Analyzing Cacti Asset Management's Q4 2022 vs. Q1 2023 13F Holdings Comparison: Changes in Holdings and Implications.

Investment management is a tricky business that requires precise analysis and insight. Cacti Asset Management is a firm that specializes in maintaining a diverse portfolio, adjusted for various market conditions. The company is publicly traded, and as such, its quarterly filings are made public. In this article, we will delve into one such filing: Cacti Asset Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison. We will examine the various changes in holdings of the fund and their implications.

From the CSV, it's evident that the fund took a 26.3% stake in Apple Inc. (AAPL) in Q4 2022, with a total value of $76,196,000. However, the stake fell by 0.5% to 583,642 shares in Q1 2023. Notably, the total value of the stake rose by 26.3% to $96,242,000 in Q1 2023. The change in Apple's holding indicates the fund's confidence in the company's future growth potential, but the slight decrease could also signify a shift in strategy.

The next largest holding in Q4 2022 was American Express Co. (AXP), where the fund held a 9.5% stake worth $70,262,000. This stake remained unchanged in Q1 2023, with the same number of shares and the same value. American Express is a recognized brand that generates substantial profits, making it a great asset for a portfolio.

Blackstone Group L P (BX) was the third-largest holding in Q4 2022, with an 11.4% stake worth $64,638,000. The fund increased its stake in Blackstone Group L P by 18.4% to $76,530,000 in Q1 2023. This stake reflects the fund's trust in Blackstone as a lucrative investment.

United Parcel Service Inc. (UPS) was a Q4 2022 holding, likely due to the holiday season, with the fund holding 3.6% of the stake, worth $67,313,000. The fund then increased its stake by 11.7% in Q1 2023 to $75,183,000, signaling long-term potential.

Jacobs Engr Group Inc Del (J) was the fifth-largest holding in Q4 2022. The fund held a 8.9% stake worth $75,037,000. However, it reduced its stake to 8.3% in Q1 2023 at a value of $73,437,000. While not a significant drop, the decision to reduce holdings could indicate a change in strategy.

In Merck & Co Inc (MRK), the sixth-largest holding in Q4 2022, the fund held a 7.3% stake worth $73,170,000. However, the fund decreased its stake to 7.0% in Q1 2023, with a value of $70,163,000. Merck is a large pharmaceutical company, and the decision to decrease stakes could indicate the fund's expectation of limitations in the pharmaceutical industry in the coming months.

Goldman Sachs Group Inc (GS) was the seventh-largest holding in Q4 2022. The fund held a 5.2% stake worth $68,926,000. However, the fund decreased its stake to 4.5% in Q1 2023, valued at $64,181,000. The decrease in Goldman Sachs's holding could indicate the fund's skepticism about the firm's future performance.

The eighth-largest holding in Q4 2022 was Chubb Limited (CB), with a 5.1% stake worth $60,785,000. However, the fund decreased its stake to 4.4% in Q1 2023, with a value of $53,505,000. The decrease in the holding could be due to the company's recent poor performance.

Despite the previous decrease of stakes, the fund increased its stake in Walt Disney Co (DIS). From holding 1.6% worth $42,471,000 in Q4 2022, the fund increased to a 2.0% stake worth $49,725,000 in Q1 2023. This increase in stake could indicate the fund's confidence in Disney's future.

CVS Caremark Corporation (CVS) was the tenth-largest holding in Q4 2022. The fund held 4.9% worth $46,502,000, decreasing to 2.9% worth $37,118,000 in Q1 2023. This decrease in the holding could indicate the fund's skepticism about the company's growth prospects.

In conclusion, we have examined in detail the changes in holdings of Cacti Asset Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison. While the fund increased its stakes in some companies, it decreased its stakes in others, indicating a shift in strategy or expectations. However, it's difficult to predict the fund's actions, as various factors could influence the company's next move.