CACTI ASSET MANAGEMENT LLC: 13F holdings
CIK 14522082026Q2
| Positions | 76 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-07-01 |
|---|
Change since last quarter
| Positions | 76 (-2 vs prior quarter) |
|---|
| Reported value | $2.0bn (+20.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SEAGATE TECHNOLOGIES | 327,925 | $316.4m | 15.9% |
| GS GOLDMAN SACHS GROUP INC | 205,696 | $208.0m | 10.4% |
| GLW CORNING INC | 680,192 | $173.7m | 8.7% |
| AAPL APPLE INC COM | 506,134 | $146.5m | 7.3% |
| AXP AMERICAN EXPRESS CO | 390,530 | $132.1m | 6.6% |
| CHUBB LTD | 255,138 | $86.9m | 4.4% |
| MRK MERCK & CO INC | 645,299 | $82.9m | 4.2% |
| BLACKSTONE GROUP L P | 640,733 | $75.4m | 3.8% |
| JACOBS ENGR GROUP INC DEL | 587,472 | $74.0m | 3.7% |
| JNJ JOHNSON & JOHNSON | 258,168 | $65.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1452208")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples