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.