Costello Asset Management, INC

CIK: 0001760145Latest portfolio: $302.4M · Q4 2025

Holdings

691

Total Value

$302.4M

New Positions

686

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AMZNAMAZON COM INC
113,171$26.1M8.64%NEW
2
AAPLAPPLE INC
89,958$24.5M8.09%NEW
3
NVDANVIDIA CORPORATION
124,936$23.3M7.71%NEW
4
GOOGLALPHABET INC
62,241$19.5M6.44%NEW
5
MSFTMICROSOFT CORP
39,724$19.2M6.35%NEW
6
GOOGALPHABET INC
49,134$15.4M5.10%NEW
7
LLYELI LILLY & CO
8,643$9.3M3.07%NEW
8
JNJJOHNSON & JOHNSON
43,524$9.0M2.98%NEW
9
VVISA INC
25,088$8.8M2.91%NEW
10
BRK/BBERKSHIRE HATHAWAY INC DEL
16,219$8.2M2.70%NEW
11
NFLXNETFLIX INC
71,426$6.7M2.21%NEW
12
BSXBOSTON SCIENTIFIC CORP
57,973$5.5M1.83%NEW
13
CEGCONSTELLATION ENERGY CORP
15,324$5.4M1.79%NEW
14
UBERUBER TECHNOLOGIES INC
65,207$5.3M1.76%NEW
15
QXOQXO INC
233,380$4.5M1.49%NEW
16
ARTNAARTESIAN RES CORP
139,988$4.4M1.46%NEW
17
MCKMCKESSON CORP
5,264$4.3M1.43%NEW
18
RSPINVESCO EXCHANGE TRADED FD T
21,817$4.2M1.38%NEW
19
CBCHUBB LIMITED
12,982$4.1M1.34%NEW
20
CSXCSX CORP
93,867$3.4M1.13%NEW
21
HONHONEYWELL INTL INC
16,723$3.3M1.08%NEW
22
TJXTJX COS INC NEW
20,465$3.1M1.04%NEW
23
MDLZMONDELEZ INTL INC
50,907$2.7M0.91%NEW
24
PEPPEPSICO INC
17,832$2.6M0.85%NEW
25
CVXCHEVRON CORP NEW
16,652$2.5M0.84%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.445523300192115e+168T)
Industrials0.0% ($4.501340232626635e+130T)
Healthcare0.0% ($9.288900755274317e+108T)
Unknown0.0% ($8.152197886952739e+96T)
Consumer Cyclical0.0% ($2.6122314320784173e+94T)
Consumer Defensive0.0% ($2.740255923851636e+74T)
Utilities0.0% ($5.413442510278979e+71T)
Communication Services0.0% ($1.9481154186696177e+45T)
Energy0.0% ($2.5374551457674744e+38T)
Basic Materials0.0% ($1.806560605949484e+36T)
Real Estate0.0% ($235423626262220111872.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$302.4M691
Q3 2025Nov 6, 2025$298.6B0
Q2 2025Jul 24, 2025$266.2B687
Q1 2025May 9, 2025$246.5B682

Fund Information

CIK0001760145
Most Recent FilingFeb 3, 2026
Number of Filings4

Costello Asset Management, INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $302.4M across 691 holdings. The largest position is AMAZON COM INC (AMZN), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 691 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.