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Portfolio (Quarterly) Guide ↗

AUGUSTINE ASSET MANAGEMENT INC

· CIK 0000778963
13F Portfolio $501M AUM 113 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 27 Added 21 Reduced 7 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAAU Goldman Sachs Physical Gold (a Financial Services 381,558.0 $16.2M 3.24% +2K +0.6% $42.55 -2.3%
2 SLV Ishares Silver Trust(slv) Financial Services 201,197.0 $13.0M 2.59% +1K +0.6% $64.42 -7.6%
3 MRK Merck & Co (mrk) Healthcare 73,653.0 $7.8M 1.55% +614.0 +0.8% $105.26 +8.2%
4 MFG Mizuho Financial Group, Inc. ( Financial Services 820,970.0 $6.0M 1.20% +6K +0.7% $7.32 +40.7%
5 GOOG Alphabet Inc-Cl C (goog) Communication Services 10,511.0 $3.3M 0.66% +105.0 +1.0% $313.80 +17.1%
6 CSX Csx Corp (csx) Industrials 74,345.0 $2.7M 0.54% +3K +4.6% $36.25 +25.9%
7 NVDA Nvidia Corp (nvda) Technology 12,985.0 $2.4M 0.48% +820.0 +6.7% $186.50 +13.0%
8 V Visa Inc-Class A Shares (v) Financial Services 5,093.0 $1.8M 0.36% +227.0 +4.7% $350.71 -6.7%
9 XOM Exxon Mobil Corp (xom) Energy 13,406.0 $1.6M 0.32% +171.0 +1.3% $120.34 +17.0%
10 AMZN Amazon.Com Inc (amzn) Consumer Cyclical 6,055.0 $1.4M 0.28% +128.0 +2.2% $230.82 +5.9%
11 PEP Pepsico Inc (pep) Consumer Defensive 8,717.0 $1.3M 0.25% +183.0 +2.1% $143.52 -1.0%
12 CAH Cardinal Health Inc (cah) Healthcare 4,426.0 $910K 0.18% +457.0 +11.5% $205.50 +7.9%
13 GOOGL Alphabet Inc-Cl A (googl) Communication Services 2,621.0 $820K 0.16% +74.0 +2.9% $313.00 +17.6%
14 JNJ Johnson & Johnson (jnj) Healthcare 3,670.0 $760K 0.15% +95.0 +2.7% $206.95 +10.4%
15 AVGO Broadcom Ltd (avgo) Technology 1,777.0 $615K 0.12% +28.0 +1.6% $346.10 +18.9%
16 WMB Williams Co (wmb) Energy 9,318.0 $560K 0.11% +60.0 +0.7% $60.11 +18.5%
17 CSCO Cisco Systems Inc (csco) Technology 7,266.0 $560K 0.11% +287.0 +4.1% $77.03 +55.2%
18 YUM YUM! Brands (yum) Consumer Cyclical 3,287.0 $497K 0.10% +64.0 +2.0% $151.28 +1.8%
19 HD Home Depot Inc (hd) Consumer Cyclical 1,347.0 $464K 0.09% +340.0 +33.8% $344.10 -2.9%
20 TSLA Tesla Inc (tsla) Consumer Cyclical 1,011.0 $455K 0.09% +30.0 +3.1% $449.72 -10.9%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 60.8%
Financial Services 15.3%
Healthcare 7.8%
Energy 7.3%
Basic Materials 2.3%
Industrials 1.9%
Communication Services 1.5%
Consumer Cyclical 1.4%
Consumer Defensive 1.0%
Real Estate 0.5%