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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG iShares Core MSCI EM (iemg) 4,956.0 $333K 0.07% -28.0 -0.6% $67.22 +27.4%
82 SPSB SPDR Port Short Term Corp (sps 10,887.0 $329K 0.07% +1K +12.2% $30.20 -0.8%
83 KO Coca-Cola Co/The (ko) Consumer Defensive 4,631.0 $324K 0.07% +28.0 +0.6% $69.91 +13.6%
84 IUSG iShares Core S&P US Growth (iu 1,913.0 $321K 0.06% -19.0 -1.0% $167.94 +12.3%
85 RF Regions Financial Corp (rf) Financial Services 11,780.0 $319K 0.06% +1K +9.5% $27.10 +5.6%
86 MPC Marathon Petroleum Energy 1,853.0 $301K 0.06% +34.0 +1.9% $162.63 +49.4%
87 Anglogold Ashanti Ltd (au) 3,530.0 $301K 0.06% +36.0 +1.0% $85.28
88 B Barrick Mining Corp (b) Basic Materials 6,900.0 $300K 0.06% $43.55 -7.4%
89 EFA Ishares Msci Eafe Index (efa) 3,073.0 $295K 0.06% $96.03 +8.7%
90 SPG Simon Property Group Inc (spg) Real Estate 1,583.0 $293K 0.06% -130.0 -7.6% $185.11 +14.2%
91 IJR Ishares Core S&P Sm Cap (ijr) 2,397.0 $288K 0.06% $120.18 +19.2%
92 DVY Ishares Select Div (dvy) 2,000.0 $282K 0.06% $141.12 +8.6%
93 VZ Verizon Communications Inc (vz Communication Services 6,534.0 $266K 0.05% $40.73 +12.5%
94 CALY TopGolf Callaway (modg) Consumer Cyclical 22,053.0 $257K 0.05% +210.0 +1.0% $11.67 +56.1%
95 TFC Truist Financial Corp (tfc) Financial Services 5,112.0 $252K 0.05% $49.21 -1.8%
96 IGIB iShares 5-10Y Inv Gr Corp (igi 4,650.0 $251K 0.05% NEW $53.88 -1.5%
97 UL Unilever Plc (ul) Consumer Defensive 3,820.0 $250K 0.05% -500.0 -11.6% $65.40 -10.7%
98 WPM Wheaton Precious Metals (wpm) Basic Materials 2,075.0 $244K 0.05% $117.52 +7.1%
99 FNF Fidelity National Financial (f Financial Services 4,446.0 $243K 0.05% $54.59 -14.2%
100 INTC Intel Corp (intc) Technology 6,556.0 $242K 0.05% +143.0 +2.2% $36.90 +263.1%
Page 5 of 6  ·  113 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%