Fund HoldingsCostello Asset Management, INC

Total Portfolio Value
$302.38M
Total Bought
$302.38M
Total Sold
$298.64M
Net Transaction
+$3.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AMAZON COM INC(AMZN)0113,171+113,171026,1228.64%+26,122
APPLE INC(AAPL)089,958+89,958024,4568.09%+24,456
NVIDIA CORPORATION(NVDA)0124,936+124,936023,3017.71%+23,301
ALPHABET INC(GOOG)062,241+62,241019,4816.44%+19,481
MICROSOFT CORP(MSFT)039,724+39,724019,2116.35%+19,211
ALPHABET INC(GOOG)049,134+49,134015,4185.10%+15,418
ELI LILLY & CO(LLY)08,643+8,64309,2893.07%+9,289
JOHNSON & JOHNSON(JNJ)043,524+43,52409,0072.98%+9,007
VISA INC(V)025,088+25,08808,7982.91%+8,798
BERKSHIRE HATHAWAY INC DEL016,219+16,21908,1522.70%+8,152
NETFLIX INC(NFLX)071,426+71,42606,6972.21%+6,697
BOSTON SCIENTIFIC CORP(BSX)057,973+57,97305,5281.83%+5,528
CONSTELLATION ENERGY CORP(CEG)015,324+15,32405,4141.79%+5,414
UBER TECHNOLOGIES INC(UBER)065,207+65,20705,3281.76%+5,328
QXO INC(QXO)0233,380+233,38004,5021.49%+4,502
ARTESIAN RES CORP0139,988+139,98804,4251.46%+4,425
MCKESSON CORP(MCK)05,264+5,26404,3181.43%+4,318
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
021,817+21,81704,1791.38%+4,179
CHUBB LIMITED
COM
012,982+12,98204,0521.34%+4,052
CSX CORP(CSX)093,867+93,86703,4031.13%+3,403
HONEYWELL INTL INC(HON)016,723+16,72303,2621.08%+3,262
TJX COS INC NEW(TJX)020,465+20,46503,1441.04%+3,144
MONDELEZ INTL INC(MDLZ)050,907+50,90702,7400.91%+2,740
PEPSICO INC(PEP)017,832+17,83202,5590.85%+2,559
CHEVRON CORP NEW(CVX)016,652+16,65202,5380.84%+2,538
JPMORGAN CHASE & CO.(JPM)07,731+7,73102,4910.82%+2,491
SPDR S&P 500 ETF TR(SPY)03,591+3,59102,4490.81%+2,449
WALMART INC(WMT)021,414+21,41402,3860.79%+2,386
RUSH ENTERPRISES INC(RUSHA)038,528+38,52802,0780.69%+2,078
MERCADOLIBRE INC(MELI)0982+98201,9790.65%+1,979
META PLATFORMS INC(META)02,702+2,70201,7840.59%+1,784
ISHARES TR017,229+17,22901,7290.57%+1,729
PFIZER INC(PFE)069,009+69,00901,7180.57%+1,718
SPDR SERIES TRUST
ST INTER ETF
058,120+58,12001,6760.55%+1,676
COSTCO WHSL CORP NEW(COST)01,896+1,89601,6350.54%+1,635
MERCK & CO INC(MRK)015,439+15,43901,6250.54%+1,625
VERIZON COMMUNICATIONS INC(VZ)038,729+38,72901,5770.52%+1,577
SCHWAB STRATEGIC TR047,284+47,28401,2970.43%+1,297
SCHWAB CHARLES CORP(SCHW)012,743+12,74301,2730.42%+1,273
ISHARES TR016,891+16,89101,1150.37%+1,115
NEXTERA ENERGY INC(NEE)012,795+12,79501,0270.34%+1,027
VANGUARD INDEX FDS01,616+1,61601,0130.34%+1,013
MASTERCARD INCORPORATED(MA)01,737+1,73709920.33%+992
VISTRA CORP(VST)05,565+5,56508980.30%+898
AMERICAN WTR WKS CO INC NEW06,663+6,66308700.29%+870
GE VERNOVA INC(GEV)01,328+1,32808680.29%+868
SCHWAB STRATEGIC TR024,604+24,60408030.27%+803
