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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 13 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSD INVESCO EXCHANGE TRADED FD T 356.0 $53K 0.02% $149.87 -9.7%
242 NTSX WISDOMTREE TR 900.0 $53K 0.02% $59.05 +1.7%
243 OTIS OTIS WORLDWIDE CORP Industrials 734.0 $53K 0.02% $71.61 +0.5%
244 ZTS ZOETIS INC Healthcare 729.0 $52K 0.02% $71.86 +6.7%
245 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,336.0 $51K 0.01% +19.0 +0.8% $21.98 +12.2%
246 AVA AVISTA CORP Utilities 1,253.0 $51K 0.01% $40.91 -6.3%
247 SPLV INVESCO EXCH TRADED FD TR II 679.0 $51K 0.01% -11.0 -1.6% $74.86 +1.5%
248 CFG CITIZENS FINL GROUP INC Financial Services 725.0 $51K 0.01% NEW $70.07 +1.0%
249 AFL AFLAC INC Financial Services 432.0 $51K 0.01% $117.29 -0.7%
250 GIS GENERAL MILLS INC Consumer Defensive 1,452.0 $51K 0.01% +146.0 +11.2% $34.80 +14.9%
251 APTIV PLC 800.0 $49K 0.01% NEW $61.38
252 SJM SMUCKER J M CO Consumer Defensive 436.0 $49K 0.01% +3.0 +0.7% $112.43 +9.3%
253 IAU ISHARES GOLD TR Financial Services 646.0 $49K 0.01% $75.51 +12.4%
254 VWO VANGUARD INTL EQUITY INDEX F 815.0 $49K 0.01% $59.70 +0.6%
255 DUPONT DE NEMOURS INC 358.0 $49K 0.01% NEW $135.64
256 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 4,701.0 $48K 0.01% +122.0 +2.7% $10.31 +3.0%
257 VNQ VANGUARD INDEX FDS 501.0 $48K 0.01% -182.0 -26.6% $96.44 +2.3%
258 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 50.0 $48K 0.01% $965.00 -13.7%
259 NEM NEWMONT CORP Basic Materials 515.0 $48K 0.01% $93.49 +33.8%
260 AMRIZE LTD 900.0 $48K 0.01% $53.30
Page 13 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%