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Portfolio (Quarterly) Guide ↗

Costello Asset Management, INC

· CIK 0001760145
13F Portfolio $302M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 691 New
Page 10 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DECK DECKERS OUTDOOR CORP Consumer Cyclical 700.0 $73K 0.02% NEW $103.67 +5.2%
182 VTV VANGUARD INDEX FDS 379.0 $72K 0.02% NEW $190.96 +13.4%
183 FPX FIRST TR EXCHANGE-TRADED FD 441.0 $72K 0.02% NEW $163.75 +22.4%
184 YORW YORK WTR CO Utilities 2,227.0 $71K 0.02% NEW $31.84 -7.2%
185 TD TORONTO DOMINION BK ONT Financial Services 725.0 $68K 0.02% NEW $94.20 +26.6%
186 RY ROYAL BK CDA Financial Services 400.0 $68K 0.02% NEW $170.49 +18.2%
187 SNY SANOFI SA Healthcare 1,400.0 $68K 0.02% NEW $48.46 -12.5%
188 VLUE ISHARES TR 492.0 $67K 0.02% NEW $136.83 +46.1%
189 PDP INVESCO EXCHANGE TRADED FD T 572.0 $67K 0.02% NEW $116.40 +29.6%
190 MP MP MATERIALS CORP Basic Materials 1,300.0 $66K 0.02% NEW $50.52 +20.5%
191 SCHO SCHWAB STRATEGIC TR 2,680.0 $65K 0.02% NEW $24.37 -1.1%
192 OTIS OTIS WORLDWIDE CORP Industrials 728.0 $64K 0.02% NEW $87.34 -16.1%
193 NI NISOURCE INC Utilities 1,500.0 $63K 0.02% NEW $41.76 +13.2%
194 GPC GENUINE PARTS CO Consumer Cyclical 500.0 $61K 0.02% NEW $122.96 -11.6%
195 USB US BANCORP DEL Financial Services 1,152.0 $61K 0.02% NEW $53.36 +9.0%
196 FCX FREEPORT-MCMORAN INC Basic Materials 1,200.0 $61K 0.02% NEW $50.79 +35.2%
197 APTIV PLC 800.0 $61K 0.02% NEW $76.09
198 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,125.0 $61K 0.02% NEW $53.94 +0.1%
199 NEM NEWMONT CORP Basic Materials 606.0 $61K 0.02% NEW $99.91 +3.9%
200 GIS GENERAL MLS INC Consumer Defensive 1,299.0 $60K 0.02% NEW $46.48 -28.1%
Page 10 of 35  ·  691 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 29.1%
Communication Services 17.0%
Consumer Cyclical 13.4%
Healthcare 12.6%
Financial Services 8.7%
Industrials 6.4%
Utilities 6.2%
Consumer Defensive 4.7%
Energy 1.3%
Basic Materials 0.3%