AUGUSTINE ASSET MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 496.994 M 32.97 %

Average holding period

18 ans

Performance

$ 359.250 M 89 415.80 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AUGUSTINE ASSET MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 APP AppLovin Corp - Cl A (app) 38.70% 192.346 M $ 267690 2022/09/30 101.947 M $ 105.25 %
2025/09/30 AAPL Apple Inc (aapl) 7.07% 35.158 M $ 138073 2012/09/30 6.849 M $ 24.11 %
2025/09/30 MSFT Microsoft Corp (msft) 5.91% 29.377 M $ 56718 2012/09/30 1.167 M $ 4.13 %
2025/09/30 TSM Taiwan Semiconductor (tsm) 5.30% 26.362 M $ 94388 2014/09/30 5.053 M $ 23.31 %
2025/09/30 KGS Kodiak Gas Services, Inc. (kgs 4.53% 22.527 M $ 609333 2024/06/30 1.645 M $ 7.88 %
2025/09/30 AAAU Goldman Sachs Physical Gold (a 2.91% 14.452 M $ 379119 2022/09/30 2.094 M $ 16.65 %
2025/09/30 IBN Icici Bank (ibn) 2.25% 11.196 M $ 370374 2017/03/31 -1.273 M $ -10.14 %
2025/09/30 JPM Jpmorgan Chase & Co (jpm) 2.22% 11.025 M $ 34954 2012/09/30 897.027 K $ 8.80 %
2025/09/30 SLV Ishares Silver Trust(slv) 1.71% 8.476 M $ 200052 2020/09/30 1.938 M $ 29.14 %
2025/09/30 SHEL Shell PLC (shel) 1.50% 7.449 M $ 104140 2022/03/31 117.735 K $ 1.59 %
2025/09/30 MRK Merck & Co (mrk) 1.23% 6.130 M $ 73039 2012/09/30 350.237 K $ 6.03 %
2025/09/30 MUFG Mitsubishi UFJ ADR (mufg) 1.13% 5.594 M $ 350917 2021/06/30 787.744 K $ 16.18 %
2025/09/30 MFG Mizuho Financial Group, Inc. ( 1.10% 5.461 M $ 815067 2023/12/31 947.711 K $ 20.50 %
2025/09/30 GILD Gilead Sciences Inc (gild) 1.10% 5.452 M $ 49119 2017/09/30 6.408 K $ 0.12 %
2025/09/30 TTE TotalEnergies SE ADR (tte) 1.10% 5.452 M $ 91339 2019/12/31 -156.937 K $ -2.77 %
2025/09/30 ECL Ecolab Inc (ecl) 1.02% 5.071 M $ 18518 2012/09/30 82.707 K $ 1.64 %
2025/09/30 ASML Asml Holding Nv (asml) 0.95% 4.712 M $ 4867 2024/12/31 818.330 K $ 20.80 %
2025/09/30 SMFG Sumitomo Mit Adr Rep 1/5Th Of 0.89% 4.437 M $ 265068 2023/12/31 432.841 K $ 10.79 %
2025/09/30 CG The Carlyle Group Inc (cg) 0.78% 3.891 M $ 62056 2019/12/31 715.177 K $ 21.98 %
2025/09/30 BRK-B Berkshire Hathaway (brk/b) 0.75% 3.709 M $ 7378 2018/03/31 120.911 K $ 3.49 %
2025/09/30 MDT Medtronic Plc (mdt) 0.72% 3.598 M $ 37776 2015/03/31 308.217 K $ 9.26 %
2025/09/30 RDY Dr Reddys Labs (rdy) 0.70% 3.492 M $ 249753 2019/12/31 -263.762 K $ -6.99 %
2025/09/30 GPN Global Pymts (gpn) 0.67% 3.353 M $ 40356 2019/09/30 126.129 K $ 3.80 %
