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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 16,184 $3.7M 1.26% SOLD
2 SDY SPDR SERIES TRUST 1,037 $151K 0.05% SOLD
3 APTIV PLC 800 $56K 0.02% SOLD
4 DD DUPONT DE NEMOURS INC Basic Materials 1,074 $49K 0.02% SOLD
5 NUVEEN PA INVT QUALITY MUN F 2,798 $33K 0.01% SOLD
6 LAZ LAZARD INC Financial Services 700 $30K 0.01% SOLD
7 PSX PHILLIPS 66 Energy 100 $18K 0.01% SOLD
8 IGSB ISHARES TR 282 $15K 0.01% SOLD
9 VGIT VANGUARD SCOTTSDALE FDS 200 $12K 0.00% SOLD
10 CLEARWAY ENERGY INC 300 $12K 0.00% SOLD
11 INTT INTEST CORP Technology 600 $8K 0.00% SOLD
12 CCL CARNIVAL CORP Consumer Cyclical 300 $8K 0.00% SOLD
13 NTR NUTRIEN LTD Basic Materials 87 $7K 0.00% SOLD
14 MORGAN STANLEY ETF TRUST 127 $6K 0.00% SOLD
15 PPA INVESCO EXCHANGE TRADED FD T 37 $6K 0.00% SOLD
16 EWY ISHARES INC 34 $4K 0.00% SOLD
17 AMRC AMERESCO INC Industrials 100 $3K 0.00% SOLD
18 SCHI SCHWAB STRATEGIC TR 100 $2K 0.00% SOLD
19 POWA INVESCO EXCH TRD SLF IDX FD 24 $2K 0.00% SOLD
20 VVX V2X INC Industrials 10 $685.0 SOLD
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%