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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 30 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TTD THE TRADE DESK INC Technology 300.0 $5K 0.00% $18.08 -25.8%
582 ENB ENBRIDGE INC Energy 100.0 $5K 0.00% $54.21 -5.2%
583 FIP FTAI INFRASTRUCTURE INC Industrials 1,160.0 $5K 0.00% -160.0 -12.1% $4.64 -13.1%
584 IGIB ISHARES TR 100.0 $5K 0.00% $53.17 -1.9%
585 VNOM VIPER ENERGY INC Energy 124.0 $5K 0.00% $42.40 +2.8%
586 SCCO SOUTHERN COPPER CORP Basic Materials 30.0 $5K 0.00% $174.27 +7.8%
587 CORZ CORE SCIENTIFIC INC NEW Technology 200.0 $5K 0.00% $25.59 -26.3%
588 JD JD.COM INC Consumer Cyclical 200.0 $5K 0.00% $25.48 +13.1%
589 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 50.0 $5K 0.00% $101.26 -1.2%
590 SLYV SPDR SERIES TRUST 46.0 $5K 0.00% $109.11 +1.0%
591 IHI ISHARES TR 100.0 $5K 0.00% $49.41 +12.2%
592 SNA SNAP ON INC Industrials 12.0 $5K 0.00% $402.42 -1.7%
593 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 225.0 $5K 0.00% $21.11 -16.6%
594 FNF FIDELITY NATL FINL INC Financial Services 100.0 $5K 0.00% $47.16 +2.8%
595 VOT VANGUARD INDEX FDS 15.0 $5K 0.00% $312.00 -1.8%
596 VBR VANGUARD INDEX FDS 19.0 $5K 0.00% -1.0 -5.0% $243.21 +1.7%
597 LVS LAS VEGAS SANDS CORP Consumer Cyclical 100.0 $5K 0.00% $46.19 -1.6%
598 BAC BANK OF AMER CORP Financial Services 81.0 $5K 0.00% $56.88 +12.9%
599 BLMN BLOOMIN BRANDS INC Consumer Cyclical 500.0 $5K 0.00% $9.14 +16.6%
600 PYPL PAYPAL HLDGS INC Financial Services 102.0 $4K 0.00% $43.18 +40.0%
Page 30 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%