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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 35 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FG F&G ANNUITIES & LIFE INC Financial Services 12.0 $370.0 NEW $30.83 -10.8%
682 DLX DELUXE CORP Communication Services 12.0 $267.0 NEW $22.25 +3.1%
683 QVCGA QVC GROUP INC Consumer Cyclical 20.0 $209.0 NEW $10.45 -97.8%
684 CAN FITE BIOFARMA LTD 1,000.0 $200.0 NEW $0.20
685 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 25.0 $193.0 NEW $7.72 +31.2%
686 GRAL GRAIL INC Healthcare 2.0 $171.0 NEW $85.50 -25.5%
687 GERN GERON CORP Healthcare 115.0 $152.0 NEW $1.32 -4.7%
688 UIS UNISYS CORP Technology 50.0 $138.0 NEW $2.76 +28.3%
689 MATINAS BIOPHARMA HLDGS INC 200.0 $117.0 NEW $0.58
690 GRPN GROUPON INC Communication Services 2.0 $35.0 NEW $17.50 -7.5%
691 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $29.0 NEW $29.00 -25.3%
Page 35 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%