1.29% | Q2 2014 | Q1 2018 | 16 |
FB | Facebook (FB) | 16 | 16 | 0.28% | 0.43% | 0.57% | Q1 2014 | Q4 2017 | 16 |
SEP | Spectra Energy Partner... | 16 | 16 | 0.12% | 0.25% | 0.40% | Q1 2014 | Q4 2017 | 16 |
BSCP | Invesco Bulletshares 2... | 16 | 16 | 0.10% | 0.22% | 0.29% | Q3 2020 | Q2 2024 | 16 |
AVAV | Aerovironment (AVAV) | 15 | 1 | 0.09% | 0.18% | 0.32% | Q2 2020 | Q2 2024 | 16 |
LSTR | Landstar System (LSTR) | 15 | 1 | 0.09% | 0.15% | 0.20% | Q3 2018 | Q2 2024 | 16 |
DWX | SPDR International Div... | 10 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2024 | 16 |
STIP | IShares 0-5 Year Tips ... | 15 | 15 | 0.10% | 0.55% | 0.77% | Q4 2020 | Q2 2024 | 15 |
AET | Aetna Inc (AET) | 15 | 15 | 0.34% | 0.45% | 0.51% | Q1 2015 | Q3 2018 | 15 |
BEAT | BioTelemetry (BEAT) | 15 | 15 | 0.20% | 0.30% | 0.43% | Q2 2017 | Q4 2020 | 15 |
UL | Unilever PLC ADR New F... | 15 | 15 | 0.17% | 0.21% | 0.26% | Q4 2020 | Q2 2024 | 15 |
CSGS | CSG Systems Int'l (CSGS) | 15 | 15 | 0.10% | 0.20% | 0.26% | Q4 2020 | Q2 2024 | 15 |
QCOM | Qualcomm Inc. (QCOM) | 7 | 1 | 0.08% | 0.18% | 0.27% | Q1 2014 | Q2 2024 | 15 |
SPLV | Invesco S&P 500 Low Vo... | 15 | 15 | 0.14% | 0.18% | 0.24% | Q3 2019 | Q1 2023 | 15 |
DNB | Dun & Bradstreet Corp ... | 13 | 2 | 0.11% | 0.17% | 0.23% | Q1 2014 | Q4 2018 | 15 |
VTEB | Vanguard Tax-Exempt Bo... | 15 | 15 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q2 2024 | 15 |
IBMH | IShares IBonds Sep 201... | 15 | 15 | 0.11% | 0.12% | 0.14% | Q4 2015 | Q2 2019 | 15 |
Metropolitan West Tota... | 15 | 15 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q3 2022 | 15 | |
BCR | C.R. Bard Inc (BCR) | 14 | 14 | 0.18% | 0.36% | 0.50% | Q2 2014 | Q3 2017 | 14 |
KR | Kroger (KR) | 13 | 1 | 0.08% | 0.20% | 0.25% | Q1 2014 | Q1 2022 | 14 |
BSCL | Invesco Bullestshares ... | 14 | 14 | 0.15% | 0.17% | 0.21% | Q2 2018 | Q3 2021 | 14 |
BX | The Blackstone Group (BX) | 14 | 14 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q2 2024 | 14 |
IDV | Ishares Int'l Select D... | 14 | 14 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q2 2024 | 14 |
MS | Morgan Stanley (MS) | 14 | 14 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q2 2024 | 14 |
BAX | Baxter Int'l (BAX) | 13 | 1 | 0.08% | 0.10% | 0.14% | Q3 2018 | Q1 2022 | 14 |
MDLZ | Mondelez (MDLZ) | 7 | 7 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2024 | 14 |
BSCM | Invesco Bullet Shares ... | 13 | 13 | 0.36% | 0.87% | 1.10% | Q3 2019 | Q3 2022 | 13 |
NGG | National Grid ADS (NGG) | 13 | 13 | 0.39% | 0.57% | 0.73% | Q1 2014 | Q1 2017 | 13 |
SCHC | Schwab Int'l Small Cap... | 9 | 4 | 0.07% | 0.46% | 0.80% | Q2 2017 | Q4 2021 | 13 |
WDFC | WD 40 Co (WDFC) | 13 | 13 | 0.28% | 0.36% | 0.46% | Q2 2021 | Q2 2024 | 13 |
DHI | DR Horton (DHI) | 8 | 1 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q1 2022 | 13 |
IBMM | IShares Muni Bond 2024... | 13 | 13 | 0.08% | 0.15% | 0.19% | Q2 2021 | Q2 2024 | 13 |
XBI | SPDR Biotech ETF (XBI) | 7 | 1 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q4 2021 | 13 |
RF | Regions Financial Corp... | 13 | 13 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q2 2024 | 13 |
VMW | VMware (VMW) | 7 | 1 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2021 | 13 |
STZ | Constellation Brands (... | 11 | 2 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q2 2024 | 13 |
DOW | Dow Chemical (DOW) | 12 | 12 | 0.20% | 0.32% | 0.41% | Q3 2014 | Q2 2017 | 12 |
CHWY | Chewy (CHWY) | 12 | 12 | 0.09% | 0.20% | 0.28% | Q3 2021 | Q2 2024 | 12 |
