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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 26 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TIP ISHARES TR 66.0 $7K 0.00% NEW $109.91 -0.5%
502 AROC ARCHROCK INC Energy 276.0 $7K 0.00% NEW $26.00 +42.2%
503 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 605.0 $7K 0.00% NEW $11.66 +6.0%
504 FIS FIDELITY NATL INFORMATION SV Technology 106.0 $7K 0.00% NEW $66.46 -42.5%
505 SGDM SPROTT ETF TRUST 100.0 $7K 0.00% NEW $69.63 -2.2%
506 XLF SELECT SECTOR SPDR TR 127.0 $7K 0.00% NEW $54.77 -2.2%
507 MTUM ISHARES TR 28.0 $7K 0.00% NEW $247.68 +36.7%
508 SCHF SCHWAB STRATEGIC TR 284.0 $7K 0.00% NEW $24.06 +17.3%
509 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 184.0 $7K 0.00% NEW $36.49 +28.4%
510 PSP INVESCO EXCHANGE TRADED FD T 100.0 $7K 0.00% NEW $67.07 -13.2%
511 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 624.0 $7K 0.00% NEW $10.69 -5.1%
512 M MACYS INC Consumer Cyclical 300.0 $7K 0.00% NEW $22.05 +9.5%
513 CI THE CIGNA GROUP Healthcare 24.0 $7K 0.00% NEW $275.25 +1.5%
514 VOD VODAFONE GROUP PLC NEW Communication Services 500.0 $7K 0.00% NEW $13.21 +8.3%
515 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 400.0 $7K 0.00% NEW $16.35 +48.4%
516 LVS LAS VEGAS SANDS CORP Consumer Cyclical 100.0 $7K 0.00% NEW $65.09 -25.1%
517 URI UNITED RENTALS INC Industrials 8.0 $6K 0.00% NEW $809.38 +33.0%
518 EPD ENTERPRISE PRODS PARTNERS L Energy 200.0 $6K 0.00% NEW $32.06 +14.2%
519 MORGAN STANLEY ETF TRUST 126.0 $6K 0.00% NEW $50.87
520 TWLO TWILIO INC Communication Services 45.0 $6K 0.00% NEW $142.24 +30.9%
Page 26 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%