Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CACTI ASSET MANAGEMENT LLC (CIK 1452208) reported $1.99B across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STX ($316.4M, 15.87%), GS ($208.0M, 10.43%), GLW ($173.7M, 8.71%), AAPL ($146.5M, 7.34%), AXP ($132.1M, 6.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGIES | $316.4M | 15.87% | 327,925 | Trimmed |
| 2 | GS | GOLDMAN SACHS GROUP INC | $208.0M | 10.43% | 205,696 | Trimmed |
| 3 | GLW | CORNING INC | $173.7M | 8.71% | 680,192 | Trimmed |
| 4 | AAPL | APPLE INC COM | $146.5M | 7.34% | 506,134 | Hold |
| 5 | AXP | AMERICAN EXPRESS CO | $132.1M | 6.62% | 390,530 | Hold |
| 6 | CB | CHUBB LTD | $86.9M | 4.36% | 255,138 | Hold |
| 7 | MRK | MERCK & CO INC | $82.9M | 4.16% | 645,299 | Hold |
| 8 | BX | BLACKSTONE GROUP L P | $75.4M | 3.78% | 640,733 | Hold |
| 9 | J | JACOBS ENGR GROUP INC DEL | $74.0M | 3.71% | 587,472 | Hold |
| 10 | JNJ | JOHNSON & JOHNSON | $65.6M | 3.29% | 258,168 | Hold |
| 11 | RTX | RAYTHEON TECHNOLOGIES CORP | $56.9M | 2.86% | 300,136 | Hold |
| 12 | INTC | INTEL CORP | $55.1M | 2.76% | 394,669 | Trimmed |
| 13 | DIS | DISNEY WALT CO | $52.7M | 2.64% | 547,310 | Hold |
| 14 | BA | BOEING CO | $46.4M | 2.33% | 214,426 | Hold |
| 15 | CVS | CVS CAREMARK CORPORATION | $40.0M | 2.00% | 386,428 | Hold |
| 16 | UPS | UNITED PARCEL SERVICE INC | $38.9M | 1.95% | 361,570 | Hold |
| 17 | FOX | FOX CORPORATION | $38.7M | 1.94% | 826,766 | Hold |
| 18 | BK | BANK OF NEW YORK MELLON CORP | $33.8M | 1.69% | 233,515 | Hold |
| 19 | AVT | AUTOMATIC DATA PROCESSING IN | $31.4M | 1.57% | 140,162 | Hold |
| 20 | BDX | BECTON DICKINSON & CO | $27.3M | 1.37% | 180,296 | Hold |
| 21 | EBAY | EBAY INC. | $26.3M | 1.32% | 235,161 | Hold |
| 22 | SPY | SPDR S&P 500 ETF TR | $18.9M | 0.95% | 25,295 | Hold |
| 23 | AMTM | AMENTUM HLDGS INC | $18.2M | 0.91% | 881,692 | Hold |
| 24 | UBER | UBER TECHNOLOGIES INC | $17.4M | 0.87% | 240,684 | Added |
| 25 | NKE | NIKE INC CL B | $14.3M | 0.72% | 348,782 | Added |
Source: SEC Form 13F filings · as of 2026-06-30