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Portfolio (Quarterly) Guide ↗

Costello Asset Management, INC

· CIK 0001760145
13F Portfolio $289M AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 130 Added 95 Reduced 55 Exited
Page 14 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,317.0 $41K 0.01% -126.0 -5.2% $17.79 +13.5%
262 AMAT APPLIED MATLS INC Technology 120.0 $41K 0.01% $341.79 +80.6%
263 CSD INVESCO EXCHANGE TRADED FD T 356.0 $40K 0.01% $112.75 +29.7%
264 LQD ISHARES TR 367.0 $40K 0.01% +2.0 +0.6% $108.96 +0.1%
265 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 500.0 $40K 0.01% $79.33 -1.6%
266 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 2,345.0 $39K 0.01% +68.0 +3.0% $16.80 +10.7%
267 SOLV SOLVENTUM CORP Healthcare 600.0 $39K 0.01% +50.0 +9.1% $65.30 +15.5%
268 GSK GSK PLC Healthcare 700.0 $39K 0.01% $55.19 -8.2%
269 CHKP CHECK POINT SOFTWARE TECH LT Technology 270.0 $39K 0.01% $142.85 -14.4%
270 AVY AVERY DENNISON CORP Industrials 223.0 $39K 0.01% $172.67 -8.1%
271 FELG FIDELITY COVINGTON TRUST 1,025.0 $38K 0.01% $37.49 +16.6%
272 DHR DANAHER CORP DEL Healthcare 200.0 $38K 0.01% $189.60 -6.6%
273 GLDM WORLD GOLD TR Financial Services 404.0 $37K 0.01% $92.69 -10.0%
274 ED CONSOLIDATED EDISON INC Utilities 330.0 $37K 0.01% $113.18 -6.0%
275 RIO RIO TINTO PLC Basic Materials 400.0 $37K 0.01% NEW $93.29 +7.3%
276 ON ON SEMICONDUCTOR CORP Technology 600.0 $37K 0.01% -275.0 -31.4% $61.92 +96.4%
277 D DOMINION ENERGY INC Utilities 600.0 $37K 0.01% +100.0 +20.0% $61.82 +10.7%
278 SWKS SKYWORKS SOLUTIONS INC Technology 691.0 $37K 0.01% $53.55 +35.3%
279 J JACOBS SOLUTIONS INC Industrials 288.0 $37K 0.01% -87.0 -23.2% $127.28 -5.0%
280 WSM WILLIAMS SONOMA INC Consumer Cyclical 200.0 $36K 0.01% $182.33 +24.5%
Page 14 of 35  ·  685 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 26.9%
Communication Services 16.3%
Healthcare 13.3%
Consumer Cyclical 12.0%
Financial Services 8.9%
Industrials 8.8%
Utilities 5.9%
Consumer Defensive 5.4%
Energy 1.9%
Basic Materials 0.4%