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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 17 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WSFS WSFS FINL CORP Financial Services 430.0 $33K 0.01% $76.73 +4.1%
322 PLTM GRANITESHARES PLATINUM TR Financial Services 2,204.0 $33K 0.01% $14.94 +20.9%
323 WFC WELLS FARGO & CO Financial Services 398.0 $33K 0.01% $82.64 +1.5%
324 CRSP CRISPR THERAPEUTICS AG Healthcare 600.0 $33K 0.01% $54.54 +9.1%
325 STBA S & T BANCORP INC Financial Services 666.0 $33K 0.01% $49.08 +2.6%
326 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 400.0 $33K 0.01% $81.51 +6.9%
327 SCHK SCHWAB STRATEGIC TR 893.0 $32K 0.01% +75.0 +9.2% $36.04 +2.5%
328 DOW DOW HLDGS INC Basic Materials 1,174.0 $32K 0.01% $27.36 +18.2%
329 PCG PG&E CORP Utilities 1,900.0 $32K 0.01% +74.0 +4.0% $16.82 +4.6%
330 RKLB ROCKET LAB CORP Industrials 310.0 $32K 0.01% NEW $101.65 -28.6%
331 SYK STRYKER CORPORATION Healthcare 100.0 $31K 0.01% $314.84 +4.6%
332 RIG TRANSOCEAN LTD Energy 6,350.0 $31K 0.01% $4.89 +21.1%
333 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 2,303.0 $31K 0.01% +37.0 +1.6% $13.44 -3.6%
334 XLE SELECT SECTOR SPDR TR 581.0 $31K 0.01% +4.0 +0.7% $53.12 +19.8%
335 CWEN CLEARWAY ENERGY INC Utilities 900.0 $31K 0.01% +300.0 +50.0% $34.18 -4.7%
336 PKW INVESCO EXCHANGE TRADED FD T 217.0 $31K 0.01% $141.46 +6.8%
337 COWZ PACER FDS TR 485.0 $30K 0.01% $62.15 +15.9%
338 STRATEGY INC 500.0 $29K 0.01% $58.82
339 HYEM VANECK ETF TRUST 1,455.0 $29K 0.01% -314.0 -17.8% $20.11 -0.3%
340 VB VANGUARD INDEX FDS 96.0 $29K 0.01% $303.12 +0.5%
Page 17 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%