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Slow Capital Portfolio holdings

AUM $857M
1-Year Est. Return 38.3%
This Fund
S&P 500
This Quarter Est. Return
+7.35%
1 Year Est. Return
+38.3%
3 Year Est. Return
+123.69%
5 Year Est. Return
+154.77%
10 Year Est. Return
–
AUM
$851M
AUM Growth
+$34.6M
Cap. Flow
-$5.68M
Cap. Flow %
-0.67%
Top 10 Hldgs %
40.97%
Holding
121
New
4
Increased
51
Reduced
55
Closed
3

Top Buys

Rank Stock Value
1
SYM icon
Symbotic
SYM
+$5.43M
2
RBRK icon
Rubrik
RBRK
+$3.49M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M
5
ROK icon
Rockwell Automation
ROK
+$1.64M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$7.85M
2
AAPL icon
Apple
AAPL
+$4.76M
3
CLX icon
Clorox
CLX
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.54M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.89M

Sector Composition

Rank Sector Weight
1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Miscellaneous 14.07%
4 Healthcare 12.29%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
51
MongoDB
MDB
$35.9B
$5.28M 0.62%
17,014
-1,014
-6% -$261K
CAT icon
52
Caterpillar
CAT
$368B
$5.2M 0.61%
10,889
+67
+0.6% +$28.6K
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$45.6B
$5.17M 0.61%
65,545
+7,535
+13% +$592K
CRSP icon
54
CRISPR Therapeutics
CRSP
$5.58B
$4.75M 0.56%
73,287
-2,109
-3% -$121K
IOT icon
55
Samsara
IOT
$24B
$4.67M 0.55%
125,477
-337
-0.3% -$12.5K
AMD icon
56
Advanced Micro Devices
AMD
$760B
$4.58M 0.54%
28,303
-39
-0.1% -$6.29K
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$137B
$4.43M 0.52%
11,300
-514
-4% -$215K
ASML icon
58
ASML
ASML
$651B
$4.32M 0.51%
4,461
+41
+0.9% +$32.2K
TRV icon
59
Travelers Companies
TRV
$77.2B
$4.23M 0.5%
15,152
-227
-1% -$60.8K
WGS icon
60
GeneDx Holdings
WGS
$2.57B
$4.2M 0.49%
39,020
-130
-0.3% -$14.2K
SHW icon
61
Sherwin-Williams
SHW
$83.7B
$4.19M 0.49%
12,095
-112
-0.9% -$39.5K
BNTX icon
62
BioNTech
BNTX
$25.6B
$4.14M 0.49%
42,022
-3,324
-7% -$355K
EXAS
63
DELISTED
Exact Sciences
EXAS
$4.02M 0.47%
73,475
-6,780
-8% -$339K
IXN icon
64
iShares Global Tech ETF
IXN
$9.5B
$3.95M 0.46%
38,297
-1,088
-3% -$105K
EQIX icon
65
Equinix
EQIX
$103B
$3.88M 0.46%
4,958
+24
+0.5% +$18.8K
STIP icon
66
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
$3.87M 0.45%
37,419
+4,289
+13% +$442K
JPST icon
67
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$3.79M 0.45%
74,705
+40,172
+116% +$2.03M
CDNS icon
68
Cadence Design Systems
CDNS
$93.7B
$3.75M 0.44%
10,689
+191
+2% +$65.7K
ICSH icon
69
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.58B
$3.65M 0.43%
71,885
+5,384
+8% +$273K
TMO icon
70
Thermo Fisher Scientific
TMO
$230B
$3.57M 0.42%
7,352
-90
-1% -$41.9K
ITW icon
71
Illinois Tool Works
ITW
$79.8B
$3.55M 0.42%
13,558
+3
+0% +$782
AMGN icon
72
Amgen
AMGN
$234B
$3.52M 0.41%
12,487
+266
+2% +$77.1K
ARM icon
73
Arm
ARM
$255B
$3.48M 0.41%
24,591
+195
+0.8% +$28.4K
MCO icon
74
Moody's
MCO
$89.2B
$3.41M 0.4%
7,164
-92
-1% -$46.4K
ESTC icon
75
Elastic
ESTC
$10.5B
$3.41M 0.4%
40,328
-11,045
-21% -$930K
1 2
3
4 5

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Slow Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Slow Capital held 121 positions worth $851M, up 4.2% from $817M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Slow Capital's Q3 2025 filing shows 4 new, 51 increased, 55 reduced and 3 closed positions. Its largest new stake was Symbotic: 107,502 shares worth $5.79M. The largest sale was Broadcom, an estimated $7.85M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 37% a quarter earlier, followed by Consumer Discretionary and Miscellaneous.

  • Slow Capital's largest Q3 2025 buy was Symbotic: 107,502 shares worth $5.79M.
  • Slow Capital added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $2.03M increase.
  • Slow Capital's biggest Q3 2025 reduction was Broadcom, cutting an estimated $7.85M.
  • Slow Capital fully exited Clorox in Q3 2025, selling an estimated $4.47M.
  • Slow Capital's ten largest holdings make up 41% of its $851M portfolio in Q3 2025.
  • Slow Capital opened 4 new positions and closed 3 in Q3 2025.
  • Slow Capital's portfolio value rose 4.2% quarter-over-quarter to $851M.

Based on Slow Capital's 13F filing for Q3 2025, filed 29 Oct 2025.