Costello Asset Management, INC - Portfolio Stock Holdings
Costello Asset Management, INC disclosed 716 stock positions in a recent SEC 13F filing. $332,262,069 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $388,549,245 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
716Est. Stock Holding Value:
$332,262,069Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Costello Asset Management, INC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...