Augustine Asset Management Inc has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $354 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $96.9M, Apple Inc. with a value of $28.4M, Microsoft Corp with a value of $28.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $21.7M, and Goldman Sachs Physical Gold ETF with a value of $12.6M.
Examining the 13F form we can see an increase of $33.9M in the current position value, from $320M to 354M.
Below you can find more details about Augustine Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$354 Million
Technology: $187 Million
Financial Services: $50.3 Million
Healthcare: $32.5 Million
ETFs: $29.2 Million
Energy: $17.9 Million
Industrials: $11.1 Million
Basic Materials: $6.69 Million
Consumer Cyclical: $6.47 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
