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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 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 2,495.0 $192K 0.07% NEW $77.11 +12.5%
2 SDY SPDR SERIES TRUST 1,037.0 $151K 0.05% NEW $145.94 +3.1%
3 IWF ISHARES TR 301.0 $128K 0.04% NEW $426.40 -71.1%
4 APTIV PLC 800.0 $56K 0.02% NEW $69.44
5 AA ALCOA CORP Basic Materials 800.0 $53K 0.02% NEW $66.33 -10.5%
6 URA GLOBAL X FDS 1,000.0 $48K 0.02% NEW $48.43 -1.3%
7 RIO RIO TINTO PLC Basic Materials 400.0 $37K 0.01% NEW $93.29 +7.3%
8 PIPR PIPER SANDLER COMPANIES Financial Services 400.0 $31K 0.01% NEW $76.55 +6.9%
9 RS RELIANCE INC Basic Materials 100.0 $30K 0.01% NEW $303.92 +30.4%
10 ECL ECOLAB INC Basic Materials 100.0 $27K 0.01% NEW $266.02 +1.2%
11 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 1,200.0 $24K 0.01% NEW $19.82 +14.6%
12 ARKQ ARK ETF TR 200.0 $22K 0.01% NEW $112.45 +18.4%
13 AMH AMERICAN HOMES 4 RENT Real Estate 800.0 $22K 0.01% NEW $27.92 +13.6%
14 RYN RAYONIER INC Real Estate 1,052.0 $22K 0.01% NEW $20.63 +1.7%
15 VSNT VERSANT MEDIA GROUP INC Industrials 552.0 $20K 0.01% NEW $37.02 +3.0%
16 EUAD SPINNAKER ETF SERIES 500.0 $20K 0.01% NEW $40.74 +3.7%
17 AZN ASTRAZENECA PLC Healthcare 100.0 $20K 0.01% NEW $197.22 -11.3%
18 CDRE CADRE HLDGS INC Industrials 600.0 $18K 0.01% NEW $30.68 -7.9%
19 VT VANGUARD INTL EQUITY INDEX F 106.0 $15K 0.01% NEW $138.65 +13.7%
20 SII SPROTT INC Financial Services 100.0 $14K 0.01% NEW $142.90 -14.4%
Page 1 of 3  ·  49 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%