WU | Western Union Company ... | 10 | 2 | 0.10% | 0.14% | 0.22% | Q3 2016 | Q4 2019 | 12 |
DE | Deere Co (DE) | 10 | 2 | 0.08% | 0.11% | 0.15% | Q1 2021 | Q2 2024 | 12 |
GM | General Motors New (GM) | 8 | 4 | 0.08% | 0.11% | 0.16% | Q2 2021 | Q2 2024 | 12 |
EL | Estee Lauder Companies... | 8 | 1 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q4 2022 | 12 |
VYM | Vanguard High Dividend... | 12 | 12 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q2 2024 | 12 |
STJ | St. Jude Medical Inc. ... | 11 | 11 | 0.16% | 0.32% | 0.46% | Q2 2014 | Q4 2016 | 11 |
IBML | IShares Dec 2023 Muni ... | 11 | 11 | 0.10% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 11 |
SFM | Sprouts Farmers Market... | 11 | 11 | 0.08% | 0.16% | 0.32% | Q4 2021 | Q2 2024 | 11 |
CNXC | Concentrix Corp (CNXC) | 10 | 1 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q4 2023 | 11 |
ARQL | ArQule Inc (ARQL) | 9 | 2 | 0.03% | 0.09% | 0.18% | Q4 2016 | Q4 2019 | 11 |
Omnicanna Health Solut... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 | |
MCI | Babson Cap Corporate I... | 10 | 10 | 1.48% | 1.74% | 2.00% | Q1 2014 | Q2 2016 | 10 |
TSCO | Tractor Supply Co (TSCO) | 10 | 10 | 0.21% | 0.41% | 0.52% | Q4 2014 | Q1 2017 | 10 |
EMC | EMC Corp. (EMC) | 10 | 10 | 0.34% | 0.38% | 0.43% | Q1 2014 | Q2 2016 | 10 |
LAZ | Lazard Ltd (LAZ) | 10 | 10 | 0.16% | 0.27% | 0.42% | Q2 2014 | Q3 2016 | 10 |
KMI | Kinder Morgan Inc (KMI) | 7 | 3 | 0.12% | 0.18% | 0.32% | Q1 2015 | Q3 2017 | 10 |
WEC | WEC Energy Group (WEC) | 10 | 10 | 0.14% | 0.18% | 0.20% | Q2 2015 | Q3 2017 | 10 |
GSK | Glaxosmithkline PLC AD... | 7 | 1 | 0.07% | 0.15% | 0.20% | Q1 2015 | Q4 2021 | 10 |
TFC | Truist Financial (TFC) | 10 | 10 | 0.08% | 0.10% | 0.18% | Q4 2019 | Q1 2022 | 10 |
NGG | National Grid ADS (NGG) | 9 | 9 | 0.21% | 0.29% | 0.37% | Q2 2017 | Q2 2019 | 9 |
OXY | Occidental Pete Corp (... | 8 | 1 | 0.14% | 0.28% | 0.41% | Q1 2014 | Q2 2016 | 9 |
SPYD | SPDR S&P 500 High Div ... | 9 | 9 | 0.10% | 0.28% | 0.45% | Q3 2018 | Q3 2020 | 9 |
IPHS | Innophos Holdings (IPHS) | 5 | 1 | 0.12% | 0.14% | 0.17% | Q4 2014 | Q3 2018 | 9 |
SPSB | SPDR ST Corp Bond ETF ... | 5 | 4 | 0.08% | 0.11% | 0.14% | Q3 2016 | Q1 2022 | 9 |
VCEL | Vericel (VCEL) | 5 | 4 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q2 2024 | 9 |
PCL | Plum Creek Timber Co R... | 8 | 8 | 0.80% | 1.00% | 1.24% | Q1 2014 | Q4 2015 | 8 |
EWRI | Guggenheim Russell 100... | 8 | 8 | 0.41% | 0.76% | 0.96% | Q1 2014 | Q4 2015 | 8 |
SHM | Nuveen Barclays Shrt T... | 8 | 8 | 0.16% | 0.54% | 0.98% | Q1 2014 | Q4 2015 | 8 |
MPV | Babson Cap Participati... | 8 | 8 | 0.13% | 0.27% | 0.48% | Q3 2014 | Q2 2016 | 8 |
NS | Nustar Energy (NS) | 8 | 8 | 0.14% | 0.26% | 0.38% | Q1 2014 | Q4 2015 | 8 |
BBH | Market Vectors Biotech... | 8 | 8 | 0.15% | 0.21% | 0.24% | Q1 2014 | Q4 2015 | 8 |
NORW | Global X Norway ETF (N... | 8 | 8 | 0.10% | 0.17% | 0.27% | Q1 2014 | Q4 2015 | 8 |
TSLA | Tesla Inc (TSLA) | 7 | 1 | 0.10% | 0.14% | 0.18% | Q3 2020 | Q2 2023 | 8 |
UPS | United Parcel Service ... | 8 | 8 | 0.09% | 0.14% | 0.18% | Q3 2022 | Q2 2024 | 8 |
DUK | Duke Energy Corp. (DUK) | 8 | 8 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q1 2022 | 8 |
ETN | Eaton Corporation (ETN) | 7 | 1 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q2 2024 | 8 |
EMR | Emerson Elec Co (EMR) | 4 | 2 | 0.09% | 0.12% | 0.19% | Q3 2014 | Q2 2024 | 8 |
LVBX | Levelblox (LVBX) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
