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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 32 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ARCC ARES CAPITAL CORP Financial Services 190.0 $4K 0.00% $18.53 +6.5%
622 DJD INVESCO EXCHANGE TRADED FD T 54.0 $3K 0.00% $63.35 +2.6%
623 LAND GLADSTONE LD CORP Real Estate 400.0 $3K 0.00% $8.53 +12.0%
624 THRM GENTHERM INC Consumer Cyclical 100.0 $3K 0.00% $34.11 +13.9%
625 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 100.0 $3K 0.00% $34.00 +6.5%
626 EBS EMERGENT BIOSOLUTIONS INC Healthcare 400.0 $3K 0.00% $8.38 -25.7%
627 USMV ISHARES TR 34.0 $3K 0.00% $96.47 +3.3%
628 ROBINHOOD VENTURES FD I 100.0 $3K 0.00% $32.78
629 EDIT EDITAS MEDICINE INC Healthcare 1,000.0 $3K 0.00% $3.24 -16.7%
630 VOYG VOYAGER TECHNOLOGIES INC Industrials 100.0 $3K 0.00% $32.25 +4.7%
631 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7.0 $3K 0.00% $459.14 +14.5%
632 SAFEHOLD INC 200.0 $3K 0.00% $15.70
633 SCHMID GROUP N.V. 500.0 $3K 0.00% NEW $6.26
634 MBC MASTERBRAND INC Consumer Cyclical 300.0 $3K 0.00% $10.29 -27.8%
635 TR TOOTSIE ROLL INDS INC Consumer Defensive 75.0 $3K 0.00% +2.0 +2.7% $39.77 -2.2%
636 AVTR AVANTOR INC Healthcare 300.0 $3K 0.00% $9.90 +49.6%
637 SCHH SCHWAB STRATEGIC TR 124.0 $3K 0.00% +1.0 +0.8% $23.66 -1.9%
638 TE T1 ENERGY INC Industrials 300.0 $3K 0.00% $9.48 -51.4%
639 JOBY JOBY AVIATION INC Industrials 300.0 $3K 0.00% $8.92 -28.4%
640 SUNSHINE SILVER MNG & REFNG 200.0 $3K 0.00% NEW $13.22
Page 32 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 30.4%
Healthcare 12.5%
Consumer Cyclical 12.3%
Communication Services 11.1%
Financial Services 11.0%
Industrials 9.0%
Utilities 7.1%
Consumer Defensive 4.7%
Energy 1.3%
Basic Materials 0.4%