Institutions / Cacti Asset Management LLC
Cacti Asset Management LLC
CIK 1452208 · Institution · as of Dec 31, 2025
Portfolio value
$1.66B
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| The Goldman Sachs Group, Inc. | $167.51M | 10.1% |
| Seagate Technologies | $149.20M | 9.0% |
| American Express Co | $146.57M | 8.8% |
| Apple Inc. | $138.56M | 8.4% |
| Blackstone Group L P | $99.52M | 6.0% |
| Chubb Ltd | $80.23M | 4.8% |
| Jacobs Engr Group Inc Del | $79.47M | 4.8% |
| Merck & Co., Inc. | $68.75M | 4.2% |
| Corning Inc /Ny | $62.91M | 3.8% |
| Walt Disney Co | $62.38M | 3.8% |
| RTX Corp | $56.28M | 3.4% |
| Fox Corp | $55.48M | 3.3% |
| Johnson & Johnson | $53.52M | 3.2% |
| The Boeing Company | $46.58M | 2.8% |
| Avnet Inc | $36.39M | 2.2% |
| United Parcel Service Inc | $36.04M | 2.2% |
| Becton Dickinson & Co | $35.19M | 2.1% |
| CVS HEALTH Corp | $31.85M | 1.9% |
| Bank of New York Mellon Corp/The | $27.43M | 1.7% |
| Amentum Holdings, Inc. | $25.75M | 1.6% |
| Ebay Inc | $20.73M | 1.3% |
| NIKE, Inc. | $19.87M | 1.2% |
| SPDR S&P 500 ETF Tr | $17.40M | 1.1% |
| Uber Technologies, Inc | $16.88M | 1.0% |
| Volkswagen AG | $14.75M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.