2025/09/30 GLD Spdr Gold Tr Spdr (gld) 0.61% 3.035 M $ 8539 2012/09/30 432.414 K $ 16.61 %
2025/09/30 RTX Raytheon Technologies (rtx) 0.58% 2.890 M $ 17273 2022/12/31 368.087 K $ 14.59 %
2025/09/30 MU Micron Technology Inc (mu) 0.57% 2.814 M $ 16820 2021/12/31 741.037 K $ 35.76 %
2025/09/30 UTHR United Therapeutics Corp (uthr 0.55% 2.720 M $ 6488 2025/06/30 696.484 K $ 45.89 %
2025/09/30 GOOG Alphabet Inc-Cl C (goog) 0.51% 2.534 M $ 10406 2023/03/31 673.641 K $ 37.30 %
2025/09/30 CSX Csx Corp (csx) 0.51% 2.524 M $ 71066 2017/06/30 208.059 K $ 8.83 %
2025/09/30 REGN Regeneron Pharmaceuticals (reg 0.51% 2.517 M $ 4477 2020/03/31 168.013 K $ 7.10 %
2025/09/30 NVDA Nvidia Corp (nvda) 0.46% 2.270 M $ 12165 2023/03/31 345.395 K $ 18.10 %
2025/09/30 AMGN Amgen Inc (amgn) 0.44% 2.204 M $ 7809 2022/12/31 23.277 K $ 1.07 %
2025/09/30 NKE Nike Inc -Cl B (nke) 0.44% 2.195 M $ 31483 2012/09/30 -41.392 K $ -1.84 %
2025/09/30 LMT Lockheed Martin (lmt) 0.43% 2.146 M $ 4299 2022/12/31 155.064 K $ 7.79 %
2025/09/30 SNY Sanofi-Aventis (sny) 0.43% 2.131 M $ 45158 2019/03/31 -86.016 K $ -2.30 %
2025/09/30 BX Blackstone Inc (bx) 0.40% 1.979 M $ 11583 2022/12/31 244.860 K $ 14.22 %
2025/09/30 FNV Franco Nevada Corp (fnv) 0.39% 1.962 M $ 8800 2020/03/31 519.112 K $ 35.99 %
2025/09/30 NVO Novo-Nordisk (nvo) 0.39% 1.922 M $ 34632 2024/12/31 -268.462 K $ -19.60 %
2025/09/30 LOW Lowes Cos (low) 0.34% 1.691 M $ 6728 2022/12/31 199.750 K $ 13.27 %
2025/09/30 V Visa Inc-Class A Shares (v) 0.33% 1.661 M $ 4866 2022/12/31 -66.203 K $ -3.85 %
2025/09/30 WMT Wal-Mart Stores Inc (wmt) 0.32% 1.570 M $ 15234 2021/12/31 80.018 K $ 5.40 %
2025/09/30 XOM Exxon Mobil Corp (xom) 0.30% 1.492 M $ 13235 2012/09/30 64.879 K $ 4.59 %
2025/09/30 CRM Salesforce.Com Inc (crm) 0.30% 1.481 M $ 6249 2022/12/31 -222.277 K $ -13.09 %
2025/09/30 BAC Bank Of America Corp (bac) 0.29% 1.464 M $ 28382 2017/12/31 123.215 K $ 9.02 %
2025/09/30 AMT American Tower Corp (amt) 0.29% 1.445 M $ 7516 2012/09/30 -205.492 K $ -12.99 %
2025/09/30 IWV iShares Russell 3000 ETF (iwv 0.28% 1.407 M $ 3714 2024/09/30 103.769 K $ 7.96 %
2025/09/30 AMZN Amazon.Com Inc (amzn) 0.26% 1.301 M $ 5927 2020/06/30 991.000 $ 0.08 %
2025/09/30 PEP Pepsico Inc (pep) 0.24% 1.199 M $ 8534 2024/06/30 71.055 K $ 6.36 %
2025/09/30 META Meta Platforms, Inc (meta) 0.24% 1.197 M $ 1630 2023/12/31 -5.579 K $ -0.50 %
