StockDriftsStockDriftsTop 50 Costello Asset Management, INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8% | 111.8K | $26.6M | -0.49%(-549) | $184.82(+42.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.98% | 91.9K | $26.6M | +1.69%(+1.52K) | $222.60(+37.19%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.76% | 129.3K | $25.9M | +5.80%(+7.09K) | $133.11(+69.84%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.31% | 58.8K | $21.0M | -0.56%(-334) | $143.48(+140.25%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.95% | 46.7K | $16.5M | -0.65%(-306) | $132.09(+159.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.42% | 39.5K | $14.7M | -0.57%(-226) | $264.41(+83.83%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.71% | 48.7K | $12.4M | +5.98%(+2.75K) | $154.51(+68.58%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.7% | 10.3K | $12.3M | +2.76%(+276) | $810.36(+45.54%) | 2026-06-30 | |
| V | VISA INC | 2.6% | 25.3K | $8.7M | -1.29%(-329) | $311.48(+16.20%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.44% | 16.3K | $8.1M | +0.82%(+132) | $347.64(+44.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.01% | +4.72% | +25.92% |
| Top 20 Holdings Unweighted | +7.03% | +22.61% | +3.60% | +19.32% |
Costello Asset Management, INC reports $2.46M in US-listed equity holdings across 710 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (8.0%), AAPL (8.0%) and NVDA (7.8%). The top 20 holdings account for 65.81% of reported assets. Its disclosed equity book has returned +32.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Costello Asset Management, INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1760145). View Costello Asset Management, INC’s 13F filings on SEC