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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 35 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GRAL GRAIL INC Healthcare 2.0 $103.0 $51.50 +23.8%
682 MATINAS BIOPHARMA HLDGS INC 200.0 $100.0 $0.50
683 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $26.0 $26.00 -16.7%
684 GRPN GROUPON INC Communication Services 2.0 $24.0 $12.00 +34.9%
685 XEROX HOLDINGS CORP 125.0 $11.0 NEW $0.09
Page 35 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%