13F Insight
DOSSIER · 13F-HR · Q1 2026

Costello Asset Management, INC

Costello Asset's asset manager based in Chicago, IL — $289M in tracked AUM across 685 positions as of Q1 2026.

CA
Costello Asset·Chicago, IL·Asset Manager
CIK 0001760145 · last filed Mar 31, 2026
Total AUM
$289M
▲ 8.3%
vs prior
Holdings
685
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Costello Asset Management, INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$23M112K8.1%
02
AAPL
APPLE INC
$23M90K7.9%
03
NVDA
NVIDIA CORPORATION
$21M122K7.4%
04
GOOGL
ALPHABET INC
$17M59K5.9%
05
MSFT
MICROSOFT CORP
$15M40K5.1%
06
GOOG
ALPHABET INC
$13M47K4.7%
07
JNJ
JOHNSON & JOHNSON
$11M46K3.9%
08
LLY
ELI LILLY & CO
$9M10K3.2%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K2.7%
10
V
VISA INC
$8M26K2.7%

Filing history

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