Costello Asset Management, INC
All 13F Filings
- Location
- Feasterville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 333,238
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 710 | 333,238 | 13F-HR | Costello Asset Management, INC |
| Q1 2026 | 4/30/2026 | 685 | 289,231 | 13F-HR | Costello Asset Management, INC |
| 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 | 305.3 K | 91.6% | 39.91 K | 0 | 39.91 K |
| ETFs | 27.68 K | 8.3% | 4.153 K | 0 | 4.153 K |
| Debt | 193 | 0.1% | 1 | 0 | 1 |
| Other | 66 | 0.0% | 17 | 0 | 17 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
333,238
Holdings
710
QoQ value change ($000)
44,007
(15.2%)
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.