Costello Asset Management, Inc Portfolio Holdings
Costello Asset Management, Inc
- $289 Million
- Q3 2025
Costello Asset Management, Inc has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Million distributed in 665 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.8M, Amazon Com Inc with a value of $24.3M, Apple Inc. with a value of $23.3M, Microsoft Corp with a value of $19.8M, and Alphabet Inc. with a value of $16.2M.
Examining the 13F form we can see an increase of $29.7M in the current position value, from $260M to 289M.
Below you can find more details about Costello Asset Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
Technology: $85 Million
Communication Services: $42.3 Million
Consumer Cyclical: $35.4 Million
Financial Services: $26.3 Million
Healthcare: $24.9 Million
ETFs: $22.9 Million
Utilities: $19.8 Million
Industrials: $14.8 Million
Other: $17.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 665
- Current Value $289 Million
- Prior Value $260 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks