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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 32 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SCHH SCHWAB STRATEGIC TR 122.0 $3K 0.00% NEW $20.96 +11.6%
622 CPB THE CAMPBELLS COMPANY Consumer Defensive 89.0 $2K 0.00% NEW $27.91 -24.2%
623 INCY INCYTE CORP Healthcare 25.0 $2K 0.00% NEW $98.76 -0.5%
624 MOS MOSAIC CO NEW Basic Materials 100.0 $2K 0.00% NEW $24.09 -4.9%
625 BCE BCE INC Communication Services 100.0 $2K 0.00% NEW $23.82 -2.3%
626 JCPB J P MORGAN EXCHANGE TRADED F 50.0 $2K 0.00% NEW $47.36 -1.0%
627 TREEHOUSE FOODS INC 100.0 $2K 0.00% NEW $23.59
628 OLED UNIVERSAL DISPLAY CORP Technology 20.0 $2K 0.00% NEW $116.80 -23.9%
629 ST SENSATA TECHNOLOGIES HLDG PL Technology 70.0 $2K 0.00% NEW $33.29 +52.1%
630 SCHI SCHWAB STRATEGIC TR 100.0 $2K 0.00% NEW $22.97 -1.7%
631 SJNK SPDR SERIES TRUST 89.0 $2K 0.00% NEW $25.31 -1.1%
632 LILAK LIBERTY LATIN AMERICA LTD Communication Services 300.0 $2K 0.00% NEW $7.46 -35.8%
633 USAR USA RARE EARTH INC Basic Materials 185.0 $2K 0.00% NEW $11.90 +107.0%
634 MDYV SPDR SERIES TRUST 26.0 $2K 0.00% NEW $84.23 +11.0%
635 POWA INVESCO EXCH TRD SLF IDX FD 24.0 $2K 0.00% NEW $90.08 -3.6%
636 WDS WOODSIDE ENERGY GROUP LTD Energy 136.0 $2K 0.00% NEW $15.59 +28.9%
637 OLN OLIN CORP Basic Materials 100.0 $2K 0.00% NEW $20.83 +5.7%
638 FNV FRANCO NEV CORP Basic Materials 10.0 $2K 0.00% NEW $207.30 +5.8%
639 QDIV GLOBAL X FDS 59.0 $2K 0.00% NEW $34.76 +5.9%
640 CSGP COSTAR GROUP INC Real Estate 30.0 $2K 0.00% NEW $67.23 -55.2%
Page 32 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%