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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 21 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SMG SCOTTS MIRACLE-GRO CO Basic Materials 300.0 $18K 0.01% $60.81 +6.4%
402 PSX PHILLIPS 66 Energy 100.0 $18K 0.01% $182.18 -8.8%
403 IPAR INTERPARFUMS INC Consumer Defensive 200.0 $18K 0.01% $90.84 +9.1%
404 BLOCK INC 300.0 $18K 0.01% $60.18
405 THW ABRDN WORLD HEALTHCARE FUND Financial Services 1,520.0 $18K 0.01% +27.0 +1.8% $11.67 +8.7%
406 VLTO VERALTO CORP Industrials 200.0 $18K 0.01% $88.42 -5.0%
407 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 1,080.0 $18K 0.01% +60.0 +5.9% $16.27 +10.4%
408 VTWO VANGUARD SCOTTSDALE FDS 175.0 $18K 0.01% $100.17 +19.2%
409 SCUS SCHWAB STRATEGIC TR 695.0 $18K 0.01% $25.20 -0.1%
410 TXT TEXTRON INC Industrials 200.0 $18K 0.01% $87.56 +2.2%
411 CTVA CORTEVA INC Basic Materials 207.0 $17K 0.01% $83.61 -6.0%
412 VNDA VANDA PHARMACEUTICALS INC Healthcare 2,500.0 $17K 0.01% $6.91 -16.1%
413 SGDJ SPROTT ETF TRUST 200.0 $17K 0.01% $86.08 -3.2%
414 IQVIA HLDGS INC 100.0 $17K 0.01% $170.54
415 SNX TD SYNNEX CORPORATION Technology 100.0 $17K 0.01% $168.71 +68.7%
416 XLC SELECT SECTOR SPDR TR 151.0 $17K 0.01% $110.85 -1.3%
417 HYMB SPDR SERIES TRUST 673.0 $17K 0.01% $24.82 +2.0%
418 HPE HEWLETT PACKARD ENTERPRISE C Technology 693.0 $16K 0.01% $23.81 +99.1%
419 KR KROGER CO Consumer Defensive 226.0 $16K 0.01% $72.31 -21.7%
420 MGK VANGUARD WORLD FD 43.0 $16K 0.01% -50.0 -53.8% $371.44 -76.2%
Page 21 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%