SWS Growth Equity 4Q 2025

SWS Growth Equity 1Q 2026

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity

SWS Growth Equity 4Q 2025

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager discuss the US equity portfolio, SWS Growth Equity Tickers discussed: $MU, $GH, $CIEN, $MNDY, $MP, $PCT, $LLY

SWS Growth Equity 3Q 2025

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2025. Tickers discussed: $MP, $CIEN, $ANET, $GDDY, $CFLT, $DXCM, $MNDY, $TER, $INTU

SWS Growth Equity 2Q 2025

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 2Q 2025. Tickers discussed: $PCT, $NET, $SNOW, $RH, $VRTX, $CPRI, $GDDY

SWS Growth Equity 1Q 2025

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity Portfolio, SWS Growth Equity for 1Q 2025. Tickers discussed: $MP, $GH, $OKTA, $MRVL, $RH, $XYZ, $ARGX, $DXCM, $CELH