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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 34 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 EDV VANGUARD WORLD FD 11.0 $713.0 $64.82 +1.2%
662 VVX V2X INC Industrials 10.0 $685.0 $68.50 +29.4%
663 BHF BRIGHTHOUSE FINL INC Financial Services 11.0 $659.0 NEW $59.91 +5.6%
664 NIO NIO INC Consumer Cyclical 100.0 $603.0 $6.03 -16.7%
665 FDVV FIDELITY COVINGTON TRUST 10.0 $561.0 $56.10 +8.0%
666 PGX INVESCO EXCH TRADED FD TR II 51.0 $553.0 +1.0 +2.0% $10.84 +1.4%
667 BROWN FORMAN CORP 19.0 $514.0 $27.05
668 KD KYNDRYL HLDGS INC Technology 39.0 $512.0 $13.13 -16.2%
669 COMSTOCK INC 150.0 $458.0 $3.05
670 SLVM SYLVAMO CORP Basic Materials 10.0 $422.0 $42.20 -6.0%
671 ELAN ELANCO ANIMAL HEALTH INC Healthcare 17.0 $407.0 NEW $23.94 +1.2%
672 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10.0 $384.0 $38.40 -7.2%
673 BKLN INVESCO EXCH TRADED FD TR II 16.0 $333.0 -10.0 -38.5% $20.81 -1.7%
674 XRX XEROX HOLDINGS CORP Technology 250.0 $323.0 $1.29 +143.0%
675 FG F&G ANNUITIES & LIFE INC Financial Services 12.0 $304.0 $25.33 +8.5%
676 CNDT CONDUENT INC Technology 200.0 $256.0 $1.28 +9.4%
677 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 25.0 $234.0 $9.36 +8.2%
678 GERN GERON CORP Healthcare 115.0 $171.0 $1.49 -15.3%
679 BWA BORGWARNER INC Consumer Cyclical 3.0 $163.0 -100.0 -97.1% $54.33 +32.2%
680 UIS UNISYS CORP Technology 50.0 $104.0 $2.08 +70.2%
Page 34 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%