Position in XE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,672
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 37 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Costello Asset Management, INC holds $3,020,469 across 14 Specialty Industrial Machinery names. XE ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,038 | $1,219,504 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,409 | $697,567 | |
| 3 | GNRC |
Generac Holdings Inc.
|
834 | $244,203 | |
| 4 | PH |
Parker-Hannifin Corp
|
200 | $195,624 | |
| 5 | ETN |
Eaton Corp plc
|
390 | $166,186 | |
| 6 | WTS |
Watts Water Technologies Inc
|
400 | $156,580 | |
| 7 | XYL |
Xylem Inc.
|
1,248 | $147,526 | |
| 8 | OTIS |
Otis Worldwide Corp
|
734 | $52,554 |
All Filings in XE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,672 | 200 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||