Costello Asset Management, INC

Position in OTTR — Otter Tail Corp

CIK 1760145 FEASTERVILLE, PA

Position in OTTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$55,697

+$1,456 QoQ

Shares Held

619

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#286

of 358 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Costello Asset Management, INC holds $1,996,924 across 5 Conglomerates names. OTTR ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	7,785	$1,743,061
2	GHC	Graham Holdings Co	168	$191,758
3	OTTR	Otter Tail Corp This page	619	$55,697
4	FIP	FTAI Infrastructure Inc.	1,160	$5,382
5	DLX	Deluxe Corp	43	$1,026

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,697	619	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$54,241	618	-13.9%	Shares	Sole	2026-04-30
2025-12-31	$58,021	718	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$59,264	723	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$55,658	722	-12.2%	Shares	Sole	2025-07-24
2025-03-31	$66,064	822	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.