CIK 1760145
Costello Asset Management, INC
Institutional 13F holdings & portfolio
Holdings
691
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 691
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTRG | ESSENTIAL UTILS INC | 19K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| FFLG | FIDELITY COVINGTON TRUST | 21K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| PAYX | PAYCHEX INC | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC | 880 | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 400 | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 8K | $100K–$500K | SH |
| INTU | INTUIT | 713 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 916 | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 3K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 905 | $100K–$500K | SH |
| UTG | REAVES UTIL INCOME FD | 9K | $100K–$500K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 14K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 23K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 601 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 300 | $100K–$500K | SH |
| OC | OWENS CORNING NEW | 2K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| GOVT | ISHARES TR | 10K | $100K–$500K | SH |