Costello Asset Management, INC - Portfolio overview

Costello Asset Management, INC has 736 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 7.93%
2. AAPL - APPLE INC, 7.77%
3. NVDA - NVIDIA CORPORATION, 7.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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