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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 31 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SPG SIMON PPTY GROUP INC NEW Real Estate 17.0 $3K 0.00% $186.53 +13.3%
602 USMV ISHARES TR 34.0 $3K 0.00% NEW $92.74 +1.6%
603 TR TOOTSIE ROLL INDS INC Consumer Defensive 73.0 $3K 0.00% $42.97 -15.7%
604 SMLF ISHARES TR 41.0 $3K 0.00% $74.85 +16.3%
605 CORZ CORE SCIENTIFIC INC NEW Technology 200.0 $3K 0.00% $14.96 +94.9%
606 OLN OLIN CORP Basic Materials 100.0 $3K 0.00% $29.73 -26.0%
607 PALL ABRDN PALLADIUM ETF TRUST Financial Services 22.0 $3K 0.00% +11.0 +100.0% $134.73 -82.8%
608 USAR USA RARE EARTH INC Basic Materials 185.0 $3K 0.00% $15.14 +62.8%
609 THRM GENTHERM INC Consumer Cyclical 100.0 $3K 0.00% $27.78 +29.3%
610 NICE NICE LTD Technology 25.0 $3K 0.00% $110.28 -23.2%
611 SAFEHOLD INC 200.0 $3K 0.00% $13.53
612 BLMN BLOOMIN BRANDS INC Consumer Cyclical 500.0 $3K 0.00% -500.0 -50.0% $5.40 +49.3%
613 METL SPROTT FDS TR 100.0 $3K 0.00% NEW $26.89 +4.3%
614 ROBINHOOD VENTURES FD I 100.0 $3K 0.00% NEW $26.54
615 LILAK LIBERTY LATIN AMERICA LTD Communication Services 300.0 $3K 0.00% $8.82 -45.7%
616 SCHH SCHWAB STRATEGIC TR 123.0 $3K 0.00% +1.0 +0.8% $21.50 +8.8%
617 KSS KOHLS CORP Consumer Cyclical 200.0 $3K 0.00% $12.90 +33.7%
618 PSK SPDR SERIES TRUST 83.0 $3K 0.00% +1.0 +1.2% $30.78 +0.3%
619 AMRC AMERESCO INC Industrials 100.0 $3K 0.00% $25.50 +12.3%
620 MOS MOSAIC CO Basic Materials 100.0 $3K 0.00% $25.50 -10.2%
Page 31 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%