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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 TTE TotalEnergies SE ADR (tte) Energy 91,339 $5.5M 1.10% SOLD
2 GPN Global Pymts (gpn) Industrials 40,356 $3.4M 0.68% SOLD
3 FXE Currency Shares Euro Tr (fxe) Financial Services 10,881 $1.2M 0.24% SOLD
4 ABT Abbott Laboratories (abt) Healthcare 2,297 $308K 0.06% SOLD
5 INCY Incyte Corp (incy) Healthcare 2,878 $244K 0.05% SOLD
6 RPRX Royalty Pharma PLC (rprx ) Healthcare 6,450 $228K 0.05% SOLD
7 JAZZ Jazz Pharmaceuticals (jazz) Healthcare 1,591 $210K 0.04% SOLD
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%