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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 36 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 25.0 $294.0 $11.76 +3.1%
702 CNDT CONDUENT INC Technology 200.0 $292.0 $1.46 +0.0%
703 UIS UNISYS CORP Technology 50.0 $183.0 $3.66 -23.5%
704 GERN GERON CORP Healthcare 115.0 $147.0 $1.28 +19.7%
705 GRAL GRAIL INC Healthcare 2.0 $137.0 $68.50 +2.1%
706 MATINAS BIOPHARMA HLDGS INC 200.0 $122.0 $0.61
707 EIS ISHARES INC 1.0 $121.0 NEW $121.00 +1.3%
708 GRPN GROUPON INC Communication Services 2.0 $48.0 $24.00 -15.4%
709 XEROX HOLDINGS CORP 125.0 $34.0 $0.27
710 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $21.0 $21.00 -2.7%
Page 36 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%