account_balance
Investment manager · 13F filer · SEC CIK 778963
Augustine Asset Management Inc
Reported value$464Mas of Sep 30, 2026
Positions128 9 new, 2 sold out
Top 10 weight57.5%APP alone is 16%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
APPAppLovin Corp
16.0%
AAPLApple Inc.
10.1%
KGSKodiak Gas Services, Inc.
7.0%
MSFTMicrosoft Corp
6.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.5%
AAAUGoldman Sachs Physical Gold ETF
3.4%
JPMJPMorgan Chase & Co
2.5%
SLViShares Silver Trust
2.3%
MRKMerck & Co., Inc.
2.2%
SHELShell PLC
2.2%
IBNIcici Bank Ltd
2.2%
MFGMizuho Financial Group Inc
1.9%
APPAppLovin Corp
16.0%
AAPLApple Inc.
10.1%
KGSKodiak Gas Services, Inc.
7.0%
MSFTMicrosoft Corp
6.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.5%
AAAU3.4%JPM2.5%SLV2.3%MRK2.2%SHELIBN2.2%MFG1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APP AppLovin Corp 16.0% HeldAAPL Apple Inc. 10.1% HeldKGS Kodiak Gas Services, Inc. 7.0% HeldMSFT Microsoft Corp 6.4% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 5.5% HeldAAAU Goldman Sachs Physical Gold ETF 3.4% HeldJPM JPMorgan Chase & Co 2.5% HeldSLV iShares Silver Trust 2.3% HeldMRK Merck & Co., Inc. 2.2% HeldSHEL Shell PLC 2.2% HeldIBN Icici Bank Ltd 2.2% HeldMFG Mizuho Financial Group Inc 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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