BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 4,995.0 $732K 0.22% +48.0 +1.0% $146.64 -2.4%
62 ROK ROCKWELL AUTOMATION INC Industrials 1,409.0 $698K 0.21% +9.0 +0.6% $495.08 -10.2%
63 WTRG ESSENTIAL UTILS INC Utilities 17,644.0 $676K 0.20% -1K -7.0% $38.31 +3.9%
64 DUK DUKE ENERGY CORP NEW Utilities 5,196.0 $658K 0.20% $126.57 -2.4%
65 DVY ISHARES TR 3,984.0 $623K 0.19% $156.29 +5.1%
66 KO COCA COLA CO Consumer Defensive 7,570.0 $615K 0.18% +137.0 +1.8% $81.27 +7.0%
67 IWM ISHARES TR 2,015.0 $605K 0.18% $300.46 +1.2%
68 GE GE AEROSPACE Industrials 1,615.0 $604K 0.18% +306.0 +23.4% $373.73 -1.2%
69 LMT LOCKHEED MARTIN CORP Industrials 1,113.0 $567K 0.17% +6.0 +0.5% $509.46 +16.5%
70 FFLG FIDELITY COVINGTON TRUST 16,118.0 $559K 0.17% -525.0 -3.1% $34.68 -2.4%
71 FDX FEDEX CORP Industrials 1,700.0 $532K 0.16% $313.13 +5.9%
72 VTI VANGUARD INDEX FDS 1,371.0 $507K 0.15% $370.09 +3.3%
73 SMH VANECK ETF TRUST 765.0 $502K 0.15% $655.60 -9.4%
74 XLV SELECT SECTOR SPDR TR 3,087.0 $490K 0.15% -191.0 -5.8% $158.64 +5.3%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 4,110.0 $480K 0.14% +200.0 +5.1% $116.67 +47.9%
76 ORCL ORACLE CORP Technology 3,229.0 $473K 0.14% -120.0 -3.6% $146.54 +0.1%
77 HD HOME DEPOT INC Consumer Cyclical 1,293.0 $456K 0.14% +11.0 +0.9% $352.68 -4.2%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 2,443.0 $442K 0.13% $180.92 +2.0%
79 SPYG SPDR SERIES TRUST 3,632.0 $432K 0.13% +2K +127.7% $118.99 +2.9%
80 TSLA TESLA INC Consumer Cyclical 1,003.0 $422K 0.13% +87.0 +9.5% $420.60 -19.3%
Page 4 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%