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MANAGER DIRECTED PORTFOLIOS (SWP) Earnings Call Transcripts

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Apple 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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Microsoft 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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Alphabet Inc. 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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Amazon.com, Inc. 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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NVIDIA Corporation logoSWPJun 8, 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 7, 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 6, 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 5, 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 4, 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 3, 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 2, 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 1, 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. logoSWPMay 31, 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. logoSWPMay 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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Costco Wholesale Corporation logoSWPMay 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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The Procter & Gamble Company logoSWPMay 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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The Coca-Cola Company logoSWPMay 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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PepsiCo, Inc. logoSWPMay 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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Exxon Mobil Corporation logoSWPMay 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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Chevron Corporation logoSWPMay 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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Pfizer Inc. logoSWPMay 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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Johnson & Johnson logoSWPMay 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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UnitedHealth Group Incorporated logoSWPMay 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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Salesforce, Inc. logoSWPMay 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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Advanced Micro Devices, Inc. logoSWPMay 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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Intel Corporation logoSWPMay 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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Oracle Corporation logoSWPMay 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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Adobe Inc. logoSWPMay 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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Cisco Systems, Inc. logoSWPMay 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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International Business Machines Corporation logoSWPMay 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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AT&T Inc. logoSWPMay 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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Verizon Communications Inc. logoSWPMay 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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The Walt Disney Company logoSWPMay 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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Apple Inc. logoSWPMay 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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Microsoft Corporation logoSWPMay 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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Alphabet Inc. logoSWPMay 8, 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. logoSWPMay 7, 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 logoSWPMay 6, 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. logoSWPMay 5, 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. logoSWPMay 4, 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. logoSWPMay 3, 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. logoSWPMay 2, 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 logoSWPMay 1, 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. logoSWPApr 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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Mastercard Incorporated logoSWPApr 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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The Home Depot, Inc. logoSWPApr 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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Walmart Inc. logoSWPApr 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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Costco Wholesale Corporation logoSWPApr 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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The Procter & Gamble Company logoSWPApr 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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The Coca-Cola Company logoSWPApr 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...

Read transcript →