account_balance
Investment manager · 13F filer · SEC CIK 1452208
Cacti Asset Management LLC
Reported value$1.89Bas of Sep 30, 2026
Positions79 3 new, 0 sold out
Top 10 weight65.2%Seagate Technologies alone is 13%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Seagate Technologies
13.1%Trimmed −17%
GSGoldman Sachs Group Inc
9.9%
AAPLApple Inc.
8.7%
AXPAmerican Express Co
6.3%
GLWCorning Inc
5.9%Added +3%
MRKMerck & Co., Inc.
5.1%
CBChubb Ltd
4.5%
JNJJohnson & Johnson
3.6%
DISWalt Disney Co
3.0%
RTXRTX Corp
3.0%
Seagate Technologies
GSGoldman Sachs Group Inc
9.9%
AAPLApple Inc.
8.7%
AXPAmerican Express Co
6.3%
GLWCorning Inc
5.9%+3%
MRKMerck & Co., Inc.
5.1%
CBChubb Ltd
4.5%
JNJ3.6%DIS3.0%RTX3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Seagate Technologies 13.1% Trimmed −17%
GS Goldman Sachs Group Inc 9.9% HeldAAPL Apple Inc. 8.7% HeldAXP American Express Co 6.3% HeldGLW Corning Inc 5.9% Added +3%MRK Merck & Co., Inc. 5.1% HeldCB Chubb Ltd 4.5% HeldJacobs Engr Group Inc 4.2% Held
Blackstone Group L P 3.9% Held
JNJ Johnson & Johnson 3.6% HeldDIS Walt Disney Co 3.0% HeldRTX RTX Corp 3.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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