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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 8 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MO ALTRIA GROUP INC Consumer Defensive 2,033.0 $134K 0.05% +268.0 +15.2% $66.00 +4.7%
142 EQNR EQUINOR ASA Energy 3,140.0 $133K 0.05% $42.20 -23.3%
143 ILCG ISHARES TR 1,377.0 $131K 0.04% +10.0 +0.7% $95.49 +22.7%
144 MLI MUELLER INDS INC Industrials 1,184.0 $131K 0.04% $110.80 +24.0%
145 DRI DARDEN RESTAURANTS INC Consumer Cyclical 669.0 $131K 0.04% $196.00 +8.9%
146 IVV ISHARES TR 199.0 $130K 0.04% $652.65 +14.9%
147 IWF ISHARES TR 301.0 $128K 0.04% NEW $426.40 -71.1%
148 SBUX STARBUCKS CORP Consumer Cyclical 1,430.0 $128K 0.04% +30.0 +2.1% $89.58 +12.4%
149 SGOL ETFS GOLD TR Financial Services 2,751.0 $123K 0.04% +100.0 +3.8% $44.62 -10.0%
150 ASML ASML HLDG NV Technology 92.0 $122K 0.04% +46.0 +100.0% $1320.83 +46.1%
151 O REALTY INCOME CORP Real Estate 1,967.0 $120K 0.04% +1K +201.2% $61.17 -1.5%
152 DELL DELL TECHNOLOGIES INC Technology 722.0 $119K 0.04% $164.24 +149.6%
153 MCD MCDONALDS CORP Consumer Cyclical 373.0 $116K 0.04% $310.79 -10.4%
154 BDC BELDEN INC Technology 1,000.0 $115K 0.04% $114.83 +7.3%
155 ABT ABBOTT LABORATORIES Healthcare 1,112.0 $114K 0.04% $102.65 -13.9%
156 CMS CMS ENERGY CORP Utilities 1,408.0 $109K 0.04% $77.58 -5.4%
157 CMCSA COMCAST CORP NEW Communication Services 3,738.0 $107K 0.04% +206.0 +5.8% $28.71 -21.9%
158 NWE NORTHWESTERN ENERGY GROUP IN Utilities 1,610.0 $106K 0.04% +100.0 +6.6% $65.94 +6.0%
159 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 172.0 $106K 0.04% $616.76 +12.0%
160 COP CONOCOPHILLIPS Energy 800.0 $106K 0.04% $132.00 -18.4%
Page 8 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%