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Portfolio (Quarterly) Guide ↗

Costello Asset Management, INC

· CIK 0001760145
13F Portfolio $289M AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 130 Added 95 Reduced 55 Exited
Page 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 600.0 $21K 0.01% +100.0 +20.0% $35.44 -10.2%
102 MGV VANGUARD WORLD FD 141.0 $20K 0.01% +1.0 +0.7% $144.53 +12.3%
103 SPH SUBURBAN PROPANE PARTNERS L Utilities 990.0 $19K 0.01% +16.0 +1.6% $19.69 -15.9%
104 XLU SELECT SECTOR SPDR TR 411.0 $19K 0.01% +43.0 +11.7% $45.85 -2.4%
105 THW ABRDN WORLD HEALTHCARE FUND Financial Services 1,520.0 $18K 0.01% +27.0 +1.8% $11.67 +8.7%
106 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 1,080.0 $18K 0.01% +60.0 +5.9% $16.27 +10.4%
107 BSV VANGUARD BD INDEX FDS 170.0 $13K 0.01% +1.0 +0.6% $78.24 -0.6%
108 MINT PIMCO ETF TR 128.0 $13K 0.00% +1.0 +0.8% $100.63 +0.1%
109 GEN GEN DIGITAL INC Technology 600.0 $11K 0.00% +300.0 +100.0% $18.83 +28.4%
110 JPIB J P MORGAN EXCHANGE TRADED F 227.0 $11K 0.00% +3.0 +1.3% $47.75 +1.0%
111 AVO MISSION PRODUCE INC Consumer Defensive 733.0 $10K 0.00% +25.0 +3.5% $13.76 -16.5%
112 PFL PIMCO INCOME STRATEGY FD Financial Services 1,202.0 $10K 0.00% +34.0 +2.9% $8.00 -4.9%
113 CDP COPT DEFENSE PROPERTIES Real Estate 294.0 $9K 0.00% +3.0 +1.0% $30.58 +9.6%
114 FOF COHEN & STEERS CLOSED-END Financial Services 600.0 $8K 0.00% +300.0 +100.0% $12.83 +5.8%
115 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 630.0 $7K 0.00% +25.0 +4.1% $10.79 +14.4%
116 MORGAN STANLEY ETF TRUST 127.0 $6K 0.00% +1.0 +0.8% $50.43
117 AGGY WISDOMTREE TR 138.0 $6K 0.00% +2.0 +1.5% $43.30 +0.7%
118 JPIE J P MORGAN EXCHANGE TRADED F 128.0 $6K 0.00% +2.0 +1.6% $46.03 -0.2%
119 JEPQ J P MORGAN EXCHANGE TRADED F 104.0 $6K 0.00% +3.0 +3.0% $55.32 +10.9%
120 BLDR BUILDERS FIRSTSOURCE INC Industrials 64.0 $5K 0.00% +32.0 +100.0% $82.33 -2.1%
Page 6 of 7  ·  130 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 26.9%
Communication Services 16.3%
Healthcare 13.3%
Consumer Cyclical 12.0%
Financial Services 8.9%
Industrials 8.8%
Utilities 5.9%
Consumer Defensive 5.4%
Energy 1.9%
Basic Materials 0.4%