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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 36 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 25.0 $294.0 $11.76 +33.3%
702 CNDT CONDUENT INC Technology 200.0 $292.0 $1.46 +7.5%
703 UIS UNISYS CORP Technology 50.0 $183.0 $3.66 -33.9%
704 GERN GERON CORP Healthcare 115.0 $147.0 $1.28 +5.6%
705 GRAL GRAIL INC Healthcare 2.0 $137.0 $68.50 +11.3%
706 MATINAS BIOPHARMA HLDGS INC 200.0 $122.0 $0.61
707 EIS ISHARES INC 1.0 $121.0 NEW $121.00 +2.2%
708 GRPN GROUPON INC Communication Services 2.0 $48.0 $24.00 -22.0%
709 XEROX HOLDINGS CORP 125.0 $34.0 $0.27
710 AMTM AMENTUM HOLDINGS INC Industrials 1.0 $21.0 $21.00 -7.3%
Page 36 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%