Costello Asset Management, INC
Costello Asset Management, INC reported 710 positions worth $333.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AMZN (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $26.6M | 8.00% | 111,804 | — | — | |
| ▸ 2 | AAPL | SH | $26.6M | 7.98% | 91,912 | — | — | |
| ▸ 3 | NVDA | SH | $25.9M | 7.76% | 129,256 | — | — | |
| ▸ 4 | GOOGL | SH | $21.0M | 6.31% | 58,828 | — | — | |
| ▸ 5 | GOOG | SH | $16.5M | 4.95% | 46,689 | — | — | |
| ▸ 6 | MSFT | SH | $14.7M | 4.42% | 39,499 | — | — | |
| ▸ 7 | JNJ | SH | $12.4M | 3.71% | 48,707 | — | — | |
| ▸ 8 | LLY | SH | $12.3M | 3.70% | 10,286 | — | — | |
| ▸ 9 | V | SH | $8.7M | 2.60% | 25,255 | — | — | |
| ▸ 10 | BRK-B | SH | $8.1M | 2.44% | 16,278 | — | — |
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Frequently Asked Questions
What stocks does Costello Asset Management, INC hold as of Q2 2026?
Costello Asset Management, INC reported 710 positions worth $333.2M in its Q2 2026 13F filing. Largest positions: AMZN (8.0%), AAPL (8.0%), NVDA (7.8%), GOOGL (6.3%) and GOOG (5.0%).
What did Costello Asset Management, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Costello Asset Management, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.