Fund HoldingsCostello Asset Management, INC

Total Portfolio Value
$120.54M
Total Bought
$14.90M
Total Sold
$8.87M
Net Transaction
+$6.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
STARBUCKS CORP(SBUX)039,891+39,89103,8303.18%+3,830
UNITEDHEALTH GROUP INC(UNH)4196,043+5,6242113,1812.64%+2,970
TJX COS INC NEW(TJX)37517,850+17,475331,6751.39%+1,641
AMAZON COM INC(AMZN)23,56528,680+5,1152,9964,3583.62%+1,362
MICROSOFT CORP(MSFT)021,153+21,15307,9546.60%+7,954
CSX CORP(CSX)084,444+84,44402,9282.43%+2,928
PEPSICO INC(PEP)037,271+37,27106,3305.25%+6,330
MERCK & CO INC(MRK)036,057+36,05703,9313.26%+3,931
BOEING CO(BA)02,531+2,53106600.55%+660
ISHARES TR02,875+2,87503370.28%+337
BOSTON SCIENTIFIC CORP(BSX)093,724+93,72405,4184.49%+5,418
ALPHABET INC(GOOG)25,52026,100+5803,3403,6463.02%+306
ALPHABET INC(GOOG)28,37628,554+1783,7414,0243.34%+283
ESSENTIAL UTILS INC(WTRG)0111,022+111,02204,1473.44%+4,147
BERKSHIRE HATHAWAY INC DEL13,15113,605+4544,6074,8524.03%+246
JOHNSON CTLS INTL PLC
SHS
04,259+4,25902450.20%+245
SYSCO CORP(SYY)049,749+49,74903,6383.02%+3,638
ELI LILLY & CO(LLY)2,7632,897+1341,4841,6891.40%+205
APPLE INC(AAPL)09,217+9,21701,7751.47%+1,775
ZIMMER BIOMET HOLDINGS INC(ZBH)046,122+46,12205,6134.66%+5,613
MONDELEZ INTL INC(MDLZ)014,638+14,63801,0600.88%+1,060
DISNEY WALT CO(DIS)035,783+35,78303,2312.68%+3,231
PPL CORP(PPL)085,381+85,38102,3141.92%+2,314
SPDR S&P 500 ETF TR(SPY)1,2961,364+685546480.54%+94
WHIRLPOOL CORP(WHR)0675+6750820.07%+82
PARKER-HANNIFIN CORP(PH)155300+145601380.11%+78
MCCORMICK & CO INC(MKC)01,430+1,4300980.08%+98
MARVELL TECHNOLOGY INC(MRVL)022,910+22,91001,3821.15%+1,382
CROWDSTRIKE HLDGS INC(CRWD)03,230+3,23008250.68%+825
J & J SNACK FOODS CORP(JJSF)1,8482,123+2753023550.29%+52
PAYPAL HLDGS INC(PYPL)27,17026,615-5551,5881,6341.36%+46
PARAMOUNT GLOBAL022,948+22,94803390.28%+339
SCHWAB CHARLES CORP(SCHW)60610+5503420.03%+39
ROCKWELL AUTOMATION INC(ROK)01,400+1,40004350.36%+435
TARGET CORP(TGT)1,2101,170-401341670.14%+33
META PLATFORMS INC(META)51951901561840.15%+28
GENUINE PARTS CO(GPC)0300+3000420.03%+42
HERSHEY CO(HSY)125275+15025510.04%+26
PAYCHEX INC(PAYX)29,35828,646-7123,3863,4122.83%+26
GLOBAL PMTS INC(GPN)8,3037,748-5559589840.82%+26
DUKE ENERGY CORP NEW(DUK)04,298+4,29804170.35%+417
UNION PAC CORP(UNP)0576+57601410.12%+141
TRAVELZOO07,085+7,0850680.06%+68
BANK AMERICA CORP02,839+2,8390960.08%+96
