Costello Asset Management, INC
Annual return '25
+32.0%
SPY '25
+17.7%
Alpha
+14.3ptsvs SPY
Invested
$289.2M
Holdings
683
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: New position (12.3k shares)
8.1%
02
$AAPL
APPLE INC
Q1 2026: New position (35.5k shares)
7.9%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (7.0k shares)
7.4%
04
$GOOGL
ALPHABET INC
Q1 2026: New position (11.2k shares)
5.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (4.1k shares)
5.1%
06
$GOOG
ALPHABET INC
Q1 2026: New position (7.9k shares)
4.7%
07
$JNJ
JOHNSON & JOHNSON
Q1 2026: New position (3.4k shares)
3.9%
08
$LLY
ELI LILLY & CO
Q1 2026: New position (647 shares)
3.2%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (675 shares)
2.7%
10
$V
VISA INC
Q1 2026: New position (3.4k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.