Universe · entity

Costello Asset Management, INC

Institutional manager (13F) · CIK 1760145
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $246M
#IssuerValueShares
1AMAZON COM INC$23M112,353
2APPLE INC$23M90,387
3NVIDIA CORPORATION$21M122,166
4ALPHABET INC$17M59,162
5MICROSOFT CORP$15M39,725
6ALPHABET INC$13M46,995
7JOHNSON & JOHNSON$11M45,957
8ELI LILLY & CO$9M10,010
9BERKSHIRE HATHAWAY INC DEL$8M16,146
10VISA INC$8M25,584
11NETFLIX INC.$7M71,918
12QXO INC$5M248,955
13MCKESSON CORP$4M5,145
14ARTESIAN RES CORP$4M131,483
15UBER TECHNOLOGIES INC$4M57,820
16INVESCO EXCHANGE TRADED FD T$4M21,668
17CHUBB LTD SWITZ$4M12,528
18CANADIAN NATL RY CO$4M39,240
19HONEYWELL INTL INC$4M16,184
20CSX CORP$3M84,604
21BOSTON SCIENTIFIC CORP$3M54,018
22CHEVRON CORPORATION$3M16,292
23CONSTELLATION ENERGY CORP$3M11,418
24TJX COS INC NEW$3M19,030
25MONDELEZ INTL INC$3M50,313
26PEPSICO INC$3M17,834
27WALMART INC$3M21,147
28JPMORGAN CHASE & CO$3M8,568
29STATE STR SPDR S&P 500 ETF T$2M3,687
30VERIZON COMMUNICATIONS INC$2M41,318
31COSTCO WHOLESALE CORPORATION$2M1,954
32PFIZER INC$2M67,056
33MERCK & CO INC$2M14,608
34SPDR SERIES TRUST$2M53,787
35MERCADOLIBRE INC$2M891
36META PLATFORMS INC$2M2,677
37SCHWAB STRATEGIC TR$1M46,563
38ISHARES TR$1M13,989
39GE VERNOVA INC$1M1,444
40SCHWAB CHARLES CORP$1M12,781
41NEXTERA ENERGY INC$1M12,872
42ISHARES TR$1M16,531
43VANGUARD INDEX FDS$1M1,746
44AMERICAN WTR WKS CO INC NEW$909k6,683
45MASTERCARD INCORPORATED$868k1,737
46EXELON CORP$843k17,205
47VISTRA CORP$823k5,476
48SPDR SERIES TRUST$789k13,938
49SCHWAB STRATEGIC TR$764k30,457
50ESSENTIAL UTILS INC$764k18,970
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.