Augustine Asset Management Inc.
Augustine Asset Management Inc, headquartered in Jacksonville, Florida, is a fee-only wealth management and investment advisory firm founded in 1985. The firm provides customized global investment management for wealthy families and institutions, focusing on diligent and prudent portfolio growth. With fewer than 25 employees, Augustine emphasizes a fiduciary, client-focused approach and transparent fee structure.
Investment Strategy
Augustine Asset Management employs a customized, global approach to investment management across the full range of global capital markets. The firm tailors portfolios to client objectives and needs, emphasizes diligent and prudent growth, and utilizes its ensemble expertise to provide ethical stewardship. Operating strictly as a fiduciary and fee-only advisor, Augustine does not accept commissions or marketing fees and seeks to deliver transparent, lower-cost investment solutions for each client.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APP | AppLovin Corp - Cl A (app) | 38.70% | $192.3M | 267,690 | $13.81 | $718.54 | +$95.5M |
A AAPL | Apple Inc (aapl) | 7.07% | $35.2M | 138,073 | $58.37 | $254.63 | +$6.7M |
M MSFT | Microsoft Corp (msft) | 5.91% | $29.4M | 56,718 | $107.76 | $517.95 | +$1.1M |
T TSM | Taiwan Semiconductor (tsm) | 5.30% | $26.4M | 94,388 | $31.45 | $279.29 | +$4.7M |
K KGS | Kodiak Gas Services, Inc. (kgs | 4.53% | $22.5M | 609,333 | $40.09 | $36.97 | +$1.6M |