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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 10 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PDP INVESCO EXCHANGE TRADED FD T 572.0 $87K 0.03% $151.73 -8.9%
182 AMAT APPLIED MATLS INC Technology 120.0 $87K 0.03% $723.00 -31.4%
183 CLX CLOROX CO DEL Consumer Defensive 908.0 $87K 0.03% $95.45 +13.0%
184 SGOL ETFS GOLD TR Financial Services 2,237.0 $86K 0.03% -514.0 -18.7% $38.23 +12.3%
185 NVS NOVARTIS AG Healthcare 538.0 $84K 0.03% $156.72 +2.3%
186 KEYS KEYSIGHT TECHNOLOGIES INC Technology 240.0 $84K 0.03% $350.07 -8.7%
187 MSI MOTOROLA SOLUTIONS INC Technology 200.0 $83K 0.03% $415.29 +15.8%
188 RY ROYAL BK CDA Financial Services 400.0 $83K 0.03% $206.97 +0.3%
189 CCJ CAMECO CORP Energy 800.0 $81K 0.02% $101.86 -3.8%
190 DECK DECKERS OUTDOOR CORP Consumer Cyclical 800.0 $79K 0.02% $99.29 -7.8%
191 SCHA SCHWAB STRATEGIC TR 2,186.0 $79K 0.02% $36.13 -3.2%
192 DDOG DATADOG INC Technology 300.0 $78K 0.02% $260.36 -10.3%
193 FORTINET INC 500.0 $77K 0.02% -100.0 -16.7% $153.62
194 AFG AMERICAN FINANCIAL GROUP INC Financial Services 545.0 $76K 0.02% +3.0 +0.6% $139.98 +2.4%
195 OKTA OKTA INC Technology 555.0 $76K 0.02% $136.45 +3.5%
196 FCX FREEPORT MCMORAN INC Basic Materials 1,200.0 $75K 0.02% $62.89 +9.9%
197 PAYX PAYCHEX INC Industrials 765.0 $75K 0.02% -1K -56.7% $98.33 +24.6%
198 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 300.0 $75K 0.02% $249.98 -5.2%
199 MDT MEDTRONIC PLC Healthcare 938.0 $73K 0.02% $78.21 +20.4%
200 MP MP MATERIALS CORP Basic Materials 1,300.0 $73K 0.02% $56.01 +1.2%
Page 10 of 36  ·  710 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%