Fund HoldingsCostello Asset Management, INC

Total Portfolio Value
$116.77M
Total Bought
$24.32M
Total Sold
$14.17M
Net Transaction
+$10.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ARTESIAN RES CORP179,413182,847+3,4349938,6347.39%+7,641
SYSCO CORP(SYY)6,26149,703+43,4424843,6883.16%+3,204
COMCAST CORP NEW(CCZ)68,92567,884-1,0412612,8212.42%+2,559
ALPHABET INC(GOOG)10,98027,721+16,7411,1423,3532.87%+2,211
ZIMMER BIOMET HOLDINGS INC(ZBH)42,14748,502+6,3555,4457,0626.05%+1,616
ALPHABET INC(GOOG)9,05017,850+8,8009392,1371.83%+1,198
MARVELL TECHNOLOGY INC(MRVL)26,15037,953+11,8031,1322,2691.94%+1,137
ESSENTIAL UTILS INC(WTRG)78,370113,575+35,2053,4214,5333.88%+1,112
MICROSOFT CORP(MSFT)22,60322,231-3726,5177,5706.48%+1,054
NEXTERA ENERGY INC(NEE)14,79628,426+13,6301,1402,1091.81%+969
PAYCHEX INC(PAYX)20,42228,798+8,3762,3403,2222.76%+881
CROWDSTRIKE HLDGS INC(CRWD)3,0006,420+3,4204129430.81%+531
BERKSHIRE HATHAWAY INC DEL12,28812,577+2893,7944,2893.67%+495
JOHNSON & JOHNSON(JNJ)47,24047,008-2327,3227,7816.66%+459
LILLY ELI & CO(LLY)2,8983,038+1409951,4251.22%+429
PARAMOUNT GLOBAL022,948+22,94803650.31%+365
BOSTON SCIENTIFIC CORP(BSX)100,53498,809-1,7255,0305,3454.58%+315
CSX CORP(CSX)65,60466,534+9301,9642,2691.94%+305
MERCK & CO INC(MRK)30,18330,396+2133,2113,5073.00%+296
APPLE INC(AAPL)9,1979,172-251,5171,7791.52%+263
ISHARES TR05,911+5,91102080.18%+208
CONSTELLATION ENERGY CORP(CEG)20,03719,237-8001,5731,7611.51%+188
SCHWAB STRATEGIC TR1,5904,189+2,5991163040.26%+188
RAYTHEON TECHNOLOGIES CORP(RTX)9,55011,442+1,8929351,1210.96%+186
GLOBAL PMTS INC(GPN)5,2227,398+2,1765507290.62%+179
SPDR S&P 500 ETF TR(SPY)7341,063+3293004710.40%+171
JPMORGAN CHASE & CO(JPM)11,07211,062-101,4431,6091.38%+166
MONDELEZ INTL INC(MDLZ)11,76812,416+6488209060.78%+85
WYNN RESORTS LTD(WYNN)0662+6620700.06%+70
PEPSICO INC(PEP)33,34033,189-1516,0786,1475.26%+69
UNION PAC CORP(UNP)304599+295611230.11%+61
WALMART INC(WMT)8,1167,972-1441,1971,2531.07%+56
MUELLER INDS INC(MLI)0592+5920520.04%+52
AMAZON COM INC(AMZN)1,4101,510+1001461970.17%+51
ROCKWELL AUTOMATION INC(ROK)1,4001,40004114610.39%+50
META PLATFORMS INC(META)51951901101490.13%+39
FEDEX CORP(FDX)1,8061,80604134480.38%+35
LINDE PLC(LIN)1,2001,20004274570.39%+31
LCI INDS(LCII)1,7601,76001932220.19%+29
SOUTHWEST AIRLS CO(LUV)23,90322,130-1,7737788010.69%+24
NVIDIA CORPORATION(NVDA)170160-1047680.06%+20
MCDONALDS CORP(MCD)425460+351191370.12%+19
