CACTI ASSET MANAGEMENT LLC – Q2 2026 PF Holdings AUM: $1.72B INCREASED Top-25: #UBER #NKE #EL #GPC #BSV #MSFT NO-CHANGE Top-25: #AAPL #AXP #CB #MRK #J #JNJ #DIS #RTX #BA #FOX #UPS #CVS #BNY #BDX #EBAY #AMTM #SPY #AVT #WAT #GEV #IVZ #VXUS #IBM #JPM #KO REDUCED Top-25: #STX #GS #GLW #INTC #MS #PGC #XOM #META #LIND SOLD-OFF Top-15: #LKFT #SEE Negative Returns (YTD): #LKFT:-9% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis