Top 50 Costello Asset Management, INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.09% | 112.4K | $23.4M | -0.72%(-818) | $184.82(+46.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.93% | 90.4K | $22.9M | +0.48%(+429) | $221.83(+34.73%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.37% | 122.2K | $21.3M | -2.22%(-2.77K) | $130.23(+73.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.88% | 59.2K | $17.0M | -4.95%(-3.08K) | $143.48(+180.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.08% | 39.7K | $14.7M | +0.00%(+1) | $264.41(+53.25%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.66% | 47.0K | $13.5M | -4.35%(-2.14K) | $132.09(+202.09%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.88% | 46.0K | $11.2M | +5.59%(+2.43K) | $148.90(+54.75%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.18% | 10.0K | $9.2M | +15.82%(+1.37K) | $803.94(+26.35%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.68% | 16.1K | $7.7M | -0.45%(-73) | $346.50(+40.12%) | 2026-03-31 | |
| V | VISA INC | 2.67% | 25.6K | $7.7M | +1.98%(+496) | $311.48(+2.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.96% | +25.82% |
| Top 20 Holdings Unweighted | +6.73% | +21.57% |
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