Executive Buying Newsletter August 3, 2026

Please see the updated list:

AMGN (Amgen Inc.) Amgen has delivered solid results with Q1 earnings that beat expectations and raised full-year guidance, supported by steady demand for key products. Shares have performed well year-to-date, though recent attention has focused on a disclosed cybersecurity incident involving patient data and upcoming quarterly results. Pipeline progress, including advances in the MariTide obesity program, continues to underpin the longer-term outlook for the biotech leader.

BRK.B (Berkshire Hathaway Inc. Class B) Berkshire Hathaway under CEO Greg Abel has been active with capital deployment, including the completed acquisition of Taylor Morrison and notable increases in holdings such as Alphabet. The company maintains a substantial cash position near record levels, providing flexibility for buybacks or further acquisitions. Shares have approached multi-month highs amid ongoing portfolio adjustments and investor focus on the conglomerate’s disciplined approach.

COST (Costco Wholesale Corporation) Costco continues to post consistent growth, with strong comparable sales and digitally enabled sales momentum in recent quarterly results. Net sales and earnings have expanded solidly year-over-year, reflecting the strength of its membership model and value proposition. The stock trades at a premium valuation reflective of its reliable execution and macro volatility.

CVX (Chevron Corporation) Chevron reported strong second-quarter results with adjusted earnings and revenue that surpassed expectations, driven by solid production, refining throughput, and robust free cash flow. Management emphasized cost discipline and new energy initiatives, including a significant long-term power supply agreement. Recent commentary on industry profits and oil price dynamics has added near-term volatility, but operational strength remains a key highlight.

IBIT (iShares Bitcoin Trust ETF) The iShares Bitcoin Trust remains the leading spot Bitcoin ETF by assets, offering straightforward exposure to Bitcoin’s price performance. Flows have shown periods of both outflows and modest inflows amid broader crypto market fluctuations in 2026. The product continues to serve as a primary institutional vehicle for Bitcoin exposure, with performance closely tracking the underlying digital asset.

JPM (JPMorgan Chase & Co.) JPMorgan posted a record quarterly profit, fueled by strong markets revenue, investment banking fees, and solid net interest income. The bank authorized a substantial new share repurchase program and increased its dividend, while also outlining a major multi-year housing finance initiative. These developments underscore its fortress balance sheet and diversified earnings power.

MSFT (Microsoft Corporation) Microsoft delivered impressive fiscal fourth-quarter results, with revenue and earnings beating expectations, driven by accelerating Azure growth that surpassed $100 billion annually and strong Copilot adoption. The company guided to remaining free cash flow positive amid ongoing AI infrastructure investments. Shares surged following the report as investors regained confidence in the cloud and AI growth trajectory.

NVDA (NVIDIA Corporation) NVIDIA remains central to the AI infrastructure buildout, with data center sales dominating revenue. Investors are focused on the upcoming earnings report expected to show substantial year-over-year growth in revenue and profits. The stock has experienced periods of consolidation in 2026, with attention on next-generation architectures and sustained demand for AI computing.

This newsletter is for informational purposes only and does not constitute investment advice. Always conduct your own due diligence. Dominick Manaro, Executive Buying Capital