2025/09/30 FXE Currency Shares Euro Tr (fxe) 0.24% 1.179 M $ 10881 2025/03/31 -4.570 K $ -0.39 %
2025/09/30 IAT iShares U.S. Regional Banks ET 0.21% 1.051 M $ 20000 2023/03/31 59.600 K $ 6.01 %
2025/09/30 MA Mastercard Inc - A (ma) 0.21% 1.026 M $ 1804 2022/12/31 12.338 K $ 1.22 %
2025/09/30 LLY Eli Lilly & Co (lly) 0.20% 971.299 K $ 1273 2023/09/30 -20.497 K $ -2.12 %
2025/09/30 FOX Fox Corporation 0.17% 864.048 K $ 15082 2022/12/31 85.205 K $ 10.96 %
2025/09/30 CHT Chunghwa Telecm (cht) 0.16% 770.286 K $ 17659 2013/03/31 -52.911 K $ -6.41 %
2025/09/30 AGG Ishares Core U.S, Aggregate (a 0.14% 706.662 K $ 7049 2024/09/30 7.401 K $ 1.06 %
2025/09/30 PSX Phillips 66 (psx) 0.14% 681.868 K $ 5013 2024/12/31 83.817 K $ 14.02 %
2025/09/30 JNJ Johnson & Johnson (jnj) 0.13% 662.877 K $ 3575 2020/03/31 116.043 K $ 21.39 %
2025/09/30 MPLX Mplx Lp 0.13% 653.346 K $ 13080 2023/12/31 -20.404 K $ -3.03 %
2025/09/30 CAH Cardinal Health Inc (cah) 0.13% 622.974 K $ 3969 2020/03/31 -45.771 K $ -6.57 %
2025/09/30 GOOGL Alphabet Inc-Cl A (googl) 0.12% 619.176 K $ 2547 2021/12/31 179.144 K $ 37.94 %
2025/09/30 U Unity Software Inc (u) 0.12% 602.682 K $ 15052 2024/12/31 238.423 K $ 65.45 %
2025/09/30 NRG NRG Energy Inc (nrg) 0.12% 595.652 K $ 3678 2023/06/30 5.067 K $ 0.85 %
2025/09/30 WMB Williams Co (wmb) 0.12% 586.494 K $ 9258 2018/06/30 5.390 K $ 0.86 %
2025/09/30 AVGO Broadcom Ltd (avgo) 0.12% 577.013 K $ 1749 2024/12/31 89.420 K $ 19.68 %
2025/09/30 IJH Ishares Core S&P Midcap etf (i 0.11% 522.733 K $ 8010 2022/12/31 25.952 K $ 5.22 %
2025/09/30 EMR Emerson Electric Co (emr) 0.10% 499.665 K $ 3809 2016/03/31 -8.374 K $ -1.61 %
2025/09/30 YUM YUM! Brands (yum) 0.10% 489.896 K $ 3223 2024/06/30 12.243 K $ 2.58 %
2025/09/30 IRM Iron Mountain Inc (irm) 0.10% 489.312 K $ 4800 2021/06/30 -3.053 K $ -0.61 %
2025/09/30 CSCO Cisco Systems Inc (csco) 0.10% 477.503 K $ 6979 2018/03/31 -6.623 K $ -1.38 %
2025/09/30 MO Altria Group Inc (mo) 0.09% 441.743 K $ 6687 2022/12/31 48.257 K $ 12.67 %
2025/09/30 TSLA Tesla Inc (tsla) 0.09% 436.270 K $ 981 2024/12/31 110.542 K $ 40.00 %
2025/09/30 IUSV iShares Core S&P US Value (ius 0.09% 434.583 K $ 4348 2023/03/31 23.179 K $ 5.62 %
2025/09/30 HD Home Depot Inc (hd) 0.08% 408.026 K $ 1007 2019/09/30 37.586 K $ 10.51 %
2025/09/30 TRMK Trustmark Corp (trmk) 0.08% 381.071 K $ 9623 2014/03/31 30.216 K $ 8.61 %
