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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX Boston Scientific Corp (bsx) Healthcare 2,457.0 $234K 0.05% NEW $95.35 -52.5%
102 PAAS Pan American Silver Corp (paas Basic Materials 4,500.0 $233K 0.05% NEW $51.81 -5.4%
103 FAF First American Financial Corp Financial Services 3,734.0 $229K 0.05% -53.0 -1.4% $61.44 +11.7%
104 AIVL WisdomTree US AI Enhanced Valu 1,987.0 $228K 0.05% $114.99 +12.2%
105 IEUR iShares Core MSCI Eur (ieur) 3,167.0 $225K 0.04% -31.0 -1.0% $70.98 +5.2%
106 SDY SPDR S&P Dividend (sdy) 1,562.0 $217K 0.04% $139.13 +8.2%
107 USB US Bancorp (usb) Financial Services 4,054.0 $216K 0.04% NEW $53.36 +9.0%
108 CQQQ Invesco ETF TR II China Tech ( 4,073.0 $212K 0.04% $52.00 +5.9%
109 AES AES Corp (aes) Utilities 14,726.0 $211K 0.04% -286.0 -1.9% $14.34 +2.0%
110 SYK Stryker Corp (syk) Healthcare 598.0 $210K 0.04% NEW $351.47 -12.4%
111 SMA SmartStop Self Storage REIT, I Real Estate 6,512.0 $201K 0.04% NEW $30.94 +5.6%
112 WIT Wipro Ltd-ADR (wit) Technology 59,707.0 $170K 0.03% $2.84 -12.7%
113 Petroleo Brasil-Sp Pref ADR (p 14,511.0 $164K 0.03% NEW $11.27
Page 6 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%