RESTAURANT BRANDS INTL INC(QSR)01,550+1,55001210.10%+121
MCDONALDS CORP(MCD)0445+44501320.11%+132
SCHWAB STRATEGIC TR04,048+4,04803080.26%+308
ILLINOIS TOOL WKS INC(ITW)51051001171340.11%+16
RTX CORPORATION(RTX)01,225+1,22501030.09%+103
LCI INDS(LCII)01,760+1,76002210.18%+221
VANGUARD INDEX FDS51051001081210.10%+13
MUELLER INDS INC(MLI)01,184+1,1840560.05%+56
US BANCORP DEL(USB)1,0001,000033430.04%+10
QUALCOMM INC(QCOM)0290+2900420.03%+42
CITIGROUP INC(C)0944+9440490.04%+49
ISHARES TR0199+1990950.08%+95
SPDR S&P MIDCAP 400 ETF TR(MDY)0172+1720870.07%+87
AT&T INC(T)04,500+4,5000760.06%+76
NVIDIA CORPORATION(NVDA)0130+1300640.05%+64
EATON CORP PLC(ETN)270270058650.05%+7
ISHARES TR0518+5180560.05%+56
CMS ENERGY CORP(CMS)01,408+1,4080820.07%+82
SKYWORKS SOLUTIONS INC(SWKS)0491+4910550.05%+55
EXELIXIS INC(EXEL)02,920+2,9200700.06%+70
SELECT SECTOR SPDR TR
ST STR CARE ETF
0768+76801050.09%+105
TESLA INC(TSLA)198223+2550550.05%+6
CVS HEALTH CORP(CVS)600600042470.04%+5
CEL-SCI CORP03,100+3,100080.01%+8
SALESFORCE INC(CRM)6969014180.02%+4
VANGUARD INDEX FDS091+910400.03%+40
HOWARD HUGHES HOLDINGS INC(HHH)329329024280.02%+4
GOLDMAN SACHS GROUP INC(GS)6060019230.02%+4
ARROWHEAD PHARMACEUTICALS IN(ARWR)0990+9900300.03%+30
IOVANCE BIOTHERAPEUTICS INC(IOVA)1,0001,0000580.01%+4
DOW INC(DOW)01,074+1,0740590.05%+59
WELLS FARGO CO NEW(WFC)398398016200.02%+3
YORK WTR CO02,727+2,72701050.09%+105
NISOURCE INC(NI)01,500+1,5000400.03%+40
BROOKFIELD CORP(BN)0307+3070120.01%+12
ROSS STORES INC(ROST)106106012150.01%+3
STRYKER CORPORATION(SYK)0100+1000300.02%+30
SPDR DOW JONES INDL AVERAGE(DIA)6060020230.02%+3
BLACKROCK INC(BLK)1515010120.01%+2
OTIS WORLDWIDE CORP(OTIS)0262+2620230.02%+23
ISHARES TR0428+4280230.02%+23
VANGUARD WORLD FDS
FINANCIALS ETF
192192015180.01%+2
ISHARES TR080+800220.02%+22
VANGUARD WORLD FDS
HEALTH CAR ETF
141141033350.03%+2
ANHEUSER BUSCH INBEV SA/NV(BUD)225225012150.01%+2
CONSOLIDATED EDISON INC(ED)0380+3800350.03%+35
SIMON PPTY GROUP INC NEW(SPG)5051+1570.01%+2
CARLISLE COS INC(CSL)353509110.01%+2
ISHARES TR
CORE DIV GRWTH
0390+3900210.02%+21
SELECT SECTOR SPDR TR
ST STR INDL ETF
130130013150.01%+2
SPDR SER TR
ST STR P500GRW
267267016170.01%+2
GENERAL ELECTRIC CO(GE)8787010110.01%+1
AMERICAN INTL GROUP INC190190012130.01%+1
SKECHERS U S A INC1001000560.01%+1
BAXTER INTL INC01,446+1,4460560.05%+56
ISHARES TR120120011120.01%+1
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