Costello Asset Management, INC: 13F holdings
CIK 17601452026Q2
| Positions | 710 |
|---|
| Reported value | $333.2m |
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| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 710 (+25 vs prior quarter) |
|---|
| Reported value | $333.2m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 111,804 | $26.6m | 8.0% |
| AAPL APPLE INC | 91,912 | $26.6m | 8.0% |
| NVDA NVIDIA CORPORATION | 129,256 | $25.9m | 7.8% |
| GOOGL ALPHABET INC | 58,828 | $21.0m | 6.3% |
| GOOG ALPHABET INC | 46,689 | $16.5m | 5.0% |
| MSFT MICROSOFT CORP | 39,499 | $14.7m | 4.4% |
| JNJ JOHNSON & JOHNSON | 48,707 | $12.4m | 3.7% |
| LLY ELI LILLY & CO | 10,286 | $12.3m | 3.7% |
| V VISA INC | 25,255 | $8.7m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,278 | $8.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1760145")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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