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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 26 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 UMI USCF ETF TR 135.0 $8K 0.00% NEW $58.59 -1.0%
502 USB US BANCORP Financial Services 152.0 $8K 0.00% -1K -86.8% $52.01 +11.8%
503 BROOKFIELD ASSET MANAGMT LTD 176.0 $8K 0.00% $44.45
504 CCL CARNIVAL CORP Consumer Cyclical 300.0 $8K 0.00% $25.88 +19.3%
505 FOF COHEN & STEERS CLOSED-END Financial Services 600.0 $8K 0.00% +300.0 +100.0% $12.83 +5.8%
506 WBD WARNER BROS DISCOVERY INC Communication Services 277.0 $8K 0.00% $27.46 -4.6%
507 EPD ENTERPRISE PRODS PARTNERS L Energy 200.0 $8K 0.00% $37.84 -3.3%
508 SGDM SPROTT ETF TRUST 100.0 $8K 0.00% $75.49 -9.8%
509 ALC ALCON AG Healthcare 100.0 $8K 0.00% $75.35 -14.2%
510 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 400.0 $8K 0.00% $18.83 +28.9%
511 VOD VODAFONE GROUP PLC Communication Services 500.0 $8K 0.00% $15.02 -4.8%
512 FIDELITY COVINGTON TRUST 300.0 $7K 0.00% NEW $24.95
513 HSIC SCHEIN HENRY INC Healthcare 100.0 $7K 0.00% $73.70 +8.4%
514 TIP ISHARES TR 66.0 $7K 0.00% $110.36 -0.9%
515 IEF ISHARES TR 76.0 $7K 0.00% $95.43 -1.1%
516 IP INTERNATIONAL PAPER CO Consumer Cyclical 201.0 $7K 0.00% $35.65 +3.3%
517 SIRI SIRIUSXM HOLDINGS INC Communication Services 309.0 $7K 0.00% $23.08 +21.4%
518 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 328.0 $7K 0.00% $21.31 +8.4%
519 MET METLIFE INC Financial Services 97.0 $7K 0.00% NEW $70.72 +21.0%
520 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 184.0 $7K 0.00% $37.01 +26.6%
Page 26 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%