CACTI ASSET MANAGEMENT LLC 13F Holdings
CIK 0001452208 · ATLANTA, GA
As of Sep 30, 2025, CACTI ASSET MANAGEMENT LLC reported 76 positions worth
CIK 0001452208 · ATLANTA, GA
As of Sep 30, 2025, CACTI ASSET MANAGEMENT LLC reported 76 positions worth
.5B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 167,881 | 34.7M | 8.87% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 392,781 | 34.2M | 8.84% |
| APPLE INC | AAPL | Technology | 512,536 | 30.9M | 8.62% |
| Seagate Technology Holdings PL | STX | Technology | 539,758 | 17.4M | 7.73% |
| The Blackstone Group Inc. | BX | Financial Services | 646,353 | 13.3M | 7.46% |
| JACOBS ENGR GROUP INC | J | Industrials | 587,472 | $86.9M | 5.72% |
| CHUBB LTD | CB | Financial Services | 254,638 | $71.5M | 4.71% |
| WALT DISNEY CO | DIS | Communication Services | 544,813 | $61.8M | 4.07% |
| CORNING INC | GLW | Technology | 720,532 | $57.2M | 3.76% |
| MERCK & CO INC | MRK | Healthcare | 644,798 | $50.7M | 3.34% |
| RTX CORP | RTX | Equity | 305,186 | $49.9M | 3.28% |
| BOEING CO | BA | Industrials | 214,426 | $47.4M | 3.12% |
| FOX CORP | FOX | Communication Services | 852,992 | $47.2M | 3.11% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 257,868 | $46.3M | 3.05% |
| AVNET INC | AVT | Technology | 140,451 | $40.9M | 2.70% |
| BECTON DICKINSON & CO | BDX | Healthcare | 180,296 | $33.3M | 2.19% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 370,070 | $31.0M | 2.04% |
| CVS HEALTH CORP | CVS | Healthcare | 398,293 | $30.2M | 1.99% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 233,515 | $25.6M | 1.68% |
| NIKE INC | NKE | Consumer Cyclical | 318,054 | $22.0M | 1.45% |
| EBAY INC | EBAY | Consumer Cyclical | 239,837 | $21.9M | 1.44% |
| UBER TECHNOLOGIES INC | UBER | Technology | 207,101 | $20.4M | 1.34% |
| AMENTUM HOLDINGS INC | AMTM | Industrials | 857,092 | 9.3M | 1.27% |
| SPDR S&P 500 ETF TRUST | SPY | — | 25,295 | 6.7M | 1.10% |
| INTEL CORP | INTC | Technology | 398,269 | 4.1M | 0.93% |