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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 9 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMS CMS ENERGY CORP Utilities 1,408.0 $108K 0.03% $76.50 -7.1%
162 AMGN AMGEN INC Healthcare 297.0 $108K 0.03% +8.0 +2.8% $362.60 +21.4%
163 BA BOEING CO Industrials 496.0 $107K 0.03% +80.0 +19.2% $216.47 +2.7%
164 Q QNITY ELECTRONICS INC Technology 637.0 $104K 0.03% -100.0 -13.6% $163.31 -20.8%
165 EQNR EQUINOR ASA Energy 3,260.0 $102K 0.03% +120.0 +3.8% $31.40 +35.2%
166 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,400.0 $102K 0.03% $72.98 +10.1%
167 ITA ISHARES TR 421.0 $102K 0.03% $242.34 +2.8%
168 ABT ABBOTT LABORATORIES Healthcare 1,113.0 $101K 0.03% $90.77 +26.8%
169 LEU CENTRUS ENERGY CORP Energy 600.0 $101K 0.03% $167.87 +5.8%
170 BSX BOSTON SCIENTIFIC CORP Healthcare 2,325.0 $99K 0.03% -52K -95.7% $42.68 +22.6%
171 TXN TEXAS INSTRS INC Technology 331.0 $99K 0.03% $298.47 -8.7%
172 MCD MCDONALDS CORP Consumer Cyclical 363.0 $98K 0.03% -10.0 -2.7% $270.31 -0.1%
173 MGC VANGUARD WORLD FD 353.0 $97K 0.03% $273.86 +3.0%
174 FPX FIRST TR EXCHANGE-TRADED FD 457.0 $94K 0.03% $205.98 -10.2%
175 BNTX BIONTECH SE Healthcare 1,000.0 $93K 0.03% $93.05 +22.8%
176 CMCSA COMCAST CORP NEW Communication Services 3,745.0 $92K 0.03% $24.55 +9.4%
177 ISHARES TR 3,991.0 $91K 0.03% +38.0 +1.0% $22.89
178 DLN WISDOMTREE TR 928.0 $89K 0.03% -2K -64.9% $96.32 +5.5%
179 ISHARES TR 3,979.0 $89K 0.03% +37.0 +0.9% $22.37
180 KMB KIMBERLY-CLARK CORP Consumer Defensive 797.0 $87K 0.03% $109.77 -0.6%
Page 9 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%