DWDP | DowDuPont Inc (DWDP) | 7 | 7 | 0.55% | 0.68% | 0.83% | Q3 2017 | Q1 2019 | 7 |
SPHD | P'Shares SP500 Hi Div ... | 7 | 7 | 0.23% | 0.28% | 0.30% | Q3 2016 | Q1 2018 | 7 |
GOOGL | Google Inc. Class A (G... | 7 | 7 | 0.18% | 0.27% | 0.53% | Q1 2014 | Q3 2015 | 7 |
TRN | Trinity Industries (TRN) | 7 | 7 | 0.16% | 0.27% | 0.36% | Q4 2014 | Q2 2016 | 7 |
TNH | Terra Nitrogen Co LP (... | 7 | 7 | 0.15% | 0.27% | 0.42% | Q1 2014 | Q3 2015 | 7 |
BSCL | Guggenheim Bullestshar... | 7 | 7 | 0.14% | 0.16% | 0.17% | Q3 2016 | Q1 2018 | 7 |
AMBA | Ambarella (AMBA) | 4 | 1 | 0.12% | 0.15% | 0.20% | Q3 2015 | Q4 2017 | 7 |
TUP | Tupperware Brands Corp... | 7 | 7 | 0.13% | 0.15% | 0.16% | Q4 2015 | Q2 2017 | 7 |
HSY | Hershey Company (HSY) | 3 | 1 | 0.07% | 0.15% | 0.21% | Q2 2015 | Q1 2022 | 7 |
MAN | Manpower Inc (MAN) | 7 | 7 | 0.12% | 0.14% | 0.21% | Q1 2017 | Q3 2018 | 7 |
DEM | Wisdom Tree Emerging (... | 6 | 6 | 0.77% | 1.59% | 2.56% | Q1 2014 | Q2 2015 | 6 |
SSYS | StrataSys (SSYS) | 6 | 6 | 0.13% | 0.54% | 0.84% | Q1 2014 | Q2 2015 | 6 |
EEM | iShares MSCI Emerg Mkt... | 6 | 6 | 0.37% | 0.53% | 0.68% | Q1 2014 | Q2 2015 | 6 |
GOOG | Google Class C (GOOG) | 6 | 6 | 0.42% | 0.53% | 0.72% | Q2 2014 | Q3 2015 | 6 |
JNK | SPDR Barclays Cap High... | 6 | 6 | 0.35% | 0.50% | 0.59% | Q1 2014 | Q2 2015 | 6 |
QCLN | 1st Trust Clean Edge U... | 6 | 6 | 0.41% | 0.47% | 0.51% | Q2 2014 | Q3 2015 | 6 |
STO | Statoil ADR (STO) | 6 | 6 | 0.19% | 0.40% | 0.60% | Q1 2014 | Q2 2015 | 6 |
COP | ConocoPhillips (COP) | 6 | 6 | 0.25% | 0.31% | 0.37% | Q1 2014 | Q2 2015 | 6 |
MOS | The Mosaic Company (MOS) | 6 | 6 | 0.18% | 0.24% | 0.32% | Q1 2014 | Q2 2015 | 6 |
TLP | Transmontaigne Partner... | 6 | 6 | 0.15% | 0.23% | 0.30% | Q1 2014 | Q2 2015 | 6 |
SCCO | Southern Copper Corp (... | 6 | 6 | 0.14% | 0.21% | 0.27% | Q1 2014 | Q2 2015 | 6 |
NEN | New England Realty (NEN) | 6 | 6 | 0.13% | 0.14% | 0.15% | Q1 2016 | Q2 2017 | 6 |
HSKA | Heska Corp (HSKA) | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q2 2019 | 6 |
NVDA | NVIDIA Corporation (NVDA) | 5 | 1 | 0.08% | 0.14% | 0.25% | Q1 2022 | Q2 2024 | 6 |
IPAR | Inter Parfums (IPAR) | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q2 2024 | 6 |
Linde PLC (LIN) | 6 | 6 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2024 | 6 | |
PNC | PNC Financial Services... | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
SMB | Market Vectors Short M... | 5 | 5 | 0.32% | 0.37% | 0.41% | Q1 2015 | Q1 2016 | 5 |
SAM | Boston Beer Co (SAM) | 5 | 5 | 0.16% | 0.18% | 0.19% | Q3 2015 | Q3 2016 | 5 |
NKE | Nike (NKE) | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2016 | Q1 2017 | 5 |
FICO | Fair Isaac (FICO) | 5 | 5 | 0.11% | 0.14% | 0.18% | Q2 2023 | Q2 2024 | 5 |
EMQQ | Emerging Markets Inter... | 5 | 5 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q2 2022 | 5 |
APPF | AppFolio (APPF) | 5 | 5 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q2 2024 | 5 |
TYL | Tyler Technologies (TYL) | 4 | 1 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2024 | 5 |
Income Fund of America... | 4 | 1 | 0.08% | 0.08% | 0.10% | Q2 2021 | Q2 2024 | 5 | |
EA | Electronic Arts (EA) | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
IVV | iShares Trust S&P 500 ... | 4 | 4 | 0.13% | 0.35% | 0.61% | Q3 2023 | Q2 2024 | 4 |
QLYS | Qualys (QLYS) | 4 | 4 | 0.15% | 0.19% | 0.22% | Q2 2015 | Q1 2016 | 4 |
PETM | Petsmart Inc. (PETM) | 4 | 4 | 0.16% | 0.19% | 0.22% | Q1 2014 | Q4 2014 | 4 |
