Institutions / Costello Asset Management, INC
Costello Asset Management, INC
CIK 1760145 · Institution · as of Dec 31, 2025
Portfolio value
$302.38M
Positions
691
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 691 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $26.12M | 8.6% |
| Apple Inc. | $24.46M | 8.1% |
| NVIDIA Corp | $23.30M | 7.7% |
| Alphabet Inc. | $19.48M | 6.4% |
| Microsoft Corp | $19.21M | 6.4% |
| Alphabet Inc. | $15.42M | 5.1% |
| ELI LILLY & Co | $9.29M | 3.1% |
| Johnson & Johnson | $9.01M | 3.0% |
| Visa Inc | $8.80M | 2.9% |
| Warren E. Buffett | $8.15M | 2.7% |
| Netflix Inc | $6.70M | 2.2% |
| Boston Scientific Corp | $5.53M | 1.8% |
| Constellation Energy Corp | $5.41M | 1.8% |
| Uber Technologies, Inc | $5.33M | 1.8% |
| QXO, Inc. | $4.50M | 1.5% |
| Artesian Resources Corp | $4.43M | 1.5% |
| McKesson Corp | $4.32M | 1.4% |
| Invesco Exchange Traded Fd T | $4.18M | 1.4% |
| Chubb Ltd | $4.05M | 1.3% |
| Csx Corp | $3.40M | 1.1% |
| Honeywell International Inc | $3.26M | 1.1% |
| TJX Cos Inc/The | $3.14M | 1.0% |
| Mondelez International, Inc. | $2.74M | 0.9% |
| Pepsico Inc | $2.56M | 0.8% |
| Chevron Corp | $2.54M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.