Costello Asset Management, INC - Portfolio Stock Holdings

Costello Asset Management, INC disclosed 734 stock positions in a recent SEC 13F filing. $286,369,011 of stock holdings were filed, with the largest holdings including AMZN, AAPL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.

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.