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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 22 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SCUS SCHWAB STRATEGIC TR 695.0 $17K 0.01% $25.18 -0.1%
422 TRV TRAVELERS COMPANIES INC Financial Services 53.0 $17K 0.01% $329.28 +10.4%
423 MSTR STRATEGY INC Technology 200.0 $17K 0.01% $86.93 +37.2%
424 HYMB SPDR SERIES TRUST 677.0 $17K 0.01% +4.0 +0.6% $25.43 -2.4%
425 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,006.0 $17K 0.01% +16.0 +1.6% $17.10 +3.2%
426 CDRE CADRE HLDGS INC Industrials 600.0 $17K 0.01% $28.51 +19.7%
427 VBK VANGUARD INDEX FDS 46.0 $17K 0.01% $367.07 -2.3%
428 VT VANGUARD INTL EQUITY INDEX F 107.0 $17K 0.01% +1.0 +0.9% $156.42 +2.8%
429 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 300.0 $16K 0.01% $54.90 -18.9%
430 XLC SELECT SECTOR SPDR TR 151.0 $16K 0.01% $107.32 +3.8%
431 THG HANOVER INS GROUP INC Financial Services 75.0 $16K 0.01% $214.12 +4.2%
432 IONQ IONQ INC Technology 300.0 $16K 0.01% NEW $53.26 -15.8%
433 KWR QUAKER HOUGHTON Basic Materials 100.0 $16K 0.01% $158.87 +2.6%
434 MDU MDU RES GROUP INC Industrials 742.0 $16K 0.01% -181.0 -19.6% $21.22 -6.0%
435 HTO H2O AMERICA Utilities 259.0 $16K 0.01% $60.79 +4.4%
436 BOTZ GLOBAL X FDS 406.0 $15K 0.01% $37.94 -5.0%
437 VERSIGENT PLC 366.0 $15K 0.01% NEW $42.01
438 LUV SOUTHWEST AIRLS CO Industrials 299.0 $15K 0.01% $51.42 -21.5%
439 TAIWAN SEMICONDUCTOR MANUFAC 1.0 $15K 0.01% NEW $15350.00
440 VNDA VANDA PHARMACEUTICALS INC Healthcare 2,500.0 $15K 0.01% $6.12 -13.7%
Page 22 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%