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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 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CARR CARRIER GLOBAL CORPORATION Industrials 2,626.0 $193K 0.06% -199.0 -7.0% $73.35 -16.3%
42 SCHV SCHWAB STRATEGIC TR 4,613.0 $161K 0.05% -155.0 -3.2% $34.81 +0.8%
43 FTAI AVIATION LTD 560.0 $151K 0.04% -160.0 -22.2% $270.53
44 ITB ISHARES TR 1,440.0 $150K 0.04% -330.0 -18.6% $104.48 -7.6%
45 QCOM QUALCOMM INC Technology 806.0 $149K 0.04% -10.0 -1.2% $184.87 -13.3%
46 XEL XCEL ENERGY INC Utilities 1,848.0 $148K 0.04% -66.0 -3.5% $80.30 -1.4%
47 XYL XYLEM INC Industrials 1,248.0 $148K 0.04% -18.0 -1.4% $118.25 -3.6%
48 LOW LOWES COS INC Consumer Cyclical 665.0 $147K 0.04% -235.0 -26.1% $220.37 -2.1%
49 SBUX STARBUCKS CORP Consumer Cyclical 1,359.0 $139K 0.04% -71.0 -5.0% $102.18 +3.8%
50 INTC INTEL CORP Technology 906.0 $127K 0.04% -245.0 -21.3% $139.67 -30.8%
51 STEW SRH TOTAL RETURN FUND INC Financial Services 6,816.0 $122K 0.04% -1K -15.3% $17.90 +3.4%
52 GS GOLDMAN SACHS GROUP INC Financial Services 120.0 $121K 0.04% -50.0 -29.4% $1011.92 +2.8%
53 AOK ISHARES TR 2,615.0 $108K 0.03% -20.0 -0.8% $41.48 -0.6%
54 NWE NORTHWESTERN ENERGY GROUP IN Utilities 1,512.0 $108K 0.03% -98.0 -6.1% $71.62 -1.4%
55 Q QNITY ELECTRONICS INC Technology 637.0 $104K 0.03% -100.0 -13.6% $163.31 -18.2%
56 BSX BOSTON SCIENTIFIC CORP Healthcare 2,325.0 $99K 0.03% -52K -95.7% $42.68 +18.3%
57 MCD MCDONALDS CORP Consumer Cyclical 363.0 $98K 0.03% -10.0 -2.7% $270.31 -1.2%
58 DLN WISDOMTREE TR 928.0 $89K 0.03% -2K -64.9% $96.32 +4.9%
59 SGOL ETFS GOLD TR Financial Services 2,237.0 $86K 0.03% -514.0 -18.7% $38.23 +8.2%
60 FORTINET INC 500.0 $77K 0.02% -100.0 -16.7% $153.62
Page 3 of 6  ·  105 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%