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Portfolio (Quarterly) Guide ↗

AUGUSTINE ASSET MANAGEMENT INC

· CIK 0000778963
13F Portfolio $497M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 111 New
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG iShares Core MSCI EM (iemg) 4,984.0 $329K 0.07% NEW $65.92 +29.9%
82 SPG Simon Property Group Inc (spg) Real Estate 1,713.0 $321K 0.07% NEW $187.67 +12.6%
83 SHG Shinhan Finl Grp Ltd Sp Adr (s Financial Services 6,362.0 $320K 0.06% NEW $50.37 +32.3%
84 IUSG iShares Core S&P US Growth (iu 1,932.0 $318K 0.06% NEW $164.54 +14.7%
85 ABT Abbott Laboratories (abt) Healthcare 2,297.0 $308K 0.06% NEW $133.94 -34.0%
86 NEM Newmont Corp (nem) Basic Materials 3,626.0 $306K 0.06% NEW $84.31 +23.1%
87 KO Coca-Cola Co/The (ko) Consumer Defensive 4,603.0 $305K 0.06% NEW $66.32 +19.7%
88 SPSB SPDR Port Short Term Corp (sps 9,703.0 $294K 0.06% NEW $30.29 -1.1%
89 VZ Verizon Communications Inc (vz Communication Services 6,542.0 $288K 0.06% NEW $43.95 +4.3%
90 EFA Ishares Msci Eafe Index (efa) 3,073.0 $287K 0.06% NEW $93.37 +11.8%
91 IJR Ishares Core S&P Sm Cap (ijr) 2,408.0 $286K 0.06% NEW $118.83 +20.5%
92 DVY Ishares Select Div (dvy) 2,000.0 $284K 0.06% NEW $142.08 +7.9%
93 RF Regions Financial Corp (rf) Financial Services 10,758.0 $284K 0.06% NEW $26.37 +8.5%
94 FNF Fidelity National Financial (f Financial Services 4,460.0 $270K 0.05% NEW $60.49 -22.6%
95 UL Unilever Plc (ul) Consumer Defensive 4,320.0 $256K 0.05% NEW $59.28 -1.5%
96 Anglogold Ashanti Ltd (au) 3,494.0 $246K 0.05% NEW $70.33
97 INCY Incyte Corp (incy) Healthcare 2,878.0 $244K 0.05% NEW $84.81 +15.8%
98 FAF First American Financial Corp Financial Services 3,787.0 $243K 0.05% NEW $64.24 +6.8%
99 CQQQ Invesco ETF TR II China Tech ( 4,073.0 $240K 0.05% NEW $59.01 -6.7%
100 TFC Truist Financial Corp (tfc) Financial Services 5,128.0 $234K 0.05% NEW $45.72 +5.7%
Page 5 of 6  ·  111 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 62.4%
Financial Services 13.8%
Energy 8.3%
Healthcare 7.0%
Industrials 2.5%
Basic Materials 1.6%
Consumer Cyclical 1.4%
Communication Services 1.3%
Consumer Defensive 0.9%
Real Estate 0.5%