Costello Asset Management, INC
•CIK: 1760145•Filing: Q4 2025
**Costello Asset Management, INC** manages $302M across a diverse portfolio of 691 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including AMZN at $26.1M and AAPL at $24.5M. Further concentration is evident in NVDA ($23.3M), GOOGL ($19.5M), and MSFT ($19.2M). This allocation profile suggests a core focus on established, high-growth technology and defensive sectors.
Total AUM
$302.4M
QoQ Performance
+1.3%
Positions
576
Top 10 Concentration
55.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
AAPL
NVDA
GOOGL
MSFT
GOOG
AMZN8.6%
AAPL8.1%
NVDA7.7%
GOOGL6.4%
MSFT6.4%
GOOG5.1%
LLY3.1%
JNJ3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology36.3%
Other25.3%
Consumer12.5%
Financial9.5%
Healthcare7.8%
Communication2.6%
Consumer Staples2.0%
Industrial1.9%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$190.0K
+464 more exited positions
Changes from Q3 2025
NEW5 new positions
↑70 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023