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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SWMR SWARMER INC Technology 137.0 $6K 0.00% +50.0 +57.5% $44.31 +5.8%
122 AGGY WISDOMTREE TR 139.0 $6K 0.00% +1.0 +0.7% $43.49 -1.9%
123 JPIE J P MORGAN EXCHANGE TRADED F 130.0 $6K 0.00% +2.0 +1.6% $45.93 -0.1%
124 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 121.0 $4K 0.00% +1.0 +0.8% $36.21 +3.9%
125 SLVM SYLVAMO CORP Basic Materials 100.0 $4K 0.00% +90.0 +900.0% $37.80 -2.3%
126 TR TOOTSIE ROLL INDS INC Consumer Defensive 75.0 $3K 0.00% +2.0 +2.7% $39.77 +1.9%
127 SCHH SCHWAB STRATEGIC TR 124.0 $3K 0.00% +1.0 +0.8% $23.66 +0.8%
128 PSK SPDR SERIES TRUST 84.0 $3K 0.00% +1.0 +1.2% $30.63 -3.6%
129 PALL ABRDN PALLADIUM ETF TRUST Financial Services 110.0 $2K 0.00% +88.0 +400.0% $22.08 +5.9%
130 QYLD GLOBAL X FDS 64.0 $1K +2.0 +3.2% $18.41 -1.1%
131 PPT PUTNAM PREMIER INCOME TR Financial Services 329.0 $1K +7.0 +2.2% $3.49 -1.2%
132 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 43.0 $1K +5.0 +13.2% $23.65 -1.4%
133 PGX INVESCO EXCH TRADED FD TR II 52.0 $559.0 +1.0 +2.0% $10.75 -1.6%
134 BROWN FORMAN CORP 20.0 $523.0 +1.0 +5.3% $26.15
135 BKLN INVESCO EXCH TRADED FD TR II 17.0 $338.0 +1.0 +6.2% $19.88 +3.3%
Page 7 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%