Costello Asset Management, Inc has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $140 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.74M, Johnson & Johnson with a value of $6.83M, Berkshire Hathaway Inc Class B with a value of $6.6M, Pepsico Inc with a value of $6.45M, and Artesian Resources Corp with a value of $6.22M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $120M to 140M.

Below you can find more details about Costello Asset Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
Healthcare: $29.2 Million
Consumer Defensive: $20.5 Million
Consumer Cyclical: $18.7 Million
Utilities: $15.9 Million
Communication Services: $15.4 Million
Industrials: $12.4 Million
Technology: $12.2 Million
Financial Services: $10.6 Million
Other: $4.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 174
  • Current Value $140 Million
  • Prior Value $120 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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