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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 12 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QUAL ISHARES TR 278.0 $61K 0.02% +27.0 +10.8% $219.43 +2.2%
222 LIN LINDE PLC Basic Materials 116.0 $60K 0.02% $518.94 -7.3%
223 SNY SANOFI SA Healthcare 1,400.0 $60K 0.02% $42.66 +7.4%
224 ALL ALLSTATE CORP Financial Services 250.0 $59K 0.02% $237.94 +9.2%
225 YORW YORK WTR CO Utilities 1,927.0 $59K 0.02% -300.0 -13.5% $30.65 +10.4%
226 VEA VANGUARD TAX-MANAGED FDS 829.0 $59K 0.02% $71.24 +2.2%
227 GPC GENUINE PARTS CO Consumer Cyclical 500.0 $59K 0.02% $117.98 +14.0%
228 O REALTY INCOME CORP Real Estate 943.0 $58K 0.02% -1K -52.1% $61.95 +1.6%
229 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 600.0 $58K 0.02% $96.12 -50.7%
230 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,000.0 $58K 0.02% -100.0 -9.1% $57.62 +17.3%
231 ON ON SEMICONDUCTOR CORP Technology 600.0 $57K 0.02% $94.54 -19.0%
232 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 3,000.0 $57K 0.02% $18.87 +14.6%
233 ECG EVERUS CONSTR GROUP Industrials 339.0 $56K 0.02% -44.0 -11.5% $165.95 -21.9%
234 HPQ HP INC Technology 2,555.0 $56K 0.02% +15.0 +0.6% $21.94 +36.4%
235 AVAV AEROVIRONMENT INC Industrials 338.0 $56K 0.02% +22.0 +7.0% $165.07 +4.6%
236 OTTR OTTER TAIL CORP Utilities 619.0 $56K 0.02% $89.97 +2.6%
237 EW EDWARDS LIFESCIENCES CORP Healthcare 600.0 $54K 0.02% +200.0 +50.0% $90.46 +2.0%
238 ENTG ENTEGRIS INC Technology 300.0 $54K 0.02% $179.86 -19.8%
239 MUSA MURPHY USA INC Consumer Cyclical 100.0 $54K 0.02% $538.87 +5.5%
240 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,193.0 $54K 0.02% +500.0 +72.2% $45.11 +17.8%
Page 12 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%