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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 32 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BCE BCE INC Communication Services 100.0 $3K 0.00% $25.24 -7.8%
622 MBC MASTERBRAND INC Consumer Cyclical 300.0 $2K 0.00% $8.31 +9.0%
623 JOBY JOBY AVIATION INC Industrials 300.0 $2K 0.00% $8.26 +21.1%
624 EDIT EDITAS MEDICINE INC Healthcare 1,000.0 $2K 0.00% NEW $2.47 +8.9%
625 UTZ UTZ BRANDS INC Consumer Defensive 300.0 $2K 0.00% $7.92 -11.0%
626 AVTR AVANTOR INC Healthcare 300.0 $2K 0.00% $7.84 +22.2%
627 VOYG VOYAGER TECHNOLOGIES INC Industrials 100.0 $2K 0.00% $23.39 +64.8%
628 SCHI SCHWAB STRATEGIC TR 100.0 $2K 0.00% $22.68 -0.4%
629 SJNK SPDR SERIES TRUST 89.0 $2K 0.00% $24.98 +0.3%
630 MDYV SPDR SERIES TRUST 26.0 $2K 0.00% $85.12 +9.8%
631 QDIV GLOBAL X FDS 60.0 $2K 0.00% +1.0 +1.7% $36.55 +0.8%
632 QS QUANTUMSCAPE CORP Consumer Cyclical 328.0 $2K 0.00% $6.38 +26.0%
633 POWA INVESCO EXCH TRD SLF IDX FD 24.0 $2K 0.00% $86.25 +0.6%
634 SDOG ALPS ETF TR 26.0 $2K 0.00% $66.15 +2.2%
635 SYLD CAMBRIA ETF TR 23.0 $2K 0.00% $74.52 +4.8%
636 PHR PHREESIA INC Healthcare 200.0 $2K 0.00% $8.38 +11.9%
637 KHC KRAFT HEINZ CO Consumer Defensive 69.0 $2K 0.00% $22.49 +1.5%
638 ILMN ILLUMINA INC Healthcare 12.0 $1K 0.00% $123.25 +31.4%
639 SWBI SMITH & WESSON BRANDS INC Industrials 100.0 $1K $14.33 +12.2%
640 TE T1 ENERGY INC Industrials 300.0 $1K $4.39 +113.0%
Page 32 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%