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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 33 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WDS WOODSIDE ENERGY GROUP LTD Energy 136.0 $3K 0.00% $19.32 +21.7%
642 PSK SPDR SERIES TRUST 84.0 $3K 0.00% +1.0 +1.2% $30.63 -3.5%
643 METL SPROTT FDS TR 100.0 $3K 0.00% $25.72 +5.8%
644 QS QUANTUMSCAPE CORP Consumer Cyclical 328.0 $2K 0.00% $7.56 -24.2%
645 MDYV SPDR SERIES TRUST 26.0 $2K 0.00% $95.23 +0.9%
646 PALL ABRDN PALLADIUM ETF TRUST Financial Services 110.0 $2K 0.00% +88.0 +400.0% $22.08 +5.9%
647 JPIB J P MORGAN EXCHANGE TRADED F 50.0 $2K 0.00% -177.0 -78.0% $48.36 -1.1%
648 SDVY FIRST TR EXCHANGE TRADED FD 56.0 $2K 0.00% NEW $43.14 +2.7%
649 LILAK LIBERTY LATIN AMERICA LTD Communication Services 300.0 $2K 0.00% $7.79 +6.6%
650 UTZ UTZ BRANDS INC Consumer Defensive 300.0 $2K 0.00% $7.70 +84.0%
651 NICE NICE LTD Technology 25.0 $2K 0.00% $90.84 +10.5%
652 QDIV GLOBAL X FDS 60.0 $2K 0.00% $37.28 +9.2%
653 SJNK SPDR SERIES TRUST 89.0 $2K 0.00% $25.03 -0.8%
654 BCE BCE INC Communication Services 100.0 $2K 0.00% $21.51 +9.3%
655 MNKD MANNKIND CORP Healthcare 500.0 $2K 0.00% $4.26 -5.3%
656 MOS MOSAIC CO Basic Materials 100.0 $2K 0.00% $21.19 +0.3%
657 ILMN ILLUMINA INC Healthcare 12.0 $2K 0.00% $175.83 +7.5%
658 AVEX AEVEX CORP Industrials 100.0 $2K 0.00% NEW $20.89 -3.8%
659 PHR PHREESIA INC Healthcare 200.0 $2K 0.00% $10.29 +10.6%
660 NOC NORTHROP GRUMMAN CORP Industrials 4.0 $2K 0.00% NEW $509.25 +16.4%
Page 33 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%