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MANAGER DIRECTED PORTFOLIOS (SWP) Earnings Call Transcripts

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Apple Inc. logoSWPJul 28, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Microsoft Corporation logoSWPJul 27, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Alphabet Inc. logoSWPJul 26, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Amazon.com, Inc. logoSWPJul 25, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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NVIDIA Corporation logoSWPJul 24, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Tesla, Inc. logoSWPJul 23, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Meta Platforms, Inc. logoSWPJul 22, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Netflix, Inc. logoSWPJul 21, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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JPMorgan Chase & Co. logoSWPJul 20, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Bank of America Corporation logoSWPJul 19, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Visa Inc. logoSWPJul 18, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Mastercard Incorporated logoSWPJul 17, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Home Depot, Inc. logoSWPJul 16, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Walmart Inc. logoSWPJul 15, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Costco Wholesale Corporation logoSWPJul 14, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Procter & Gamble Company logoSWPJul 13, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Coca-Cola Company logoSWPJul 12, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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PepsiCo, Inc. logoSWPJul 11, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Exxon Mobil Corporation logoSWPJul 10, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Chevron Corporation logoSWPJul 9, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Pfizer Inc. logoSWPJul 8, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Johnson & Johnson logoSWPJul 7, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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UnitedHealth Group Incorporated logoSWPJul 6, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Salesforce, Inc. logoSWPJul 5, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Advanced Micro Devices, Inc. logoSWPJul 4, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Intel Corporation logoSWPJul 3, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Oracle Corporation logoSWPJul 2, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Adobe Inc. logoSWPJul 1, 2026

Q3 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Cisco Systems, Inc. logoSWPJun 30, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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International Business Machines Corporation logoSWPJun 29, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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AT&T Inc. logoSWPJun 28, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Verizon Communications Inc. logoSWPJun 27, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Walt Disney Company logoSWPJun 26, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Apple Inc. logoSWPJun 25, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Microsoft Corporation logoSWPJun 24, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Alphabet Inc. logoSWPJun 23, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Amazon.com, Inc. logoSWPJun 22, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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NVIDIA Corporation logoSWPJun 21, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Tesla, Inc. logoSWPJun 20, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Meta Platforms, Inc. logoSWPJun 19, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Netflix, Inc. logoSWPJun 18, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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JPMorgan Chase & Co. logoSWPJun 17, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Bank of America Corporation logoSWPJun 16, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Visa Inc. logoSWPJun 15, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Mastercard Incorporated logoSWPJun 14, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Home Depot, Inc. logoSWPJun 13, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Walmart Inc. logoSWPJun 12, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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Costco Wholesale Corporation logoSWPJun 11, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Procter & Gamble Company logoSWPJun 10, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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The Coca-Cola Company logoSWPJun 9, 2026

Q2 2026

Operator: Good afternoon and welcome to today's earnings call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. Please be advised that today's conferenc...

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