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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 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AES AES Corp (aes) Utilities 14,726.0 $211K 0.04% -286.0 -1.9% $14.34 +3.4%
Page 2 of 2  ·  21 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 61.4%
Financial Services 15.4%
Healthcare 7.9%
Energy 7.4%
Basic Materials 2.4%
Industrials 1.9%
Consumer Cyclical 1.4%
Consumer Defensive 1.0%
Communication Services 0.6%
Real Estate 0.5%