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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 30 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SWMR SWARMER INC Technology 87.0 $4K 0.00% NEW $47.20 -11.5%
582 LAND GLADSTONE LD CORP Real Estate 400.0 $4K 0.00% $10.20 -15.1%
583 TPG TPG INC Financial Services 100.0 $4K 0.00% $40.51 +3.8%
584 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 120.0 $4K 0.00% +1.0 +0.8% $33.67 +3.1%
585 SONO SONOS INC Technology 300.0 $4K 0.00% $13.40 +9.6%
586 BAC BANK AMERICA CORP Financial Services 81.0 $4K 0.00% $48.65 +15.5%
587 VOT VANGUARD INDEX FDS 15.0 $4K 0.00% $261.80 +17.0%
588 VOE VANGUARD INDEX FDS 21.0 $4K 0.00% $185.29 +5.7%
589 CERIBELL INC 200.0 $4K 0.00% $18.33
590 URGN UROGEN PHARMA LTD Healthcare 200.0 $4K 0.00% $17.98 +86.7%
591 BIRKENSTOCK HOLDING PLC 100.0 $4K 0.00% $35.83
592 ARCC ARES CAPITAL CORP Financial Services 190.0 $3K 0.00% $18.02 +0.0%
593 TRST TRUSTCO BK CORP N Y Financial Services 78.0 $3K 0.00% $43.78 +19.3%
594 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7.0 $3K 0.00% -12.0 -63.2% $484.86 -3.5%
595 EBS EMERGENT BIOSOLUTIONS INC Healthcare 400.0 $3K 0.00% $8.30 -3.6%
596 CWCO CONSOLIDATED WATER CO INC Utilities 100.0 $3K 0.00% $33.12 -9.8%
597 STZ CONSTELLATION BRANDS INC Consumer Defensive 22.0 $3K 0.00% $150.00 -5.9%
598 WDS WOODSIDE ENERGY GROUP LTD Energy 136.0 $3K 0.00% $23.88 -15.8%
599 DJD INVESCO EXCHANGE TRADED FD T 54.0 $3K 0.00% +1.0 +1.9% $59.35 +5.7%
600 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 100.0 $3K 0.00% -45.0 -31.0% $32.01 +1.5%
Page 30 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%