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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 18 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JBT MAREL CORPORATION 200.0 $29K 0.01% $145.00
342 PIPR PIPER SANDLER COMPANIES Financial Services 400.0 $29K 0.01% $72.34 +3.7%
343 NVO NOVO-NORDISK A S Healthcare 600.0 $29K 0.01% $47.94 -2.5%
344 HIG HARTFORD INSURANCE GROUP INC Financial Services 215.0 $28K 0.01% +55.0 +34.4% $132.52 +2.7%
345 INGR INGREDION INC Consumer Defensive 300.0 $28K 0.01% $94.84 +12.7%
346 IDCC INTERDIGITAL INC Technology 100.0 $28K 0.01% $283.13 +20.9%
347 CENCORA INC 100.0 $28K 0.01% $282.98
348 VCSH VANGUARD SCOTTSDALE FDS 357.0 $28K 0.01% $78.97 -0.5%
349 KIM KIMCO REALTY CORP Real Estate 1,102.0 $28K 0.01% +6.0 +0.6% $25.34 -5.2%
350 ROBO EXCHANGE TRADED CONCEPTS TRU 326.0 $28K 0.01% $85.54 -5.1%
351 ECL ECOLAB INC Basic Materials 100.0 $28K 0.01% $278.61 +1.1%
352 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 1,200.0 $28K 0.01% $23.21 +21.8%
353 ANGL VANECK ETF TRUST 951.0 $28K 0.01% +5.0 +0.5% $29.23 -0.8%
354 FCPT FOUR CORNERS PPTY TR INC Real Estate 1,129.0 $28K 0.01% $24.54 +2.8%
355 PHM PULTE GROUP INC Consumer Cyclical 200.0 $27K 0.01% $137.21 -6.0%
356 SCHF SCHWAB STRATEGIC TR 988.0 $27K 0.01% -96.0 -8.9% $27.70 +2.8%
357 IGF ISHARES TR 411.0 $27K 0.01% +6.0 +1.5% $66.53 -1.7%
358 NTRA NATERA INC Healthcare 100.0 $27K 0.01% NEW $271.45 +22.3%
359 AMH AMERICAN HOMES 4 RENT Real Estate 800.0 $27K 0.01% $33.52 +2.5%
360 REGN REGENERON PHARMACEUTICALS Healthcare 43.0 $27K 0.01% $623.53 +33.8%
Page 18 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%