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A Checklist of Dividend Investing Mistakes
The Highest Yielding Dividend Aristocrats
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Investing is tough. But what if you could legally copy the moves of the best investors in the world?
That’s the power of 13-F filings.
These SEC-mandated reports let you peek into the portfolios of top investors each quarter. It’s like getting a free cheat sheet for investing success.
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Mohnish Pabrai put it best:
“I’m a shameless copycat. Everything in my life is cloned … I have no original ideas.”
With that in mind, let’s take a look at the stocks recently bought by legendary superinvestors in Q1 2026, grouped by the underlying themes that make their cash flows so attractive.
1. Cannibals
These companies use their free cash flow to shrink their share counts.
Every time they retire a share, your ownership stake gets a little bigger, and a little more valuable.
Fiserv (FISV)
How does the company make money?
Fiserv owns some of the important plumbing of the financial world. They provide core processing for banks and credit unions, as well as point of sale systems for businesses globally.
Why invest?
Fiserv provides the processing that banks use to maintain their deposit and loan accounts, and post daily transactions - that’s very sticky revenue with very high switching costs
After a CEO change and reset in expectations, the stock looks cheap
Management expects to return the business to growth in 2027
Fiserv has a history of consistently reducing the share count, and buybacks at this valuation are very attractive
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Roper Technologies (ROP)
How does the company make money?
Roper is a serial acquirer of Vertical Market Software and technology-enabled products across niche markets.
Why invest?
Roper is a Dividend Aristocrat with 32 years of dividend growth
It’s a very cash-generative business, with consistent FCF margins of 30%+
Fear that AI will disrupt Roper’s software business have driven the valuation down
Management is buying back shares like crazy, reducing the share count by 6% in just 6 months.
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Adobe (ADBE)
How does the company make money?
Adobe dominates the creative professional software market with its Creative Cloud suite (Photoshop, Illustrator, Premiere) and Acrobat document management systems.
Why invest?
Subscriptions are sticky, recurring revenue