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Home > Institutional Investor > Costello Asset Management, Inc > Profile

Instuitional Investor - Costello Asset Management, Inc

Fund Profile
Filing Period:
Fund Name: Costello Asset Management, Inc
Portfolio Value $266,176,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 109,409 $24,003,328 9.02%
2.
Microsoft Corp
 MSFT 37,013 $18,410,546 6.92%
3.
Apple Inc.
 AAPL 89,485 $18,359,672 6.9%
4.
Nvidia Corp
 NVDA 106,418 $16,812,986 6.32%
5.
Alphabet Inc.
 GOOGL 66,738 $11,761,158 4.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)