BHP | BHP Billiton Ltd. ADR ... | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2014 | Q4 2014 | 4 |
COH | Coach Inc. (COH) | 3 | 1 | 0.17% | 0.18% | 0.22% | Q1 2014 | Q2 2015 | 4 |
1338PS | UBS AG (UBS) | 4 | 4 | 0.13% | 0.17% | 0.19% | Q2 2015 | Q1 2016 | 4 |
BPT | BP Prudhoe Bay Rlty Tr... | 4 | 4 | 0.11% | 0.16% | 0.21% | Q3 2018 | Q2 2019 | 4 |
PSA | Public Storage (PSA) | 3 | 1 | 0.12% | 0.14% | 0.18% | Q3 2016 | Q3 2017 | 4 |
CCI | Crown Castle (CCI) | 4 | 4 | 0.13% | 0.14% | 0.16% | Q2 2016 | Q1 2017 | 4 |
PYPL | PayPal Holdings (PYPL) | 4 | 4 | 0.09% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
ENB | Enbridge Inc. (ENB) | 3 | 1 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 4 |
OLED | Universal Display (OLED) | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2023 | Q2 2024 | 4 |
NVS | Novartis AG Spon ADR F... | 3 | 1 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q2 2024 | 4 |
ISTB | IShares Core 1-5 Year ... | 4 | 4 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q1 2022 | 4 |
ILMN | Illumina (ILMN) | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
PALDF | No. American Palladium... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
HYS | PIMCO 0-5 Year Hi Yiel... | 3 | 3 | 2.69% | 3.43% | 3.83% | Q1 2014 | Q3 2014 | 3 |
FCX | Freeport McMorn CP&GLD... | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2014 | Q3 2014 | 3 |
RGR | Sturm Ruger & Co (RGR) | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2014 | Q3 2014 | 3 |
GLD | SPDR Gold Trust (GLD) | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2014 | Q3 2014 | 3 |
SPMD | SP 400 Midcap ETF (SPMD) | 3 | 3 | 0.16% | 0.18% | 0.19% | Q4 2023 | Q2 2024 | 3 |
LNG | Cheniere Energy (LNG) | 3 | 3 | 0.14% | 0.17% | 0.19% | Q4 2014 | Q2 2015 | 3 |
AVGO | Broadcom Inc (AVGO) | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2023 | Q2 2024 | 3 |
DOW | Dow Chemical (DOW) | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q4 2019 | 3 |
HNI | HNI Corp (HNI) | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2014 | Q2 2015 | 3 |
STI | SunTrust Banks (STI) | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q3 2019 | 3 |
GRMN | Garmin (GRMN) | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2023 | Q2 2024 | 3 |
TRV | Travelers Companies In... | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
WIRE | Encore Wire (WIRE) | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2023 | Q2 2024 | 3 |
INGR | Ingredion (INGR) | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q2 2024 | 3 |
BSCQ | Invesco Bulletshares 2... | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Vortex Energy Corp (VT... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 | |
SLV | Ishares Silver Trust I... | 2 | 2 | 0.65% | 0.66% | 0.67% | Q1 2014 | Q2 2014 | 2 |
ETFMG Prime Cyber Secu... | 2 | 2 | 0.38% | 0.38% | 0.38% | Q1 2024 | Q2 2024 | 2 | |
PDH | PetroLogistics LP (PDH) | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2014 | Q2 2014 | 2 |
KLAC | KLA Tencor (KLAC) | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2014 | Q4 2014 | 2 |
APA | Apache Corp (APA) | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q3 2014 | 2 |
TCP | TC Pipelines MLP (TCP) | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2014 | Q4 2014 | 2 |
IBMG | IShares IBonds Sep 201... | 2 | 2 | 0.14% | 0.15% | 0.17% | Q1 2015 | Q2 2015 | 2 |
F102PS | Babcock & Wilcox (BWC) | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q2 2015 | 2 |
