CACTI ASSET MANAGEMENT LLC Q2 2024 Filing

Filed July 1, 2024

Portfolio Value

$1.3B

Holdings

79

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (79 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
545,940$116.9T9213628.85%
2
BXUSDBLACKSTONE GROUP L P
894,874$111.1T8755335.41%
3
GSGOLDMAN SACHS GROUP INC
222,987$99.4T7838709.76%
4
AXPAMERICAN EXPRESS CO
428,186$97.8T7708993.72%
5
MRKMERCK & CO INC
645,298$83.8T6603452.42%
6
JECUSDJACOBS ENGR GROUP INC DEL
592,022$82.6T6507669.61%
7
CBCHUBB LTD
257,466$67.5T5317898.37%
8
STXSEAGATE TECHNOLOGIES
613,636$63.9T5035361.95%
9
DISDISNEY WALT CO
532,643$54.4T4289718.02%
10
UPSUNITED PARCEL SERVICE INC
365,468$49.6T3913039.07%
11
BDXBECTON DICKINSON & CO
178,771$41.3T3254358.29%
12
BABOEING CO
220,419$40.2T3171062.68%
13
JNJJOHNSON & JOHNSON
257,868$37.6T2963630.82%
14
GLWCORNING INC
879,557$33.9T2675518.16%
15
AVTAUTOMATIC DATA PROCESSING IN
139,751$33.2T2614097.55%
16
RTXRAYTHEON TECHNOLOGIES CORP
305,086$30.7T2419779.08%
17
VOLKSWAGEN AG
236,303$28.3T2234471.53%
18
FOXFOX CORPORATION
854,762$27.2T2140580.46%
19
CVSCVS CAREMARK CORPORATION
412,845$24.1T1899203.23%
20
BAXBAXTER INTL INC
496,613$16.6T1312173.40%
21
BKBANK OF NEW YORK MELLON CORP
233,565$13.9T1096189.71%
22
SPYSPDR S&P 500 ETF TR
24,795$13.5T1067874.17%
23
EBAEBAY INC.
245,652$13.0T1027246.89%
24
GPCGENUINE PARTS CO
74,234$10.2T804004.99%
25
GMGENERAL MOTORS CO
184,260$8.4T662025.21%
26
MSFTMICROSOFT CORP
11,630$5.3T415148.30%
27
IVZINVESCO LTD ORD SHS
326,281$4.8T381933.17%
28
KKRKKR & CO INC CL A
41,630$4.4T347382.11%
29
OTISOTIS WORLDWIDE CORP
38,404$3.7T290614.20%
30
USBUS BANCORP DEL
72,335$2.9T226250.38%
31
CARRCARRIER GLOBAL CORP
43,490$2.7T216761.31%
32
IBMINTERNATIONAL BUSINESS MACHS
15,600$2.7T210091.61%
33
PGPROCTER & GAMBLE CO
15,345$2.6T201540.89%
34
SLVISHARES SILVER TR ISHARES
88,600$2.3T184726.21%
35
VWDRYVESTAS WIND SYSTEMS A/SUTD UK
296,250$2.3T184715.81%
36
KOCOCA COLA CO
36,600$2.3T184382.22%
37
JPMJPMORGAN CHASE &CO
11,110$2.2T174424.37%
38
INTCINTEL CORP
71,100$2.2T171442.39%
39
DWDMORGAN STANLEY COM NEW
22,000$2.1T166081.52%
40
XOMEXXON MOBIL CORP
18,065$2.1T163616.55%
41
PFEPFIZER INC COM
69,850$1.9T153066.57%
42
BROBROWN & BROWN INC
21,000$1.9T149245.87%
43
GEGENERAL ELECTRIC CO
9,687$1.6T122555.73%
44
BMYBRISTOL MYERS SQUIBB CO
36,450$1.5T119266.79%
45
ABALLIANCEBERNSTEIN HLDG LP
44,850$1.5T118434.00%
46
NVONOVO NORDISK
10,000$1.4T113895.59%
47
HALHALLIBURTON CORP
40,000$1.3T105973.59%
48
PGCPEAPACK-GLADSTONE FINL CORP
55,000$1.2T93992.04%
49
KDKYNDRYL HLDGS INC
45,160$1.2T92732.25%
50
7HPHP INC.
30,000$1.0T82081.45%
51
METAMETA PLATFORMS INC
2,000$1.0T81909.61%
52
GEVGE VERNOVA INC
5,833$1.0T81052.06%
53
IFFINTERNATIONAL FLAVORS&FRAGRA
10,000$957.2B75452.18%
54
FASTFASTENAL CO
14,790$936.7B73832.39%
55
LLYLILLY ELI & CO
1,000$909.0B71655.93%
56
SEESEALED AIR CORP
22,300$784.5B61840.05%
57
FMSFRESENIUS MED CARE AKTIENGESELLSCHAFT
34,000$651.8B51377.17%
58
HPEHEWLETT PACKARD ENTERPRISE
30,000$631.2B49754.93%
59
LINDLINDBALD EXPEDITIONS HLDGS INC
41,500$393.0B30978.99%
60
HDHOME DEPOT INC
1,100$375.6B29610.10%
61
CSCOCISCO SYS INC
6,000$284.7B22441.74%
62
IDXXIDEXX LABS INC
500$247.0B19468.43%
63
FFORD MTR CO DEL
20,000$244.6B19280.82%
64
MOVMOVADO GROUP INC
10,000$244.3B19257.18%
65
TJXTJX COS. INC.
2,000$221.1B17428.41%
66
GEHCGE HEALTHCARE INC
2,666$210.1B16564.01%
67
TAT&T INC
10,000$187.5B14779.86%
68
TEVATEVA PHARMACEUTICAL IND.
10,000$162.6B12817.10%
69
WATWATERS CORP.
500$143.2B11290.63%
70
MAMASTERCARD INC. CL A.
300$132.8B10470.05%
71
BRREBLUE RIDGE REAL ESTATE CO.
10,000$86.0B6779.03%
72
OGNORGANON & CO
3,985$82.1B6467.75%
73
TECH PRECISION CORP
22,188$81.9B6453.79%
74
UBSUBS GROUP AG
2,001$58.9B4646.71%
75
MCDERMOTT INTL LTD
150,000$43.5B3428.93%
76
GLPGGALAPAGOS NV SPONS ADR
1,000$25.1B1981.68%
77
WBDWARNER BROS DISCOVERY INC
2,419$17.8B1401.53%
78
PGENPRECIGEN INCS
7,500$11.3B892.70%
79
HISCOX LTD SHSISIN#BMG4593F1041
282$4.1B320.51%