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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 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CENX CENTURY ALUM CO Basic Materials 300.0 $14K 0.00% NEW $46.01 +2.4%
22 PZZA PAPA JOHNS INTL INC Consumer Cyclical 350.0 $13K 0.00% NEW $36.77 -36.8%
23 TCHP T ROWE PRICE EXCHANGE-TRADED 195.0 $10K 0.00% NEW $50.09 +2.2%
24 CARNIVAL CORP LTD 300.0 $9K 0.00% NEW $28.57
25 ATRO ASTRONICS CORP Industrials 100.0 $8K 0.00% NEW $81.26 +14.5%
26 ELDN ELEDON PHARMACEUTICALS INC Healthcare 2,000.0 $8K 0.00% NEW $3.94 -9.1%
27 CIBR FIRST TR EXCHANGE-TRADED FD 81.0 $7K 0.00% NEW $89.85 +8.8%
28 ES EVERSOURCE ENERGY Utilities 100.0 $7K 0.00% NEW $72.27 -0.5%
29 HAWKEYE 360 INC 350.0 $7K 0.00% NEW $20.22
30 INTEL CORP 1.0 $7K 0.00% NEW $6965.00
31 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,000.0 $6K 0.00% NEW $5.78 -20.8%
32 LULU LULULEMON ATHLETICA INC Consumer Cyclical 50.0 $6K 0.00% NEW $114.18 +1.4%
33 WHITEHAWK MINERALS CORP 200.0 $6K 0.00% NEW $27.82
34 RDVY FIRST TR EXCHANGE TRADED FD 68.0 $6K 0.00% NEW $81.06 +2.9%
35 QIAGEN NV 100.0 $4K 0.00% NEW $39.10
36 XE X-ENERGY INC Industrials 200.0 $4K 0.00% NEW $18.36 +11.4%
37 SCHMID GROUP N.V. 500.0 $3K 0.00% NEW $6.26
38 SUNSHINE SILVER MNG & REFNG 200.0 $3K 0.00% NEW $13.22
39 SDVY FIRST TR EXCHANGE TRADED FD 56.0 $2K 0.00% NEW $43.14 +3.2%
40 AVEX AEVEX CORP Industrials 100.0 $2K 0.00% NEW $20.89 -3.2%
Page 2 of 3  ·  45 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%