VONG | Vanguard Russell 1000 ... | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2015 | Q1 2016 | 2 |
VTWO | Vanguard Russell 2000 ... | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2015 | Q1 2016 | 2 |
MDSO | Medidata Sol'ns (MDSO) | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q3 2019 | 2 |
MBB | IShares Barclays MBS B... | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
NVO | Novo-Nordisk (NVO) | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q2 2024 | 2 |
BSCR | Invesco Bulletshares C... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
EMB | iShares Emerging Marke... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2014 | Q1 2014 | 1 |
CMG | Chipotle Mexican Grill... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2015 | Q3 2015 | 1 |
MWIV | MWI Veterinary Supply ... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
CLNW | Royal Dutch Shell A AD... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
IBMF | IShares IBonds Sep 201... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
DVN | Devon Energy CP (DVN) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
JWN | Nordstrom Inc (JWN) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
AXP | American Express (AXP) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
BX | The Blackstone Group L... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
HAL | Halliburton Co (HAL) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
VTI | Vanguard Total Stock M... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2024 | Q2 2024 | 1 |
CAT | Caterpillar Inc. (CAT) | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2024 | Q2 2024 | 1 |
CORT | Corcept Therapeutics (... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
SPXS | Direxion Daily S&P 500... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
HALO | Halozyme (HALO) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
ADI | Analog Devices Inc. (ADI) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
REGI | Renewable Energy Group... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
COST | Costco Wholesale (COST) | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SPBO | SPDR Portfolio Corpora... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Canoo Inc Cl A (GOEV) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 | |
CGC | Canopy Growth Corp NPV... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cathedra Bitcoin Inc E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
First Bitcoin Capital ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 | |
JAGGF | Jaguar Mining Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Scandium International... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
Energy Transition Mine... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
UAPC | United American Petrol... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Airborne Wireless Netw... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
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The securities at the top of the list , including Vanguard ST Corp Bond ETF (VCS, SPDR S&P Midcap 400 (MDY), and iShares ST Corp Bond (IGSB), are the highest-conviction holdings of Curbstone Financial Management Corp.
The conviction is calculated by counting the number of quarters a security has been reported by Curbstone Financial Management Corp. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Curbstone Financial Management Corp owns currently or has owned in the past.