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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 14 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MUSA MURPHY USA INC Consumer Cyclical 100.0 $40K 0.01% NEW $403.52 +36.6%
262 VIKING HOLDINGS LTD 565.0 $40K 0.01% NEW $71.41
263 VUG VANGUARD INDEX FDS 83.0 $40K 0.01% NEW $485.57 -82.1%
264 LQD ISHARES TR 365.0 $40K 0.01% NEW $110.28 -1.1%
265 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,700.0 $40K 0.01% NEW $23.65 -11.2%
266 STRATEGY INC 500.0 $39K 0.01% NEW $78.76
267 DOV DOVER CORP Industrials 200.0 $39K 0.01% NEW $195.24 +14.5%
268 NVIDIA CORPORATION 5.0 $39K 0.01% NEW $7781.40
269 RIG TRANSOCEAN LTD Energy 9,350.0 $39K 0.01% NEW $4.13 +28.6%
270 MGK VANGUARD WORLD FD 93.0 $39K 0.01% NEW $414.68 -78.6%
271 SIVR ABRDN SILVER ETF TRUST Financial Services 568.0 $38K 0.01% NEW $67.64 -7.5%
272 CVS CVS HEALTH CORP Healthcare 477.0 $38K 0.01% NEW $79.44 +23.8%
273 WFC WELLS FARGO CO NEW Financial Services 398.0 $37K 0.01% NEW $93.20 -11.8%
274 VHT VANGUARD WORLD FD 128.0 $37K 0.01% NEW $287.85 -2.6%
275 O REALTY INCOME CORP Real Estate 653.0 $37K 0.01% NEW $56.35 +6.9%
276 VWO VANGUARD INTL EQUITY INDEX F 680.0 $37K 0.01% NEW $53.76 +13.0%
277 RAMACO RES INC 2,000.0 $36K 0.01% NEW $18.00
278 EA ELECTRONIC ARTS INC Communication Services 176.0 $36K 0.01% NEW $204.33 -1.1%
279 WSM WILLIAMS SONOMA INC Consumer Cyclical 200.0 $36K 0.01% NEW $178.59 +27.1%
280 CSD INVESCO EXCHANGE TRADED FD T 356.0 $36K 0.01% NEW $99.81 +46.5%
Page 14 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%