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Cacti Asset Management, LLC
Joshua S. Pechter · Investment Advisor · Value
Cacti Asset Management, LLC is an independent SEC-registered investment advisory firm based in Atlanta, Georgia. Founded with a focus on providing personalized wealth management and discretionary portfolio services, the firm serves a diverse range of clients, including high-net-worth individuals, charitable organizations, and institutional investors. Cacti is known for its intensive, research-driven approach to the equity and fixed-income markets, often managing concentrated portfolios designed to optimize risk-adjusted returns. The firm's history is rooted in a commitment to fundamental analysis and disciplined asset allocation, which has guided its growth and the management of its primary investment vehicle, Cacti Partners LP.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +41.1% |
| YTD return | +31.8% |
| Sharpe ratio | 4.30 |
| Win rate | 69% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.cactipartners.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| STX | Seagate Technology PLC | 14.5% | +236.4% |
| GS | Goldman Sachs Group Inc | 13.3% | +14.7% |
| AAPL | Apple Inc | 9.8% | +29.2% |
| AXP | American Express Company | 8.2% | -7.3% |
| GLW | Corning Incorporated | 6.2% | +59.0% |
| CB | Chubb Ltd | 5.1% | +17.5% |
| MRK | Merck & Company Inc | 4.8% | +61.0% |
| BX | Blackstone Group Inc | 4.8% | -20.8% |
| J | Jacobs Solutions Inc. | 4.5% | -1.0% |
| JNJ | Johnson & Johnson | 3.8% | +39.5% |
| RTX | Raytheon Technologies Corp | 3.4% | +12.7% |
| DIS | Walt Disney Company | 3.1% | -5.3% |
| FOXA | Fox Corp Class A | 2.7% | +4.5% |
| BA | The Boeing Company | 2.7% | -8.3% |
| UPS | United Parcel Service Inc | 2.5% | +10.6% |
| CVS | CVS Health Corp | 2.4% | +10.5% |
| INTC | Intel Corporation | 2.2% | +73.4% |
| BNY | BlackRock New York Municipal Income Trust | 2.2% | +6.4% |
| ADP | Automatic Data Processing Inc | 2.1% | +1.2% |
| BDX | Becton Dickinson and Company | 1.7% | +15.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | BUY | J | 4.2% → 4.5% |
| Jul 20, 2026 | BUY | BDX | 0.0% → 1.7% |
| Jul 20, 2026 | SELL | INTC | 2.5% → 2.2% |
| Jul 20, 2026 | BUY | BA | 2.7% → 2.7% |
| Jul 20, 2026 | SELL | STX | 17.1% → 14.5% |
Investment Style Analysis
Cacti Asset Management, LLC is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Computer Hardware and Capital Markets sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Cacti Asset Management, LLC made a significant move by increasing exposure to J. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Cacti Asset Management is built on the principle of identifying high-quality common and preferred stocks that offer significant return potential relative to the risk of permanent capital loss. The firm employs a fundamental, bottom-up research process to uncover undervalued securities with strong balance sheets and sustainable competitive advantages. By maintaining a concentrated portfolio of its highest-conviction ideas, Cacti seeks to capture long-term growth while emphasizing capital preservation. Their strategy integrates a rigorous valuation framework with ongoing risk monitoring, ensuring that investments remain aligned with the dual objectives of capital appreciation and downside protection across various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Cacti Asset Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Cacti Asset Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Cacti Asset Management, LLC's largest holding?
As of the latest filing, Cacti Asset Management, LLC's top position is Seagate Technology PLC (STX), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Cacti Asset Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +41.1% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 4.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Cacti Asset Management, LLC primarily invest in?
Cacti Asset Management, LLC has a strong preference for the Computer Hardware sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Capital Markets, indicating a specific thematic focus.
Is Cacti Asset Management, LLC's portfolio concentrated or diversified?
Cacti Asset Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Cacti Asset Management, LLC performed in 2026?
Our AI-simulated model portfolio for Cacti Asset Management, LLC tracks a Year-to-Date (YTD) return of +31.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Joshua S. Pechter manage Cacti Asset Management, LLC directly?
Yes, Joshua S. Pechter serves as the key portfolio manager for Cacti Asset Management, LLC, overseeing the investment strategy and final capital allocation decisions.