Market volatility gave us a clean entry point across 9 top-tier companies. We are adding to 4 existing holdings while opening new positions in 5 leaders we’ve long admired—starting small, as we always do, with room to add as each proves itself. All are backed by durable moats, proven pricing power, and improved valuation entry points.
Expanding 4 Existing Holdings:
- Microsoft (MSFT) & Amazon (AMZN): Adding to our foundational cloud and AI holdings, both trading below their recent highs.
- Meta Platforms (META): Adding to a high-margin advertising business with massive free cash flow.
- Tyler Technologies (TYL): Scaling into the premier gov-tech SaaS leader as public-sector software migrations accelerate.
5 Brand-New Portfolio Additions:
- Caterpillar (CAT): Global heavy-machinery titan benefiting from long-term mega-project backlogs and infrastructure upgrades.
- Waste Management (WM): An ultra-defensive business with recession-resistant cash flow and inflation-beating pricing power.
- Otis Worldwide (OTIS): High-margin elevator and escalator leader with predictable, recurring maintenance contracts.
- BWX Technologies (BWXT): Crucial defense and nuclear player powering the US Navy and expanding commercial nuclear capacity.
- Reddit (RDDT): Fast-growing ad and data-licensing platform added as a high-upside growth allocation following its pullback from recent highs.
Bottom Line: We’re using price pullbacks to lock in durable, long-term quality across enterprise tech, infrastructure, defensive cash flows, and high-growth verticals—all bought below their highs, in starter size, inside our high-conviction Industrial Tech framework for long-term growth.
Learn more about Investable Wealth LLC at: About the Firm
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