Costello Asset Management, INC
All 13F Filings
- Location
- Feasterville, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 302,382
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 691 | 302,382 | 13F-HR | Costello Asset Management, INC |
| Q3 2025 | 11/6/2025 | 665 | 298,641 | 13F-HR | Costello Asset Management, INC |
| Q2 2025 | 7/24/2025 | 687 | 266,176 | 13F-HR | Costello Asset Management, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.9 K | 97.2% | 3.72 K | 0 | 3.72 K |
| ETFs | 8.064 K | 2.7% | 187 | 0 | 187 |
| Debt | 209 | 0.1% | 0 | 207 | -207 |
| Other | 55 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
302,382
Holdings
691
QoQ value change ($000)
3,741
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.