2025/09/30 PG Procter & Gamble Co/The (pg) 0.07% 363.536 K $ 2366 2024/12/31 -12.576 K $ -3.56 %
2025/09/30 BP BP Plc (bp) 0.07% 356.006 K $ 10331 2021/03/31 47.759 K $ 15.14 %
2025/09/30 OMAB Grupo Aeroportuario Cen ADR (o 0.07% 351.704 K $ 3386 2022/12/31 -5.532 K $ -1.55 %
2025/09/30 MPC Marathon Petroleum 0.07% 350.594 K $ 1819 2021/12/31 49.558 K $ 16.03 %
2025/09/30 BTI British American Tob (bti) 0.07% 348.152 K $ 6559 2019/09/30 38.484 K $ 12.15 %
2025/09/30 IEMG iShares Core MSCI EM (iemg) 0.07% 328.545 K $ 4984 2024/09/30 29.391 K $ 9.81 %
2025/09/30 SPG Simon Property Group Inc (spg) 0.06% 321.479 K $ 1713 2021/06/30 46.069 K $ 16.74 %
2025/09/30 SHG Shinhan Finl Grp Ltd Sp Adr (s 0.06% 320.454 K $ 6362 2023/12/31 33.086 K $ 11.49 %
2025/09/30 IUSG iShares Core S&P US Growth (iu 0.06% 317.891 K $ 1932 2024/06/30 27.346 K $ 9.40 %
2025/09/30 ABT Abbott Laboratories (abt) 0.06% 307.660 K $ 2297 2025/03/31 -4.688 K $ -1.52 %
2025/09/30 NEM Newmont Corp (nem) 0.06% 305.708 K $ 3626 2025/06/30 94.457 K $ 44.71 %
2025/09/30 KO Coca-Cola Co/The (ko) 0.06% 305.271 K $ 4603 2012/09/30 -20.262 K $ -6.26 %
2025/09/30 SPSB SPDR Port Short Term Corp (sps 0.06% 293.890 K $ 9703 2024/06/30 962.000 $ 0.33 %
2025/09/30 VZ Verizon Communications Inc (vz 0.06% 287.521 K $ 6542 2021/12/31 8.338 K $ 1.57 %
2025/09/30 EFA Ishares Msci Eafe Index (efa) 0.06% 286.926 K $ 3073 2024/09/30 12.230 K $ 4.45 %
2025/09/30 IJR Ishares Core S&P Sm Cap (ijr) 0.06% 286.143 K $ 2408 2022/12/31 22.981 K $ 8.73 %
2025/09/30 DVY Ishares Select Div (dvy) 0.06% 284.158 K $ 2000 2022/12/31 18.579 K $ 7.00 %
2025/09/30 RF Regions Financial Corp (rf) 0.06% 283.688 K $ 10758 2021/06/30 32.715 K $ 12.12 %
2025/09/30 FNF Fidelity National Financial (f 0.05% 269.785 K $ 4460 2021/09/30 20.236 K $ 7.90 %
2025/09/30 UL Unilever Plc (ul) 0.05% 256.090 K $ 4320 2020/12/31 -8.327 K $ -3.09 %
2025/09/30 AU Anglogold Ashanti Ltd (au) 0.05% 245.733 K $ 3494 2025/09/30 0.000 $ 0.00 %
2025/09/30 INCY Incyte Corp (incy) 0.05% 244.083 K $ 2878 2025/06/30 50.848 K $ 24.54 %
2025/09/30 FAF First American Financial Corp 0.05% 243.277 K $ 3787 2021/06/30 10.929 K $ 4.64 %
2025/09/30 CQQQ Invesco ETF TR II China Tech ( 0.05% 240.348 K $ 4073 2025/09/30 0.000 $ 0.00 %
2025/09/30 TFC Truist Financial Corp (tfc) 0.05% 234.452 K $ 5128 2019/12/31 14.245 K $ 6.35 %