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Portfolio (Quarterly) Guide ↗

Costello Asset Management, INC

· CIK 0001760145
13F Portfolio $333M AUM 710 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 135 Added 105 Reduced 20 Exited
Page 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EQNR EQUINOR ASA Energy 3,260.0 $102K 0.03% +120.0 +3.8% $31.40 +33.2%
62 ISHARES TR 3,991.0 $91K 0.03% +38.0 +1.0% $22.89
63 ISHARES TR 3,979.0 $89K 0.03% +37.0 +0.9% $22.37
64 AFG AMERICAN FINANCIAL GROUP INC Financial Services 545.0 $76K 0.02% +3.0 +0.6% $139.98 +4.0%
65 VIKING HOLDINGS LTD 665.0 $70K 0.02% +100.0 +17.7% $104.67
66 MKC MCCORMICK & CO INC Consumer Defensive 1,360.0 $69K 0.02% +80.0 +6.2% $50.42 +9.6%
67 DVA DAVITA INC Healthcare 300.0 $67K 0.02% +200.0 +200.0% $222.48 -20.0%
68 QUAL ISHARES TR 278.0 $61K 0.02% +27.0 +10.8% $219.43 +2.1%
69 HPQ HP INC Technology 2,555.0 $56K 0.02% +15.0 +0.6% $21.94 +36.5%
70 AVAV AEROVIRONMENT INC Industrials 338.0 $56K 0.02% +22.0 +7.0% $165.07 +5.5%
71 EW EDWARDS LIFESCIENCES CORP Healthcare 600.0 $54K 0.02% +200.0 +50.0% $90.46 +0.6%
72 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,193.0 $54K 0.02% +500.0 +72.2% $45.11 +23.5%
73 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,336.0 $51K 0.01% +19.0 +0.8% $21.98 +9.1%
74 GIS GENERAL MILLS INC Consumer Defensive 1,452.0 $51K 0.01% +146.0 +11.2% $34.80 +9.4%
75 SJM SMUCKER J M CO Consumer Defensive 436.0 $49K 0.01% +3.0 +0.7% $112.43 +5.4%
76 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 4,701.0 $48K 0.01% +122.0 +2.7% $10.31 +3.2%
77 CHKP CHECK POINT SOFTWARE TECH LT Technology 350.0 $46K 0.01% +80.0 +29.6% $131.43 -0.9%
78 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 2,397.0 $45K 0.01% +52.0 +2.2% $18.73 +4.3%
79 MAS MASCO CORP Industrials 548.0 $45K 0.01% +40.0 +7.9% $81.43 -9.9%
80 AEP AMERICAN ELEC PWR CO INC Utilities 312.0 $43K 0.01% +112.0 +56.0% $136.81 -7.6%
Page 4 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Communication Services 16.1%
Healthcare 11.8%
Consumer Cyclical 11.6%
Financial Services 10.4%
Industrials 8.5%
Utilities 6.7%
Consumer Defensive 4.4%
Energy 1.2%
Basic Materials 0.4%