CACTI ASSET MANAGEMENT LLC

RIA/Wealth

CACTI ASSET MANAGEMENT LLC is a RIA/Wealth led by Joshua Steven Pechter, managing $1.5B across 72 long positions as of Q3 2025 with 33% Financial Services concentration and 64% concentrated in top 10 holdings.

CCOJoshua Steven Pechter

Portfolio Value: $1.5B
Positions: 72
Top Holding: GS at 8.96%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in CACTI ASSET MANAGEMENT LLC's portfolio (63.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$134.7M	8.96%	-$12.5M Sold	0.06% 167.9K shares	≤ Q2 2013 Held for 12y 5m+
2 American Express AXP	Financial - Credit Services Financial Services	$134.2M	8.92%	-$6.8M Sold	0.06% 392.8K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$130.9M	8.71%	-$6.8M Sold	0.00% 512.5K shares	≤ Q2 2013 Held for 12y 5m+
4 Seagate Technology Holdings PLC STX	Computer Hardware Technology	$117.4M	7.81%	-$4.0M Sold	0.25% 539.8K shares	Q3 2017 Held for 8y 2m
5 Blackstone BX	Asset Management Financial Services	$113.3M	7.54%	-$14.3M Sold	0.08% 646.4K shares	≤ Q2 2013 Held for 12y 5m+
6 Jacobs Solutions J	Engineering & Construction Industrials	$86.9M	5.78%	—	0.49% 587.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Chubb CB	Insurance - Property & Casualty Financial Services	$71.5M	4.75%	-$793.8K Sold	0.06% 254.6K shares	Q1 2016 Held for 9y 8m
8 Walt Disney DIS	Entertainment Communication Services	$61.8M	4.11%	—	0.03% 544.8K shares	≤ Q2 2013 Held for 12y 5m+
9 Corning GLW	Hardware, Equipment & Parts Technology	$57.2M	3.80%	-$4.4M Sold	0.08% 720.5K shares	≤ Q2 2013 Held for 12y 5m+
10 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$50.7M	3.37%	+$39.3K Bought	0.03% 644.8K shares	≤ Q2 2013 Held for 12y 5m+

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CACTI ASSET MANAGEMENT LLC's latest filing

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GthenC

Market Value

$1.5B

Prior: $1.4B

Q/Q Change

+8.34%

+$115.8M

Net Flows % of MV

-3.72%

Turnover Ratio

2.48%

New Purchases

0 stocks

Added To

10 stocks

+$14.8M

Sold Out Of

0 stocks

Reduced Holdings

27 stocks

-$70.7M

Increased Positions

Position	Shares Δ	Change
1 Estee Lauder Companies Inc. EL	+411.67%	10.0K → 51.2K +$3.6M
2 Intel INTC	+171.58%	146.6K → 398.3K +$8.9M
3 NVO Novo Nordisk NVO	+60.0%	10.0K → 16.0K +$333.7K
4 Nike NKE	+3.66%	306.8K → 318.1K +$777.3K
5 Uber Technologies UBER	+3.63%	199.9K → 207.1K +$713.8K

Decreased Positions

Position	Shares Δ	Change
1 Baxter International BAX	-91.06%	603.9K → 54.0K −$12.1M
2 U.S. Bancorp USB	-67.32%	64.7K → 21.1K −$2.2M
3 Lithium Americas LAC	-50.0%	10.0K → 5.0K −$31.7K
4 Invesco IVZ	-42.16%	333.0K → 192.6K −$3.2M
5 Exxon Mobil XOM	-31.53%	16.1K → 11.0K −$593.7K