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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 $120,542,616
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 21,153 $7,954,435 6.59%
2.
Artesian Resources Corp
 ARTNA 175,764 $7,285,434 6.04%
3.
Johnson & Johnson
 JNJ 45,058 $7,062,432 5.85%
4.
Pepsico Inc
 PEP 37,271 $6,330,173 5.25%
5.
Zimmer Biomet Holdings Inc.
 ZBH 46,122 $5,613,019 4.65%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)