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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 23 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BBY BEST BUY INC Consumer Cyclical 200.0 $15K 0.01% $75.88 +13.0%
442 PJT PJT PARTNERS INC Financial Services 100.0 $15K 0.01% $150.94 +13.2%
443 SGDJ SPROTT ETF TRUST 200.0 $15K 0.01% $75.42 +31.4%
444 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 141.0 $15K 0.00% $106.25 +6.6%
445 GEN GEN DIGITAL INC Technology 600.0 $15K 0.00% $24.89 +13.2%
446 FLY FIREFLY AEROSPACE INC Industrials 500.0 $15K 0.00% $29.40 -19.6%
447 RDY DR REDDYS LABS LTD Healthcare 1,000.0 $14K 0.00% $14.49 -16.4%
448 ERII ENERGY RECOVERY INC Industrials 1,600.0 $14K 0.00% +300.0 +23.1% $9.02 -14.1%
449 CHTR CHARTER COMMUNICATIONS INC Communication Services 100.0 $14K 0.00% $142.21 +3.9%
450 GGME INVESCO EXCHANGE TRADED FD T 234.0 $14K 0.00% -39.0 -14.3% $60.25 +4.0%
451 CDW CDW CORP Technology 100.0 $14K 0.00% $140.64 -5.0%
452 CSCO CISCO SYS INC Technology 119.0 $14K 0.00% -135.0 -53.1% $117.46 -6.7%
453 STZ CONSTELLATION BRANDS INC Consumer Defensive 100.0 $14K 0.00% +78.0 +354.6% $139.09 -3.6%
454 ROKU ROKU INC Communication Services 100.0 $14K 0.00% $138.14 +13.7%
455 CENX CENTURY ALUM CO Basic Materials 300.0 $14K 0.00% NEW $46.01 -5.7%
456 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 400.0 $14K 0.00% $33.91 +23.9%
457 HMC HONDA MOTOR CO LTD Consumer Cyclical 500.0 $14K 0.00% $27.11 +20.3%
458 CWT CALIFORNIA WTR SVC GROUP Utilities 275.0 $13K 0.00% $48.70 +2.7%
459 BSV VANGUARD BD INDEX FDS 171.0 $13K 0.00% +1.0 +0.6% $78.07 -0.6%
460 CNP CENTERPOINT ENERGY INC Utilities 300.0 $13K 0.00% $44.04 -8.7%
Page 23 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 28.7%
Communication Services 16.1%
Healthcare 11.8%
Consumer Cyclical 11.6%
Financial Services 10.4%
Industrials 8.5%
Utilities 6.7%
Consumer Defensive 4.4%
Energy 1.2%
Basic Materials 0.4%