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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIP FTAI INFRASTRUCTURE INC Industrials 1,160.0 $5K 0.00% -160.0 -12.1% $4.64 -13.1%
102 VBR VANGUARD INDEX FDS 19.0 $5K 0.00% -1.0 -5.0% $243.21 +1.7%
103 TKR TIMKEN CO Industrials 26.0 $4K 0.00% -200.0 -88.5% $145.31 -11.1%
104 JPIB J P MORGAN EXCHANGE TRADED F 50.0 $2K 0.00% -177.0 -78.0% $48.36 -1.1%
105 SDOG ALPS ETF TR 11.0 $750.0 -15.0 -57.7% $68.18 +7.8%
Page 6 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%