SCHWAB STRATEGIC TR030,536+30,53608010.26%+801
BROADCOM INC(AVGO)02,210+2,21007650.25%+765
EXELON CORP(EXC)017,207+17,20707500.25%+750
ESSENTIAL UTILS INC(WTRG)019,054+19,05407310.24%+731
PROCTER AND GAMBLE CO(PG)05,064+5,06407260.24%+726
VERTIV HOLDINGS CO(VRT)04,097+4,09706640.22%+664
ORACLE CORP(ORCL)03,347+3,34706520.22%+652
ISHARES TR05,373+5,37306460.21%+646
PALANTIR TECHNOLOGIES INC(PLTR)03,510+3,51006240.21%+624
FIDELITY COVINGTON TRUST020,543+20,54306150.20%+615
PALO ALTO NETWORKS INC(PANW)03,317+3,31706110.20%+611
THERMO FISHER SCIENTIFIC INC(TMO)01,025+1,02505940.20%+594
DUKE ENERGY CORP NEW(DUK)04,859+4,85905690.19%+569
ROCKWELL AUTOMATION INC(ROK)01,400+1,40005450.18%+545
COCA COLA CO(KO)07,703+7,70305390.18%+539
ISHARES TR03,740+3,74005280.17%+528
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,288+3,28805090.17%+509
PAYCHEX INC(PAYX)04,519+4,51905070.17%+507
CATERPILLAR INC(CAT)0880+88005040.17%+504
ISHARES TR02,037+2,03705010.17%+501
FEDEX CORP(FDX)01,700+1,70004910.16%+491
KLA CORP(KLAC)0400+40004860.16%+486
INTERACTIVE BROKERS GROUP IN(IBKR)07,535+7,53504850.16%+485
INTUIT(INTU)0713+71304720.16%+472
VANGUARD INDEX FDS01,368+1,36804580.15%+458
EXXON MOBIL CORP03,788+3,78804560.15%+456
LAM RESEARCH CORP(LRCX)02,510+2,51004300.14%+430
HOME DEPOT INC(HD)01,212+1,21204170.14%+417
TESLA INC(TSLA)0916+91604120.14%+412
GE AEROSPACE(GE)01,293+1,29303980.13%+398
PHILIP MORRIS INTL INC(PM)02,441+2,44103920.13%+392
VANGUARD SPECIALIZED FUNDS01,740+1,74003820.13%+382
SPDR SERIES TRUST
ST STR P500VAL
06,589+6,58903740.12%+374
ARM HOLDINGS PLC03,223+3,22303520.12%+352
SCHWAB STRATEGIC TR012,782+12,78203440.11%+344
AMERICAN EXPRESS CO(AXP)0905+90503350.11%+335
REAVES UTIL INCOME FD(UTG)09,035+9,03503300.11%+330
EATON VANCE ENHANCED EQUITY(EOS)014,056+14,05603290.11%+329
AT&T INC(T)012,606+12,60603130.10%+313
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,995+3,99503100.10%+310
UNION PAC CORP(UNP)01,340+1,34003100.10%+310
DISNEY WALT CO(DIS)02,716+2,71603090.10%+309
PARAMOUNT SKYDANCE CORP(PSKY)022,948+22,94803080.10%+308
RTX CORPORATION(RTX)01,635+1,63503000.10%+300
COLGATE PALMOLIVE CO(CL)03,703+3,70302930.10%+293
ABBVIE INC(ABBV)01,267+1,26702900.10%+290
VERTEX PHARMACEUTICALS INC(VRTX)0601+60102720.09%+272
PARKER-HANNIFIN CORP(PH)0300+30002640.09%+264
OWENS CORNING NEW(OC)02,200+2,20002460.08%+246
NXP SEMICONDUCTORS N V
COM
01,100+1,10002390.08%+239
BRITISH AMERN TOB PLC(BTI)04,208+4,20802380.08%+238
AMERICAN TOWER CORP NEW(AMT)01,341+1,34102350.08%+235
ISHARES TR
US TREAS BD ETF
010,153+10,15302340.08%+234
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