BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ED CONSOLIDATED EDISON INC Utilities 330.0 $37K 0.01% $110.63 -3.9%
302 J JACOBS SOLUTIONS INC Industrials 288.0 $36K 0.01% $126.00 +19.1%
303 AVY AVERY DENNISON CORP Industrials 223.0 $36K 0.01% $162.34 +13.2%
304 CROX CROCS INC Consumer Cyclical 300.0 $36K 0.01% $120.64 +1.2%
305 EA ELECTRONIC ARTS INC Communication Services 176.0 $36K 0.01% $205.04 +2.3%
306 CRWD CROWDSTRIKE HLDGS INC Technology 47.0 $36K 0.01% $190.79 +0.6%
307 ARKX ARK ETF TR 1,050.0 $36K 0.01% $34.12 -2.5%
308 RSPS INVESCO EXCHANGE TRADED FD T 1,193.0 $36K 0.01% +9.0 +0.8% $29.97 +5.7%
309 EXPAND ENERGY CORPORATION 392.0 $36K 0.01% +6.0 +1.6% $91.19
310 NXT NEXTPOWER INC Technology 300.0 $36K 0.01% $119.14 -27.7%
311 GLDM WORLD GOLD TR Financial Services 450.0 $36K 0.01% +46.0 +11.4% $79.42 +15.0%
312 TECK TECK RESOURCES LTD Basic Materials 600.0 $36K 0.01% $59.46 +16.4%
313 HEI HEICO CORP NEW Industrials 100.0 $36K 0.01% $356.19 -0.3%
314 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 300.0 $36K 0.01% $118.53 -25.1%
315 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 3,310.0 $35K 0.01% NEW $10.57 -4.9%
316 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 539.0 $35K 0.01% -114.0 -17.5% $64.04 +16.8%
317 SNDK SANDISK CORP Technology 15.0 $34K 0.01% NEW $2273.73 -29.8%
318 POR PORTLAND GEN ELEC CO Utilities 657.0 $34K 0.01% +23.0 +3.6% $51.81 -4.3%
319 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 417.0 $34K 0.01% +17.0 +4.2% $81.16 -10.5%
320 RPM RPM INTL INC Basic Materials 300.0 $33K 0.01% $111.15 -2.3%
Page 16 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 30.4%
Healthcare 12.5%
Consumer Cyclical 12.3%
Communication Services 11.1%
Financial Services 11.0%
Industrials 9.0%
Utilities 7.1%
Consumer Defensive 4.7%
Energy 1.3%
Basic Materials 0.4%