CACTI ASSET MANAGEMENT LLC

Est. AUM

$1.65B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SEAGATE TECHNOLOGIES	COM	$202.0M	526005	12.24%	SOLE
2	GOLDMAN SACHS GROUP INC	COM	$175.2M	207046	10.62%	SOLE
3	APPLE INC COM	COM	$128.5M	506134	7.79%	SOLE
4	AMERICAN EXPRESS CO	COM	$118.1M	390530	7.16%	SOLE
5	CORNING INC	COM	$93.4M	687179	5.66%	SOLE
6	CHUBB LTD	COM	$83.2M	255138	5.04%	SOLE
7	MERCK & CO INC	COM	$77.6M	645299	4.70%	SOLE
8	JACOBS ENGR GROUP INC DEL	COM	$74.8M	587472	4.53%	SOLE
9	BLACKSTONE GROUP L P	COM UNIT LTD	$73.7M	640733	4.47%	SOLE
10	JOHNSON & JOHNSON	COM	$63.1M	258168	3.82%	SOLE
11	RAYTHEON TECHNOLOGIES CORP	COM	$57.9M	300136	3.51%	SOLE
12	DISNEY WALT CO	COM	$52.8M	547310	3.20%	SOLE
13	FOX CORPORATION	CL B COM	$43.9M	826766	2.66%	SOLE
14	BOEING CO	COM	$42.7M	214426	2.59%	SOLE
15	UNITED PARCEL SERVICE INC	CL B	$35.6M	361570	2.16%	SOLE
16	AUTOMATIC DATA PROCESSING IN	COM	$28.5M	140162	1.73%	SOLE
17	BECTON DICKINSON & CO	COM	$28.3M	180296	1.72%	SOLE
18	CVS CAREMARK CORPORATION	COM	$27.8M	386428	1.68%	SOLE
19	BANK OF NEW YORK MELLON CORP	COM	$27.7M	233515	1.68%	SOLE
20	AMENTUM HLDGS INC	COM	$23.0M	881692	1.39%	SOLE
21	EBAY INC.	COM	$21.4M	235161	1.30%	SOLE
22	INTEL CORP	COM	$17.6M	398269	1.07%	SOLE
23	NIKE INC CL B	COM	$17.1M	323966	1.04%	SOLE
24	SPDR S&P 500 ETF TR	TR UNIT	$16.4M	25295	1.00%	SOLE
25	UBER TECHNOLOGIES INC	COM	$15.1M	209449	0.91%	SOLE
26	VOLKSWAGEN AG	ORD SHARES	$10.6M	103644	0.64%	SOLE
27	GENUINE PARTS CO	COM	$9.3M	87484	0.56%	SOLE
28	LAUDER ESTEE COS INC	COM	$8.1M	112843	0.49%	SOLE
29	WATERS CORP.	COM	$7.4M	24857	0.45%	SOLE
30	VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF	ETF	$6.1M	77335	0.37%	SOLE
31	GE VERNOVA INC	COM	$4.4M	5020	0.27%	SOLE
32	INVESCO LTD ORD SHS	COM	$4.3M	175180	0.26%	SOLE
33	MICROSOFT CORP	COM	$4.0M	10930	0.25%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$3.3M	13600	0.20%	SOLE
35	VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK	ETF	$3.3M	42392	0.20%	SOLE
36	MORGAN STANLEY COM NEW	COM	$3.0M	18500	0.18%	SOLE
37	JPMORGAN CHASE &CO	COM	$3.0M	10060	0.18%	SOLE
38	VESTAS WIND SYSTEMS A/SUTD UK	UNSPONSORED ADR	$3.0M	296250	0.18%	SOLE
39	COCA COLA CO	COM	$2.8M	36600	0.17%	SOLE
40	GENERAL ELECTRIC CO	COM	$2.3M	8187	0.14%	SOLE
41	KKR & CO INC CL A	COM	$2.2M	24181	0.14%	SOLE
42	BRISTOL MYERS SQUIBB CO	COM	$2.2M	36450	0.13%	SOLE
43	PROCTER & GAMBLE CO	COM	$2.2M	15045	0.13%	SOLE
44	PFIZER INC COM	COM	$2.0M	69850	0.12%	SOLE
45	PEAPACK-GLADSTONE FINL CORP	COM	$1.9M	55000	0.12%	SOLE
46	EXXON MOBIL CORP	COM	$1.8M	10500	0.11%	SOLE
47	ALLIANCEBERNSTEIN HLDG LP	UNIT LTD PARTN	$1.7M	44850	0.10%	SOLE
48	FASTENAL CO	COM	$1.4M	29580	0.08%	SOLE
49	BROWN & BROWN INC	COM	$1.4M	21000	0.08%	SOLE
50	VANGUARD INDEX FDS S&P ETF SHS NEW	ETF	$1.2M	1970	0.07%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.