Portfolio (Quarterly) Guide ↗

CACTI ASSET MANAGEMENT LLC

· CIK 0001452208

13F Portfolio $2.0B AUM 76 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 Added 9 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	SEALED AIR CORP	—	19,800	$833K	0.05%	SOLD
2	GLPG	GALAPAGOS NV SPONS ADR	Healthcare	1,000	$30K	0.00%	SOLD

Sector Allocation

Financial Services 34.2%

Technology 29.8%

Healthcare 15.9%

Industrials 11.1%

Communication Services 3.7%

Consumer Cyclical 3.6%

Consumer Defensive 1.1%

Utilities 0.4%

Energy 0.2%

Basic Materials 0.1%