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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 $332,408,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,248 $30,054,312 9.04%
2.
Nvidia Corp
 NVDA 128,278 $29,296,166 8.81%
3.
Amazon Com Inc
 AMZN 110,646 $27,567,551 8.29%
4.
Alphabet Inc.
 GOOGL 58,440 $20,108,006 6.05%
5.
Microsoft Corp
 MSFT 39,016 $20,011,302 6.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.