J & J SNACK FOODS CORP(JJSF)1,8151,81502692870.25%+18
CORNING INC(GLW)0658+6580230.02%+23
TRAVELZOO9,3959,070-32557720.06%+15
US FOODS HLDG CORP(USFD)1,7501,750065770.07%+12
VISA INC(V)1,0081,00802272390.20%+12
BROOKFIELD CORP(BN)0307+3070100.01%+10
ARROWHEAD PHARMACEUTICALS IN(ARWR)0990+9900350.03%+35
BOEING CO(BA)686736+501461550.13%+10
TESLA INC(TSLA)0168+1680440.04%+44
BELDEN INC1,0001,000087960.08%+9
STARBUCKS CORP(SBUX)085+85080.01%+8
HOME DEPOT INC(HD)52052001531620.14%+8
EATON CORP PLC(ETN)270270046540.05%+8
BAXTER INTL INC1,4461,446059660.06%+7
ISHARES TR199199082890.08%+7
M & T BK CORP(MTB)045+45060.00%+6
TARGET CORP(TGT)450600+15075790.07%+5
SPDR GOLD TR(GLD)0128+1280230.02%+23
COCA COLA CO(KO)0621+6210370.03%+37
XEROX HOLDINGS CORP0250+250040.00%+4
SPDR S&P MIDCAP 400 ETF TR(MDY)172172079820.07%+4
CANADIAN PACIFIC KANSAS CITY(CP)040+40030.00%+3
LEMAITRE VASCULAR INC(LMAT)0203+2030140.01%+14
CONOCOPHILLIPS(COP)700700069730.06%+3
ISHARES TR503518+1549520.04%+3
SCHWAB STRATEGIC TR1,5641,564066690.06%+3
VANGUARD INDEX FDS091+910370.03%+37
ILLINOIS TOOL WKS INC(ITW)4004000971000.09%+3
SELECT SECTOR SPDR TR
ST STR CARE ETF
7687680991020.09%+3
BROOKFIELD ASSET MANAGMT LTD(BAM)076+76020.00%+2
AB ACTIVE ETFS INC
US LOW VOLATIL
040+40020.00%+2
EXPEDIA GROUP INC(EXPE)0175+1750190.02%+19
WELLS FARGO CO NEW(WFC)0398+3980170.01%+17
STRYKER CORPORATION(SYK)0100+1000310.03%+31
SPDR SER TR
ST STR P500GRW
0267+2670160.01%+16
TORONTO DOMINION BK ONT(TD)6,3176,125-1923783800.33%+1
AMERICAN INTL GROUP INC0190+1900110.01%+11
VANGUARD INDEX FDS0166+1660270.02%+27
GENERAL ELECTRIC CO(GE)087+870100.01%+10
OTIS WORLDWIDE CORP(OTIS)0262+2620230.02%+23
MCCORMICK & CO INC(MKC)0280+2800240.02%+24
MANULIFE FINL CORP(MFC)01,688+1,6880320.03%+32
ISHARES TR080+800210.02%+21
ALTRIA GROUP INC(MO)1,3001,300058590.05%+1
TJX COS INC NEW(TJX)0375+3750320.03%+32
SALESFORCE INC(CRM)069+690150.01%+15
ISHARES TR0120+1200110.01%+11
SPDR DOW JONES INDL AVERAGE(DIA)060+600210.02%+21
VANGUARD WORLD FDS
FINANCIALS ETF
0192+1920160.01%+16
VANGUARD WORLD FDS
HEALTH CAR ETF
0101+1010250.02%+25
ROSS STORES INC(ROST)0106+1060120.01%+12
SCHWAB STRATEGIC TR064+64050.00%+5
ISHARES TR
CORE DIV GRWTH
0390+3900200.02%+20
SPDR SER TR
ST STR SP TRANS
053+53040.00%+4
SHELL PLC(SHEL)0200+2000120.01%+12
SIMON PPTY GROUP INC NEW(SPG)045+45050.00%+5
SCHWAB STRATEGIC TR0120+120060.01%+6
SELECT SECTOR SPDR TR
ST STR DISCR ETF
018+18030.00%+3
Page 1 of 1