Position in OC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$337,790
+$97,001 QoQ
Shares Held
2,125
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#405
of 684 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Costello Asset Management, INC holds $609,472 across 6 Building Products & Equipment names. OC ranks #1 (55.4% of the industry book) .
All Filings in OC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,790 | 2,125 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,789 | 2,225 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $246,202 | 2,200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,131,094 | 15,065 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,088,928 | 15,190 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,890,936 | 13,240 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,259,294 | 13,265 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||