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Joshua S. Pechter

@Cacti Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$1.332BTotal holdings75
Assets growth rate-0.82%Assets growth rate (2-Q avg)2.53%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cacti Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Cacti Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.332B in assets, with a quarterly growth rate of -0.82% and a 2-quarter average growth rate of 2.53%. The portfolio is managed by Joshua S. Pechter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBMInternational Business Machs
Recent Activity
Decreased -6.41%
0.25%
$3.216M
14,600 shares@ $220.25 avg price
CARRCarrier Global Corp
Recent Activity
Decreased -4.02%
0.22%
$2.848M
41,740 shares@ $68.23 avg price
MSMorgan Stanley Com New
Recent Activity
Decreased -2.27%
0.21%
$2.704M
21,500 shares@ $125.75 avg price
JPMJpmorgan Chase &co
Recent Activity
Decreased -1.8%
0.2%
$2.611M
10,910 shares@ $239.32 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -1.95%
0.19%
$2.514M
15,045 shares@ $167.09 avg price
INTCIntel Corp
Recent Activity
Increased 6.03%
0.19%
$2.44M
123,100 shares@ $19.82 avg price
SLVIshares Silver Tr Ishares
Recent Activity
0.18%
$2.342M
88,600 shares@ $26.43 avg price
KOCoca Cola Co
Recent Activity
0.18%
$2.27M
36,600 shares@ $62.03 avg price
BROBrown & Brown Inc
Recent Activity
0.17%
$2.142M
21,000 shares@ $101.99 avg price
BMYBristol Myers Squibb Co
Recent Activity
0.16%
$2.043M
36,450 shares@ $56.06 avg price